LeadSquared User Training Manuals

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Product Updates

[25-Aug-16] Introducing Custom Tabs Custom Tab is a custom lead page where you can fetch data from external sources about the leads.  When you see lead data then it...
[24-Aug-16] More actions in Rules and Notifications In Rules and Notifications feature, we have added  four new actions:  1) Add Task : will help automate task creation as a res...
[24-Aug-16] Tag leads captured via Landing pages Leads captured thru LeadSquared landing pages can now be tagged. For example, a lead submitting as result of a specific campaign ...
[24-Aug-16] Extending Dependent Fields feature to Landing Pages We introduced Dependent Fields few weeks back. We have now extended the feature to fields in landing page form. The dependency re...
[24-Aug-16] Webhook on Lead Delete We have added “Lead Delete” in the list of events on which webhooks can be triggered.  You can now take necessary a...
[10-Aug-16] More options in Rules and Notifications We have added more options in Rules and Notifications: Now lead fields can be updated as a result of a Rule.  A classic example...
[09-Aug-16] Custom Activities: Capture more than description and score So far you have been able to capture only name, score and description in custom activities. We have updated the the feature to a...
[09-Aug-16] Introducing Dependent Lead Fields LeadSquared now supports drop-down fields whose values  can be linked to value selected in another drop-down field.  The most co...
[25-July-16] Create custom field while importing leads Now you can create custom fields on the fly while importing data. The option to create custom fields will be visible only to Admi...
[25-July-16] Updated: Rules and Notifications The Rules and Notifications feature has been updated to allows choosing a segment of leads on which notifications should be trig...
All Updates