Overview
Calling registration lets you provide business identity, authorized contact and expected calling details for your SalesHive team to review. Open the secure link from your team and sign in with the work email connected to the client account. You need full client access and access to Onboarding. You can save incomplete details and return later. Saving this form does not confirm carrier registration or approval.
How to use this page
Open your secure registration link
Follow the link your SalesHive team shared and sign in with your connected work email. Check the client name below Calling registration before entering details. If Registration access needed appears, ask your team to check your account access.
Enter the business identity
Fill in Legal company name, DBA or client-facing name, Entity type, Business registration ID, Website, Industry, Principal address and Country. Use the business EIN for a US company or the business registration number for another country. Do not enter Social Security numbers, passwords or payment details.
Add the authorized contact and calling details
Enter Point of contact, Title, Email and Phone for someone authorized to confirm the business details. Add the estimated Monthly call volume as a whole number and describe who you will call and why in Call reason. Hover over, tap or focus an information icon for field help. Ask your SalesHive team if you are unsure of the call volume.
Save and check the confirmation
Select Save registration details. You can save what you know and return to finish. The confirmation says your details were saved to the client profile for your SalesHive team to review. Website and Industry update the same details on the client profile.
Review saved details after a conflict or uncertain save
If the form says the details changed or it could not confirm the save, select Reload saved details. Review what is saved before making further changes. The form disables editing and saving until you reload.
What the buttons do
- Information icons
- Explain what to enter for each field. Hover over, tap or focus an icon to read its help.
- Save registration details
- Saves the business, contact and calling details to your client profile. Shows Saving... while the request runs.
- Reload saved details
- Appears after a conflicting update or unconfirmed save. Reloads the page so you can review the current saved details before editing again.