FAQ

Data Archival Policy of LeadSquared

LeadSquared archives most of the data elements of your LeadSquared CRM in order to keep the performance of your LeadSquared CRM optimized. The following are the various performance measures to optimize LeadSquared: Visitor and associated visits are stored only for 100 days. They are deleted from your LeadSquared CRM after 100 days. The records of

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

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

How can an Administrator user set password for other users?

Administrator users can set password of any user. This will be useful for in a scenario when a user wants to change the password, but does not receive password reset email when the password is reset. Prerequisite You should be an administrator user of LeadSquared. Procedure Log on to your LeadSquared application and go to My

How do I find my LeadSquared Account Number?

Your LeadSquared account number is the unique customer id of your Company’s LeadSquared account.  You can find it after you login. Just scroll down completely and you will see it in the footer.

How to find Schema Name of a Lead field?

Navigate to My Account -> Settings -> Customization -> Lead Fields.  You will see schema name for each lead field as illustrated below.

Understanding Lead Stages

Lead Stage Leads may be at different levels of engagement with your offers depending upon their awareness, need, interest and budget. The position of a Lead in marketing funnel based on its level of engagement is called Lead Stage.  You can group Leads into different stages based on their similarity or disparity in their level

Why Do I See a Difference in the Number of Conversions in Adwords and LeadSquared?

Sometimes you would see different conversion numbers in LeadSquared reports and Google Adwords reports. There are several factors, that cause this. Let’s discuss the most commonly observed ones. Before that, you need to understand how Google Adwords reporting works, because there are several “conversion” metrics there, and you might not be looking at the right

How do I find if LeadSquared tracking script is on my website?

By installing LeadSquared tracking script on your website, you can track the lead visits on your website in your LeadSquared account. Please see this to know about Installing tracking script on your website. How do I find if LeadSquared tracking script on my website. On successful installation of Leadsquared tracking script on your website, you

How do I configure Twilio SMS provider with LeadSquared

Leadsquared integrates with Twilio SMS provider. To send SMS’s to leads across the world, you need to add and configure SMS app in your login. Please follow the below procedure to configure & setup Twilio SMS service with your Leadsquared account. Prerequisite You must be an Admin User of your LeadSquared Account You must have created