Rocket Matter Knowledge Base CRMCRM: Setting up your firm settings, address, and logo.

CRM: Setting up your firm settings, address, and logo.

Customize your CRM with your firm's information; name, logo, and address

Only users with Admin Rights will have access to make the changes.

1. In CRM, use the main navigation menu on the left-hand side of the screen, click on "Setup"

2. Select "Firm Settings".

4. Click 'Save'.