Configuring Your Business Information
About Business Information
The Business Information section of your CRM profile is where you define key details about your organization, such as its legal structure, industry, official registration numbers, and geographic areas of operation. Providing accurate information here is crucial for maintaining compliance with external services, such as SMS messaging platforms, and can help prevent delays or rejections during verification processes.
Business Information Settings
Business Type
Select the legal structure of your business from the dropdown menu. The available options are:
- Co-operative
- Corporation
- Limited Liability Company (LLC) or Sole-Proprietorship
- Non-profit
- Partnership
Business Industry
Choose the industry that best represents your primary market or service area. If your specific industry is not listed, select the option that most closely aligns with your business.
Business Registration ID Type
Select the type of registration identifier your business uses. For example, businesses in the United States typically use an EIN (Employer Identification Number).
Business Registration Number
Enter the official registration number that corresponds to the ID type you selected in the previous field.
Business Regions of Operations
Select all the geographic regions where your business operates. You can choose multiple regions from the list. If your business is global, select the regions where you conduct the majority of your sales or operations.
Saving Your Changes
After filling out or modifying any of the fields, you must click the blue Update Information button to save your changes to the system.