---
title: How to Modify Site Details for CRM
description: "## How to Modify Site Details for CRM - [Home](https://cclearninghub.co.uk) - - [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/) - - [Care Control Cloud](https://cclearninghub.co.uk/docs-category/cloud/) - - [Admin](https://cclearninghub.co.uk/docs-category/cloud/admin/) - - [Communication](https://cclearninghub.co.uk/docs-category/cloud/admin/admin-communication/) - - How to Modify Site Details for CRM [![](https://secure.gravatar.com/avatar/9186fc82c633160b14e44c9c4b6cc503a186862236ec1b9971e8dea766c95000?s=40&d=mm&r=g)Kieran Worth](https://cclearninghub.co.uk/docs/authors/18/page/1) This guide explains…"
url: "https://cclearninghub.co.uk/docs/how-to-modify-site-details-for-crm/"
updated: "2026-03-16"
category: Care Control Cloud / Admin / Communication
---

# How to Modify Site Details for CRM

## How to Modify Site Details for CRM

- [Home](https://cclearninghub.co.uk)
-
- [Care Control Knowledgebase](https://cclearninghub.co.uk/docs/)
-
- [Care Control Cloud](https://cclearninghub.co.uk/docs-category/cloud/)
-
- [Admin](https://cclearninghub.co.uk/docs-category/cloud/admin/)
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- [Communication](https://cclearninghub.co.uk/docs-category/cloud/admin/admin-communication/)
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- How to Modify Site Details for CRM

    [![](https://secure.gravatar.com/avatar/9186fc82c633160b14e44c9c4b6cc503a186862236ec1b9971e8dea766c95000?s=40&d=mm&r=g)Kieran Worth](https://cclearninghub.co.uk/docs/authors/18/page/1)

This guide explains how to update a site’s information using the CRM section within the Admin App. The CRM (Customer Relationship Management) area is used to manage key information about each care service, helping ensure that accurate and detailed site profiles are available for internal teams, referrals, and business development purposes.

Within the Site Management section of the CRM, you can add and maintain important details about a service, including a site overview, the types of clients the service supports, specialist equipment available, and the facilities provided. You can also upload images and add testimonials, which help create a more complete profile of the site.

Keeping this information up to date ensures that the CRM reflects the most accurate representation of each service. This helps teams across the organisation quickly understand the capabilities of a site and supports better communication with partners, families, and professionals who may be looking for suitable care services.

### Interactive Guide

[How to Modify Site Details for CRM](https://demo.arcade.software/0LTXTfv7bOTIBcWx0gMm?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true)

### Text based guide

#### Enter the Admin App

####  

#### Select Visit under Communication

#### Click the CRM dropdown

#### Choose Site Management

#### Enter the site overview

#### Add the types of clients the site supports

#### Click Add once the details are entered

#### Select the tick box for each type

#### Add details of the specialist equipment available

#### Click Add to include it in the list

#### Enable the specialist equipment using the tick box

#### Enter details of the facilities available

#### Click Add to include the facility

#### Enable the facilities using the tick boxes

#### Add an image

#### Choose to upload an image or take one with the camera

#### Enter a description for the image

#### Click Submit when finished

#### Add a testimonial

#### Enter the testimonial title

#### Enter the testimonial description

#### Select the star rating

#### Enter the name of the reviewer

#### Click Add to include the testimonial

#### Updates save automatically — no need to click save

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##### Table of Contents

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