How do I set up a white-labelled request & audit page?
Note: This feature is only available on our agency, pro and enterprise plans.
Head over to your agency page: https://leadsie.io/my/agency
Here you can update basic information about your agency that will show up on your connection/audit pages (including Logo, Agency Name, Language, colours & font).
Connection complete emails will go to this email by default, unless a custom request.
Also looking to Embed the request into your website? Check this article: How To Embed Connect Request on your Website
How to customize the Leadsie Audit
Further down this page, you can edit audit settings.
This can add a unique URL to your agency.
If you turn on 'Is Private Report' then your potential clients will not see the report, but you will see it and get their email.
If you keep that off, then the CTA on the report (to book a meeting) can be edited as well.
You can see an example once you save these settings.