Author: Sandeep

How to Preserve Historical Created On date for leads while importing them in LeadSquared?

This article helps you to understand how to import the CreatedOn field while doing a Lead import using a CSV file in your LeadSquared CRM. The CreatedOn field contains the date and time of when the Lead was created in your CRM. For more information on how to import Leads using a CSV file into your LeadSquared

Salesforce to LeadSquared Integration – Installation and Authentication

This Help Article allows you to understand and complete the integration of your Salesforce CRM with your LeadSquared system. This integration allows you to enable a bi-directional (to and fro) sync between Salesforce and LeadSquared which enables you to map and sync the various Lead fields, Contact fields, Tasks and Activities between the two systems.

Salesforce to LeadSquared Integration – Mapping and Configuration

This help article allows you to understand and complete the mapping and configuration of your Salesforce CRM with your LeadSquared system. For more information on the overview and installation of the Salesforce to LeadSquared integration, refer to Salesforce to LeadSquared Integration – Installation and Authentication For detailed information on the mapping and configuration, refer to the PDF

How to Add and Manage Custom Activity Tabs in the Lead Details Window?

The tabs feature in the Lead Details window allows you view and add various Activity tabs to your Lead Details window. The Add New Tab feature allows you create and manage the tabs you want to view in your Lead Details window. Use The various activity tabs allows you to view the various activities, tasks, details

How to Set Web Browser Notifications for Task Reminders in your LeadSquared CRM?

This Help Article allows you to understand how to set web browser notifications for task reminders in your LeadSquared CRM. These browser notifications allows you to remind about the upcoming tasks in your LeadSquared CRM. The task reminder notifications pop-up based on the time period you specify to remind while creating a task. Please see

Email to List Reports

The Email to List Report allows you analyze the performance of the Emails you had sent to a list of Leads. The Report allows you know the success/failure rate of the Emails through various metrics available in the report. Prerequisite You have logged into LeadSquared. You have created and sent the email to the List of

How to do the Advanced Settings of the Facebook Lead Ads Connector?

The Advanced Settings of the Facebook Lead Ads Connector captures Campaign Name along with other lead details from ‘Facebook Lead Ads’ directly into LeadSquared. For more information on Facebook Lead Ads Connector, refer to Facebook Lead Ads Connector Prerequisite You should be logged into your LeadSquared system. Facebook Lead Ads Connector should be installed in your LeadSquared

How to Record Inbound/Outbound Calls for Leads in the LeadSquared Application?

The Inbound/Outbound calls for Leads is captured as an Activity along with the call recording for the corresponding Lead in the Lead Details window. You have to set the permissions from the Web Application of LeadSquared in order for this feature to work. Prerequisite The call activity should be for a Lead which exists in

How to Map data from MagicBricks with LeadSquared using Lead Marketplace App?

This Help Article explains how to map data from MagicBricks to the corresponding Lead Fields of LeadSquared using the Lead Marketplace App. For more information on the installation and working of Lead Marketplace App, refer to Lead Marketplace App. Prerequisite You must be an administrator user of your LeadSquared system. The Lead Marketplace App must be

How to Map data from IndiaMART with LeadSquared using Lead Marketplace App?

This Help Article explains how to map data from IndiaMART to the corresponding Lead Fields of LeadSquared using the Lead Marketplace App. For more information on the installation and working of Lead Marketplace App, refer to Lead Marketplace App. Prerequisite You must be an administrator user of your LeadSquared system. The Lead Marketplace App must be installed