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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. Lead Management

Lead Distribution

Companion app offers an automated lead distribution feature that makes managing your sales process a breeze.

PreviousLead SetupNextExport History

Last updated 5 months ago

Here's how it works:

  1. The app automatically assigns leads to field agents based on their designated Branch.

  2. Agents receive instant notifications and task assignments for prompt follow-ups.

  3. You can set up defined sales territories to efficiently manage lead distribution.

  4. The system uses geo-fencing to prevent fake location check-ins and ensure accurate field activity tracking.

This streamlined process optimizes efficiency and responsiveness in your sales operations. To access this feature, simply log into the Mobile Sales Companion app and navigate to the lead distribution section. If you need any help setting it up, don't hesitate to ask! support@ledsak.ai

For more Info: Click Below

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Lead Distribution