LeadSquared Getting Started Guide for Sales Users

Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Sales User.

Step 1: Log on to LeadSquared

Log on to LeadSquared using your username and password at run.leadsquared.com. If you do not have your login credentials, please check with your LeadSquared Administrator.

Step 2: Manage Essential Settings

Update your Profile Manage your personal details Help
Update your Password Update your LeadSquared password Help
Update Email Signature This Email signature is used in all Email communications from the LeadSquared application. Help

Step 3: Manage Leads

Manage Leads Allows you to create and manage your leads in a single place. Help
Quick Add Lead Form Allows you to create leads with basic details. Help
Add New Lead Form Allows you to create leads with the all the details. Help
Import Leads Allows the bulk import of leads into LeadSquared Help
Quick Search Allows you to quickly search for leads from any page using the Global/Simple/Quick search available on the Main Menu. Help
Advanced Search Allows you to  search leads, that satisfy one or more conditions. Help
Actions Allows you to perform various grid and row actions from the Manage Leads window Help
Quick Filters Allows you to find leads based on specific criteria quickly and easily. Help
Manage Lead Details Allows you to view and manage all lead details and activities Help
Add Activities to Leads Allows you to add notable activities to leads. Help

Step 4: Manage Tasks

Create and Manage tasks Allows you to create and schedule tasks and reminders for leads. Help

Step 5: Manage Lists

Lists Allows you to create and manage lists for leads Help
Static Lists Allows you to create lists with fixed number of Leads Help
Dynamic Lists Allows you to create lists with specific criteria. Help
Send SMS Allows you to SMS to leads in the list. Help
Send Email Allows you to send Email to leads in the list. Help
Bulk Update Allows to perform bulk update on a desired field within the list. Help

Step 6:  Dashboards and Reports

Dashboards Allows you to capture the important marketing and sales indicators in a chosen time-frame. Help
Reports Provides analytics around marketing and sales to help you fine tune your business processes using various reports. Help

Step 7: Other Features & Settings

Manage Report Subscriptions Allows you to manage which reports you want to subscribe Help
View Request History Allows you to view history of all lead import, export, and delete request made by you. Help
Manage Users Allows you to create and update other sales users. Help
View Blocked Email Addresses View the Email Addresses which are blocked from Emails being sent Help
Block Email Domains Allows you to block Email domains from Emails being sent. Help
Manage API Keys Allows you to manage your API keys Help
Apps View the add-on features, plugins and integrations available in LeadSquared. Help
Connect My Inbox Allows you to capture leads and track email activities in LeadSquared. If you do not see this feature under Apps, please check with your LeadSquared Administrator. Help

Step 9:  Attend Training and Start Using

Our customer success team will organize a usage training for you. Attend and get started.

Questions?

Check help.leadsquared.com or write to support@leadsquared.com

You can also download this document in PDF format from below:

leadsquared-getting-started-guide-for-sales-users