Managing Shop Contacts and Numbers

Managing Shop Contacts and Numbers

Navigating to your Contact Details

Within your Contact Details, you will be able to view and/or edit all the relevant info about your Site.  This will include your address, general company email, phone numbers, social media, and other useful information.  

Sites

To get started log into your instance to preview your Home.  Find the Sites module on the left of your screen.






Site Detail

If you have more than one Site, select the site you wish to see details on.



Contact Details

This is your Site Profile.  From here you can view your Company details, also known as Contact Details, towards the top of the page.




View/Edit Contact Details

This will bring you to your Contact Details Page.  You can view and edit your info about your Company.  



Be sure to save when finished!
    • Related Articles

    • Email to Task

      Many shops have forms on their websites to capture leads. You can now turn these leads into lead tasks in your inbox. To do this, simply email the form data to OktoRocket. Each site has a specially formatted email address that you are required to ...
    • OktoRocket Release Notes

      OktoRocket Release Notes - July 30, 2026 Features Completely revamped the styling and layout of the Shop Analytics Dashboard in the Unified View to align with our continuing UI & styling update. Gave two more pages the same UI facelift we started ...
    • Navigating Your OktoRocket Instance

      The Admin Dashboard is your hub for managing customer engagement, communications, and operations. Use the collapsible left-hand menu to access key modules like campaigns, calendar, reports, and more. Admins and Site Managers also unlock advanced ...
    • 📇 Using vCards

      Overview vCards (Virtual Contact Files) are a powerful tool for sharing complete business contact information with your clients. OktoRocket supports embedding vCards into canned messages — and now also provides a scannable QR code option — making it ...
    • How to Manage Directories in DC

      Introduction Directories in the DC provide a convenient way to store and access internal contacts for advisors, such as parts vendors, dealerships, car rental companies, and more. This article will guide you through the process of creating and ...