Progress: 2 of 30 Days

Day 2 Feature: Company Settings

Today you'll set up your business profile inside CDM. Taking a few minutes to complete your profile today will help ensure a smoother experience as you continue building your business inside CDM.

Why This Matters

CDM is designed to be your central business management system.

Many of the features you'll use throughout the software automatically pull information from your Company Settings.  This information becomes the foundation for many of the tools you'll use throughout the platform, including contracts, client communications, dispute letters, invoices, and client-facing documents.

Where to Click

Watch the Company Settings Training Video Below. This short training will show you where to locate your Company Settings and how to configure the most important fields.

What To Do Inside CDM

Step 1: 

Access Company Settings

Log into your CDM account and navigate to:

Company → Company Settings

Review the available fields before making any changes.

Step 2: 

Enter Your Business Information

Complete the following information:

• Business Name
• Business Phone Number
• Business Email Address
• Business Website (if applicable)
• Business Address

Make sure all information is accurate and up to date.

Step 3: 

Upload Your Company Logo and Update Your Brand Color

These branding settings help create a professional and consistent experience throughout your client-facing pages.

You can always update them later if needed.

Your Goal Today

Complete your Company Settings profile and verify that all business information is accurate.

Need Help?

If you need assistance:

• Click Here to Visit the Different Support Channels if you need assistance.

• Click Here to Join one of our Live Training Sessions

   

   

We're here to help you succeed.

Go to Next Action — Day 3: Add Your First Customer ➡️