Update Business Details

In this video, we walk through the Business Profile settings inside Agent CRM—and why this section matters far more than it appears at first glance.

While it may look like a simple form to fill out, the information entered here directly impacts phone registration, email deliverability, compliance reviews, and carrier approvals. Inaccurate or outdated details can delay texting, calling, or even cause registration issues later.

This walkthrough shows you exactly what to enter, why it matters, and how to avoid common mistakes.

⏱️ Timestamps
0:00 – Why Business Profile accuracy matters
0:32 – Where to find Business Profile settings
0:49 – Friendly business name vs account name
1:10 – Legal business name (CP575 & EIN accuracy)
2:35 – What to do if you don’t have an EIN
2:42 – Navigating feature changes & yellow notices
3:26 – Contact time zone settings (when to disable)
3:37 – Reporting & data clarity features
3:47 – Phone number & email verification tools
4:09 – Number intelligence & spam detection
4:23 – Why verification saves money long-term
4:41 – Email verification & sender reputation
4:50 – When (and when not) to allow duplicate contacts
5:20 – Deprecated features & final reminders
5:26 – Support options if you get stuck

🎯 What This Video Covers
How to properly complete your Business Profile
The difference between friendly name vs legal business name
Why CP575 / EIN accuracy matters
Address consistency with government records
Phone & email verification tools
Duplicate contact settings (and when to use them)
Protecting deliverability, compliance, and sender reputation

⚠️ Important Notes
All business details must match official registration documents
Inaccurate info can delay A2P phone registration
Verification tools may have small costs—but save time and money long-term
If you’ve moved locations, use what’s currently on your government registration
You can still complete phone registration without an EIN if needed

📌 Need help or unsure about your setup?
Book a Quick Fix support call and our team will help you verify everything before it becomes a problem.

This section may not feel exciting—but it’s foundational.
Get this right once, and everything else in Agent CRM works smoother.
Thanks for watching.