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: Company Name
All Business profiles must have a company name to be saved.
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)
•     Moved 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.
In order to connect a business to a property, the property must already be in the
property module.