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Update Company Details

Learn how to easily modify the company details of your SalesAi account within the platform.

Scroll through the images/steps below to successfully edit your company details. 

 

Not a visual learner? No worries! Read through the step-by-step instructions below. 

Only users with Manager permissions can edit company details.

Steps

  1. Click the Settings Gear next to your name in the bottom-left corner of the platform.
  2. Select Settings.
  3. Ensure you are on the General tab.
  4. Under Company Details, click Edit.
  5. Update the Company Name, Company Location, and/or Domain.
  6. Click Save to apply your changes.

Changes made to company details apply across your SalesAi account and may impact other users within your organization.