Create a Business Unit

Once it has been approved, a business must have at least one (1) Business Unit to create a Branded Communication Program. 

A Business Unit may be as general or specific as is useful to your business, for example:

• May be based on a department or division, such as:
  • customer service
  • delivery
  • billing
• May be created to group similar types of programs, such as:
  • policy renewals
  • sales events
  • customer appreciation
• There may be a single Business Unit with the same name as the Business, with all numbers loaded into that business unit. Phone numbers can be managed at the Program level. 

Business Unit Creation

Create a Program Quick Action Card

1. Click Create a program.
2. Select Create a Business Unit.
3. Enter a Business Unit Name.

Manage Button

1. Click Manage.
2. Click Create Business Unit

Business Unit Details

1. Enter a Business Unit Name.
2. Click Next Step.
3. Optional Step: Upload Phone Numbers
4. Click Save