Administration – Company Info Tab

In addition to setting up information for your users, partners, clients, and staff, you also need to enter details for your company into your CRM for contact, marketing, and billing purposes. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the “Company Info” tab. Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access.

The settings on this page are not user-specific like other Administration tabs; the information you enter here will be used for your company through your CRM. In the fields below, enter your Company’s name, person of contact, address, and contact information. This information can be used via meta-tags throughout your CRM for email and marketing communication.

Below, you can also list the person who should be contacted for billing inquiries at your company. Be sure to list an email address and phone number with this name.

If you make any changes to fields on this list, they will only be saved if you click the “Update Information” button below.