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The Digital Agency Operating System
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The Digital Agency Operating System
The Digital Agency Operating System
The Digital Agency Operating System
Setup
Team Setup
Services Setup
Finance Setup
Clients Setup
Expenses Setup
Opportunities Setup
Sales Setup
Company
Departments
Team Directory
Services
Clients
Sales
CRM
Contacts
Clients
Company Social
Opportunities
Finance
Accounts Receivable
Accounts Payable
Expenses
HR
HR Data
Data
Business Data
Services Data
Sales Data
Invoices Data
Expenses Data
Tax Data
Finance Data
General Data
Support
Setup
Configure your company information
Team Setup
Services Setup
Finance Setup
Clients Setup
Expenses Setup
Opportunities Setup
Sales Setup
Basic Business Information
To begin, we need to set up your business with some basic information.
Basic Business Information
Add your business logo
Name: Your company operating name. This can be different from your Legal
Legal Name: The name registered with the government.
Business #: Your official business or tax number
Clear Business Info
Basic Business Setup
Basic Business Setup
2
Logo
Name
Legal Name
Business #
Incorporation Date
Logo
Name
Legal Name
Business #
Incorporation Date
1
Acme
Acme inc
5748301
08/12/2022
There are no rows in this table
Business Addresses
Clear Addresses
Name
Address 1
Address 2
City
State/Province
Zip/Postcode
Country
Phone
Map Url
Name
Address 1
Address 2
City
State/Province
Zip/Postcode
Country
Phone
Map Url
1
Headquarter
2518 NE 15th Ave
Portland
Oregon
97212
USA
(503) 284-1157
https://g.page/ThirdWunder?share
There are no rows in this table
Business Websites
Clear Websites
Business Websites Setup
Business Websites Setup
2
Category
Name
URL
Admin URL
Category
Name
URL
Admin URL
1
Website
Website
https://acme.com
2
Social
Facebook
https://facebook.com/acme
3
Social
Linkedin
https://linkedin.com/company/acme
There are no rows in this table
Congratulations!
You just setup you basic business information.
Now we need to go on to your
Team Setup
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