Tell TradeCRM about your business

The more TradeCRM knows about your business, the better the replies it writes for you. This takes about two minutes.

1. Click Settings in the left-hand menu.

2. Open the Business tab.

3. Fill in the boxes (see below).

4. Press Save.

What each box is for

• Business name: how your business appears to customers.
• Description: a sentence or two about what you do.
• Industry: your trade, for example plumbing or electrical.
• Services: what you offer, separated by commas, like Plumbing, Heating, Bathroom fitting.
• Service area/location: where you work.
• Opening hours: for example Mon-Fri 8am-6pm.
• Currency: used on your quotes and on the reports page.