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
Articles
- Set up your organisation profile in Leadnote Fill in your company details, primary contact and account settings in Leadnote so your quotes, invoices and billing information carry the right information. 5 min read
- Set working hours and holidays in Leadnote Set your organisation's weekly opening hours and company holidays in Leadnote, and see exactly where the schedule is used, such as round-robin distribution. 5 min read
- Lead sources in Leadnote: manage where leads come from Lead sources record where each lead came from. Learn how a lead gets its source, then add, rename, switch off or delete sources and filter and export by source. 5 min read
- Lead stages in Leadnote: set up your pipeline Lead stages show where each lead is in your sales process. Add, rename, reorder or delete stages, set day limits and learn what New, Won and Lost mean. 5 min read
- Custom fields for leads in Leadnote Create custom fields for extra lead details in Leadnote: pick the type, make it mandatory, group it, limit it to lists and use it on lead forms and filters. 5 min read
- Change language, time zone and formats in Leadnote Choose your Leadnote language, then set the organisation time zone, date and time format, digit grouping and financial year, with a preview of each. 4 min read
- Leadnote plans, free trial and usage limits Understand the Leadnote 14 day free trial, the Free, Essential and Enterprise plans, how lead capacity and AI credits are counted, and where to see usage. 4 min read
- Upgrade, renew and pay for your Leadnote plan Upgrade from the trial, add users, change plan, renew or cancel in Leadnote, and learn how payment, tax, promo codes and saved payment methods work. 5 min read
- Leadnote invoices, GST tax invoices and billing info Find the invoices Leadnote issues for your plan and credit purchases, print GST tax invoices and credit notes, export the list and update your billing details. 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
- 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