Step 1: Set up your company
updated 9 months ago
1. Make sure you are in your Admin Settings. Click Organization.
2. Reveal your API token by clicking within the text box. Enter your email & password.
3. Fill in your company name & logo.
4. Enter your first name, last name, & address.
5. Enter your mobile & business number. Enter the number you would like to receive SMS notifications on. Your Skype ID is optional.
6. Enter your website address. Make sure your country and timezone are correct to avoid any future headaches.
7. Choose the correct currency. Fill in the reply-to email address & the email-from name (usually your name).
8. Select the users who will have access to your company & allow them to see all contacts. You can choose to turn the mail subscription tab on or off. Hit the save button & you are all set!