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".
3. Enter your firms name, address, contact details, and upload your company logo.
We recommend uploading a logo image file around 200-400 Pixels wide.
