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

[13-July-17] Introducing Activity Grid Manage Activities allow you to manage and view notable activities. It would be ease to manage any ‘custom entity’ related to ...
Introducing Permission Templates for field level access control Permission Templates allows administrators to create a set of permissions that can later be assigned to a specific user, group or ...
New actions in Rules and notifications feature Add Activity action This is detailed in the latter section of this article. Activity update: Allows you to start the event for th...
Empower your Automations with new Actions and Trigger New Trigger and Actions has been added to Automations New Trigger – Activity Update can now trigger Automation New Actions Add A...
[15-Jun-2017] Zap your Apps with LeadSquared (Zapier Integration) We are happy to support Zapier Integration. It will help you connect 750+ apps to your LeadSquared system! You can access Zapier C...
[20-May-17] You can now set ‘Phone number’ or a ‘Custom Field’ as unique This allows you to uniquely identify a Lead using phone number. By making the phone number field unique, a LeadSquared user is not...
[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? ...
All Updates