Business Account Settings Configuration

Introduction: The Business Account Settings in LeadIS allow you to configure your business details, messaging preferences, integrations, address, and other account-specific settings. These configurations ensure that your business operations within LeadIS are aligned with your workflow and communication needs.

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Key Components of Business Account Settings:

1. Business Information:

   • Business Name: Enter the name of your business.
   • Email: Add the email address associated with your business.
   • Manager Name and Alias: Specify the manager’s name and a friendly alias to personalize communications.

2. Messaging Settings:

   • Phone Number: Add or update the phone number used for SMS communication.
   • Account SID and Auth Token: Enter the credentials for integrating with your SMS service provider (e.g., Twilio).

3. Integrations:

   • Enable Automated Messages: Toggle to activate automated messaging for leads.
   • Enable Notification to Seller: Notify the seller when actions occur (e.g., lead response).
   • Delay in Minutes: Set a delay time for notifications or automated messages to ensure proper timing.

4. Address:

   • Enter your business’s street address, state, city, and ZIP code for location-based operations.

5. Social Information:

   • Website: Add your business’s website URL for reference or lead redirection.

6. Language, Region, and Other Settings:

   • Language: Select the default language for communication and platform settings.
   • Timezone: Set your business’s default timezone for scheduling and automation accuracy.
   • Birthday Message Time Schedule: Configure specific times to send birthday messages to leads.
   • Weekly Hours:
     • Specify your business’s operational hours for each day of the week.
     • Enable Automatic Message After Hours: Toggle this option to automate after-hours responses for leads interacting outside regular business hours.

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How to Configure Business Account Settings:

1. Access the Settings Module:

   • Navigate to the Settings tab from the main navigation menu and select Account under the Business category.

2. Update Business Information:

   • Fill in the required fields for your business name, email, and manager details.
   • Upload your business logo by clicking the Upload button.

3. Configure Messaging Settings:

   • Enter the phone number, Account SID, and Auth Token to integrate your messaging service.
   • Enable automated messages and set notification delays if required.

4. Set Address and Social Information:

   • Enter your business’s complete address and website for accurate representation.

5. Adjust Language, Region, and Other Settings:

   • Select the language and timezone.
   • Configure the birthday message schedule and weekly hours to reflect your business operations.
   • Enable after-hours messaging for 24/7 communication with leads.

6. Save Changes:

   • Click the Save button after making updates to ensure all configurations are applied.

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Tips for Success:

• Ensure your messaging settings, such as phone number and integration credentials, are accurate to avoid communication issues.
• Regularly update your weekly hours and timezone to reflect any operational changes.
• Use the after-hours messaging feature to maintain consistent lead engagement outside of business hours.