Business details

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.