Settings

Create lead types, user settings, administration

8 articles in this collection
Written by Gabriel Buck, Chris Arenas, and Michael Sawyer

Password Policy Editor & Multi-Factor Authentication (MFA)

How to configure password policy and multi-factor authentication for account users

Written by Michael Sawyer
Updated over a week ago

How to Enable User Permissions

Use user permissions to restrict access to employees

Written by Gabriel Buck
Updated over a week ago

How to Customize LeadExec with Your Company Logo

Update LeadExec with your custom logo for branding purposes

Written by Gabriel Buck
Updated over a week ago

How to Enable Regional Time Zone Settings

Use regional time zone to affect the date and time stamp of lead delivery

Written by Gabriel Buck
Updated over a week ago

How to Create System Notifications

Utilize system notifications to warn your team about urgent items within LeadExec

Written by Gabriel Buck
Updated over a week ago

How to Edit My Account Settings

Update your personal and company information here

Written by Gabriel Buck
Updated over a week ago

How to Create a Custom Lead Type

Steps to configure your Lead Type

Written by Chris Arenas
Updated over a week ago

How to Create a Lead Type from The Library

This article will assist users on using LeadExecs newest feature! The Lead Type Library!

Written by Chris Arenas
Updated over a week ago