LedgersLab
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  • Calendar — everything scheduled, by the day it starts.
  • Activities — tasks, meetings, calls and events, each linked to a lead, account, contact or opportunity, with a due date, owner and status. Create them from the record's Activities tab or here.
  • Calls — inbound and outbound call activity reported by the connected providers (Settings → Communication → Call providers).
  • Cadences (Settings → Automation) — sequences of follow-ups a record walks through on its own (see 18.10).
18.10CRM settingsSettings → CRM (in the main Settings module) groups fifty configuration screens: Group Screens People and roles Users (who works in CRM), CRM roles and…CRM — leads, accounts, opportunities and forecasting15.3MeetingsCollaboration → Meetings lists meetings — All meetings or Only mine — filterable by Project. Schedule Meeting: Title * (Month-end close review), Starts,…Collaboration22.3CommunicationEmails Templates — every email LedgersLab sends, grouped by category (invoice notification, payment receipt, estimate, statement, reminders, user invite,…Settings and administration2.7How every record page worksOpening a record shows a view page with the same anatomy everywhere: A header card with the record's number, status pill, the customer or vendor, and the…The Workspace and finding your way around