Important: The information you set here will be used in many systems in LeadCenter. Check below for a complete list.
In this page you can configure:
Business name: This will be used in public calendars, public financial questionnaires, and public client document storage.
Address: If you are using virtual numbers. You must enter a correct address here. Our system must be able to verify it as as an accurate address.
Logo: Your company logo will be used in public calendars, public financial questionnaires, and public client document storage.
Phone number and privacy link: This will be used in public calendars, public financial questionnaires, and public client document storage.
Email Signature: This is a shared email signature that can be inserted in emails while editing in LeadCenter.
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