What you'll do
Complete the required company profile fields in Settings.
Before you begin
Use an account that can edit Settings.
Follow these steps
- Open Onboarding from the sidebar.
- In Business Setup, open Complete your business profile.
- You will be taken to Company Settings.
- Fill in and save these required fields:
- Company name
- Industry
- Team size
- Years in business
- Referral source
- Return to Onboarding and confirm the step shows Done.
How you'll know it's done
The step turns to Done when all five required fields are saved.
If you get stuck
- Step still open: make sure none of the required fields are blank.
- Saved but not updated: refresh Onboarding and re-check the saved values.
Related pages
- Open step: Company settings
- Open onboarding: Onboarding