Open your profile menu, choose My Company, and fill in the General tab. You set your company name, brand color and industry there, plus your address and website for email and document footers.
Steps
- Click your name at the bottom of the sidebar.
- Choose My Company.
- On the General tab, enter your Company name.
- Pick a Brand color. The default is purple.
- Check the Industry. It was set when you created your account.
- Under Address and website, add your company address and website. FlowForce uses them in email and document footers.
- Under Commission, set the Global Commission Percentage that new deals start with. You can change it on any single deal.
- Click Save Settings.
Company logo
The logo shows on public lead forms and document headers. Using your own logo needs the Pro plan.
Set your own time zone
Time zone is a personal setting, not a company setting. Click your name, open your profile, and look under Location and time on the Identity tab. Your profile also holds your name, job title, login email and phone.
Other tabs in My Company
- Roles controls what each person can do. See How to add teammates and assign roles in FlowForce.
- Pipeline and Deal stages set the stages leads and deals move through.
- Call outcomes sets the results you can log after a call.
If it did not work
I picked the wrong industry. Industry decides which pages and templates you see, so ask an admin to change it before you build anything.
I cannot upload a logo. Your own logo needs the Pro plan.
Meeting times look wrong. Check your time zone under Location and time in your profile.