Settings

Learn how to configure LeadSquared and modify settings to customize your product.

How to make your Phone Number field unique in your LeadSquared Application?

This help article allows you to understand how to make phone number field unique in your LeadSquared CRM. This allows you to uniquely identify a Lead using phone number. By making the phone number field unique, a LeadSquared user is not able to create a Lead record with duplicate phone number value. In order for

Restrict User Access to LeadSquared Using IP Whitelisting

The Restriction using IP Whitelisting setting of LeadSquared allows you restrict user access to LeadSquared using IP address. You are able to create a list of IP addresses using this setting. Only users whose IP addresses are included in this list is able to log into your LeadSquared application. Features Restrict access to your LeadSquared account using

How to make a Custom Field Unique in your LeadSquared Application?

This help article allows you to understand how to make a custom field unique in your LeadSquared CRM. This allows you to uniquely identify a Lead in LeadSquared.  Making a custom field unique prevents a LeadSquared user from creating a Lead record with duplicate custom field value. Example: Consider that you run an Educational Institution and every

Reverse IP Lookup

The Reverse IP Lookup of LeadSquared allows you to identify location details (City, State and Country) of a lead when a lead submits on a LeadSquared landing page. Once enabled, this setting automatically captures the location details when a landing page submission occurs. Prerequisite You should be an administrator user of your LeadSquared account. You should be

Permission Templates

The Permission Template feature of your LeadSquared settings allows you to decide the functionality to which each user shall have access within your LeadSquared account. This is achieved by setting up the permission template which allows you to define the access rights and assign to users at the following levels: User Level Role level Group level

How to Apply Permission Templates to LeadSquared Users, Roles or Groups?

This help articles allows you to understand on how to apply a Permission Template to a user.  The template can be applied at the following levels: User Level – Allows you to select all the list of all users from LeadSquared Role Level –  Allows you to select the different role types (Administrator, Marketing User,

How to Create a Permission Template?

This help articles allows you to understand on how to create a Permission Template. For more information on Permission Templates, refer here. Note: You can create upto a maximum of 50 permission template only using Permission Templates Procedure From the Permission Templates area, click Create. The Create Permission Template area appears: Complete the following details: Name:

Trigger Events in LeadSquared Rules and Notifications

Step 1 – Selecting the Trigger Event 1. Click Create on the top-right corner of the Rules and Notifications display grid. The Create Rule pop-up box is displayed. 2. Select the required event type from the Event drop-down list. The event acts as the trigger or the starting point of the rule. Once the selected

Actions in Rules and Notifications

This help article explains the third step of adding action to a rule. Once you have selected the trigger event and set the condition, you have add the action that proceed the event. Step 3 – Adding Actions to the Rule 1. Click Add Actions to add more actions in this step. 2. Select the

Multiple Email Opens

The Multiple Email Open setting of your LeadSquared account allows you to track multiple Email opens for the same lead. This is particularly useful when different Emails are forwarded to the same organization and different leads open it to achieve a higher lead score. Prerequisite You should be logged into your LeadSquared account. You should