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Ledsak Documentation
Ledsak Documentation
  • Introduction to LEDSAK
  • Getting Started
    • Creating Account
    • Integrations
    • Roles and Permission
    • Staff
    • Automation
    • Lead Distribution
  • Lead Management
    • 🟦All Lead
      • Send To Meta
      • Send To Google
      • Activity
      • Notes
      • Emails
      • Calls
      • Meeting
      • Task
      • Deals
      • Ticket
    • 🟩Lead Setup
    • 🟥Lead Distribution
    • ⬜Export History
  • Deal Management
    • All Deals
    • Won Deals
  • Actions
  • Automation
  • Integrations
    • Facebook
    • Website
    • Brevo
    • GallaBox
    • Indiamart
    • Tawk
  • Reports
  • Staff Management
    • Staff
    • Attendance
    • Roles and Permissions
    • Login History
  • Settings
    • Customize
    • Template
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  1. Getting Started

Staff

In LEDSAK, staff members play crucial roles in managing customer interactions and driving sales.

PreviousRoles and PermissionNextAutomation

Last updated 3 months ago

Staff Management:

They can perform various tasks using our CRM software ledsak:

  1. Sales representatives can use smart views to prioritize leads, access customer history, and deliver personalized pitches.

  2. Agents can make calls using the click-to-call feature, log notes, and monitor call metrics.

  3. Field agents can use the mobile app to make calls, locate nearby prospects, transfer leads, and boost sales on the move.

  4. Team members can engage with leads via multiple channels like email, WhatsApp, and SMS.

  5. Managers can track team performance, monitor GPS locations, and analyze productivity based on activities and tasks.

Create Staff: To Manage the lead informatives.

NEXT STEP ⬇

Automation