Create Your Company Profile

Guide Overview

Summary:
Create and maintain your Company Profile so partners can understand who
you are, what you do, and what types of leads you work with. Your
profile fields update dynamically based on your company role.

Learning Objectives

• Select the correct company role (Buyer, Seller, Buyer & Seller, or
  1st Party Marketer)
• Complete core company and contact details
• Add lead preferences relevant to your role
• Preview how your profile appears to partners
• Understand how profile edits are tracked

Quick Start Workflow

1. Open your Company Profile
2. Select your Role
3. Fill in Company Information
4. Add Primary Contact
5. Complete Lead Details
6. Preview your profile
7. Save updates

Step-by-Step Instructions

Step 1. Open Your Company Profile

1. Log in to your ActiveProspect account.
2. Navigate to your account settings.
3. Select Company Profile.

Expected Result:
You see your Company Profile with editable sections.

Step 2. Select Your Role

Your selected role determines which fields appear in your profile.

Available Roles:

• Lead Buyer – Buys leads from sellers and contacts them
  directly
• Lead Seller – Sells leads from domains you own and operate
• Lead Buyer & Seller – Buys and sells first- and third-party
  leads
• 1st Party Marketer – Generates leads from owned websites and
  does not buy leads from vendors

1. Locate the Role field.
2. Select the option that best describes your business.
3. Review the fields that appear based on your selection.

Expected Result:
Your profile updates dynamically to match your role.

Step 3. Complete Company Information

Provide core details about your business, such as:

• Company logo
• Company name (auto-filled)
• Joined date (auto-filled)
• Company website
• LinkedIn page
• Company description
• Company size
• Year established

1. Upload your logo.
2. Review auto-filled fields for accuracy.
3. Complete remaining fields.
4. Save changes.

Step 4. Add Primary Contact

Enter the primary contact’s:

• First name
• Last name
• Email
• Phone number

Save your changes when finished.

The primary contact will not be displayed publically on your profile.

Step 5. Complete Lead Details

Lead Details vary depending on your role. You may be able to configure:

• Lead verticals and sub-verticals
• ZIP code coverage or requirements
• Lead types (e.g., inbound call, shared/exclusive, chatbot, warm
  transfer, social lead ads)
• Verified domains (for sellers)
• Pricing models and payment details (for sellers)
• Monthly average spend (for buyers)
• Conferences attended

Save your updates when complete. You can return at any time to edit.

Step 6. Preview Your Profile

If your account is set to Buyer & Seller, you can preview both views.

1. Locate the Preview toggle.
2. Switch between Buyer and Seller views.
3. Confirm your profile displays correctly.

Validate Your Setup

• Ensure your Role is selected.
• Confirm Company Information and Primary Contact are complete.
• Review Lead Details for accuracy.
• Use Preview to confirm visibility.
• Save all changes.

Profile Updates & Audit Log

All profile edits are tracked in your account’s Audit Log, where you
can review:

• What was changed
• When it was changed
• Who made the change

FAQ

Q: Can I save my profile without completing everything?
Yes. You can save a partially completed profile and return later.

Q: Can I change my company role later?
Yes. Updating your role will update the fields shown.

Q: Who can see my Company Profile?
Connected partners see the version of your profile that matches your
relationship.