Adviser Lead Engine

Support

Help with the ALE app

Get in touch. Email [email protected] and we will get back to you within one working day. Tell us the email you sign in with and what you were trying to do.

Signing In

How Do I Get an Account?

The ALE app is for adviser firms that work with Adviser Lead Engine. Your firm's account manager invites you by email. Then open the app, tap Get Started, and enter your name and the email address your invite was sent to.

It Says My Email Has Not Been Invited

Use the exact address your invite was sent to. If it still does not work, ask your account manager to check the invite, or email us.

I Did Not Get a Code

Check your junk or spam folder, then tap Resend Code after a minute. Codes expire after a short time, so always use the newest one.

Using the App

I Cannot See the Leads Tab

Your firm's account manager controls which sections your firm can see. Email us and we will check your firm's settings.

Calling a Lead

Open a lead and tap WhatsApp Call or Call. The app opens WhatsApp or your phone. After the call, set the lead's stage to Triage, Booked, Closed or Lost.

Your Account and Data

Deleting Your Account

Tap your profile in the top right, open Settings, then Delete Account. You can also email us and we will delete it for you.

Privacy

Read how we handle your data in our Privacy Policy.

Contact

Obsidian Software Limited, trading as Adviser Lead Engine
Suite Ra01, 195-197 Wood Street, London, England, E17 3NU
Email: [email protected]