Custom Menus for Mobile App
The Custom Menus app for LeadSquared Mobile application allows you to create custom menu tabs of your choice in your LeadSquared mobile app. These tabs appear in the navigation tab of your app which allows you to access any external URLs or third party applications from your LeadSquared app itself. Use Case Example Consider that you
Leads Near Me feature of LeadSquared Mobile App
The Leads Near Me feature of your LeadSquared mobile app detects leads in and around your geographical location. This allows you to view leads around you when you are on the move and would like to plan your day to close as many sales opportunities as possible. Use Case Example Consider that you are in
How to send SMS to multiple leads from LeadSquared Mobile App?
This help article allows you to understand how to send SMS to multiple leads at the same time from the LeadSquared Mobile App. Prerequisite You should have installed LeadSquared mobile app android version 5.5 or higher. Procedure From the LeadSquared Mobile App, go to Leads. The Leads list appears: Multi-select the leads and click the
How to set up Custom Tabs for your LeadSquared Mobile Application?
This help article allows you to understand how to set up custom tabs using the Custom Tab Connector for your LeadSquared Mobile Application. This allows you to get any required additional information as custom tabs to the Lead Details page of your LeadSquared mobile application. Before you understand how to set up custom tabs for
How to Record Inbound/Outbound Calls for Leads in the LeadSquared Application?
The Inbound/Outbound calls for Leads is captured as an Activity along with the call recording for the corresponding Lead in the Lead Details window. You have to set the permissions from the Web Application of LeadSquared in order for this feature to work. Prerequisite The call activity should be for a Lead which exists in
Mobile App Permissions
The Mobile App Permissions settings in your LeadSquared CRM allows you to offline access your Leads on mobile devices. This allows you to access, update and also create new leads while you are offline (not connected to the net) in your mobile devices. It also allows you to set permission for call recording and tracking location for your
How to Configure Mobile App Notifications
Configure notification for your Leadsquared application in your mobile. Set up device notifications for your users using LeadSquared mobile app. You can setup notifications for task reminders, new leads and lead assignments for your users. Follow the the below instruction to install and configure mobile app notification. Log on to your LeadSquared account in a web browser .
Customizing Lead Data on Mobile
LeadSquared Mobile App can be customized to show only selected lead fields in specified order. This article will help you in doing the customization. Prerequisite: You must be admin user of LeadSquared. Customizing Lead Data on Mobile Login to LeadSquared and navigate to My Account -> Settings -> Customization -> Lead Forms. Select “Create Lead Form