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Manage Lists

Segment leads based on who they are and what they like doing

[14-Nov-16] Customize the Lead Metrics & Lead Properties

The Metric Section below the lead details displays field values like Lead Score, Lead Quality and so on. You can customize this area to show field values of your choice. Note: The Metric Section allows only numerical lead fields. The Lead Properties section allows you to view and edit the the lead properties like Lead Owner, Lead Source

Automation feature of LeadSquared

The Automation feature of your LeadSquared system allows you to create visual workflows for various events. You can automate your workflow from start to finish and also determine the direction of the workflow based on the conditions and actions that you provide. This reduces the manual work and turnaround time which in turn allows you to

How to Create an Automation?

An Automation is an automated workflow which is a series of actions which you can set to occur based on a Lead’s behaviour. An automation allows you to connect and build a workflow using the conditions and actions that you provide and the Lead’s behaviour in response to that. For detailed information on the Automation feature

How to do the Advanced Settings of the Facebook Lead Ads Connector?

The Advanced Settings of the Facebook Lead Ads Connector captures Campaign Name along with other lead details from ‘Facebook Lead Ads’ directly into LeadSquared. For more information on Facebook Lead Ads Connector, refer to Facebook Lead Ads Connector Prerequisite You should be logged into your LeadSquared system. Facebook Lead Ads Connector should be installed in your LeadSquared

Email to List Reports

The Email to List Report allows you analyze the performance of the Emails you had sent to a list of Leads. The Report allows you know the success/failure rate of the Emails through various metrics available in the report. Prerequisite You have logged into LeadSquared. You have created and sent the email to the List of

Salesforce to LeadSquared Integration – Installation and Authentication

This Help Article allows you to understand and complete the integration of your Salesforce CRM with your LeadSquared system. This integration allows you to enable a bi-directional (to and fro) sync between Salesforce and LeadSquared which enables you to map and sync the various Lead fields, Contact fields, Tasks and Activities between the two systems.

Salesforce to LeadSquared Integration – Mapping and Configuration

This help article allows you to understand and complete the mapping and configuration of your Salesforce CRM with your LeadSquared system. For more information on the overview and installation of the Salesforce to LeadSquared integration, refer to Salesforce to LeadSquared Integration – Installation and Authentication. Prerequisite You should have a Salesforce and LeadSquared account. You should be