Company Profile

Your company profile holds the core information about your business. Much of it appears throughout the platform and is shown to your customers in the buyer portal. To edit it, click the gear in the rail and choose Company Profile under Account. Make your changes, then save with the floating save bar.

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Company

This section sets how your company appears to customers.

• Name is your company name as shown to customers.
• Email is the main contact email for your company.
• Phone is the main contact phone number for your company.

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Billing Address

This is the address that appears on your invoices, with street address, apt/suite, city, country, state (or province or territory), and ZIP or postal code. The state and postal code labels change to match the country you pick. This is separate from your payment methods, which you manage in Billing.

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Operating countries

The countries you accept and distribute leads in. You can operate in the United States, Australia, or both, switching each one on or off. At least one country must stay enabled, so the last one can’t be turned off. You first choose these during Finish setup when you create your account.

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Support

These fields set how customers can reach your support team. In the customer portal, the sidebar’s support links include Support Portal when you’ve saved a support portal URL and Email Us when you’ve saved a support email, so customers see whichever you’ve filled in. A Lead Returns link to your return policy appears there too when you’ve set one.

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1:1 Default Consent

The Default Name field sets the default name used for TCPA compliance when recording consent. This applies to one-to-one consent scenarios where a specific company name is required.

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