Account Settings
Account Settings
Account Settings - GeneralUnderstanding your general settings options — customize terminology, regional settings, and translation preferences
Account Settings - BrandingMake your LeadExec, Client Portal, and Lead Source Portal your own by customizing them with a unique logo and branded portal
Account Settings - UsersYou can add users to LeadExec that have Roles and Permission levels that are specific to their job function.
Account Settings - User PermissionsCreate Roles and Permissions assigned to those roles that create access levels within LeadExec.
Account Settings - SecurityYou have complete control over the security settings for logging into your LeadExec account.
Account Settings - NotificationsUtilize system notifications to warn your team about urgent items within LeadExec
Account Settings - BillingCollect payment from lead buyers and clients with Authorize.net or Stripe integration
Account Settings - LeadExec Pricing and PlansChoose the right plan for your lead management needs
Account Settings - How to Create an Order FormHelp your clients manage the number of leads they buy from you, invoice them, charge them, and ensure they never miss out on leads using configurable order forms.