Company settings are accessed and managed by team leads and will provide you with some settings that can be set for all team members.
See below for a step-by-step guide on how to adjust your company settings in Bonzo:
Step 1: Go to your settings
Step 2: Navigate to the 'Company' section of your settings
Step 3: Upload your company logo
Step 4: Name your business & select your preferred time zone
Step 5: Decide whether you'd like to force all of the users under your team to enable MFA in order to use the system
*Please note that in order to do this, the team lead must first enable MFA themselves under their account security settings.
Step 6: Fill in your company's address information (required by the CAN-SPAM Act)
*Please note that the address you put here should match what is on the company's tax forms!
Step 7: Select your preferences on the following setting options
Forward incoming calls to prospect owner: If you check this option, calls will be *always* forwarded to prospect owner, even if prospect calls somebody else's number
Hide prospect source: If you check this option, we'll hide prospect source from your team members
Default sender: Define the default sender for when somebody has access to sender switcher
Step 8: Add in any company specific Email/SMS disclaimers that you'd like to have attached on outgoing communications
Step 9: Select all applicable industry tags so that we can get you access to all necessary templates/resources
Step 10: Make sure you hit the save button at the bottom right of the company settings page