Business Profiles

To add a contact profile, go into the Businesses section of Maestro and click on the Plus button in the upper right hand corner. This will create a blank profile for you to edit and save. 

Required Field

Company Name
All Business profiles must have a company name to be saved. The full Company Name is the unique identifier for businesses and will determine if imports update the record or create a new record. 

The Business Profile contains a number of optional default fields that data can be added to (via import or manual entry). Some of the most important for reporting purposes are:

• In District (checking this box will include the business in your reporting statistics)
  
• Opened Date (allows you to have new businesses calculated correctly)
  
• Closed Date (for businesses who have closed)
  
• Relocated Out Date (for businesses who remain in operation but are now outside the district)
  
• Employees (Full Time, Part Time, Seasonal)
  

Property Address

Only businesses within your geographic service area (district) should be connected to a property. Other businesses should utilize the Mailing Address section.

Businesses within your service area that have an alternate mailing address (PO Box, etc) should also utilize the Mailing Address section.