Before You Begin
You'll need access to your CRM Settings. If you don't see the "Company Details" option mentioned below, you may need administrator permissions or can request an administrator to make this change for you.
Steps
Navigate to Settings in your CRM
Click on CRM Settings
In the search settings field, search for "Company Details"
Click on Company Details when it appears
Locate the Company Name field
Edit the Company Name field to reflect your correct company name
Save your changes
Expected Result
After updating the company name, all new statements and invoices generated by the CRM will display your correct company name instead of "Dazos CRM".
Troubleshooting
Can't see the "Company Details" option?
If the Company Details option isn't visible in your CRM Settings, you may not have the necessary permissions. Contact an administrator on your account who can update this setting for you.
⚠️ Note: The company name on statements is separate from your Stripe integration settings. Even if Stripe shows the correct company name, you'll need to update it in CRM Settings to fix statement displays.