Setting Up Your Business Profile Settings [Full walkthrough]

Alternative Video Link: Setting Up Your Business Profile Settings

1. Accessing the Settings Tab

   • Log in to your CRM account.

   • Navigate to the left-hand panel.

   • Click on the settings tab at the bottom.

2. Customizing Business Profile

   • Update business logo (350x180 pixels).

   • Fill in friendly business name and legal business name.

   • Add business email, phone number, and website.

   • Select business niche.

   • Update legal information if applicable.

3. Managing Business Address and Details

   • Ensure the business address matches EIN listing.

   • Update time zone, platform link, language, and outbound communication preferences.

   • Create an authorized representative with contact details.

4. Enabling Features

   • Validate phone number.

   • Choose whether to merge contacts by name.

   • Decide on allowing duplicate opportunities.

5. Configuring Contact Settings

   • Set primary contact identification (email or phone).

   • Adjust settings for existing contacts and duplicates.

6. Finalizing Setup

   • Review all settings and information.

   • Save changes and proceed to the next steps in customizing your CRM account.