Last Revised: 14 Feb 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read.
How Can I Edit Our Company Address? (54 seconds)
When setting up your company information, enter your Company Address.
You are looking at a screenshot of Company Details on CRM Setup:
Figure 1. Company Address.
My Profile < App Setup < CRM Setup < Company Details
- Click inside the boxes: Address, City, State, Postal, Country, Region.
- Enter your Address Details.
- Click Save.
Company Details are used to automatically prefill forms and format professional documents produced by the system.