The Company screen holds the branding and business context used across your workspace, emails and scoring. Use it when an authorized workspace administrator needs to check or update the company profile. Channel setup remains separate: company information alone does not connect a mailbox, purchase a phone number or enable AI actions.

Find the screen

  1. Check the workspace name in the header before reviewing settings.
  2. Open the profile menu and choose Settings.
  3. Select General → Company. Settings opens on this page first.
  4. Review Company Details and Business Type. Their completion counters show how many fields are filled; they do not certify accuracy or channel readiness.
  5. Expand the appropriate section to inspect its fields. An authorized change uses Save Changes; verify the saved values after reopening the page before relying on them.
The Company tab in Settings, where you open Company Details and Business Type, then select Save Changes.

The related General tabs are Address, Social Profiles, Notifications and Delete my data. The deletion screen is a separate consequential workflow, not a step in setting up your company.

Confirm and recover

Success means the intended workspace has the correct saved business information after reopening or refreshing. A completion counter alone is not enough. If a save fails or a value changes unexpectedly, preserve your intended text, check the workspace and permissions, and use support rather than overwriting an unknown concurrent change.

For navigation to channels and other categories, see Settings. For your first contact workflow, see Import and the lead record.

Screenshots

The Company tab in Settings, where you open Company Details and Business Type, then select Save Changes.
The Company page, where you fill in Company Details and Business Type, then select Save Changes.