LLeadpoetHelp Center

Guide

Update Team Name

5 stepsAgent View (JSON)

Overview

LeadPoet is a done-for-you email lead generation platform that helps you build and manage your sales pipeline. Your team name is a key identifier within your LeadPoet account and is visible to all team members and in your account communications. Updating your team name ensures your account reflects your current organizational structure and branding. This straightforward process allows account administrators to modify the team name and immediately apply the change across the platform.

Before you begin

  • You must have a LeadPoet account with administrative or account owner permissions
  • You must be logged into your LeadPoet account at leadpoet.com
  • You must know the new team name you want to set

Step by step

1
ClickAccount

Click the Account button in the main navigation to access your LeadPoet account settings and configuration options.

Tip. The Account button is typically located in the top navigation bar or user menu. If you don't see it, ensure you are logged in as an account administrator.
Step 1
2
ClickEdit

Click the Edit button next to your team name to enter edit mode and unlock the team name field for modification.

Tip. The Edit button is usually positioned near the team name display. Some interfaces require you to hover over the team name field to reveal the Edit option.
Step 2
3
Clicktextbox

Click on the team name text field to place your cursor and prepare the field for input.

Tip. If the field is already focused, you can skip this step and proceed directly to typing. The text field may be pre-populated with your current team name.
Step 3
4
Typetextbox

Type the new team name into the text field, replacing the current name with your desired name.

Tip. Clear the existing text first by selecting all (Ctrl+A or Cmd+A) before typing to ensure you replace the entire name. Consider using a name that is clear and recognizable to your team members.
5
ClickSave

Click the Save button to apply and persist your team name change to your LeadPoet account.

Tip. After clicking Save, wait a moment for the system to process the change. You may see a loading indicator or brief confirmation message.
Warning. Ensure your new team name is finalized before clicking Save, as the change will be immediately applied across your entire LeadPoet account and visible to all team members.
Step 5

Confirm it worked

  1. 1After clicking Save, you should see a success confirmation message or return to the Account settings page
  2. 2The team name field should display the new name you entered
  3. 3The updated team name should appear in your account profile and team settings

Common issues

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