Edit company in CRM

In order to add group in the CRM, Go to the "CRM Settings"

Click on "Company Settings"

Here, you will see list of all the companies you have access to.

There is a settings icon provided right next to all the listed companies. Click on that icon of the company you wish to edit

Now it will expand the selected company and show all the related settings.

From here you can edit the company description, manage company users, lead distribution at user level, setup notifications, mails, lead id prefix etc.

Once you're done with your changes. Click on Save Company (Draft).

Changes are now saved locally, in order to save these changes on the app. Click on Save.