What this completes
The business-profile onboarding step checks five stored facts: legal company name, industry, team size, years in business, and referral source.
Review the editable company details
- Open Company Settings.
- Review the Legal Company Name and Industry used by onboarding.
- Add any useful DBA name, logo, company phone, business address, entity details, or sales-tax defaults.
- Select Save Changes.
- Return to Onboarding and check the step.
Team size, years in business, and referral source normally come from signup. They are not fields on the current Company Settings page. If the saved company name and industry are correct but the step remains open, contact support so those signup details can be checked.
How you know it is done
The step shows Done only when all five stored facts are present. Visiting or saving Company Settings by itself does not complete the step.