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
Articles
- Two-factor authentication in Leadnote Turn on two-factor authentication in Leadnote with an authenticator app, sign in with a 6 digit code, and turn it off again when you need to. 5 min read
- Recovery codes and trusted devices in Leadnote Use your ten recovery codes when your phone is lost, generate a new set, and manage the browsers that skip the code step for 30 days. 4 min read
- Require two-factor for your whole team in Leadnote Account Owners and Managers can make two-factor authentication mandatory, choose a grace period, track who has set it up and reset a locked-out user. 5 min read
- Sessions, devices and sign-in history in Leadnote See every browser and phone signed in to your Leadnote account, sign out a device you do not recognise, and read your sign-in history and security emails. 4 min read
- Change or reset your Leadnote password Change your Leadnote password from your profile, reset a forgotten one with an email link that lasts 1 hour, and learn the password rules. 4 min read
- Audit log in Leadnote, who did what and when Read the Leadnote audit log to see who changed users, settings, security and data, filter it by person and date, and export the entries to CSV. 4 min read
- Back up and export all your Leadnote data Take your data with you: download a JSON backup of your organisation, export leads to CSV, and see which other exports exist and who is allowed to use them. 3 min read
- Delete your Leadnote account or organisation Delete your own Leadnote account at once, or delete the whole organisation after a 7 day cancellable grace period, and see what is erased or kept by law. 5 min read
- Privacy and data handling in Leadnote See what data Leadnote handles, who controls it, how long it is kept, how the cookie banner on the website works, and where to read the legal pages. 4 min read
Browse by topic
- 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
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles