Set up your company

Your company's LeadVault account holds your leads, your people and your settings. Whoever starts it is its first account admin.

Start your account

1. Go to Start free trial on leadvault.com.
2. Type your company's name, your name, your work email and a password.
3. Tick the kinds of leads you work, like Mortgage, Insurance or Solar. You can add more later.
4. Say how many people will use LeadVault. With 3 or more, Add the web phone is ticked for you. Untick it if you don't want to call from LeadVault yet.
5. Open the link we email you and press the button on its page. Your account is made and you're signed in.

The free trial lasts 14 days. You don't need a card to start. See Billing and your plan.

Until your first lead arrives, your password is enough to sign in, so you can look around and set things up. Once leads arrive, everyone sets up two-step sign-in.

Add your company's details

Under Settings, Company details:

• Company name: shown on your quote forms, your emails and to callers.
• Main phone and Mailing address: the mailing address goes at the foot of every bulk email, as the law asks.
• License number: shown on your people's pages, beside their own.
• Logo: a PNG, JPEG or WebP up to 400 KB. It goes at the top of your quote forms. Without one, the forms show your company's name.

Next steps

• Invite your team
• Lead types and their questions
• Make a quote form
• Import leads from a spreadsheet

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