STEP 1

From the Main Navigation select Companies & People.

STEP 2

You’ll be taken to the Companies list view where you’ll see all your Companies. Scroll down and locate the Company that you wish to edit and click on the Company Name or the Arrow Icon at the far left that appears when you hover over the Company row.

STEP 3

You’ll be taken to the Company overview page. To Edit the Company details just click on the Pencil Icon next to the Company name.

STEP 4

The Sidebar will open and here you can Edit and Add details for this Compnany.

STEP 5

Once done click on the Save button and you’ll be taken back to the Company overview.

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