The Primary Settings in Leadpal allow you to configure essential aspects of your account, from company details to user roles and billing information. This guide provides an overview of each settings tab and the options available.
Note: access to these settings depends on your user role and permissions.
Accessing the Settings
Click on Settings in the bottom left of the sidebar to access the primary settings.
Company Tab
Here, you can update your Company ID, Company Name, Email Address, Phone Number, Registered Address, Postcode, Company Registration Number, VAT Number, Company Logo, and Company Colour.
Ensure all company details are accurate and up-to-date to maintain consistency across your account.
Departments Tab
Managing Departments:
To create a new department, enter the department name in the 'New Company Name' field.
Select a colour by clicking the dropper icon
Click the blue + button to add the department.
Department Table:
The table displays the department’s colour, name, creation date, and status. Use the copy icon to copy the Department ID if needed.
Fields Tab
System Fields:
This section lists all default system fields. These fields cannot be deleted; you can update their name and type.
To edit a field, click on its name to open the edit screen, make changes, and click the green Save button.
If you don’t want to save, click the back arrow to return without saving.
Adding Custom Fields:
To add a custom field, click the blue 'Add Field' button.
Choose a field type (Text, Dropdown, Date Picker, or Number), and name the field.
Click the green Save button.
Team Tab
Inviting New Team Members:
Enter the new team member’s name and email address.
Click the blue 'Invite User' button to send an invitation.
Managing Users:
The table shows users' email, status, and options to delete their account or change their permissions.
To delete a user, click the red trash icon.
To manage a user’s roles, click the lock icon. Assign one or more roles (Admin, Team Leader, Super User, Billing) and click the green Save button to apply changes.
Sources Tab
Adding a Lead Source:
Enter the lead source name (e.g., Google Ads).
Provide an average cost
Select a colour.
Click the blue + button to add the source.
Managing Lead Sources:
The table lists each lead source, its average cost, and options to delete or copy the Lead Source ID.
To delete a lead source, click the red trash icon.
Billing Tab
Managing Billing Information:
Click the blue ‘Manage My Billing’ button to access billing options.
Here, you can:
Update your plan
Add a new payment method
Update billing information
View your invoice history.
Integrations Tab
Setting Default Acturis Details:
Enter the default values for:
Executive Office
Executive
Handler Office
Handler
Contact Type
Sub Contact Type
Once finished editing, click the green Save button to store these settings.
Leadpal’s Settings comprehensively manage your company’s details, user roles, and integrations. Keeping these settings up-to-date ensures smooth operations and consistency across your team.