Updating General Business Information in Content Copilot CRM
Ensure your business profile reflects the latest information in Content Copilot CRM. This guide provides steps to update your business logo, contact details, domain, website, and niche, along with modifying both formal and friendly business names. Save your updates for a consistent and professional profile.
1. Start by selecting the 'Settings' option.
2. Then, access your 'Business Profile' section.
3. Now, Locate general information.
4. Next, update your business logo as needed.
5. Continue to modify your friendly business name.
6. Proceed to change the formal legal business name.
7. Update your business contact email and phone number.
8. Change your business domain accordingly.
9. Next, update your business's website details.
10. Refine your business niche to stay relevant.
11. Finally, click 'Update Information' to save your changes.