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Xcitium Platform

Xcitium Platform

CRM - Admin Guide

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Configure CRM Settings > Manage Company Details
  • Introduction To CRM
    • Login To CRM
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  • Marketing And Sales
    • Manage Marketing Campaigns
      • Add Campaign Records
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    • Leads
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      • Add A New Organization
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      • Associate Records From Other Modules To An Organization
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      • Add A New Contact
      • Manage Contacts
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      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
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    • Emails
  • Inventory
    • Assets
      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
    • Products
      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
    • Services
      • Add Services
      • Manage Services
      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
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    • Manage Reports
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    • Manage Company Details
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  • About Comodo Security Solutions

Manage Company Details


The company details section lets you personalize the CRM with your company logo and company information. These items are used to personalize invoices, quotes, sales orders and purchase orders.


Enter your company details in CRM:

  • Click the cog icon at the top-right of the interface and select 'CRM Settings'
  • Click 'Templates' > 'Company Details' in the left menu
  • Click the 'Edit' button in the top-right corner:




  • Click 'Edit' button in the top right corner




  • Click 'Browse...' to upload your company logo. Recommended size = 170px W x 60px H
  • Complete your company name, address, contact and website details
  • Click 'Save' to register the new settings.

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