💼 Business Profile

Your Business Profile in DealTrail is the foundation of your account, storing essential details about your company, branding, and contact information. Maintaining an accurate and complete Business Profile ensures consistent communication with your leads, clients, and team members.

Key Features of the Business Profile

1. General Information

Purpose: Store key information about your business.

Details to Include:

• Business Name (Friendly and Legal)

• Business Logo

• Website URL

• Business Contact Email

• Business Phone Number

• Branded Domain

• Business Website

• Business Niche

2. Business Physical Address

Purpose: Add your company’s physical location for correspondence and verification.

Details to Include:

• Street Address

• City, State, Zip Code

• Country

• Time Zone

• Platform Language - The selected language will be used by the system as default.

• Outbound communication language for custom values - This language is used for outbound communications for custom values.

Supported Languages: English, English(Country Specific), Dutch, French, German, Hungarian, Italian, Polish, Portuguese (Brazil), Portuguese (Portugal), Spanish, Danish

 

CUSTOM VALUES

The following custom values will use the language selected in Business Info:

3. Business Information

Purpose: Set up your business’s legal and operational details.

Details to Include:

• Business Type

• Business Industry

• Business Registration ID Type

• Business Registration Number

• Business Regions of Operations

4. Authorized Representative

Purpose: Assign a legal representative to act on behalf of your business.

Details to Include:

• Representative Name

• Job Title/Position

• Contact Email

• Phone Number

5. Call & Voicemail Settings

Purpose: Manage inbound call handling and voicemail configurations.

Key Settings:

• Call Timeout: Set the duration before a call is forwarded to voicemail or other options.

• Voicemail Greeting: Upload a custom greeting or use the default system message.

6. General Settings

Purpose: Manage platform-wide settings for your account.

Key Settings:

• Allow Duplicate Opportunity - Enables multiple opportunities for the same contact in the pipeline.

• Merge Facebook Contacts by Name - Prevents duplicate contacts by merging entries with matching names from Facebook.

• Disable Contact Timezone - Disables timezone-specific settings for contacts.

• Bot Detection Preventing Statistics Increment and Automation Execution - Prevents bots from skewing stats or triggering automations.

• Mark Emails as Invalid Due to Hard Bounce - Automatically flags email addresses as invalid if a hard bounce occurs.

• Gather Intelligence on Unknown Phone Numbers - Allows the system to identify additional information for unknown numbers.

• Verify Email Address When First Email is Sent to a New Contact - Automatically verifies email validity when sending the first email to a contact.

• Make SMS Compliant by Adding an Opt-Out Message - Includes a default opt-out message (e.g., “Reply STOP to unsubscribe”) in SMS.

• Make SMS Compliant by Adding Sender Information - Adds sender details to SMS for transparency and compliance.

• Make Email Compliant by Adding an Unsubscribe Link - Automatically includes an unsubscribe link in your emails.

7. Contact Deduplication Preferences

Purpose: Avoid duplicate entries in your CRM.

Key Options:

• Allow Duplicate Contact - Enables the system to allow the creation of duplicate contacts.

• Find Existing Contacts Based on - Configures the primary field to use for detecting duplicate contacts.

Available Options:

• Email: Checks for duplicates using the email address.
• Phone Number: Matches contacts based on their phone number.

•  Second Preference for Search (Optional) - Sets a secondary field for deduplication if the primary field does not find a match.

Available Options:

• Email
• Phone Number

8. Missed Call Text Back

Purpose: Improve customer communication by automatically responding to missed calls.

How It Works:

• Enable this feature to send an automated text message when a call is missed.

• Customize the message template (e.g., “Sorry, we missed your call. How can we assist you?”).

 

How to Set Up Your Business Profile

1. Access the Business Profile Section:

• Navigate to Settings from the main menu.

• Select Business Profile.

2. Fill in the Required Fields:

• Enter your business information, logo, and branding details.

• Configure your time zone and working hours.

3. Save Your Changes:

• Once all fields are complete, click Save to update your profile.

 

FAQs

Q1. What happens if I don’t set up my Business Physical Address?

Without a physical address, some features, like location-based scheduling or compliance for email marketing, may not function correctly.

Q2. Can I change my voicemail greeting later?

Yes, you can upload a new voicemail greeting anytime in the Call & Voicemail Settings section.

Q3. What triggers contact deduplication?

Duplicate contacts are flagged based on matching names, phone numbers, or email addresses. You can configure whether they’re merged automatically or flagged for manual review.

Q4. Can I customize the missed call text back message?

Yes, you can fully personalize the message to reflect your brand tone and include dynamic fields like the contact’s name.

Q5. Can I update my Business Profile later?

Yes, you can edit your Business Profile anytime by navigating to Settings > Business Profile.