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Updating Business Information in CRM
Updating Business Information in CRM
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Written by Samantha McLarty
Updated over 2 months ago

  1. Click "Settings"

  1. Upload company logo.

  1. Enter the "Legal Business Name" field.

  1. Enter the "Business Email" field.

  1. Enter the "Business Phone" field.

  1. Enter the "Business Website" field.

  1. Choose the "Business Niche"

  1. Choose the "Business Type"

  1. Choose the "Business Industry"

  1. Choose the "Business Registration ID Type"

  1. Enter the "Business Registration Number"

  1. Select the "Business Regions of Operations" the click "Update"

Enter the Business Physical Address

  1. Enter the "Street Address"

  1. Enter the "City"

  1. Enter the "Postal/Zip Code"

  1. Select the "State / Prov / Region"

  1. Select the "Country"

  1. Select the "Time Zone"

  1. Select the "Language"

  1. Click "Update"

Enter the Authorized Representative

  1. Enter the "First Name"

  1. Enter the "Last Name"

  1. Enter the "Representative Email"

  1. Enter the "Job Position"

  1. Enter the "Phone Number (With Country Code)"

  1. Click "Update"

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