How to connect LeadSquared with Super Receptionist ?
Super Receptionist (SR) is a personal reception hosted virtually in a cloud telephony environment. If you are using Super Receptionist for your business, then you can integrate it with LeadSquared to capture the lead’s phone number directly on to LeadSquared. Super Receptionist connector in LeadSquared allows you to: Track incoming calls from leads. Create a lead
How to control lead export and lead delete permissions for users?
LeadSquared Administrators can control which user roles have permission to export leads, delete leads and import leads. Navigate to My Account->Settings->Users and Roles-> Click on Permissions to view and change it: Click Edit to set permissions to delete/export/import leads for the different user roles of LeadSquared. Set the required permissions and click Save. To know more
How to create a date type custom field in LeadSquared?
You can create Date Type Custom Fields in LeadSquared that captures date in appropriate format. To create a custom field, navigate to My Account > Settings > Customization >Click on Lead fields, in Settings page. On Manage Custom Fields page click on Create Custom field button on top right of the page. Give a name
How to Edit DNS Settings in Web Hosting Services
cPanel 1. Log in to the cPanel administrative console. Click on the Simple DNS Zone Editor under the Domains section. 2. Fill in the name for your new CNAME sub-domain(sub-domain that you have specified in LeadSquared) in the Name field and cloud.viewpage.co in the CNAME field. 3. Click the Add CNAME Record button. 4. If you have completed specifying the
How to set up signatures in LeadSquared?
You can use Signatures when sending emails from LeadSquared. You have the provision of using HTML signature and a Text signature based on your requirement. Navigate to Dashboard > My Account > Settings > Account Settings > My Email Signature. Click on the Edit button. You will see HTML signature box and a Text signature
Managing Lead Access for Sales Users – Groups
Groups feature in LeadSquared allows you to group Sales Users selectively in to different groups based on their location or business units as required. You can also provide additional permissions to a Sales User/Users to : 1. View Leads owned by other Users within the Group. 2. Modify Leads owned by other Users within the Group. 3. Create/Add new