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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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  • Customizing Labels:
  • All Lead:
  • Lead Details:
  1. Settings

Customize

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:

PreviousSettingsNextTemplate

Last updated 3 months ago

Customizing Labels:

What Is Done in the Customization?

  1. Label Changes:

    • The labels for specific fields or sections in the Activity Tab of the Lead Details are modified to suit your business needs.

    • These labels could represent various actions, statuses, or custom data points to improve clarity and relevance.

  2. Form Adjustments:

    • Forms within the Activity Tab are updated to reflect the new labels.

    • This ensures a seamless and consistent user experience across all touchpoints.

  3. Dynamic Updates:

    • Any label changes are dynamically reflected wherever they appear, ensuring there is no mismatch between the forms and other views of the Lead Details.

All Lead:

Similarly, updates to Lead Sources, Lead Stages, and Lead Groups in the custom form will be reflected in the respective fields on the lead details page.

Lead Details:

Similarly, updates to the customization page of fileds ativity the custom form will be reflected in the respective fields on the lead details page of activity tab.

Customize update
Uncheck the Box, will not show in lead details page.
This is showing like this on all details page
Showign inside the lead details page on activity tab