The CRM Settings screen inside of Teal CRM is where you can configure your CRM to your organization.
The first CRM Settings tab allows you to update organizational information. This information is also passed back to Teal CRM for billing and contact purposes as well.
- Site ID: This is your unique identifier, as well as your subdomain to access Teal CRM (yourname.tealcrm.com)
- Business Name: This is the name of your business. You can include an incorporated name or trade name here.
- Address 1: This would be the street address that you reside on (123 Road SE).
- Address 2: Specify a Unit # here or other identifiers.
- Country: Select the country that you reside in. We use this for tax purposes as well.
- City: The city that your business is based out of.
- Province/State: For Canadian customers we require the province in order to determine taxation if required.
- Postal Code
- Timezone: This is Timezone is configured for the entire site. When a user is logged in they will be assigned this timezone. Multiple timezones isn't currently supported.