# All Lead

## All Leads:&#x20;

#### Overview of all leads and their details:

1. Lead Capture: We collect leads from various online and offline sources.
2. Detailed Information: Each lead includes complete context, history, and prospect details.
3. Routing: Leads are automatically assigned to reps based on criteria like location and product interest.
4. Prioritization: Our system helps identify the most promising leads to contact first.
5. Multi-Channel Engagement: We reach out to leads via email, chat, WhatsApp, SMS, and phone.
6. Tracking: All interactions, including emails, messages, and calls, are monitored and linked to lead profiles.

<figure><img src="https://3118056440-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fpwcj37nddkx6Z2kwcz8i%2Fuploads%2FyjgI2NKeqZOehiQBwWV1%2FAll%20Leads.png?alt=media&#x26;token=b403b920-aea4-4cd1-9c7e-cdb454dccc84" alt=""><figcaption></figcaption></figure>

#### Create Lead Manually:  Here's a general guide on how to manually create a lead

* Click on "Create" and fill in all the required fields.
* After filling in the fields, click on "Generate" to create a manual lead.

<figure><img src="https://3118056440-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fpwcj37nddkx6Z2kwcz8i%2Fuploads%2FI0159SXyZvJ3fn0zwTrx%2FAll%20Leads%20-%20Create%20New%20Lead.png?alt=media&#x26;token=7289c276-4602-4090-b997-4b6905008e90" alt=""><figcaption></figcaption></figure>

#### Import Lead From the **.xls, .xlsx, .csv**.

* Extracting keywords from the Excel file.
* Mapping these keywords to corresponding field or data.
* Automating this process if needed.

1. Click on Import

<figure><img src="https://3118056440-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fpwcj37nddkx6Z2kwcz8i%2Fuploads%2Fwq84wIbK3OpZjf2aInGX%2Fimport%20lead.png?alt=media&#x26;token=4a672291-8f3a-458b-a337-0fb1b8bb8b1d" alt=""><figcaption><p>Click on Import to insert xls, csv file</p></figcaption></figure>

#### 2. Choose File

<figure><img src="https://3118056440-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fpwcj37nddkx6Z2kwcz8i%2Fuploads%2FrJPFD9ZTk8WfCRFEwaR8%2Fchoose.png?alt=media&#x26;token=e488716f-195f-48eb-a435-9e5e07c7bca7" alt=""><figcaption></figcaption></figure>

#### 3.  Mapped with matching keyword

<figure><img src="https://3118056440-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fpwcj37nddkx6Z2kwcz8i%2Fuploads%2FK9DQi63SrmvseYTgSI0g%2Fupload%20m.png?alt=media&#x26;token=d7167d8e-6bba-420c-b21e-c830b01dabf2" alt=""><figcaption></figcaption></figure>

#### 4. Tutorial For Bulk Import

{% embed url="<https://www.loom.com/share/c3b4a3f947c4470ba7744b6ba3d033ed?sid=2761ad8f-8fb8-4db5-b1f3-c3e886300c28>" %}
More Clarity
{% endembed %}

#### Lead Details Page: Can See The Actions&#x20;

* [See Activity](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/activity)&#x20;
* [Notes](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/notes)
* [Emails](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/emails)
* [Calls](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/calls)
* [Meetings](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/meeting)
* [Task](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/task)
* [Deal](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/deals)
* [Tickets](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/ticket)
