Company Profile
The Company page (/dashboard/company) lets you associate your PerfLeaf account with a company or organisation.
Company details
Section titled “Company details”You can store the following information:
| Field | Description |
|---|---|
| Company Name | Your organisation’s name |
| Phone | Contact phone number (optional) |
| Industry | Industry category from a preset list |
| Address | Street, city, state, postal code, country |
Creating or updating your company
Section titled “Creating or updating your company”- Navigate to Dashboard → Account → Company.
- Fill in the company name (required) and any other details.
- Click Save Company.
If a company record already exists for your account, the form will be pre-populated with the current details. Saving will update the record.
Why add company information
Section titled “Why add company information”Company details are associated with your account for billing and reporting purposes. Keeping this up to date ensures your invoices and account records are accurate.