Setting up your company details

How to set up your company details

Introduction

Setting up your Company Details allows you to automatically insert them into your communication and documents. For example, you can insert your company logo, address, phone number etc. into email templates, Invoices, Purchase Orders, Sales Orders and Quotes, all within a couple of seconds.

How to set up your company details

1. Once you’ve logged in to your CRM, click the -> Settings icon in the upper right-hand corner
2. In the -> ‘Communication Templates‘ tab click on -> ‘Company Details‘
3. On the new screen click the -> ‘Edit‘ button
4. Fill in your company details
5. Click -> ‘Save‘