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 – Offline Access
LeadSquared now allows Mobile App users to access their Leads Offline on mobile devices. Users will be able to access Leads, update them and also create new leads while they are offline (not connected to the net). Admin users can control the permissions to allow or restrict offline access for various User roles. Prerequisites: You must be
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
How to get LeadSquared Mobile App?
LeadSquared mobile app is available on iOS and Android. Click on the app store image to access it. LeadSquared app for mobile helps marketers and sales people to manage their sales leads, find leads which are more likely to close, manage their sales follow-ups, analyze the lead data and view results of various marketing campaigns. Features on Mobile