Company Settings Guide

Learn how to configure your company profile, preferences, and settings in LeadMachine.

Accessing Your Company Page

1. Log in to your LeadMachine account
2. Click your profile avatar in the top-right corner of the navbar
3. Select Company from the dropdown menu

Alternative: Navigate via sidebar: Settings → Company

Note: Only Admin and SuperAdmin users can modify company settings.

Company Page Overview

Your company page has three tabs:

Note: Integration settings have moved to the dedicated Integrations page.

Profile Tab

The Profile tab displays your company information with quick access to edit.

Company Hero

At the top of the page you'll see:

• Company Logo - Your uploaded logo or initials
• Company Name - Your business name
• Social Links - Links to your company's social profiles

Editing Your Company Profile

To edit your company information:

1. Click the Edit Profile button (pencil icon) at the top right
2. A slide-out panel opens from the right side
3. Make your changes in the organized sections
4. Click Save to apply changes

The edit panel sections:

Identity

• Company Name
• Legal Name (for billing/invoices)
• Logo upload

Contact

• Website URL
• Phone Number

Location

• Street Address
• City, State, Zip
• Country

Business Details

• Industry
• NAICS Code
• SIC Code
• Number of Employees
• Year Founded
• Annual Revenue

Social Links

• LinkedIn, Twitter, Facebook, Instagram, Crunchbase

AI-Powered Profile Completion

If your profile has missing information, you'll see Ledo (AI) icons next to empty fields. Click any icon to auto-fill that field using AI enrichment, or click Complete Profile to fill all empty fields at once.

Company Info Card

Displays your current company details:

• Website
• Phone
• Address
• Industry
• Company size

Notes

Add and view internal notes about your company.

Contacts

Manage key contacts (billing contacts, account managers, etc.).

Team Members

View all users in your company:

• Roles (Agent, Manager, Admin, SuperAdmin)
• Email addresses
• Quick access to manage team

Stats (Right Sidebar)

Quick statistics:

• Total Leads
• Total Referrals
• Recent Activity

Export Leads

Export all leads to CSV for backup or external analysis.

Billing Tab

Manage your subscription and payment information.

Accessing Billing

1. Navigate to your Company page
2. Click the Billing tab
3. View subscription status, pricing, and payment information

Note: Only Admin and SuperAdmin users can view and manage billing.

Pricing Model

Per-User Billing

• $58/month per active user
• Billed monthly based on your team size
• Only billable users are counted (SuperAdmins excluded)

What counts as a billable user?

• Active users with Agent, Manager, or Admin roles
• SuperAdmin users are NOT billed (they're support staff)
• Pending/inactive users are NOT billed

Example:

• 5 Agents + 2 Managers + 1 Admin + 1 SuperAdmin = 8 billable users
• Monthly cost: 8 × $58 = $464/month

Current Subscription

The Billing tab shows:

• Subscription Status - Active, Canceled, or Past Due
• Billable Users - Current team member count
• Monthly Total - User count × $58/month
• Next Billing Date - When your card will be charged

Discount Coupons & Promo Codes

Apply promotional discount codes to reduce your monthly bill using Stripe's customer portal.

How to Apply a Promo Code

1. Navigate to Company → Billing tab
2. Click the Manage Subscription button
3. You'll be taken to Stripe's secure customer portal
4. Look for "Apply promotion code" or "Add promotion code" link
5. Enter your promo code
6. Click Apply
7. Return to LeadMachine to see the updated pricing

Viewing Your Active Discount

After applying a promo code, return to the Billing tab. You'll see:

• Active Discount badge with the promo code
• Discount details: percentage or dollar amount off
• Duration: how long the discount lasts (one time, forever, or X months)
• Subtotal: your regular monthly cost before discount
• Discount amount: how much you're saving per month
• Total After Discount: your actual monthly billing amount

Coupon Types

Promo codes can offer:

• Percentage Off - e.g., 20% off your monthly bill
• Amount Off - e.g., $50 off per month
• Duration Options:

Example:

Regular price: 10 users × $58 = $580/month
With 20% off coupon for 6 months:
  Subtotal:        $580.00/month
  Discount (20%):  -$116.00/month
  ─────────────────────────────────
  Total:           $464.00/month

Managing or Removing a Promo Code

1. Click Manage Subscription on the Billing tab
2. In Stripe's customer portal, you can:

1. Changes take effect on your next billing cycle

Note: All promo code management is handled securely through Stripe's customer portal.

