[16-May-17] Introducing ‘Automation’ – a Powerful Workflow Designer
The Automation feature of your LeadSquared allows you to create visual workflows for various events. You can automate your workflow from start to finish and also determine the direction of the workflow based on the conditions and actions that you provide
Here is the help articles:
1. Automation feature of LeadSquared
2. How to Create an Automation?
If you aren’t able to see this feature under
Please reach out to email@example.com
[19-May-17] Restrict ‘user access’ to LeadSquared based on IP address
Restriction using IP Whitelisting setting of LeadSquared allows you restrict user access to LeadSquared using IP address. You will be able to add the list of IP addresses using this setting. Only users whose IP addresses are included in this list will be able to log into LeadSquared.
Note: This feature is only available for Enterprise plan customers.
[18-Jan-17] Customize the Lead Metrics & Lead Properties
Metric Section below the lead details displays field values like Lead Score, Lead Quality and so on. You can customize this area to show field values of your choice . Note: The Metric Section allows only numerical lead fields.
Lead Properties section allows you to view and edit the the lead properties like Lead Owner, Lead Source and so on. This area is customizable and can be replaced with the Lead Fields of your choice.
This is explained in the latter section of this