Settings Overview
Settings is where you shape Getlead to fit your business. Open it from the sidebar — the hub is organised into six areas.
The Settings hub
Each card opens a group of related settings. Use the guides below for a full walkthrough of each.
Lead Settings
Sources, statuses, purposes, WhatsApp templates, custom fields.
Deal Settings
Deal types, statuses, custom fields, numbering.
Task Settings
Call statuses and feedback templates.
General Settings
Account, branches, terminology, formats, billing, notifications.
Automations
Build workflows with triggers, conditions and actions.
Integrations
Connect APIs, call providers, Facebook, and more.