Leads – Manage Leads

The Managed Leads window allows you to add, import leads, import lead tags and manage your various leads in one place.

For information on how to add leads, refer to How to add leads manually in LeadSquared?

For information on how to import leads, refer to How to import leads to LeadSquared?

For more information on how to import lead tags, refer to How to Import Leads Tags?

The Manage Leads window allows you perform the following actions:

Grid Actions

  • Export Leads
  • Bulk Update
  • Send Email
  • Add to list
  • Add Activity
  • Change Owner
  • Change Stage
  • Delete
  • Reset All Filters
  • Send SMS
  • Merge Leads

Row Actions

  • Edit
  • Edit +
  • New Sales Activity
  • Add Task
  • Add Activity
  • Send Email
  • Send SMS
  • Change Owner
  • Change Stage
  • Add Tag
  • Add to List
  • Delete
  • Clone
  • Share

You can do a quick search and advanced search in the Manage Leads window to find the leads in LeadSquared. For more information on this, refer to the below help articles:

You can various Quick Filters in the Managed Leads window to find leads based on specific criteria.

For more information on Quick Filters, refer to Create Quick Filter to Find Leads.

Grid Actions 

The Grid Actions menu allows you to perform actions on multiple leads at the same time.

manage leads - grid actions

The following are the various actions items available under Grid Actions:

Export Leads

Allows you to export the rows (lead rows) you have selected.

  • To export all the fields in the lead, click Export all fields. To export only selected fields, click Export selected fields.

export leads

  • Click Export, the below pop-up box appears.

You will receive the export in CSV format as a download link through your Email.

Bulk Update

Allows you to update any lead field values of the selected leads with new values.

  • Select the required leads and click Bulk Update. The Bulk Update pop-up box appears.

  • Select the required Lead Field and enter the new values and click Update.

Send an email to leads.

Allows you to directly send Email to the leads from Manage Leads window.

To do this:

  • Select the required leads and click Send Email under Actions. The Send Email pop-up box appears.
  • Compose an email message by merging personalization fields.

 

  • Click Send Now to send the Email to the lead.

Add to List

Allows you to add leads to specific lists. This helps you to manage leads and send email campaigns.

To add leads to the list:

  • Select the required leads and Add to List under Actions. The Add to List pop-up box appears.

add to list

  • Select the required list from drop-down list or click Create new list in order to create a new list in the same step and add leads.
  • Click Add

Add Activity

Allows you to add activities to multiple leads at the same time. These activities are captured in the Lead Details window of the corresponding leads.

  • Select the required leads and click Add Activity under Actions. The Add Notable Activity pop-up box appears.

Add Notable Activity

  • Select the required activity type and activity date. Enter any required description in the Notes field.
  • Click Add.

Change Owner

Allows you to change the ownership of multiple leads to a single user. Existing user (the user who is currently holding the ownership) loses the ownership after you assign ownership to another user.

To do this:

  • Select the required leads and click Change Owner under Actions. The Change Owner pop-up box appears.

change owner

  • Select the required lead owner from the drop-down list and click Change.

Change Stage

Allows you to change the lead stage of multiple leads at the same time. To do this:

  • Select the required leads and click Change Stage under Actions. The Change Stage pop-up box appears.

change stage

  • Select the required Lead Stage value from the New Value drop-down list.
  • Enter the comment for the stage change in Change Comment.
  • Click Change.

Delete Lead

Allows you to permanently delete the leads and cannot be undone.

To do this:

  • Select the required leads to delete and click Delete under Actions. The below warning message appears.

delete leads2

  • Click Delete to delete leads permanently.

Reset Filters

Allows you to reset all the search filters for the leads. To do this:

  • Under Actions, click Reset all Filters. All the search filters are removed.

Send SMS

Allows you to send SMS to mutiple leads at the same time. To do this:

  • Select the required leads, and click Send SMS under Actions.

Note: In order to send SMS, you need to have the SMS Marketing App installed and configured. For more information on this, refer to LeadSquared SMS Marketing Connector

Merge Leads

Allows you to merge duplicate lead records of same lead in your LeadSquared account to one lead. For more information on how to do this, refer to How to Merge Leads in your LeadSquared Account.

Row Actions

The row actions menu allows you to update a single record at a time.

manage leads row actions

Edit

Allows you to edit the lead details. To do this:

  • Select the required lead, click actions button under Actions and click Edit. The Edit Lead pop-up box appears.
  • Make the required changes and click Save.

Edit +

Allows you to edit the lead details in a new window.

New Sales Activity

Allows you to add a sales activity to the lead. To do this:

  • Select the required lead, click actions button under Actions and click New Sales Activity. The New Sales Activity pop-up box appears.

new sales activity

  • Select the required product from the Product drop-down list.
  • Provide the Order Value and Sales Date
  • Select the Sales Owner Email ID from the drop-down list.
  • Click Save.

Note: After you click Save, you can add any attachments related to the sales activity in the Attachments tab.

Add Task

Allows you to add task for the selected lead. To do this:

  • Select the required lead, click actions button under Actions and click Add Task. The Create Follow-Up Task pop-up box appears.

create follow up task

Add Activity

Allows you to add activity for the selected lead. To do this:

  • Select the required lead, click actions button under Actions and click Add Activity. The Add Notable Activity pop-up box appears.

Add Notable Activity

Send Email

Allows you to send Email to the selected lead. To do this:

  • Select the required lead, click actions button under Actions and click Send Email. The Send Email pop-up box appears.

send email

  • Click Send Now to send the Email.

Send SMS

Allows you to send Email to the selected lead. To do this:

  • Select the required lead, click actions button under Actions and click Send SMS.

Note: In order to send SMS, you need to have the SMS Marketing App installed and configured. For more information on this, refer to LeadSquared SMS Marketing Connector.

Change Owner

Allows to change the lead owner of the selected lead. To do this:

  • Select the required lead, click actions button under Actions and select Change Owner. The Change Owner pop-up box appears.

  • Select the required new owner from the drop-down list and click Change.

Change Stage

Allows to change the lead stage of the selected lead. To do this:

  • Select the required lead, click actions button under Actions and select Change Stage. The Change Stage pop-up box appears.

change stage

  • Select the required new lead stage from the New Value drop-down list.
  • Enter the comment for the lead stage change in the Change Comment field and click Change.

Add Tag

Allows you to add lead tags to the lead. These tags can be used to filter the leads in the Manage Leads window. To add tags:

  • Select the required lead, click actions button under Actions and select Add Tags. The Tags pop-up box appears.

add tags

  • Enter the required tags here.

Add to List

Allows to add the selected lead to  specific lists. This helps you to manage leads and send email campaigns.

To do this:

  • Select the required lead, click actions button under Actions and select Add to List. The Add to List pop-up box appears.

  • Select the required list from drop-down list or click Create new list in order to create a new list in the same step and add leads.
  • Click Add.

Delete

Allows to delete the selected lead. To do this:

  • Select the required lead, click actions button under Actions and select Delete. A warning message appears.

delete lead

  • Click Delete to delete the lead permanently.

Clone Lead

Allows you to clone a lead and create a quick lead that has common data (in several fields) with the lead that is being cloned. For information on cloning a lead, refer to Clone a Lead.

Share a Lead

Allows you to share a lead with another user of your LeadSquared application. To do this:

  • Select the required lead, click actions button under Actions and select Share Lead. The Share Lead pop-up box appears.

share leads

  • Enter the required leadsquared user you want to share the lead in Share with.
  • Enter the required description in Notes.
  • Click Share.