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High iQ Knowledge Base

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Business Profile

Manage Profile Settings
Explore the various components available in the company settings tab within your account settings management area.
NOTE: Your user permissions may limit access to certain components.
General Information
Location ID
Display the current location ID of the company. Copy the ID link using the provided "copy" icon.
Company Logo
Upload, change, or remove the company logo. Update company information, including name, email, phone number, and website.
Friendly Business Name
Set a username for each sub-account.
Legal Business Name
Enter the exact legal business name registered with the EIN for future compliance registration.
Business Email
Provide your official business email address.
Business Phone
Input your official business phone number.
Business Website
Add your business website.
Business Niche
Select the niche your business belongs to.
API Key
Use this API Key for Zapier and API integrations. Copy the ID link and regenerate a new API key using the "Refresh" icon.
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Business Information
Business Type
Select the type of business: Sole proprietorship, Partnership, LLC, Co-operative, or non-profit Corporation.
Business Industry
Choose the industry category your company belongs to.
Business Registration ID Type
Select the Government ID for company registration.
Business Registration Number
Enter your company's registration number. If not registered, tick the "My business is Not registered" box.
Business Regions of Operation
Select regions where your company operates.
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Call & Voicemail Settings
Customize the default voicemail message for Twilio numbers. Upload a custom voicemail in mp3 format and set a timeout number (recommended: 20 seconds or less).
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Business Physical Address
Enter the full walk-in address for your business. Include street, city, postal/zip code, state/Prov/Region, and country. Specify your time zone and preferred language for system use.
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Authorized Representative
Provide details for an Authorized Representative, including first & last name, email, job position, and phone number with the country code.
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General Settings
Toggle settings on/off:
Allow Duplicate Contact
Allow Duplicate Opportunity
Merge Facebook Contacts By Name
Disable Contact Timezone
Mark Emails as Invalid due to Hard Bounce
Validate Phone numbers when the first SMS is sent to a new contact
Make SMS compliant by adding an opt-out message
Make SMS compliant by adding sender information
Make Email compliant by adding an Unsubscribe link in your email
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Depreciated Features
Choose to enable/disable Triggers and/or Campaigns, which will be replaced with Workflows in the future.
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Missed Call Text Back
Enable automatic sending of a text message to missed call numbers. Customize and demo-test the text message before making it live.
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