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How to Update Company Information

Step-by-step process for changing your company information on your IdeaRoom site via SalesView

Updated over 3 weeks ago


2. Click "Edit"

3. Click "Business Info"

4. Click the "Name" field to change the company name.

5. Click the "Address," "City," "State," and/or "Zip/Postal" fields to update location business information.

6. Click the "Phone Number" field to update the company phone number.

7. Click the "Home Link URL" field to update the company URL.

8. Click the "Contact email" field to update the company email address.

9. Click "Preview" to review that the changes are accurate.

10. Click "Publish" after you have reviewed that all changes are appearing as expected with your new company information.

The changes will now be reflected on your live site.

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