Once you have created and activated your account, the next sensible step is to complete the company data.
To do this, click on Company in the navigation bar on the left and then on Data Profiles. This will take you to the company data.
Your standard profile has already been created. Simply click on it and complete the remaining data. You can also rename the standard profile if necessary.
Once you have completed the data, click on Save data.
If you have subsidiaries or sub-brands, for example, you can create as many additional profiles as you like. If, for example, only the company name changes and the rest remains the same, it makes more sense to duplicate the profile by clicking on the cog next to the default profile. Then you can easily edit the duplicated profile and make the changes accordingly.
If you need different signatures for different companies, simply select the appropriate company data profile when editing a signature. For more information, see Signatures.
Do you have any questions?
No problem - we are happy to help you personally! Simply use our free live chat (bottom right).
