Complete Business Profile

In this video, we will complete your **Business Profile inside Pinnacle AI CRM**. This step is the foundation of your account setup and ensures your CRM is properly branded, compliant, and ready for communication across all features—including email, calendars, integrations, and automations. A complete business profile builds a professional presence and prevents setup issues later.

This step includes:
Entering your friendly business name and legal business name
Adding your business email and phone number (use a branded email for professionalism)
Selecting your business niche and website URL (optional but recommended)
Entering your complete business address
Selecting your correct time zone (critical for calendar and automation accuracy)
Providing business type and industry details
Adding regions where your business operates
Adding your authorized business representative information

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What you will learn in this video:
How to correctly complete your Business Profile settings
How to avoid errors that impact email, calendars, and automations
Why your legal business name matters for verification
How to choose a professional business email
How to align your profile with compliance requirements
How this profile connects to A2P 10DLC, domains, and automations later

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Why this matters:
Creates the foundation for your Pinnacle AI CRM setup
Ensures accurate communication across email, SMS, and calls
Improves brand trust and professionalism
Prevents scheduling, time zone, and automation errors
Keeps your business compliant with platform and carrier requirements
Supports long-term system functionality and growth

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This is Video 1 in the Pinnacle AI Academy course:
CRM Setup and Onboarding

Watch the full training series here:
   • Pinnacle AI Academy | Onboarding  

Get Pinnacle AI CRM here:
https://getpinnacle.ai/pricing

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