Settings

Create lead types, user settings, administration

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

API Access Control

Limit API access by using IP address whitelisting or blacklisting

Written by Chris Arenas
Updated over a week ago

API Credentials

Written by Chris Arenas
Updated this week

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