Last Revised: 08 Jul 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
How Can I Edit Our Company Address? (54 seconds)
From the Main Menu, click 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.