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LeadSquared Getting Started Guides

Select your LeadSquared user role to access the relevant Getting Started Guides to start setting up your account.

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Product Updates

[19-May-17] Restrict ‘user access’ to LeadSquared based on IP address The Restriction using IP Whitelisting setting of LeadSquared allows you restrict user access to LeadSquared using IP address. Yo...
[16-May-17] Introducing ‘Automation’ – a Powerful Workflow Designer The Automation feature of your LeadSquared allows you to create visual workflows for various events. You can automate your workflo...
[10-May-17] Restrict “From Address” in emails Administrators can now restrict users to send emails on behalf of other users / lead owner.  This can be controlled at Role level...
“Are you making these 3 mistakes in LeadSquared?” Shrikant Mudaliar discusses the common mistakes LeadSquared users make and how you can avoid them. Are you making those mistakes? ...
[20-Mar-17] Personalize your Lead Details view Lead Details window now allows (1) Ability to add your own tabs with activities that matter to you. (2) View tabs in a list and na...
[20-Mar-17] Enable browser notifications for Task Reminders You can now enable browser notifications for Task Reminders in your LeadSquared system. Notifications pop-up based on the remind t...
[Classroom Session] Learn how to increase sales velocity by 50% Join the discussion on Bob’s talk about  “How a change in marketing strategy increased sales velocity by 50 %”...
[02-March-17] Email to List Reports and CreatedOn Import Email to List Reports now available from the Email Campaign window which allows you to view the Reports of Emails which is sent to...
10 Features you must setup in LeadSquared Join the exclusive webinar session on wednesday | 22 feb at 3 pm IST| Know the essentials features in LeadSquared that can increa...
[30-Jan-17] Alignment of Activities Tab in Lead Details Page The lead details feature change is now updated in the Lead Details Help Article. The Activities Tab of the Lead Details Page is n...
All Updates