# Docs For Ledsak ## Ledsak Documentation - [Introduction to LEDSAK](https://ledsak.gitbook.io/docs-for-ledsak/readme.md) - [Getting Started](https://ledsak.gitbook.io/docs-for-ledsak/getting-started.md): We're thrilled to have you on board. Embarking on this journey, you'll be guided step-by-step to set up your very first Lead, a powerful tool designed to enhance Lead engagement. - [Creating Account](https://ledsak.gitbook.io/docs-for-ledsak/getting-started/creating-account.md): To use our services, create an account with us. Start by clicking on the "Signup" from our Website links- https://www.ledsak.ai/ on our website as shown in the screenshot below. - [Integrations](https://ledsak.gitbook.io/docs-for-ledsak/getting-started/integrations.md): The next step is to Integrate Facebook, Website, Gallabox, Manychat, Servetel to get lead from the supported integration. - [Roles and Permission](https://ledsak.gitbook.io/docs-for-ledsak/getting-started/roles-and-permission.md): To Create Roles and Permission to set the data visibility to the staff and Management. - [Staff](https://ledsak.gitbook.io/docs-for-ledsak/getting-started/staff.md): In LEDSAK, staff members play crucial roles in managing customer interactions and driving sales. - [Automation](https://ledsak.gitbook.io/docs-for-ledsak/getting-started/automation.md): Automation in LEDSAK is a powerful feature that streamlines various aspects of your sales process. - [Lead Distribution](https://ledsak.gitbook.io/docs-for-ledsak/getting-started/lead-distribution.md): In LEDSAK, lead distribution is an automated process that efficiently assigns leads to your sales team. - [Lead Management](https://ledsak.gitbook.io/docs-for-ledsak/lead-management.md) - [All Lead](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead.md): Here's an overview of all leads and their details: - [Conversion API](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/conversion-api.md): What is "conversion api" , appears to be a feature for pushing lead data to Meta (Facebook). Here’s a possible description of its functionality and a content draft for it: - [Send To Google](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/send-to-google.md): What is "Send to Google" button, appears to be a feature for pushing lead data to Meta (Google). Here’s a possible description of its functionality. - [AI Summary](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/ai-summary.md): AI Sales Assistant Prompt Documentation - [Activity](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/activity.md): Streamline Lead Management with Comprehensive Activity Tracking - [Notes](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/notes.md): Understanding the Role of Notes in Updating Deals, Calls, Emails, Messages, whatsapp - [Emails](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/emails.md): The Email Activity Event Card provides a streamlined and interactive way to track, manage, and view email-related activities within your system. - [Calls](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/calls.md): Call Activity Event Card: A Complete Overview - [Meeting](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/meeting.md): Meeting Activity Event Card: Overview and Features Meeting Activity Event Card: Overview and Features - [Task](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/task.md): Task Activity Event Card: Overview and Functionality - [Deals](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/deals.md): Streamline Your Workflow with the Deal Activity Event Card - [Ticket](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/all-lead/ticket.md): Ticket Activity Event Card: Overview and Features - [Lead Setup](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/lead-setup.md): In LEDSAK's lead setup, these components serve important functions: - [Lead Distribution](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/lead-distribution.md): Companion app offers an automated lead distribution feature that makes managing your sales process a breeze. - [Export History](https://ledsak.gitbook.io/docs-for-ledsak/lead-management/export-history.md): Refers to a record downloas as from all lead section - [Deal Management](https://ledsak.gitbook.io/docs-for-ledsak/deal-management.md): Deal Management is a crucial process for businesses that involves tracking, organizing, and managing deals throughout their lifecycle. It enables organizations to streamline sales, improve