Skip to content

Knowledge Base
Knowledge

Knowledge Base
Knowledge

Knowledge Base
Knowledge

Knowledge Base
Knowledge

Getting Started

7

What Are Pipelines & Stages?
Understanding Leads, Deals, Contacts, Companies
What is LeadRat CRM?
First Steps After Logging In
Overview of CRM Modules
Navigating the Dashboard
Signing Up and Logging In

LeadRat Basics

4

Real-Time Insights Dashboard Overview
Auto Follow-ups & Reminders
Site Visit Management Basics
Understanding Leads, Deals, Contacts, Companies

User Onboarding & Management

6

Performance Dashboard for Agents
Removing or Deactivating Users
Resetting Passwords
Assigning Roles & Permissions
Adding New Users
Adding New Users

Customization

6

Email and WhatsApp Template Setup
Customizing Notifications & Alerts
Setting Up Auto Follow-ups
Configuring Sales Pipelines
Creating Custom Fields (Leads, Deals, Contacts)
Creating Custom Fields (Leads, Deals, Contacts)

Teams

5

Routing Rules Based on Teams
Role-Based Access and Filters
Assigning Team Leaders
Creating a Team
Creating a Team

Technical Documentation for Google Ads & Microsoft Ads

1

API Integration with Google Landing Page & Microsoft Ads

Pipeline Management

6

Viewing Progress and Analytics
Pipeline Stage Actions
Editing Pipeline Stages
Creating Deal Pipelines
Creating Lead Pipelines
Creating Lead Pipelines

Technical Documentation for Website

1

API Integration with Websites.

Microsites (LeadRat Exclusive)

6

Sharing Microsite via WhatsApp or Ads
Customizing Branding & Layout
Adding Properties to Microsite
How to Build a Microsite
What Is a Microsite?
What Is a Microsite?

Technical Documentation for API Integration with Third-Party Providers

1

API Integration with Third-Party Providers

Smart Lead Routing

6

Troubleshooting Missed Assignments
Lead Distribution by Source or Budget
Location-Based Routing Rules
Round-Robin vs Priority Based Routing
Enabling Smart Routing
Enabling Smart Routing

Data Import & Export

5

Understanding Import Logs & Errors
Exporting CRM Data
Bulk Updating Records
Importing Leads, Deals & Contacts (with CSV Templates)
Importing Leads, Deals & Contacts (with CSV Templates)

Setup & Onboarding

1

Knowledge Base – Dummy Content

Leads

6

Lead Qualification & Scoring
Converting Leads to Deals
Adding Notes, Tasks, and Follow-Ups
Lead Source Tracking (Forms, Ads, WhatsApp)
Creating Leads Manually & Automatically
Creating Leads Manually & Automatically

Contacts & Companies

4

Viewing Full Interaction Timeline
Merging Duplicate Contacts
Linking Contacts to Companies
Adding New Contacts

Deals

5

Deal Timeline View
Deal Win/Loss Tracking
Forecasting Revenue
Managing Deal Stages
Creating a Deal from Lead or Directly

Products & Services

4

Viewing Product-Based Reports
Managing Price Lists
Associating Products with Deals
Adding Products and Services

Reports & Insights

5

Exporting Reports to Excel/PDF
Custom Report Filters
Source-Based ROI Reporting
Agent-wise Lead/Deal Performance
Real-Time CRM Reports

FAQs & Troubleshooting

6

Contact Support via Chat or Email
Resetting Admin Password
Unable to Import Data – Common Errors
WhatsApp Not Connecting
Microsite Not Loading or Showing Properties
Lead Not Auto-Assigned – What to Check

Overview of Integrations

4

Common Use Cases
Accessing the Integrations Panel
Supported Integration Types
Supported Integration Types

WhatsApp Integration

3

Viewing Message History in Leads
Using Templates & Auto-Replies
Connecting WhatsApp Business API

Facebook & Instagram Lead Ads

3

Setting Up Campaign Source Tracking
Auto-Syncing Leads from Ads
Connecting Meta Business Account

Google Ads Lead Form

3

Campaign Attribution in LeadRat
Auto-Capturing Form Extension Leads
Enabling Google Ads Integration

Google Calendar

3

Calendar View for Agents
Sending Automated Meeting Invites
Syncing Site Visits & Tasks

Email (Gmail/Outlook)

3

Attaching Email Threads to Lead Timeline
Sending & Receiving Emails
Connecting Your Mailbox

Webhook & API

3

Sample Webhook for New Lead Notification
Using API Keys to Integrate with Third-Party Tools
Creating Webhooks

Lead Form Integration

3

Using Hidden Fields and Custom Redirects
Capturing UTM Parameters & Source Tags
Embedding LeadRat Forms on Your Website

Zapier (Optional)

3

Supported Triggers & Actions
Sample Zaps (Lead to Google Sheet, Deal Won to Slack)
Connecting LeadRat with 5,000+ apps

Property Portals (99acres, MagicBricks, etc.)

3

Routing Rules for Portal Leads
Setting Up Credentials
Capturing Leads from Real Estate Portals

View Categories

Home
Knowledge Base
Getting Started

Navigating the Dashboard

Updated on July 17, 2025

What are your Feelings

Happy
Normal
Sad

Share This Article :

Signing Up and Logging In Overview of CRM Modules

Copyright © 2026 Leadrat Help Center | Powered by Astra WordPress Theme

Scroll to Top