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Manage Leads

Manage lead life-cycle : from capture to close.

How to delete a Lead or groups of Leads or all leads?

You can delete a Lead or groups of Leads from your LeadSquared account permanently. Note: Leads will be deleted permanently from your LeadSquared Account. All activities and email information will be removed. This action can not be undone and lost data can not be recovered. Prerequisites: 1. You should be an Admin User of your

Can I import a CSV file without email address into LeadSquared?

You can import records that do not have email addresses.  Please ensure that you have a column for Email Address in the csv. The data for some or all records may be blank in this column. Map it  to Email Address field of LeadSquared while importing and in “Step 03 Actions” uncheck “Import Only if

How to perform ‘Bulk update’ on all leads within a list

A list is a collection of leads. These leads are grouped together based on specific criteria. LeadSquared list management, allows to perform bulk update on a desired field within the list. Prerequisites You have logged into your LeadSquared account. Existing leads present in the list. Procedure Navigate to Leads > Manage List > Open the

How to perform bulk update on Lead records?

Leadsquared allows you to perform bulk update on a desired field for a series of lead records. Prerequisites You have logged into your Leadsquared account. Procedure You can filter leads based on specific criteria & perform bulk update on them. To know about Advanced search, please follow this help article: How do I use the Advanced

Capture Email Sender and Recipients as Leads using Markcopy Connector

In normal course of business you would be interacting with leads using emails outside LeadSquared using your email client like Gmail, Outlook, Apple email client etc.  You can capture the sender and recipient of these emails as Leads in LeadSquared through our “Markcopy Connector”. You just need to generate a unique email id  in the format  XYZ@markcopy.com.

Creating Lead Distribution Rules

Lead Distribution App automatically assigns leads to users in your LeadSquared account based on pre-defined rules. For example, you may want to distribute leads based on its location, interest, industry type etc. Once you have configured the Lead Distribution Automation Connector, you can start creating rules by navigating to Apps -> Lead Distribution. This article

Help Video: How to Setup Lead Engagement Scoring and Tracking

A short video on best ways to configure lead engagement scoring in LeadSquared.

How to find leads using Advanced Search for Leads who clicked on a particular Email campaign?

You can find the leads who clicked a link in your Email campaign using the Advanced Search feature of LeadSquared. To do this, follow the steps below: From the default LeadSquared dashboard, go to Leads -> Manage Leads. The Managed Leads window appears. Click Advanced Search. The Advanced Search pop-up box appears. Select the following criteria Lead

How can I find leads who have been active in the past 1 week using Advanced Search?

You can easily find the leads who have been active in the past 1 week using our Advanced Search feature. Leads are considered to be active if they are involved in any of the activities related to email campaigns (opens/clicks), landing pages (form submitted), website pages (visits), and any other custom activity that you have

How can I find leads who visited one of my landing pages or website in the past 30 days using Advanced Search?

You can easily find the leads who visited a particular website page or landing page, in the past 30 days, using our Advanced Search feature. Follow the below steps 1. Navigate to Dashboard > Leads > Manage Leads. Click on Advanced Search. 2. Select the following criteria Lead Activity Is Page Visited on Website 3. You