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.Also, your company logo and address can be used in email templates and Inventory tools such as Quotes and Invoice, when exported to PDF files.
Steps to update your company logo and details
- Click
settings icon in the top right corner
- Click CRM Settings
- Click ‘Templates’ drop-down in the left
- Click Company Details. You can click on
pin icon next to it to add a shortcut to your settings home page
- Click Edit button in the top right corner
- To update your company logo, click Choose File button, browse and open desired file from your computer
- You can also update company details in the fields provided
- Click Save
Notes!
- Recommended image size is 170X60 pixels.
- Recommended image formats are .jpeg , .jpg , .png , .gif , .pjpeg , .x-png.
Go personalize your Simply CRM now!