efficiency. - [All Deals](https://ledsak.gitbook.io/docs-for-ledsak/deal-management/all-deals.md): The "Manage All Deal" module provides users with a centralized interface to track, update, and manage all deals within the system. - [Won Deals](https://ledsak.gitbook.io/docs-for-ledsak/deal-management/won-deals.md): Lead generation is the process of attracting potential customers who show interest in a product or service. - [Actions](https://ledsak.gitbook.io/docs-for-ledsak/actions.md) - [Automation](https://ledsak.gitbook.io/docs-for-ledsak/automation.md): Our LEDSAK.AI platform offers powerful automation capabilities to streamline your business processes. With our solution, you can create unlimited automated workflows tailored to your specific need - [Delay Automation](https://ledsak.gitbook.io/docs-for-ledsak/automation/delay-automation.md) - [Integrations](https://ledsak.gitbook.io/docs-for-ledsak/integrations.md): Here’s a content draft for creating automation involving Branch and Lead Field in your platform, covering the steps to fill and manage these fields effectively: - [Facebook](https://ledsak.gitbook.io/docs-for-ledsak/integrations/facebook.md): By integrating Facebook, you can manage conversations efficiently and provide personalized customer experiences. This integration is part of our multi-pages compaign run. - [Website](https://ledsak.gitbook.io/docs-for-ledsak/integrations/website.md) - [Brevo](https://ledsak.gitbook.io/docs-for-ledsak/integrations/brevo.md): Connect Brevo to Bulk Email Sending to multiple clients - [GallaBox](https://ledsak.gitbook.io/docs-for-ledsak/integrations/gallabox.md): Connecting Gallabox to Ledsak for Bulk WhatsApp Messaging - [Indiamart](https://ledsak.gitbook.io/docs-for-ledsak/integrations/indiamart.md): Through CRM key, we give you the provision to integrate your enquiries data with another CRM software that you might be used for managing your business. - [Tawk](https://ledsak.gitbook.io/docs-for-ledsak/integrations/tawk.md): What is Tawk.to Live Chat Integration - [Cliniceo](https://ledsak.gitbook.io/docs-for-ledsak/integrations/cliniceo.md): Cliniceo account with Ledsak CRM. The integration allows seamless data exchange between your clinic management system and CRM for improved lead tracking and conversion. - [Meta Ads](https://ledsak.gitbook.io/docs-for-ledsak/integrations/meta-ads.md): This guide walks you through integrating your Meta Ads account with Ledsak CRM to access and manage your ad reports seamlessly. - [Reports](https://ledsak.gitbook.io/docs-for-ledsak/reports.md): Includes a powerful reporting section that simplifies creating and analysing custom business reports. - [Staff Management](https://ledsak.gitbook.io/docs-for-ledsak/staff-management.md) - [Staff](https://ledsak.gitbook.io/docs-for-ledsak/staff-management/staff.md): Managing Staff Information: A Comprehensive Guide - [Attendance](https://ledsak.gitbook.io/docs-for-ledsak/staff-management/attendance.md): Staff Attendance Overview - [Roles and Permissions](https://ledsak.gitbook.io/docs-for-ledsak/staff-management/roles-and-permissions.md): Roles and Permissions Framework for Staff Assignment - [Login History](https://ledsak.gitbook.io/docs-for-ledsak/staff-management/login-history.md): LEDSAK offers real-time notifications and alerts, which keep your team organized and efficient. - [Settings](https://ledsak.gitbook.io/docs-for-ledsak/settings.md): Improving the content under the "Customize" and "Template" sections in the settings for the app (LEDSAK): - [Customize](https://ledsak.gitbook.io/docs-for-ledsak/settings/customize.md): Here is a possible draft for your content explaining the customization process and its impact on the activity tab of the lead details in your system: - [Template](https://ledsak.gitbook.io/docs-for-ledsak/settings/template.md): Template Message: Enhancing Efficiency and Consistency ## Pricing Details - [Starter (Free Plan)](https://ledsak.gitbook.io/docs-for-ledsak/pricing-details/starter-free-plan.md): 1k Records / Free Plan / Lifetime Free (Depend Records) - For New Sign Up - [Premium](https://ledsak.gitbook.io/docs-for-ledsak/pricing-details/premium.md): 1 Lac Records / Changed records as per flexible months plans - [Plantinum / Custom](https://ledsak.gitbook.io/docs-for-ledsak/pricing-details/plantinum-custom.md): Custom / Set records as your want --- # Agent Instructions This documentation is published with GitBook. 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