How To configure Your Business Profile in the CRM

Question

Accepted Answer

1. Log in to the CRM

2. Click on Settings

3. Click on Business Profile

Complete all of the information on this page.

General Information
Business Physical Address
Business Information
Authorized Representative

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/VcncTSbfPF/BusinessProfile%201.png

Complete General Information and Business Physical Address. Be sure to click on the Update Information buttons to save your changes. Then, scroll down.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/ANRolRDLVX/BusinessProfile%202.png

Complete Business Information and Authorized Representative. Be sure to click on the Update Information buttons to save your changes. Then, scroll down...

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/1CAf7QFpKZ/resources/NUaUfdk7fs/BusinessProfile%203.png (BusinessProfile 3)

Check off the compliant items under General. Scroll down and click on Update.

1. Log in to the CRM

2. Click on Settings

3. Click on Business Profile

You have now completed your Business Profile setup.

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