Step-by-Step Guide to Configuring Your Company Settings in BizCRM

6 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Settings" in the BizCRM Application

  • Navigate to the left sidebar of the BizCRM application.
  • Locate the "Settings" option highlighted in the sidebar.
  • Click on "Settings" to access the settings menu for further configuration

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STEP 2: Click on "Company Name" to Update

  • Navigate to the Company Settings section.
  • Click on the Company Name input field (highlighted in red).
  • Enter the desired company name (required field marked with *).

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STEP 3: Click on "Company Email"

  • Navigate to the Company Settings section.
  • Locate the Company Email field highlighted in red.
  • Click on the Company Email label to activate the input field.
  • Ensure that the email

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STEP 4: Click on "Company Phone"

  • Navigate to the Company Settings page.
  • Locate the Company Phone field, which is marked with an asterisk (*) indicating it's a required input.
  • Click on the Company Phone area

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STEP 5: Click on "Company Website"

  • Locate the "Company Website" field in the Company Settings form.
  • Click on the "Company Website" area to enter or edit the website URL.
  • Ensure the field is filled correctly; it is not marked

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STEP 6: Click on "Save" to Confirm Company Settings

  • Ensure all required fields (marked with *) are filled out: Company Name, Company Phone, Company Email.
  • Review the information entered for accuracy.
  • Click on the Save button located

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