PeopleVine

Step by Step - Setting up a business in the directory

This tutorial will walk you through setting up a business in the directory and assigning a contact to store data and allow them to manage their account.

  1. Login to your PeopleVine account
  2. Start out by adding the main contact to the CRM (if they don't already exist)
    1. Go to CRM / Register Person
    2. Complete their profile information
  3. Click on Sell / Directory / New Business/Brand
    1. Complete the relevant information about the business
    2. In step 4 Advanced Options, you can assign the Primary Contact by searching for them
    3. Find them and select them
  4. Click Create
  5. You can now add their first location and address

Once you complete these steps (you can skip step 5 if you want), the end user can now login to their My Account (yoursite.com/account) and they will see a link in the top nav that says "My Companies".  This would allow them to edit their company profile.

Alternatively people can register their business directly at yoursite.com/register/business.  This allows for complete self service of the sign-up process.

If you would like to enable a more robust profile, you can setup business attributes that allows them to select additional options and details.  These would then show up on their profile and are searchable.

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