Manage Company Profile

1. Feature Overview

On the Company Profile page, you can update your organization details. The values you enter here will be applied to your LeadSquared account. For e.g., Company Name and Address are used in the footer of emails to meet Can-Spam guidelines. Once you update these details, they will reflect across all emails.

 

2. Prerequisite

You must be an Admin user of your LeadSquared account.

 

3. Manage Company Profile

  1. Navigate to Settings>Profile>Company Profile.
  2. Click Edit, and update the desired fields.
  3. Once you’re done, click Save.

Note: 

  • All phone numbers in your LeadSquared account will be displayed with the selected Phone Number Format.
  • LeadSquared’s default currency is US Dollar ($). The selected currency type will be applied to the Sales Activities your users post.
  • The selected Date Format will be applied to all the users in your account.
  • The selected Time Zone value is user specific except in reports that capture company level data. For example, a Bangalore sales user’s time zone is different from a user in Singapore.

LeadSquared - Managing Company Profile

 

FAQs

Why is the date format showing as yyyy-mm-dd in Mail Merge? Why is the date format incorrect in emails, automation, or templates? Why does Mail Merge not follow my company’s date format? Why are dates in YYYY-MM-DD format instead of DD-MM-YYYY or MM-DD-YYYY?

When using Mail Merge (for example, in emails, automation, tasks, etc.) dates may appear in the yyyy-mm-dd format, even if your Company Profile has a different date format. This happens because the system stores date values in the backend database in the standard yyyy/mm/dd format, and Mail Merge pulls them directly from the database.

Can I change the Mail Merge date format?
No, this is the default system behaviour and cannot be modified.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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Aamir Khan
4 months ago

How to add new Email domain in company profile?

Oshin Anand
Admin
Reply to  Aamir Khan
4 months ago

Hi Aamir.
Please reach out to billing.ops@leadsquared.com or your Account Manager to add new email domains.