DOCUMENTATION
Practical documentation for the Leadsaro workspace.
Start with the workflow you need. Documentation links directly to focused pages so teams can learn the product without searching through a giant manual.
Product areas
CRM and contactsExplore this Leadsaro workflow →Opportunities and forecastingExplore this Leadsaro workflow →QuotesExplore this Leadsaro workflow →Cases and service deskExplore this Leadsaro workflow →Team ChatExplore this Leadsaro workflow →Knowledge BaseExplore this Leadsaro workflow →DayflowExplore this Leadsaro workflow →Attendance and statusExplore this Leadsaro workflow →
Current collaboration scope
✓Workspace channels and direct messages
✓Threads, files and image preview
✓One-to-one voice/video calls
✓Screen sharing in one-to-one video calls
•Group voice/video calling is not yet part of the current call engine.
Step-by-step product guides
Reset your Leadsaro passwordRecover access to a Leadsaro account using the Forgot password link and the password reset email.Find answers in your company Knowledge BaseUse Ask Leadsaro to find published company procedures with everyday questions and open the original sources.Manage customer cases and response deadlinesA practical guide to customer context, assignment, SLA deadlines and support feedback in Leadsaro Cases.Use Dayflow alongside attendanceUnderstand the difference between planned tasks, task completion, employee status and clock-in records in Leadsaro.