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Getting Started

My Account

Learn how to navigate your account, we'll cover topics on profile settings, billing, general settings, security, and service usage.

System Settings

Learn how to integrate SalesLeadPro with third party apps, add/edit user roles, access keys, and preferences.

Articles in this category

Audit Log

Audit log is a page where you can find all of actions and modules created  such as user log in as well as team members. 

Integrations

Integrations connect third-party apps and services to SalesLeadPro. Enable integrations to connect the Billing app to a payment gateway such as Stripe or Authorize.net. Or connect your Calendar to get your own custom meeting scheduling link

Profile Details

Easily update your profile settings with a click of a button

Billing

Setup billing preferences, payment methods, current active subscriptions, and service usage overview

Roles & Permissions

Create different Access Keys for different types of users. When you want to give an Assistant, Web Designer, Developer, or Sales person different access to the system you will use roles. 

Access Keys

Access Keys also known as API Keys grant users, tools, and plugins API access to your system. Every Access Key has a Role assigned to to that lets the system know what this Access Key is permitted to do and see. 

Settings

In this article, we will explore the various settings that can be customized in a user's profile.

Security

Ensuring the protection of sensitive information is crucial in today's digital world. That's why our CRM offers powerful security features that allow you to customize and enhance your security settings. Let's explore some of the key options

My Service Usage Overview

In this view you will be able to view all your current usage and limits based on packages selected.

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