Managing Company Profile

Overview

The Company Profile is where you will set all details related to your company.

User Permissions

Admin

Instructions

You can add all your details to the Company Profile page. This information will be added to the header of any quotes you send out.

The information you will add is:

  • Company Name
  • CCB Number
  • Company Email Address (where you want responses to quote questions sent to)
  • Phone Number
  • Address


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