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Settings

Table of Contents

Edit Business #

To Edit Business just go to Dashboard and follow the steps below:

  1. Click on CRM > Settings
  2. Click on the General tab
  3. Click on the Business tab
  4. Fill in or change your Business info from here.
  5. Click on the Save button.

Setup Payments #

To setup Payments just go to Dashboard and follow the steps below:

  1. Click on CRM > Settings
  2. Click on the Payment tab
  3. Click on the Bank & Others tab
  4. Click on the Add Account button

Email Settings #

To Edit Email Settings just go to Dashboard and follow the steps below:

  1. Click on CRM > Settings
  2. Click on the Email Template tab
  3. Click on the Sub section which section you want to change
  4. Click on the Sub tab which section you want to change
  5. Change your settings from here.
  6. Click on the Save button.