Manage Profile Settings

Explore the various components available in the company settings tab within your account settings management area.

NOTE: Your user permissions may limit access to certain components.

General Information

• Location ID

  Display the current location ID of the company. Copy the ID link using the provided "copy" icon.

• Company Logo

  Upload, change, or remove the company logo. Update company information, including name, email, phone number, and website.

• Friendly Business Name

  Set a username for each sub-account.

• Legal Business Name

  Enter the exact legal business name registered with the EIN for future compliance registration.

• Business Email

  Provide your official business email address.

• Business Phone

  Input your official business phone number.

• Business Website

  Add your business website.

• Business Niche

  Select the niche your business belongs to.

• API Key

  Use this API Key for Zapier and API integrations. Copy the ID link and regenerate a new API key using the "Refresh" icon.

Business Information

• Business Type

  Select the type of business: Sole proprietorship, Partnership, LLC, Co-operative, or non-profit Corporation.

• Business Industry

  Choose the industry category your company belongs to.

• Business Registration ID Type

  Select the Government ID for company registration.

• Business Registration Number

  Enter your company's registration number. If not registered, tick the "My business is Not registered" box.

• Business Regions of Operation

  Select regions where your company operates.

Call & Voicemail Settings

Customize the default voicemail message for Twilio numbers. Upload a custom voicemail in mp3 format and set a timeout number (recommended: 20 seconds or less).

Business Physical Address

Enter the full walk-in address for your business. Include street, city, postal/zip code, state/Prov/Region, and country. Specify your time zone and preferred language for system use.

Authorized Representative

Provide details for an Authorized Representative, including first & last name, email, job position, and phone number with the country code.

General Settings

Toggle settings on/off:

• Allow Duplicate Contact
• Allow Duplicate Opportunity
• Merge Facebook Contacts By Name
• Disable Contact Timezone
• Mark Emails as Invalid due to Hard Bounce
• Validate Phone numbers when the first SMS is sent to a new contact
• Make SMS compliant by adding an opt-out message
• Make SMS compliant by adding sender information
• Make Email compliant by adding an Unsubscribe link in your email

Depreciated Features

Choose to enable/disable Triggers and/or Campaigns, which will be replaced with Workflows in the future.

Missed Call Text Back

Enable automatic sending of a text message to missed call numbers. Customize and demo-test the text message before making it live.