Company Settings

How to update company (client) settings and business information into Solopreneur Solutions Lost Lead Prevention Software

Company is the place where you can make changes to company (client) business information

To access Company Settings, click Settings on the company dashboard -> Company

company settings

Company Data - Company

  1. Company Logo - *Displays in Accounts on the agency view and used in Email Reviews
  2. Company Name - *Used as a Custom Value for Emails and SMS within campaigns
  3. Company Email
  4. Company Phone
  5. Company Website
  6. API Key - *Used for Zapier and API integrations

Company Address - Company

  1. Address
  2. City
  3. Zip Code
  4. State/Province/Region
  5. Country
  6. Time Zone - *Automated events within campaigns work with this field to determine when to send

Learn more about Agency Settings

Solopreneur Solutions - Lost Lead Prevention