The Company Profile page in your account settings is where all of your company information is stored and edited. This information is important, as it includes your physical mailing address, currency, language, domain, and application URL.
This article will provide an overview as to what is available in the Company Profile page in Lead Gen & CRM.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Settings| Administrators | ✓ | |
| Company Managers | ||
| Marketing Managers | ||
| Sales Managers | ||
| Salespersons | ||
| Jr. Salespersons |
Locating Company Profiles
To locate Company Profile settings, do the following:
- Click Settings in the left toolbar.
- Click Company Profile, located under My Company in the left panel.
Company Information
This section in the Company Profile requires you to enter or modify the following information:
- Company name
- Address
- Currency
- Language
Note: A valid postal address is required in order to send email through Lead Gen & CRM. Lead Gen & CRM will insert the postal address at the bottom of all emails you send to ensure compliance with the CAN-SPAM Act.
Agency Only: Agency Information and Partner Map
This section in the Company Profile is where you can insert a short paragraph about your agency. This information under your agency name will display on Lead Gen & CRM's Partner Map. This section appears for agency partners only.
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To access the Partner Map, do the following:
- Navigate to Lead Gen & CRM website at http://www.sharpspring.com in the new tab.
- Hover over Business in the website's top menu.
- Click Find an Agency Partner in the drop-down menu that appears.
Office Information
This section in the Company Profile requires you to enter or modify the following office information:
- Work hours
- Time zone
- Phone number
(000) 000-0000 is not an acceptable phone number.
This section also requests the following optional office information:
- Business days
- Date and time format
- Phone dial-out number
- Fax number
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The name and email for your main business and technical contacts are required.
Mail Sync (Emails)
Mail Sync allows for non-Lead Gen & CRM emails to be recorded in Lead Gen & CRM. That means you can send an email via Gmail, Outlook, or other email services and see the text of those emails attached to the recipient's record in Lead Gen & CRM.
Lead Gen & CRM strongly recommends checking the box that avoids any company emails sent between employees ending up alongside email correspondences unrelated to leads.
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Global Campaign Attribution
Enable global campaign attribution to assign visitors that are tracked across multiple sites to campaigns, regardless of what site they convert on. You can choose to either always attribute the first or last campaign the user visits.
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Behavior of Lead Score Calculation
Select how you would like your lead scoring events to behave. You can either use the decayed lead scoring events when calculating the lead score, or you can use the non-decayed event scores when calculating lead scores.
In many cases, using the decayed events to calculate lead scores will result in a more accurate interpretation of lead activity. Lead Gen & CRM recommends that you use decayed events for more accurate lead scores.
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Note: This will change all current lead scores. This action is irreversible.
Rebranding Lead Gen & CRM
This section in the Company Profile allows you to rebrand the Lead Gen & CRM application and system notifications.
Rebranding will change the application and branding logos so you can further customize the platform with your brand. The application logo will appear in the top left of the app, while the branding logo will be placed in email notifications, double opt-in emails, and login screens.
To rebrand the application, upload your logo. Be aware of the following:
- A 40-pixel tall by 128-pixel wide image in .PNG format with a transparent background looks best for the application.
- A 75-pixel tall image in .PNG format with a transparent background looks best for emails.
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Note: You can choose to prevent all clients from rebranding with their own logo images.
Agency Only: Share Lead Gen & CRM
This section allows you to enable your users to refer new clients to Lead Gen & CRM. Once this has been enabled, you are able to submit a referral by going to your Support Portal. This section appears for agency partners only.
To submit a referral, do the following:
- Click
User Menu > Get Support in the top toolbar.
- Click New Referral.
- Complete the referral and click Submit a Referral.
Agency Only: Client Support Information
If you do not have a Direct Support plan set up for your client, Lead Gen & CRM gives you the option to display your own support contact information. This will allow your clients to contact you to get the help they need. This section appears for agency partners only.
Mail Sync (Mailboxes)
By tracking email conversations with Mail Sync, the Lead Gen & CRM sales team can pick up the conversation right where it left off to bring the sales value proposition back into focus. Mail Sync is automatically enabled with a limit of five mailboxes. Syncing additional mailboxes cost $12 per month per email account. Additionally, you can set a limit on the number of mailbox accounts.