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Short, step-by-step guides for every part of Leadnote. Search, or pick a topic.
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- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Messaging Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes. 9 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles
Popular guides
- How to create a Leadnote account Create a Leadnote account in two short steps: your details first, then your company name. No credit card and no email verification code is needed. Getting started4 min read
- Sales Tools in Leadnote for quotes, orders and invoices Leadnote Sales Tools take a deal from product catalogue to quote, sales order, invoice and payment. See the flow, who can use it and where to set it up. Sales and invoicing4 min read
- How to add a lead in Leadnote Add a lead or customer to Leadnote by hand: which fields are required, how the duplicate warning works, and what each tab of the form is for. Leads4 min read
- User roles in Leadnote: Owner, Manager, L1 and L2 Leadnote has four roles: Account Owner, Manager, L1 User and L2 User. See who each is for, how they rank and where you change a person's role. Team and permissions4 min read
- How to schedule a follow-up in Leadnote Schedule a follow-up on any lead with a date, time, note, repeat and reminder channel, on the web or in the mobile app, in a few taps. Follow-ups and tasks4 min read
- Leadnote Integrations hub: what you can connect See how the Leadnote Integrations hub works, who can use it, what the status labels mean and which ways of bringing leads in are available. Integrations4 min read