Knowledge Base Article

How to Manage Public Directory & SEO Settings (Marketing Tab)

Created Date: 7/11/2025 2:46:52 PM User Level: Regular User

How to Get Here

  1. Navigate to the detail page for the Account you want to manage.
  2. Click on the Marketing tab.

Part 1: The "General" Sub-Tab (Internal Classification)

This tab is for classifying the account for your own internal sales and marketing reports.

A screenshot of a computerAI-generated content may be incorrect.

  • Instructions: Use the dropdown menus and text fields to set the account's Close Probability, Business Type, industry codes (SIC/NAICS), and other internal tags.

Part 2: The "Member Directory" Sub-Tab (Public Listing)

This tab controls what the public sees on the account's directory listing.

A screenshot of a computerAI-generated content may be incorrect.

  • Instructions:
    1. Enter the business's Google Maps Url, Google Place ID, and Opening Hours.
    2. Use the toggle switches on the right to control the visibility of information. For example, turn on Hide Address or Hide Phone Numbers if you do not want that information displayed publicly.

Part 3: The "SEO" Sub-Tab (Search Engine Optimization)

This tab helps search engines like Google find and properly index the public directory listing.

A screenshot of a computerAI-generated content may be incorrect.

Instructions:

    1. Enter a clear and concise SEO Title. This is often what appears as the main blue link in a Google search result.
    2. Write a compelling SEO Description (usually 1-2 sentences) summarizing the business.
    3. List relevant SEO Keywords that people might use to search for this business.

Saving Your Changes

When you have finished editing all three sub-tabs, click the main Save Account Information button at the top of the page to apply all your changes.

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