Team & Settings

Settings overview

A tour of every Settings tab, from branding and white-label to Corty Core and notifications.

General - organization name, website, timezone, industry.

Branding - logo upload and primary color.

White-label (Agency plan) - your own domain, hide SalesLobe branding, custom email signature. Client portals inherit this branding.

Connections - Smartlead API key (guide) and Make.com webhooks (guide).

Corty Core - agency-wide AI guidelines that apply across all workspaces: language rules, forbidden words, preferred CTA styles, industry knowledge. Corty Core is versioned, so every change is traceable.

Notifications - per-user email notifications, including instant HOT lead alerts.

Plan - your current plan, feature availability, and upgrades. Sales Team accounts can unlock campaign features here (Company+).

API (Pro and up) - API keys and webhook secrets. Full API reference: docs.saleslobe.com.