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Account Settings - Branding

Make your LeadExec and Client Portal your own with a unique logo and branded portal.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over 8 months ago

Within the LeadExec Account Settings, you can upload custom logos. To do this, click on the Settings tab.

Select Branding.

LeadExec supports white-labeling by allowing users to easily customize the branding of their own LeadExec Account, Client Portal, and Lead Source Portal.

Branding or white-labeling allows you to customize the platform's branding to make it appear as if it were your own rather than showing the LeadExec logo. This will help maintain consistency in branding across your platforms, enhancing your brand recognition.

You can also create a custom login domain for your LeadExec account.

Branding/White-branding

LeadExec supports white-labeling by allowing users to easily customize the branding of their own LeadExec Account, Client Portal, and Lead Source Portal.

White-labeling allows you to customize the platform's branding to make it appear as if it were your own rather than showing the LeadExec logo. This will help maintain consistency in branding across your platforms, enhancing your brand recognition.

Application URL:

Customizing your URL will help you tailor the structure of your branding consistency, user experience, and search engine optimization.

Custom Domain

The DNS update requires some action on your part initially, and once that's done, we can proceed with making the change on our end.

1. You must create a CNAME record that points the domain (whatever your
custom domain, for Example leadexec-clientportal.Testaccount.net)
2. You also need to create a TXT record

Example:


Once you have done, these two things with your hosting provider, we can
then update on our end

Login Caption:

Customizing the text displayed on the login page enhances the user experience.

Client Portal URL:

The URL should reflect the organization's brand identity and be consistent with the domain name or subdomain used for other company websites or services. This helps reinforce brand recognition and trust among your clients.

Lead Source Portal URL:

It helps centralize lead information, allowing businesses to monitor the effectiveness of their marketing campaigns, track lead interactions, and streamline the lead management process

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