Search the sub account #
Now, let’s get this business information into the system.
- Legal Business Name: Copy the exact legal business name from the official documents or Open Corporates and paste it into the ‘Legal Business Name’ field.
- Physical Address: Do the same for the physical address – copy it precisely from the documents into the address fields.
- Address Details: Double-check the ZIP code and ensure the address is complete.
- Language: Set to English/English.
- Business Niche: You can usually leave this as the default (Health).
- Contact Email: Ensure the main contact email is correct. The primary, billing, and notification emails can often be the same.
- Business Type: Select the type you verified earlier (e.g., LLC).
- Industry: Choose the appropriate category (e.g., Healthcare).
- ID Type & Number: Select ‘EIN’ and paste the client’s EIN number in the PDF where we consulted the address and name of the business.
- Region: Check ‘U.S.’ and ‘Canada’.
- Other Settings: Make sure these are set correctly:
- Merge Facebook Contacts: On
- Disable Contact Time Zone: On
- Gather Open Tracking Intelligence: On
- Enabled deprecated features: Always checked on
- In Tab Voicemail and Missed Call Text Back: verify Enabled Missed call text back is unchecked/Off