Ynot

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Set-up

4 Docs

What is a Lead Type

Last Updated: February 25, 2026

How to use Lead Types to reflect your Marketing Channels in Ynot

Adding a backdated lead permission

Last Updated: February 25, 2026

How to add a backdated lead

User roles & permissions

Last Updated: February 25, 2026

How to define permissions by user roles

Add a lead source

Last Updated: February 25, 2026

How to add a new lead source to an account