How to make Outbound Calls and Configure Auto Response SMS from the LeadSquared Mobile App?

This article explains how to make outbound calls from your LeadSquared Mobile App. The following features are explained in the article:

  • How to make outbound calls from the LeadSquared Mobile App without using the LeadSquared web application and how inbound/outbound calls are captured as activities in the Lead Details page?
  • How to send SMS to Leads from the LeadSquared Mobile App and how inbound/outbound SMSs are captured in the Lead Details page?
  • How to set Auto Response SMS for Missed Call Activity from your LeadSquared Mobile App?

Prerequisite

  • The latest version of the LeadSquared Mobile App must be installed in your mobile phone.
  • Your mobile phone should be connected to the Internet to access the LeadSquared Mobile App.
  • You should be logged into your Lead Mobile App and it must be in active state (online).
  • The Lead should contain the telephone number in the Lead Details.

Procedure

How to make outbound calls from the LeadSquared Mobile App without using the LeadSquared web application and how inbound/outbound calls are captured as activities in the Lead Details page?

  • From default dashboard, go to Leads -> Lead List. The list of leads in your LeadSquared system appears.

lead-list

  • Under All Leads, swipe right in the required lead to make a call. A pop-up requesting to select the required call application appears.

swipe-to-call

Or

  • Select the required Lead. The Lead Details window appears.

  • Select the contact number against the telephone-icon icon. A pop-up requesting to select the following appears:
    • Send Text
    • Call Lead

call-lead

  • Select Call Lead to make a call.

Note: Please note that the outbound call requires talk time, if you are calling directly from the phone. Also, your mobile phone should be connected to the internet, if you are using any Internet based application to make the call.

Once the call is completed, it is captured as an activity in the Activity History tab of the Lead Details page along with the call duration. Similarly, inbound calls activities are also captured in the Lead Details page.

Inbound/Outbound calls can also be recorded. For more information on this, refer to How Inbound/Outbound Calls Are Recorded in the LeadSquared Application?

If you receive a call from your lead which is not existing in your LeadSquared system, a pop-up to Add Lead appears in your mobile phone as shown in the image below:

If the Lead is existing in your system, and if you receive a call, the following pop-up box appears in your mobile phone to Add Notes and to send Email.

This pop-up box allows you to Add Note and send Email to the Lead.

Note: If you receive a call from a Lead when the LeadSquared Mobile App is offline, the feature to add Note is not available.

If you missed a call for a Lead existing in your system, and if your LeadSquared Mobile App is online, a pop-up box appears which allows you to Add Task, Send Email and Call Back to the Lead as shown in the image below:

 

How to send SMS to Leads from the LeadSquared Mobile App and how inbound/outbound SMSs are captured in the Lead Details page?

  • From the Leads List window, determine the required lead and swipe left to send the SMS.

swipe-to-sms

Or

  • Select the required lead and the Lead Details window of the corresponding window appears.

lead-details

  • Select the contact number against the telephone-icon icon. A pop-up requesting to select the following appears:
    • Send Text
    • Call Lead
  • Select Send Text.

The Inbound/Outbound SMS activities are also captured in the Activity History tab of the Lead Details page.

activity-history-2

  • Click the SMS activity to view the details of the SMS as shown in the image below:

sms-activity

Note: The SMS’s sent directly through any messaging service is also tracked for those contacts which are saved as Leads in your LeadSquared system.

How to set Auto Response SMS for Missed Call Activity from your LeadSquared Mobile App?

An Auto Response SMS allows you to set automated replies to your leads, when you are unable to pick calls from them.

To set an Auto Response SMS for missed call activity:

  • From the default dashboard of your LeadSquared mobile app, go to Settings -> SMS Logs.

auto-message

  • Select the checkbox against Set auto message for missed calls to enable auto message for missed calls. Click against the template name to change the template for the automessage.

add-template

  • Select any default template. If you want to create a new template, click add-button. The Add SMS Template window appears.

add-sms-template

  • Enter the required template message. Click mail-merge-button to add Mail-Merge tags to personalize the message. The following Mail-Merge tags are available:
    • First Name
    • Last Name
    • Sender Name
    • Sender Number
    • Lead Email
    • Sender Company

  • Once the template is completed, click save-button to save.