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Change Email Id of LeadSquared User

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1. Feature Overview

Admin users can update the email Id (or user Id) of existing users. This helps when –

  • You want to replace an old LeadSquared User with a new one.
  • You want to display a different email Id for users when they send emails to leads. For example, rather than sending emails from bob@mycompany.com, you want to display support@mycompany.com.
Note: This is a restricted feature. If you want to enable it for your account, please contact support@leadsquared.com

 

2. Procedure

How to change the email Id –

  1. Navigate to My Account>Settings>Users and Permissions>Users.
  2. In the Users list, under the Action column, hover over the wheel icon alongside the user whose email Id you want to change, then click Edit.
  3. On the Edit User pop-up, in the top section, click the pencil icon alongside the user’s email Id.
  4. Type in the new email Id then click the tick icon. You’ll get a prompt saying User updated successfully. You can now close the pop-up.

Changing User Email Id

Note: Once the email id of the user is updated, an automated email to set the password for the user’s account will be sent to the new email Id. The user can set a new password and access the account.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Clone a Lead

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1. Feature Overview

The Lead Clone feature allows you to clone specific lead fields. This is useful when you have multiple leads that share common lead details (such as city, organization, etc.).

For e.g., if you have multiple leads in the same company, they are likely to have a few of the same details (company name, lead source, etc). With the Lead Clone feature, you can duplicate these details while entering a new lead in the database. You can then enter the specific lead details (Name, Address, Phone Number, etc) and save it as a new lead.

Note: Lead cloning is currently not supported in NextGen.

 

2. Prerequisite

For the lead fields you want to clone, enable the Use in Lead Clone setting.

 

3. Manage Leads page

To clone a lead from the Manage Leads page –

  1. Navigate to Leads>Manage Leads.
  2. Against the lead you want to clone, hover your cursor over, and click Clone.
  3. The lead fields for which lead clone is enabled, are automatically pre-populated with the cloned values.
  4. Enter the other lead details, and once you’re done, click Save or Save and Exit. The new lead is now created.

LeadSquared - Cloning leads from Manage Leads

 

4. Manage Lists page

To clone a lead from the Manage Lists page –

  1. Navigate to Leads>Manage Lists.
  2. Open the list that contains the lead you want to clone.
  3. Against the lead you want to clone, hover your cursor over, and click Clone.
  4. The lead fields for which lead clone is enabled, are automatically pre-populated with the cloned values.
  5. Enter the other lead details, and once you’re done, click Save or Save and Exit. The new lead is now created.

LeadSquared - Cloning leads from Manage Lists

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!