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Managing Business Unit Contact Information
Learn to edit and set your Business Units general information including phone number, company name, email, etc.
Jump to:
Updating the Business Unit "Office Phone"
Updating the Business Unit "Company Name and "DBA"
Updating the Business Unit "Office Email"
Updating the Business Unit "Primary Address"
Updating the Business Unit "Office Phone"
- To begin, access the settings by selecting "Business Unit" from the left sidebar.
- In the "Business Unit Setup" section, choose the option for "Business Unit Information"
- In the "Primary Contact Details" section, simply click on the "Edit" option.
- Make any necessary changes to the phone number and then click on "Update" to save the updated information.
Updating the Business Unit "Legal Company Name and "DBA"
- To begin, access the settings by selecting "Business Unit" from the left sidebar.
- In the "Business Unit Setup" section, choose the option for "Business Unit Information"
- In the "Legal" section, simply click on the "Edit" option.
- Make any necessary changes to the Business Information and then click on "Update" to save the updated information.
Updating the Business Unit "Office Email"
- To begin, access the settings by selecting "Business Unit" from the left sidebar.
- In the "Business Unit Setup" section, choose the option for "Business Unit Information"
- In the "Primary Contact Details" section, simply click on the "Edit" option.
- Make any necessary changes to the office email and then click on "Update" to save the updated information.
Updating the Business Unit "Primary Address"
- To begin, access the settings by selecting "Business Unit" from the left sidebar.
- In the "Business Unit Offices" section
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Make sure to update all of the following sections with the address and click on "Update" before moving on to the next dropdown section.
- "Location" (Main)
- Mailing Address
- Legal Address
- Billing Address