Company Profile Overview

Locating Company Profiles

To locate Company Profile settings, do the following:

1. Click Settings in the left toolbar.
2. Click Company Profile, located under My Company in the left panel.  
   
   

Company Information

This section in the Company Profile requires you to enter or modify the following information:

• Company name
• Address
• Currency
• Language

Note: A valid postal address is required in order to send email through Lead Gen & CRM. Lead Gen & CRM will insert the postal address at the bottom of all emails you send to ensure compliance with the CAN-SPAM Act. 

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Agency Only: Agency Information and Partner Map

This section in the Company Profile is where you can insert a short paragraph about your agency. This information under your agency name will display on Lead Gen & CRM's Partner Map. This section appears for agency partners only. 
 

To access the Partner Map, do the following: 

1. Navigate to Lead Gen & CRM website at http://www.sharpspring.com in the new tab.
2. Hover over Business in the website's top menu.
3. Click Find an Agency Partner in the drop-down menu that appears.
   
   
   
   

Office Information

This section in the Company Profile requires you to enter or modify the following office information:

• Work hours
• Time zone
• Phone number

This section also requests the following optional office information:

• Business days
• Date and time format
• Phone dial-out number
• Fax number

The name and email for your main business and technical contacts are required.

Global Campaign Attribution

Enable global campaign attribution to assign visitors that are tracked across multiple sites to campaigns, regardless of what site they convert on. You can choose to either always attribute the first or last campaign the user visits.
 

Behavior of Lead Score Calculation

Select how you would like your lead-scoring events to behave. You can either use the decayed lead scoring events when calculating the lead score, or you can use the non-decayed event scores when calculating lead scores.

In many cases, using the decayed events to calculate lead scores will result in a more accurate interpretation of lead activity. Lead Gen & CRM recommends that you use decayed events for more accurate lead scores. 
 

Note: This will change all current lead scores. This action is irreversible. 

Rebranding Lead Gen & CRM

This section in the Company Profile allows you to rebrand the Lead Gen & CRM application and system notifications.

Rebranding will change the application and branding logos so you can further customize the platform with your brand. The application logo will appear in the top left of the app, while the branding logo will be placed in email notifications, double opt-in emails, and login screens.

To rebrand the application, upload your logo. Be aware of the following:

• A 40-pixel tall by 128-pixel wide image in .PNG format with a transparent background looks best for the application.
• A 75-pixel tall image in .PNG format with a transparent background looks best for emails.
   

  

Note: You can choose to prevent all clients from rebranding with their own logo images. 

Agency Only: Share Lead Gen & CRM

This section allows you to enable your users to refer new clients to Lead Gen & CRM. Once this has been enabled, you are able to submit a referral by going to your Support Portal. This section appears for agency partners only. 

To submit a referral, do the following:

1. Click    User Menu > Get Support in the top toolbar.
   
   
    
2. Click New Referral.
3. Complete the referral and click Submit a Referral.