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
Articles
- 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. 4 min read
- How to sign in to Leadnote (web and mobile) Sign in to Leadnote with your email and password, add a two-step code if it is switched on, or use an emailed code on the mobile app. 5 min read
- Leadnote welcome wizard and product tour explained The Welcome to Leadnote wizard guides you through five short steps and the Onboarding tour shows five feature areas. Here is how to run or reopen both. 4 min read
- Find your way around Leadnote: menus, search, shortcuts Learn the Leadnote sidebar, top bar, Quick Create menu, global search with Ctrl+K, favourites, Hub and Settings centre so you can reach any screen quickly. 5 min read
- Set up your organisation in Leadnote: where to start Answer the four industry questions after sign-up, then finish your Leadnote organisation profile, locale, working hours and account switches in order. 4 min read
- Customise lead stages, sources, tags and custom fields Shape Leadnote to your sales process. A quick map of where to set up lead stages, lead sources, tags, lead potential, groups and custom fields in Settings. 4 min read
- How to import your first leads into Leadnote New to Leadnote? Move your existing contacts in with a spreadsheet: set up the sheet, pick a list, match the columns, test with a few rows and read the result. 4 min read
- Use Leadnote AI and check your AI credits Open Ask Leadnote AI for quick answers about leads, stages and follow-ups, see what it cannot do, and find your AI credit balance, history and credit packs. 5 min read
- Leadnote setup checklist: your first week step by step A day-by-day checklist for your first week in Leadnote: tour the app, set up your organisation, add leads, schedule follow-ups, invite your team and go mobile. 4 min read
- Leadnote glossary: lead, list, stage, potential and more Plain-language definitions of the words used in Leadnote, from lead, list and stage to potential, lead score, follow-up, SLA, seat and enquiry form. 5 min read
Browse by topic
- 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