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Create Quick Filter to Find Leads

1. Feature Overview Quick Filters allow you to save frequently used filters, making it easy for you to find leads and opportunities faster. For example, you can create filters like Leads who visited a site last week or Leads who completed demo. Once created, all your Quick Filters appear under the My Filters dropdown, located […]

How to control lead export and lead delete permissions for users?

You can control all user permissions (including view, create, edit, export, delete, etc.) through the Permission Templates feature. First, you need to learn how to create a permission template. You can grant no access or full access for lead export and delete. Once you’ve created a permission template learn how to apply permission templates at the user, role or […]

How to embed Google Analytics Script in Landing Pages

LeadSquared offers you to track the visitor trend on the Landing Pages by using Google Analytics. Prerequisites: Obtain the tracking Script from your Google Analytics account (click here for help). You have completed Step 1 , Step 2  , Step 3 of creating a landing page in LeadSquared. Procedure to add Google Analytics Script to a […]