Lead360Support

Settings and Administration

Configure business identity, users, integrations, structured data, communications, tracking, billing, and developer access.

13 articles
How this fits into Lead360Explore the agency and client platformConnect administration, providers, users, billing, and developer access.
Lead360 workflow mapSettings and Administration
  1. 01

    Maintain accurate business identity and billing ownership.

  2. 02

    Grant team and developer access using least privilege.

  3. 03

    Configure communications, tracking, and integrations deliberately.

  4. 04

    Change shared CRM structures without breaking dependent workflows.

A visual overview of the verified workflows covered by the Settings and Administration collection.

About this collection

Keep business identity, access, data, and integrations reviewable

Lead360 Settings controls business identity, billing, team access, integrations, tags, custom fields, custom values, objects, email, phone, tracking, and developer access for the selected tenant. Administrative changes can affect many product areas, so ownership and destination should be confirmed before saving.

Use least-privilege roles, separate provider credentials, documented integration owners, and clear naming for shared data structures. Review dependent automations, forms, reports, and API clients before renaming or removing a field, tag, object, sender, connection, or credential.

What you can accomplish

  • Maintain accurate business identity and billing ownership.
  • Grant team and developer access using least privilege.
  • Configure communications, tracking, and integrations deliberately.
  • Change shared CRM structures without breaking dependent workflows.

Continue learning

Articles

SettingsConfigure the identity, people, data model, communications, integrations, and technical access for this sub-account.Business InformationSet the customer-facing identity, contact details, location, timezone, and login domain used across this sub-account.BillingReview the sub-account plan, usage, payment method, invoices, and billable services.Team MembersInvite staff, assign appropriate access, and connect each person to the resources they are responsible for.IntegrationsAuthorize external services for this sub-account and control exactly what Lead360 may read or change.TagsCreate governed labels for contact organization, segmentation, automation triggers, and reporting.Custom FieldsDefine reusable structured data for contacts, forms, imports, Smart Lists, automations, and reporting.Custom ValuesStore stable, reusable business text and URLs that templates and workflows can reference from one source.ObjectsCreate structured record types for business data that does not fit standard contacts or opportunities.Email SettingsConfigure an authenticated sender, verify deliverability, and monitor this sub-account's sending limits.Phone SettingsRegister compliant messaging, acquire approved numbers, and configure inbound and outbound call behavior.External TrackingInstall approved analytics or advertising tracking and verify exactly what data leaves Lead360.Developer SettingsCreate tenant-scoped technical credentials for approved integrations and revoke them when no longer needed.