You can personalize the application by uploading your Company logo and details to your simply CRM service; as a result, company logo appears on your home page. Your company logo and address can also be used in email templates and Inventory tools such as Quotes and Invoice, when exported to PDF files.
Steps to update your Company logo
- Click Settings icon
- Click CRM Settings
- Click Company Details
- Click Update Logo
- Click Choose File and browse for the file
- Click Upload
Steps to update your Company details
- Click Settings Icon
- Click On Demand Admin
- Click Company tab on top left
- Update your company details
- Click Save