1. Feature Overview From the list of Appointment and To-do tasks configured by Admins, Sales Users can add relevant tasks directly to leads and opportunities. You can add tasks from several pages in LeadSquared, including the Manage Leads, Opportunity Details, Tasks, and Activities pages. After users add the tasks, they work toward resolving them. This […]
1. Feature Overview This article explains how to configure and use different task types in LeadSquared. You’ll also learn how to create custom task types based on your business needs. For example, you can add a “Collect KYC Documents” task to a lead or an “Inspect Vehicle for Motor Insurance” task to an opportunity. You […]
1. Feature Overview Lead Quality Criteria lets you define rules that evaluate leads against your ideal customer profile and assign each lead a quality score between 0 and 10. This score helps you prioritize leads most likely to convert. Rules are built around lead attributes (fields) that matter to your business. Each attribute is assigned […]
1. Feature Overview Google Tag Manager (GTM) is a free application that allows you to add code snippets to your website/mobile application without having to directly access their codebase every time. GTM provides a single script to be placed in your website – once installed, custom scripts can be added as “tags” within GTM, based […]