WEBVTT

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Open Settings from the Pixie CRM dashboard then
choose Company Information

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These settings control the organisation details
used in document

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layouts They are separate from the company name
shown in General

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settings

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Enter the company name you want to use on
business documents Use

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your organisation's correct details Our example
uses Willowbrook

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Consulting a fictional training company so the
records shown here

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do not represent a real business transaction

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Complete the address city state or county and
postal code Follow

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each field label on your screen Check these
details carefully because

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they can appear in the company information
section of generated

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documents

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Review Country Code and Phone We are using G B
and a reserved example

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number Complete VAT Number with the relevant
company details when

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needed we leave it blank for this training
example Keep the information

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format unchanged unless you intend to customise
the document layout

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Choose Save Settings and wait for the page to
reload Check that

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the company details are still present The saved
settings are ready

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to be used by document templates that include
these company information

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fields

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Continue with the localisation logo and invoice
setup tutorials

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for the next steps Use the matching written guide
linked in this

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video's description Available settings and
document layouts depend

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on your permissions and enabled modules