Skip to main content

Our Offices

C
Written by Chris Curd
Updated over 3 months ago

The Our Offices feature allows users to manage a list of company offices that can be assigned to internal users.

Editing an Office

  1. Navigate to the Offices section.

  2. Tap the name of the office you wish to edit.

  3. Rename it as needed.

  4. Hit Save to confirm changes.

Adding a New Office

  1. Tap the New button.

  2. Enter the name of the new office.

  3. Hit Save to add it to the list.

Maintaining an up-to-date list of Customer Categories, Sources, and Offices ensures better organization, improved filtering, and efficient management in SitePad CRM.

Did this answer your question?