Settings

General

Defaults used across proposals, quotes and outreach.

Integrations

These are your own accounts, billed to you. DotLeads never charges for AI or map lookups and never sends your outreach from our mailbox.

Keys are encrypted before they are stored and are never shown again. You will see the first and last few characters so you can tell which key is saved, and you can replace it at any time.

OpenAI

Powers company analysis, proposal drafts, outreach drafts and the assistant. Create a key at platform.openai.com, then paste it here. Usage is charged to that account.

API key

Deep model

Used for analysis, proposals and the assistant.

Light model

Used for cheaper tasks such as email drafts.

Google Places

Powers business discovery. Each page of results is one billable request on your own Google Cloud project and returns up to 20 businesses.

API key

Max pages per search

1 to 3. Keep it at 1 to stay inside the free allowance.

Allow radius lookups

Costs one extra request per search that uses a radius.

Outgoing email (SMTP)

Outreach is sent from your own mail server and your own address, so replies come back to you and your sending reputation stays yours. Invitations to join DotLeads are the one exception and still come from us.

Host

Port

Use SSL or TLS

Username

Password

From address

The address your prospects will see.

From name

Reply-to address

Optional. Leave blank to reply to the from address.

Workspace defaults

Default currency

Three letter code used for new proposals, contracts and invoices.

Send a test email

Save your SMTP settings first, then send yourself a test. This is the quickest way to know they work before a real prospect email goes out.

Business categories

The category list offered when discovering and editing companies.

Name	Companies	Actions

Industries

The industry list used for filtering and segmentation.

Name	Companies	Actions

Pipeline stages

Rename, recolour and reorder the board. Built-in stages and stages holding companies cannot be deleted.

Order	Name	Color	Companies	Actions

Opportunity rules

Points each detected gap adds to a company's opportunity score.

Rule	Category	Points	Enabled

Scoring rules

Weights behind the seven lead scores. The same rows are served by the scoring API.

Score	Component	Weight	Enabled

Email templates

Starting points for outreach messages. Built-in templates can be edited but not deleted.

Name	Category	Subject	Actions

Proposal templates

Default section layouts applied when a proposal is created.

Name	Type	Sections	Actions

AI prompts

System and user prompts the AI engine uses. Keys are fixed once created.

Name	Key	System prompt	Actions

My notifications

Choose which notifications you receive. These preferences are yours alone.