Pipeline Setup in Leadrat CRM - Leadrat Help Center

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Knowledge Base
Knowledge

Knowledge Base
Knowledge

Knowledge Base
Knowledge

Getting Started

8

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
Setup & Onboarding
- Knowledge Base – Dummy Content

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

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 Google Ads & Microsoft Ads

1

API Integration with Google Landing Page & Microsoft Ads

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 Website

1

API Integration with Websites.

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

Technical Documentation for API Integration with Third-Party Providers

1

API Integration with Third-Party Providers

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)

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

Integrations

31

Overview of Integrations
WhatsApp Integration
Facebook & Instagram Lead Ads
Google Ads Lead Form
Google Calendar
Email (Gmail/Outlook)
Webhook & API
Lead Form Integration
Zapier (Optional)
Property Portals (99acres, MagicBricks, etc.)

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

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Knowledge Base
Pipeline Management

Pipeline Management

6 docs

Viewing Progress and Analytics

Last Updated: July 19, 2025

Pipeline Stage Actions

Last Updated: July 19, 2025

Editing Pipeline Stages

Last Updated: July 19, 2025

Creating Deal Pipelines

Last Updated: July 19, 2025

Creating Lead Pipelines

Last Updated: July 19, 2025

Creating Lead Pipelines

Last Updated: July 17, 2025

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