Company Settings

Company Settings store key information about your business, such as your primary currency and the start month of your fiscal year. You can customize the default settings to align with your company's needs. This section also includes details on Site Licenses, User Licenses, and Add-Ons for plan limits, including record limits, storage limits, custom fields, dashboard cards, and more, as well as the marketing prospects add-on and dedicated IP address add-on. 

How To Edit your Company Settings

  1. Go to System Settings > Product Settings > Company Settings.
  2. Click the edit icon in the upper right.
    Edit_company_settings_3.png
  3. Edit your Organization Details, Locale Settings, and Fiscal Year. Fiscal Year Start will affect relative date filters involving quarters, for example list filters or dashboard filters.
  4. Click Save Details.
    Edit_company_settings_1.png


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