Accessing RocketCRM:
Open the RocketCRM web portal for your company using a web browser.
Log in with your credentials.
Navigating to Business Profile:
Locate the left-side menu panel.
Scroll to the bottom and select the Settings section.
Clicking on it will open the Business Profile page.
Updating Business Information:
Upload the Company Logo if needed.
Fill in the required business details, including:
Legal Business Name
Business Email
Business Phone
Business Website
Business Niche
Business Type
Business Industry
Business Registration ID Type
Business Registration Number
Business Regions of Operations
Click the Update button to save the information.
Entering Business Physical Address:
Scroll up to the Physical Address section.
Enter the required address details:
Street Address
City
Postal/Zip Code
State/Province/Region
Country
Time Zone
Language
Click the Update button to save the address details.
Adding Authorized Representative Information:
Enter the details of the authorized representative:
First Name
Last Name
Representative Email
Job Position
Phone Number (With Country Code)
Click the Update button to finalize the changes.
Completion:
Once all updates are saved, the business profile in RocketCRM is successfully updated with the latest information.
Notes:
Ensure all entered details are accurate before clicking Update.
Click "Settings"
Upload company logo.
Enter the "Legal Business Name" field.
Enter the "Business Email" field.
Enter the "Business Phone" field.
Enter the "Business Website" field.
Choose the "Business Niche"
Choose the "Business Type"
Choose the "Business Industry"
Choose the "Business Registration ID Type"
Enter the "Business Registration Number"
Select the "Business Regions of Operations" the click "Update"
Enter the Business Physical Address
Enter the "Street Address"
Enter the "City"
Enter the "Postal/Zip Code"
Select the "State / Prov / Region"
Select the "Country"
Select the "Time Zone"
Select the "Language"
Click "Update"
Enter the Authorized Representative
Enter the "First Name"
Enter the "Last Name"
Enter the "Representative Email"
Enter the "Job Position"
Enter the "Phone Number (With Country Code)"
Click "Update"