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Table of Contents

  1. Create an Octanist Account
  2. Configure General Settings
  3. Manage Members
  4. Billing Information

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Create an Octanist Account

  1. Sign Up
  2. Choose a Subscription
    • Select a subscription plan that fits your business needs.
    • Octanist offers a free trial with a limited number of leads you can collect and qualify, allowing you to explore the tool.
  3. Outgoing Integrations
    • Once your account is set up, you’re ready to select outgoing integrations and qualify leads.
    • Follow the detailed guide for outgoing integrations in our documentation.

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Configure Organization Settings

Before setting up outgoing integrations, navigate to General Settings (cog icon in the menu).

General

Under General, you can configure essential options:

Default Currency

  • For European users, the default currency is set to Euro.
  • If you have leads in other regions, adjust the default currency accordingly.
  • You can override the default currency through your incoming integration, such as Google Tag Manager, API, or manual upload.

Qualified Lead Settings

  • Enable this setting if you want to add more detail to your qualification, instead of just Won or Lost. This enables the Qualified option in your Open Leads tab.
  • Give the Qualified Lead setting a name. This name must match your conversion name in an ad platform (e.g., Google Ads).

Conversion Names

Under Conversion Names, you will find the following options:

  • Set up your Conversion Names. Ensure these names match the ones used in your ad platform (e.g., Google Ads).
  • Learn more about setting conversion names in our Google Ads Integration Guide.
  • You can select the Default option to make one of these names the default conversion.
  • Delete conversion names by clicking on the bin icon.

Labels

Under Labels, you will find the following options:

  • Enable Labels to use them for organizing your leads.
  • Add a label name that you can assign to a specific lead (e.g., “Follow up started”).
  • Assign a unique color to each label.

Danger Zone

Under Danger, you will find the following:

  • You can delete your Octanist Organization.
  • All data saved in Octanist will be deleted once this option is used.
  • Any active subscriptions will automatically be cancelled.

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Manage Members

  1. Add Users
    • Under the Members tab, invite users by entering their email addresses.
    • Assign specific roles to users based on their responsibilities, such as qualifying leads or analyzing statistics.
  2. User Roles
    • Owners can create and modify organizations.
    • View current members and pending invitations in this section.

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Billing Information

  1. Billing Details
    • Under the Billing tab, view your current billing method.
    • Additional billing methods will be introduced in the future.
  2. Support