Contents
- What is the Business Profile?
- General Information
- Business Physical Address
- Business Information
- Authorized Representative
- General Settings
- Call & Voicemail Settings
- Contact Duplication Preferences
- Enable/Disable Depreciated Features
- Missed Call Text Back
What is the Business Profile?
Your Business Profile in Concours Pro is where you set up company data and configure settings applied across your account. Spending some time here ensures your account operates smoothly.
To access your Business Profile, Go to Settings > Business Profile.
General Information
Ensure your account’s General Information is accurate for proper configuration of Custom Fields and Trigger Links.
Location ID
You may need to provide this unique ID when contacting support for account identification.
Business Logo
Upload a logo for use in various features like invoices and emails. Must be 350px x 180px. No bigger than 2.5Mb.
Friendly Business Name
A short version of your official company name, if applicable. This name is used in Custom Fields like “Account -> Name”.
Legal Business Name
Enter the full legal name as shown on your business name registration or company registration.
Business Email
Set the business contact email used in Custom Fields like “Account -> Email”.
Business Phone
Enter the business contact phone number used in Custom Fields like “Account -> Phone”. This can be a Concours Pro phone number if this is your preference for all incoming calls.
Branded Domain
Create a branded domain for URLs such as Trigger Links, Calendars, and more.
Business Website
Enter the website URL used in Custom Fields like “Account -> Website”.
Business Niche
Select your business niche from the dropdown list.
API Key
Use your API Key for connecting with other applications like Zapier.
Update Information Button
Don’t forget to save your updates!
Business Physical Address
Enter your physical address for verification and use in messages and campaigns, for complicance purposes.
Time Zone
Select the default time zone for automated events.
Platform Language
Set the language displayed in your account.
Outbound Communication Language for Custom Values
Choose the language for displaying Custom Fields and Values in messages.
Business Information
Fill out your registration type, number, and operational regions for compliance and approval processes.
Business Type
Select your business type from the options provided.
Business Industry
Choose the industry that best describes your target market.
Business Registration ID Type
Select your registration type. For Australian users it is “Australia: Company Number from ASIC (ACN)”
Business Registration Number
Enter your ACN, as selected above, here.
Business Regions of Operations
Select the regions where your business operates. For Australian users, the region is Asia-Pacific, selected as ‘Asia’.
Update Information
Always click the update button to save changes.
Authorized Representative
Add the information for your business’s authorized representative.
General Settings
This section contains crucial settings for your account. Review each setting carefully.
Allow Duplicate Opportunity
Enable to allow duplicate opportunities in the same pipeline.
Merge Facebook Contacts by Name
Enable to merge contacts with the same name from Facebook Messenger.
Disable Contact Timezone
Turn off to ignore contact-specific time zones.
Mark Emails as Invalid due to Hard Bounce
Mark email addresses as invalid after a hard bounce to avoid sending to them repeatedly.
Validate Phone Numbers when First SMS is Sent to a New Contact
Automatically validate phone numbers when sending the first SMS to a new contact.
Verify Email Address when First Email is Sent to a New Contact
Verify email addresses when sending the first email to a new contact.
Make SMS Compliant by Adding an Opt-Out Message
Ensure compliance by including opt-out messages in SMS.
Make SMS Compliant by Adding Sender Information
Include sender information in SMS for compliance.
Make Email Compliant by Adding an Unsubscribe Link in Your Emails
Include an unsubscribe link in emails to comply with regulations.
Call & Voicemail Settings
Set up voicemail settings, including upload formats and incoming call timeouts.
Contact Duplication Preferences
Control how duplicate contacts are handled, with options for primary and secondary prefgerences for determining duplicates.
Enable/Disable Depreciated Features
Choose whether to use deprecated features, understanding they may have issues or bugs.
Missed Call Text Back
Enable missed call text back to automatically send SMS messages to missed callers. Configure the SMS content and test it before enabling. Click save to start using this feature.
