Account & settings
Settings, security & data control
Answer: Settings covers workspace name, alerts, password, API keys, webhooks, capture widgets, currency and language, and the Data tab, including GDPR export and Delete all data.
Workspace name, alerts, password, API keys, webhooks, capture widgets, currency and language, and Settings → Data — including GDPR export and Delete all data.
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The Settings view controls your workspace: who you are, how you're notified, how secure your account is, how capture widgets behave, and what happens to your data. It's organized into tabs, each covered below.
Workspace & alerts
- General — workspace name. Currency and language persist in this browser (not a workspace setting for teammates). Scoring rules live on the Scoring page, not here.
- Alerts — email when a lead is captured, a score crosses 80 (when delivery is configured), or (if enabled) a status change, daily digest, budget alert, or weekly report.
Security: change your password
- 1Open the Security tab.
- 2Enter your current password, then the new one (minimum 6 characters) and confirm it.
- 3Submit. If you use Google sign-in only, no current password is required.
Pro tip: Use the Security tab the moment you suspect a leak. A password change is the fastest way to lock the account back down.
API keys, webhooks & capture
- API Keys — create, enable/disable, and rotate keys for the API, widgets, and webhooks (Business plan).
- Webhooks — review the inbound webhook delivery log and send a test event.
- Capture — copy for LeadFlow’s on-site landing widgets, plus this-browser stats. Your own site uses the Embed tab’s name/email form.
Localization
- Localization — currency for money amounts, plus a language picker for chrome strings (not a fully localized product).
Pro settings & the Data tab
- Pro settings — custom fields and add/rename/recolor/delete stages (Business). Stage reorder and duplicate scan + merge live here too; merge needs a manager.
- Load demo data — seed 48 leads and 5 campaigns on an empty account (Settings → Data; 409 if you already have leads).
- Export data — JSON of leads, campaigns, activities, bookings, competitors, messages, and scoring rules. Not tasks, quotes, sequences, automations, or members.
- Delete all data — permanently wipe your workspace data (GDPR erasure), deleting all related records in dependency order.
Pro tip: Before you ever use 'Delete all data', export first. The JSON backup is leads, campaigns, activities, bookings, competitors, messages, and scoring rules — there is no in-app re-import of that file. Delete all data empties the workspace; it does not delete the account.