Overview
Note:
Advanced white-labeling features such as removing the ClickPoint Software logos, the "Powered by ClickPoint" line, and domain branding are available only for Growth Tier and higher subscriptions. Starter (Free) tier accounts can still customize logos and login captions across the platform.
The Account Branding Settings lets you:
Replace LeadExec branding with your own logos
Create custom login domains (e.g.,
portal.yourcompany.com)Personalize Client and Lead Source Portals
Add custom text to login pages
Why Branding Matters
LeadExec supports white-labeling by allowing you to easily customize your branding and presenting the platform as if it were entirely your own, helping you strengthen the following points:
Professionalism: Present a consistent brand experience to your partners and buyers
Trust: Clients and partners see your brand instead of LeadExec
Recognition: Strengthen brand identity across the entire platform
SEO: Custom domains improve search visibility
How to Configure
Access Branding Settings
Go to Settings > Account > Branding
Upload Logos by clicking Change next to each of the following options; you can drag-and-drop the file from your computer, or click the gray square to browse instead:
Account Logo: Appears in LeadExec admin
Client Portal Logo: Seen by your buyers when accessing their Client Portal
Lead Source Logo: Visible to marketing partners when accessing their Lead Source Portal
Icon: This is the favicon that appears in the internet browser tab across the entire platform
To remove a file, simply hit the Remove button.
Set Custom Domains for your Client and Lead Source Portals, and the Application URL (Requires DNS Setup)
• The Application URL is the link you and your team use to access LeadExec:
• The Lead Source Portal URL is the link your partners or source providers will use to access their Lead Source Portal—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:
• The Client Portal URL is the customer-facing link your buyers will use to access their Client Portal—the Lead Source Portal helps centralize lead information, allowing businesses to monitor the effectiveness of their marketing campaigns, track lead interactions, and streamline the lead management process:
DNS Setup Steps:
With your hosting provider:
Create CNAME record pointing to your domain (e.g.,
leads-clientportal.testaccount.net)Create TXT record with verification code (e.g.,
SCJMP0040489B7F33J21E04A9058AE3AAABKC5K1534D0M53BC32C1)
Notify LeadExec Customer Success to complete activation
Customize Login Text
Add welcome messages to your Client Portal login page (e.g., "Welcome to [Your Brand] Lead Hub! Your one-way stop for high quality Leads.")
Best Practices
Logo Specifications
Preferred formats to use are PNG or JPG
Size: Minimum 500x500 pixels for the logos, and 16x16 pixels for the favicon
Background: Transparent (PNG recommended)
Domain Naming
Use consistent prefixes (e.g.,
portal.,leads.,partners.)Match your main website domain or business naming (
qkleads.com,quickleadsllc.com)
DNS Tips
Keep in mind that changes may take 24-48 hours to apply
Client Communication
Notify users about new login URLs in advance
Have a POC available to help your users with login issues
How to Troubleshoot
Issue | Solution |
Logos not appearing | • Clear browser cache • Try smaller/bigger pictures if the logos appear warped |
Domain shows error | • Verify CNAME/TXT records |
Important Reminders
Tier Limitation: Starter accounts see LeadExec branding by default, with only the option to customize logos made available
DNS Assistance: Contact your hosting provider for record setup help
Support: Contact LeadExec support after DNS setup for activation or if you experience ongoing issues, provide pictures and any other info that can help speed up the process
And that's it! You're ready to have the platform fully branded for a cohesive experience.