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Manage Business Details, Appearance, Navigation, Phone Numbers & Territory

What this does​

This guide explains how to manage business details, appearance, navigation, phone numbers, and territory settings in Franmantra CRM.

Update your business details, brand look, navigation layout, phone numbers, and territory email routing from one place.

Steps​

  • Make sure you can open the main Settings page.
  • Decide which section you want to update before you start.

Open Business Settings​

  1. Click the settings icon in the top-right corner of the page.
Dashboard page with the settings icon highlightedDashboard page with the settings icon highlighted
  1. Open the Business Details section.
Business Details settings pageBusiness Details settings page

Update Business Details​

  1. Enter or update the business details you want to change.
  2. Click Save changes to save the new business details.
Business Details form with editable fields such as business name, email, and contact numberBusiness Details form with editable fields such as business name, email, and contact number

Update Business Appearance​

  1. Open the Business Appearance tab.
  2. Update items such as the logo, favicon, page title, or brand color.
  3. Click Save changes to save the new appearance.
Business Appearance tab showing logo, favicon, page title, and brand color fieldsBusiness Appearance tab showing logo, favicon, page title, and brand color fields

Customize Navigation​

  1. Open the Navigation Settings tab.
  2. In Navigation Setup, choose Top Navbar or Left Sidebar.
  3. In Setup & Order, arrange modules between Navbar and More Menu. The first four modules remain in the primary navigation area and the remaining modules are available under More Menu.
  4. If you selected Left Sidebar, open Sidebar Design to adjust presets, colors, background, density, item styles, collapse behavior, labels, profile details, and pinned shortcuts.
  5. Click Save changes.

Use Reset to restore the default navigation position, module order, and sidebar settings. See Customize Workspace Navigation for the complete procedure.

Navigation settings tab in Business settingsNavigation settings tab in Business settings

Manage Business Features​

  1. On a master account, open the Business Features tab as a business admin.
  2. Review the available features and use the toggle for the feature you want to change.
  3. Confirm the change when prompted. When a feature is enabled, use its available Configure or Setting action if additional setup is required.

The Business Features tab is not shown to users or account types without the required access.

Manage Phone Numbers​

  1. Open the Phone Numbers tab.
  2. Select Add to add an available Twilio number.
  3. Use the number's actions to Set as Default or Edit Configuration.
  4. Use Unlink to remove a connected number from the business.
Phone Numbers settings pagePhone Numbers settings page

Manage Territory​

  1. Open the Territory Settings tab.
  2. Turn on Enable territory routing.
  3. Select a Territory connection from the available business email connections.
  4. Enter the From name and valid From email.
  5. Add valid CC recipients and Forward replies recipients as needed.
  6. Under Territory email template, enter the required Subject and Template content.
  7. Click Save changes to keep the territory email configuration.

If territory routing is turned off, enable it before configuring the connection, recipients, or template. This tab is available only to eligible subaccounts with the Territory module and required territory permission.

Territory settings page showing service area controlsTerritory settings page showing service area controls

What happens next​

Your updated business settings are saved and used across the account.

Notes​

  • The Web Key can be shown on the page, but it cannot be edited.
  • Save each section after you change it.
  • Navigation settings are saved for the workspace and may affect other users in that business.
  • Territory email addresses must be valid and cannot be duplicated.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.