Basic (Account Settings)

General

• Basic Settings

  • Account Name: The name of the account as it appears in Backpack.

  • Advertised Name: (Optional) Variation of the account name used to show how the name will appear in advertising copy. If left blank, Account Name will be used by default.

  • Short Advertised Name: (Optional) Variation of the Advertised Name typically used when the full Advertised Name exceeds advertising character limits. If left blank, Advertised Name will be used by default.

• User Settings

  • Assigned User: The primary manager/user on the account.

  • Reverse Sync: The frequency with which Backpack will pull in account updates from channel partners.

• URL Settings

  • Domain: The primary domain of the account (e.g., www.fluency.inc). Instead of inputting http:// and https://, use the prefix dropdown.

  • Website Provider: Select the lock to specify the website provider directly and prevent the crawler from overwriting the field. Account ingest data will still overwrite this field. You can manually select Re-Crawl to detect the website provider from your primary domain.

• Identification Settings

  • UUID: Universally Unique Identifier that is assigned to each new account when ingested into Backpack.

  • Vertical: The type of account used to connect your account to a Blueprint and your crawler (e.g., auto, real estate, etc.)

• Time Zone / Currency Settings

  • Business Hours of Operation: The business hours associated with the account.

  • Time Zone: The time zone associated with the account.

  • Currency: The currency type associated with the account.

• Contact Settings

  • Phone: The primary phone number associated with the account.

  • Contact e-mail: The contact email associated with the account. Note: When activated, Can Contact allows direct report distribution to the contact email address.

• Address Settings

  • Street Address: The street address associated with the account.

  • City: The city associated with the account.

  • State: The state associated with the account.

  • Zip: The zip code associated with the account.

  • Country: The country associated with the account.

Competitors

Within the Competitors tab, you can view an automatically generated list of potential competitors for your account. Select the button below to learn more.