As an Eagle CRM customer your business ownership, name and/or branding may change along the way. When this happens, the first step is to let our Support team know by emailing [email protected]. In cases where the re-branding is part of a change of company ownership, your Account Manager may then reach out to you should this change need to alter your contract and subscription in any way.
What changes are required?
It's important to make sure these types of changes are reflected appropriately throughout your Eagle CRM and website if we host and manage this for you.
Updating your account details
Go to Settings > Account to update any relevant account details that may have changed such as the Legal Name, Licence Number and ABN of the business. Any changes made will be reflected on your Eagle website automatically.
Updating your bank accounts
If your re-branding means you have new bank accounts, these will need to be added in the system. To update your trust or business account, please refer to the steps outlined in Bank Accounts in Eagle.
Updating your Billing & Subscription
To update your business details, Go to Settings > Billing & Subscription > Company Details > Edit.
Here you can update any relevant fields that may have changed including:
Entity Name
Trading Name
ACN
ABN
Domain name
the Account Owner's details.
Eagle Website & Branding
If your website is hosted and managed by Eagle, a change of business ownership, name and/or branding will likely impact certain aspects of the website such as the logo, branding, ABN and content. In this case please email our Support team at [email protected] with a clear outline of what changes are required, and our web team can implement these for you.
If the changes include re-branding, please make sure you include any new branding/logo files. Our web team will then update your Eagle website to suit, along with other Eagle features that are used to market your business.
Note: If your website is managed by a 3rd party, you'll need to reach out to them to make the required changes.
Letters - Header & Footer
If you need to update the header and/or footer of your letter template, please refer to Setting up the Header and Footer of your Letter Template.
Custom email blocks and brochures
If you have any of these please reach out to [email protected] so we can review these and advise on you how best to get these updated.
If you have a new domain for your website and emails, please let our support team know at [email protected] .
To update an agent's email address, please refer to How to add/edit/delete agent profiles.
To update a user's email address, the account owner or a user who have been granted 'user permissions' can edit users by referring to How to add/edit users.