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Business Profile Settings in Stack

The Business Profile section in Stack is where you can manage vital settings like your business name and address. This guide will walk you through the various components of the Business Profile to help you configure them effectively.

Table of Contents​

What is the Business Profile?​

Your Business Profile in Stack is a crucial part of your account settings where you can input and manage company data. Configuring this section ensures that your account operates smoothly and that all associated features reflect your business accurately.

Where Do I Find the Business Profile?​

Finding your Business Profile in Stack is simple:

  1. Navigate to the SETTINGS menu on the left side of your screen.
  2. Click on BUSINESS PROFILE, which is the first option in the settings menu.

General Information​

Important Fields​

  1. Location ID: This unique ID helps support teams identify your account for troubleshooting.
  2. Business Logo: Upload a logo to represent your sub-account across various features like invoices and emails.
  3. Friendly Business Name: Used in messaging and workflows, this is the name that appears in Custom Fields.
  4. Legal Business Name: Ensure this matches your legal documentation for compliance purposes.
  5. Business Email: Input the email associated with your account for use in Custom Fields.
  6. Business Phone: Enter the phone number for your account, ensuring it matches the number used for calling and messaging.
  7. Branded Domain: Connect a sub-domain to create a branded URL for links, calendars, and more.
  8. Business Website: Add your website URL for use in Custom Fields.
  9. Business Niche: Choose the niche that best describes your target market.
  10. API Key: Use this for connecting with applications like Zapier.

Save Your Changes​

Always click the Update Information button to save changes.

Business Physical Address​

Your business's physical address is essential for verification and use in Custom Fields. Ensure it matches official records like your EIN listing.

Additional Settings​

  • Time Zone: Set the default time zone for automated events.
  • Platform Language: Choose the display language for your account.
  • Outbound Communication Language: Select the language for Custom Fields in messages.

Business Information​

This section includes critical details about your business, such as registration type and regions of operation. This information is vital for compliance and approval processes.

Key Details​

  1. Business Type: Select the type of business entity.
  2. Business Industry: Choose the primary industry you serve.
  3. Business Registration ID Type: Select your registration type.
  4. Business Registration Number: Enter your registration number.
  5. Business Regions of Operations: Choose the regions where you operate.

Authorized Representative​

Add information about your business's authorized representative. If you are the representative, include your details here.

General Settings​

Key Features​

  • Allow Duplicate Opportunity: Enable this to allow duplicate opportunities in the same pipeline.
  • Merge Facebook Contacts by Name: Automatically merge contacts with the same name from Facebook Messenger.
  • Disable Contact Timezone: Turn off recognition of contact-specific time zones if needed.
  • Mark Emails as Unverified due to Hard Bounce: Automatically mark emails as unverified after a hard bounce.
  • Validate Phone Numbers: Validate phone numbers when sending the first SMS to a new contact.
  • Verify Email Address: Attempt to verify email addresses when sending the first email to a new contact.

Call & Voicemail Settings​

Configure voicemail settings for your account. Upload voicemail files in MP3 or WAV format and set the "Incoming Call Timeout" to determine when calls go to voicemail.

Contact Duplication Preferences​

Control how your account handles duplicate contacts. Toggle the setting to allow or disallow duplicate contacts and set criteria for identifying duplicates.

Missed Call Text Back​

Enable the Missed Call Text Back feature to automatically send an SMS to callers who couldn't reach your team. Customize the message and test it by sending a sample to your phone.

By understanding and configuring these settings, you can ensure that your Stack account is set up to reflect your business accurately and operate efficiently.