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[16-May-17] Introducing ‘Automation’ – a Powerful Workflow Designer

Automation helps companies(B2B and B2C) eliminate repetitive tasks and to maximize the efficiency of the business.

The Automation feature of your LeadSquared is advanced and easier than ever to use. It allows you to create visual workflows for various events and You can now trigger actions based on lead activity fields, and even add activity on a leads.
What’s more – 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. The action list is much more organized for better user experience.

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 Marketing-> Automations,
Please reach out to support@leadsquared.com.