Settings
General settings
These preferences apply to everyone in your LeadTrack workspace.
Workspace
- Allow members to create leadsAnyone with an Editor role can add new leads to the workspace.
- Default role for new membersApplied when someone joins via an invite link.
- Weekly activity digestA summary of new leads and follow-ups, sent every Monday morning.
Sharing & security
- Allow guest access to leadsMembers can invite people outside your domain to view specific leads.
- Public link sharingAnyone with the link can view shared contact lists.
- Session timeoutAutomatically log out inactive users after this period.
Danger zoneDeleting this workspace removes all leads, contacts, follow-ups, and team members. This cannot be undone.