WorkspaceLeadTrak

Account

Settings

Manage your password, two-factor authentication, and workspace pipelines.

Password

Use a unique password that you do not use anywhere else.

At least 12 characters with uppercase, lowercase, a number, and a special character.

Confirm your identity

Save your recovery codes

Each code can be used once if you lose access to your authenticator. Store them somewhere safe.

Pipeline

Add pipeline

New pipelines start with a standard New through Won/Lost set of stages that you can rename, reorder, add to, or remove.

Stage

Add stage