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Tag your Leads
Lead Tagging feature now enables Users to associate leads with relevant Tags. Tagging is a quick way to add a label to a lead, for easy identification of Leads. Users can now put tags to leads to label them with words or phrases. The intent of tagging would be to describe certain attributes that are not captured in lead fields or
How to Bulk-update Task Owner in Tasks List
The bulk update option in tasks management allows user to change the owner of multiple tasks at once. Please follow the below steps to perform bulk-update task owner on list of tasks. Note: You can change the owner of task with status:- Pending and Overdue. Procedure As shown below, on tasks page using filters you
How to Effectively Track Email Conversations with LeadSquared
We had a webinar last week (Jan 29th) discussing different ways in which you can track your email conversations and capture your email leads in LeadSquared, and the benefits of doing it. The following apps were discussed: Email Sync App Email Markcopy Connector Email Outlook Connector Email Parsing App Here’s the recording!
How to read Lead Distribution Analysis (3 dimensional)
LeadSquared provides powerful analytics around marketing and sales to help you fine-tune your business processes. Now we have added one more report to make you understand how Lead Distribution happens in your account. This report is accessible Reports -> Lead Insights -> Lead Distribution Analysis – 3 fields . This report works on based on 3 fields as explained
How to read Activity by Users Report.
LeadSquared provides powerful analytics as a part of its product. Now we have added one more report to make you understand how Activities posted by users are being counted. This report will explain you the number of activities performed by your users . Activity Owner – The users in your account who have performed an activity on
Bulk update of leads in Lists
LeadSquared allows you to perform bulk update on a desired field for all lead records in a list. Prerequisites You have logged into your LeadSquared account. You have created a list of leads. Procedure You can update all leads of a list together using Update All Leads option under ‘List Actions’. Navigate to LEADS >
Specific Scenarios in Dependent Lead Fields
There are various special scenarios you may encounter while you are using the Dependent Fields feature of LeadSquared. They are explained below: You cannot select a child field which has ‘Lock After Create‘ enabled from the Lead Field Properties. Please see the below images for reference. While creating Dependency, child field which is checked for Use in Lead