Payment Method

Update credit card:

1. Navigate to Billing tab
2. Click Update Payment Method
3. Enter new card details
4. Click Save

Your card is securely stored with Stripe. We never see or store your full card number.

Billing History

View and download past invoices:

1. Navigate to Billing tab
2. Scroll to Recent Invoices section
3. Click invoice number to view online
4. Click Download PDF to save

Each invoice shows:

• Invoice number and date
• Billable user count for that period
• Discounts applied (if any)
• Total amount charged
• Payment status

Billing Activity

The Billing Activity section shows recent events:

• Subscription created
• Subscription updated
• Invoices generated
• Payments succeeded/failed
• Coupons applied/removed

Customize Tab

Configure your sales workflow and lead organization.

Lead Status Options

Customize your sales pipeline stages.

Adding a Status

1. Click + Add Status
2. Enter status name (e.g., "Demo Scheduled")
3. Choose a color
4. Click Create

Reordering Statuses

• Click and drag the handle (≡) icon
• Move to desired position
• Changes save automatically

Editing a Status

1. Click the edit icon
2. Change name or color
3. Click Save

Tip: Order statuses in the sequence leads typically progress through your pipeline.

See Lead Statuses Guide for best practices.

Lead Types

Categorize your leads by type.

Adding a Lead Type

1. Click + Add Type
2. Enter type name (e.g., "Enterprise", "Small Business")
3. Choose an icon and color
4. Click Create

See Lead Types Guide for details.

Custom Tags

Create tags to organize and filter leads.

System Tags - Pre-built tags you can use but not edit Company Tags - Tags specific to your company

Adding a Tag

1. Click + Add Tag
2. Enter tag name
3. Choose a color
4. Click Create

See Lead Tags Guide for more information.

Integrations

Integration settings have moved to the dedicated Integrations page.

To access:

1. Click your profile in the navbar
2. Select Integrations

Or via sidebar: Settings → Integrations

Available integrations:

• WordPress Plugin
• Shopify
• MailChimp
• Facebook Lead Ads
• Webflow
• DecoNetwork
• Google Calendar
• Gravity Forms

See the Integrations Guide for setup instructions.

User Roles & Permissions

See User Management Guide for managing team members.

Best Practices

Initial Setup Checklist

• [ ] Complete company profile (name, contact info, logo)
• [ ] Set your timezone in My Profile (for accurate calendar/meeting times)
• [ ] Configure lead statuses for your sales process
• [ ] Set up lead types if you have distinct customer segments
• [ ] Create custom tags for marketing campaigns
• [ ] Add team members and assign roles
• [ ] Connect integrations (WordPress, MailChimp, etc.)
• [ ] Set up billing with payment method

Regular Maintenance

Weekly:

• Review notification settings
• Check for unassigned leads

Monthly:

• Review team member access
• Audit active integrations
• Check billing and invoices

Quarterly:

• Review and refine lead statuses
• Update company information if changed
• Evaluate plan and team size needs

Troubleshooting

Can't Access Company Settings

Problem: Company option not visible in dropdown

Cause: You need Admin or SuperAdmin role

Solution: Ask your company admin to promote your account.

Edit Panel Won't Open

Problem: Clicking Edit Profile does nothing

Solutions:

• Refresh the page (Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows)
• Try a different browser
• Check for JavaScript errors in browser console

Changes Not Saving

Problem: Click save but changes don't persist

Solutions:

• Check for error messages (red toast at bottom)
• Ensure all required fields are filled
• Verify you have Admin/SuperAdmin role

Logo Won't Upload

Solutions:

• Ensure image is PNG, JPG, or GIF
• Keep file size under 2MB
• Clear browser cache after upload

Getting Help

In-App Support: Click the Support icon (headset) in the navbar.

Email: [email protected]

Include:

• Your Company ID (shown on company page)
• Description of the issue
• What you were trying to do
• Any error messages

Last Updated: February 2026