Business Setting
Overview
The Business Setting page is where you manage your business information, branding, navigation, phone numbers, and territory email routing. Open the settings page from the top navigation bar to access these options.
Business Details
The Business Details section lets you view and update your core business information, including the business name, legal name, email, contact number, website, owner, address, regional settings, and timezone. If you need to make changes, edit the fields and click Save changes to save them.
Business Appearance
Open the Business Appearance tab to customize your brand. From here, you can upload light- and dark-theme logos and a favicon, enter a page title, and choose your brand color. After making changes, click Save changes in the top-right corner to save them.
Navigation Settings
Use Navigation Settings to control how your CRM navigation is arranged for the workspace. In Navigation Setup, choose Top Navbar or Left Sidebar. In Setup & Order, arrange the modules in the primary navigation area or move less-used modules to the More Menu. When Left Sidebar is selected, open Sidebar Design to customize the sidebar appearance and options.
Click Save changes to apply the navigation layout. Click Reset to restore the default module order, navigation position, and sidebar settings. Navigation changes are saved for the workspace and may affect other users in that business.
Business Features
On a master account, a business admin can use Business Features to enable or disable available business features, such as Franmantra AI. This tab is only shown to users and account types with the required access.
Phone Numbers
Go to the Phone Numbers tab to manage numbers connected through Twilio. You can add an available number, set a number as the default, edit its configuration, or unlink it from the business.
Territory Settings
Use Territory Settings to route territory notifications by email. Turn on Enable territory routing to activate the configuration. When routing is enabled, select a Territory connection, enter the From name and From email, add CC recipients, and specify Forward replies recipients.
Under Territory email template, enter the notification Subject and create the Template content. Click Save changes to save the routing settings. If territory routing is turned off, the connection, recipient, and template controls remain unavailable until you enable it again. This tab is available to subaccounts with the Territory module enabled and the required territory permissions.
Example
If your business changes its logo, phone number, navigation layout, or territory email routing, open Business Setting, update the correct tab, and use that section's save control. For example, you can upload a new logo in Business Appearance, move modules in Navigation Settings, or configure territory notifications in Territory Settings.