🟩Lead Setup

In LEDSAK's lead setup, these components serve important functions:

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.

Lead Field

Create Field

• 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.

Lead Stages

Create Stage

• 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.

Lead Sources

Create Source

• 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.

Lead Groups

Create Group

• 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.

Lead Branches

Create Branch

• 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.

Activity Forms

Create Activity Form