> For the complete documentation index, see [llms.txt](https://ledsak.gitbook.io/docs-for-ledsak/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/lead-setup.md).

# Lead Setup

Lead Fields: \
Capture and organize essential lead information, allowing customization to fit your business needs.\
\
Set/create Lead Field as per you business want and that is shows inside the All lead Table, that perform as per setup Lead Field option.

{% embed url="<https://prnt.sc/uWd6RlzTrJ3j>" %}
Lead Field
{% endembed %}

<figure><img src="/files/0D89Jt6eNM3XRTvsWAZP" alt=""><figcaption><p>Create Field</p></figcaption></figure>

* Lead Stages: \
  Define and track the progress of leads through your sales pipeline, helping to manage the sales process effectively.\
  \
  Set/create Lead Field as per you business want and that is shows inside the All lead Table, that perform as per setup Lead Field option.

<figure><img src="/files/ZaNHmYiWOZNM2IqGKxeZ" alt=""><figcaption><p>Lead Stages</p></figcaption></figure>

<figure><img src="/files/w6nwIXNKBenFePs7DNLn" alt=""><figcaption><p>Create Stage</p></figcaption></figure>

* Lead Source: \
  Identify where leads come from, enabling you to evaluate the effectiveness of different marketing channels.\
  \
  Set/create Lead Field as per you business want and that is shows inside the All lead Table, that perform as per setup Lead Field option.

{% embed url="<https://prnt.sc/CInJhSMcW7Rz>" %}
Lead Sources
{% endembed %}

<figure><img src="/files/LU7siOQ1bZmgTuvTDI4z" alt=""><figcaption><p>Create Source</p></figcaption></figure>

* Lead Groups: \
  Categorize leads based on specific criteria, facilitating targeted marketing and sales efforts.\
  \
  Set/create Lead Field as per you business want and that is shows inside the All lead Table, that perform as per setup Lead Field option.

{% embed url="<https://prnt.sc/X0rHD1VD5kvN>" %}
Lead Groups
{% endembed %}

<figure><img src="/files/gKWQFwGbfpReUj168LLT" alt=""><figcaption><p>Create Group</p></figcaption></figure>

* Branches: \
  Manage leads across different locations or departments within your organization.\
  \
  Set/create Lead Field as per you business want and that is shows inside the All lead Table, that perform as per setup Lead Field option.

{% embed url="<https://prnt.sc/FJ8j3KjWRXJp>" %}
Lead Branches
{% endembed %}

<figure><img src="/files/PaiSJzO0EZq3P7FUKUE8" alt=""><figcaption><p>Create Branch</p></figcaption></figure>

* Activity Forms: \
  Create customizable forms to log various activities and interactions with leads, ensuring comprehensive tracking of the sales process.\
  \
  Set/create Lead Field as per you business want and that is shows inside the create lead Table, that perform as per setup Lead Field option.

{% embed url="<https://prnt.sc/Dh5MldnFpby->" %}
Activity Forms
{% endembed %}

<figure><img src="/files/PDv9WIPt6wKOy7RLdKQ6" alt=""><figcaption><p>Create Activity Form</p></figcaption></figure>