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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Company Information
To ensure that reports, templates, quotes and other features of the CRM are accurate to your business, you’ll first want to update your core company settings. Address, phone number, ABN/ACN, contact details and brand assets including your logo are among the fields that should be updated in the settings module, so your data is accurate and so any templates you create or quotes you send are branded correctly.
To edit company setting navigate to the Main Menu by hitting the burger icon in the top left. Then scroll down, expand the Admin section and select General.
Fill out the required details (namely, the initial Company Information and scroll down to access the Invoice Settings) and once complete, scroll to the bottom of the page and hit Update.
