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

Empowered ‘Permission Templates’ Lead Field Masking and Activity access control has been Lead Field Masking – Specific lead fields can now be hidden/masked throu...
User Management gets a new look You can now associate several additional fields for Users. This includes custom fields that can be used based on business needs. T...
Simplified features to Automation You can now associate an ‘advanced search condition’ at the Automation trigger. Notify Actions – Activity fields are now ava...
Now you can do more with your Mobile App: Here are some of our recent updates Ability to Send Texts in Bulk to Leads You can send multiple leads a text at once from either ...
[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...
All Updates