Vtiger CRM: How to enter your Company Details

As a CRM user, you will need to upload your company information from time to time. This might be needed when sending mails, or creating Invoices with your company logo/address etc. Vtiger provides a way to do this from under the CRM settings. You need to be logged in as an admin user to make any of these changes.

Step 1:  Click the Settings icon  located at the top right-hand corner and select “CRM Settings” in the menu. This will take you to the Settings page.

1

Step 2: Click on the Templates link on the left hand bar and then click on the Company Details link.

2

Step 3: This will take you to the Company Details page where you will get the Edit button located at the top right corner.

3

Step 4: To update your company logo, click Choose File button, browse and select desired file from your computer.

4

Step 5: Update the company details in the fields provided and click the Save button once done.

5