Steps to Add or Edit Organization Information
Navigate to Settings:
Click Settings in the main navigation bar.
Open the Edit Screen:
Click the Edit Organization Information button.
Fill or Update Information:
Update details such as:
Business Name and Industry
Organization Bio: Provide a concise, easy-to-understand description (up to 380 characters).
Address and Location: Add your country, state, city, and postal code.
Tax Information: Optionally, check "I have an EIN" to add relevant tax details.
Save Changes:
Once all updates are complete, click Save to confirm.
Additional Notes 📌
Organization Bio:
A clear, concise description helps potential partners find you and understand your business focus more effectively.
Organization Representative:
Assign or update the Admin Representative who will receive key communications, such as opportunity responses and contact inquiries.