Navigating Admin Settings

To access your account settings, you can click the Settings tab on the bottom left.

My Account

Under the My section you will be able to manage your Account, Integrations, Prospector, Track, and Scribe settings. 

• Account - here you will see your next refresh date (monthly) and how many credits you have used and are remaining. 
• Integrations - you can connect to your Salesforce, Outreach, Salesloft, Hubspot and Google Sheets 
• Prospector - add optional fields which can be customized while prospecting. To sync with SFDC, setup Custom Mapping in the integration settings afterwards.
• Track - configure your Track settings
• Scribe - configure your Scribe settings

Admin 

The admin section will only be available to team admins and they will be able to manage their plan and team settings. 

If you want to learn more on how to configure Admin settings, please refer to the following articles: 
Team Dashboard

Team Governance Settings 

All Team Management articles 

System

Under the System section, team admins will see Data Privacy and Single Sign On (SSO). All users will see the API Keys section. 

To learn more about Data Privacy Governance and SSO, please refer to the following articles: 

Data Privacy Governance 

SSO

If you have any questions about your account settings, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.