WEBVTT

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Start on the Pixie CRM dashboard Use Settings in
the top bar to

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open your organisation's configuration This guide
shows how to set

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the company name for your own workspace You need
access to the relevant

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settings

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In General find Company Name Enter the name your
organisation wants

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to display We are using Willowbrook Consulting a
fictional training

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business Review the spelling carefully before you
save

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Choose Save Settings Wait for the page to finish
saving then check

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that Company Name still shows your saved value
This confirmation

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is important If the form reports an error correct
the highlighted

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field before continuing

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Next complete Company Information and
Localization using the related

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setup guides Use the dedicated logo tutorial for
visual branding

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The matching written guide and related Pixie CRM
videos are linked

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in this video's description