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Manage Lead Tags

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Important: This feature was deprecated, and is no longer available on LeadSquared after 31st August, 2023. However, this does NOT impact the Marketing Tags feature, which will continue to be available.

1. Feature Overview

Tagging is a quick way to add a label to a lead, for easy identification of leads. The Lead Tagging feature enables users to associate leads with relevant tags (e.g., the lead’s city – Bengaluru, Chennai, the lead’s profession – Doctor, Accountant, etc.). These tags can be created using words or phrases. The intent of tagging is to describe certain attributes that are not captured in lead fields or activities.

Note: To know how to add tags to your leads, refer to Tag Your Leads.

 

2. Prerequisite

You must be the Administrator of your LeadSquared account.

 

3. Create a Lead Tag

  1. Navigate to Settings>Leads>Lead Tag Manager.
  2. Click Create.
  3. On the text bar, enter the Lead Tag, and click .
  4. To save the current tag and add more Lead Tags, click Save & New.

LeadSquared - Create Lead Tag

 

4. Other Actions

  • To edit an existing Lead Tag, alongside the tag, click Edit.
  • To delete an existing Lead Tag, alongside the tag, click delete.

LeadSquared - Edit Lead tags

 

5. Permission to Add New Tags

By default, all the users in your account can add existing tags to your leads. In addition to this, you can also permit users to add new tags to leads directly from the Lead Details page.

LeadSquared - Tag permissions

For example, if you have existing tags “Bangalore”, “Chennai” and “New Delhi” in your account, and you want to add the tag “Hyderabad”, you can enter this term in the search box, and hit ENTER. This new tag is added to your lead, and a new tag is automatically created in your account.

Lead Tags

 

6. Alternatives to Lead Tags

We recommend the following alternatives to address the exact same use cases for tagging your leads –

  1. Create a custom lead field 
    Set the data type of the field to multi-select dropdown and create the lead tags as options. For more details, see How to Create Custom Lead Fields.
  2. Create a Custom Activity Field
    Add a multi-select dropdown field to an activity type of your choice and use it to tag your leads. For more details see How to Add Custom Activity Types.
  3. Use the lead notes feature to add tags
    Add relevant tags as notes to your leads from the lead details page.

LeadSquared Lead Management Notes Feature

You can then use advanced search to help you filter leads and create lists according to your tags.

 

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!

Custom Dashlet Builder App

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1. Feature Overview

You can build Custom Dashlets to monitor lead stats straight from your dashboard. You can control who gets to access these dashboards and display specific dashlets to different users.

 

2. Prerequisites

  1. To install the Custom Dashlets Builder app, you have to be the Administrator of your LeadSquared account.
  2. Once the app is installed, Administrator & Marketing users can build/create custom dashlets and add them to the library for users to use/add these dashlets to their custom dashboards.

 

3. Types of Dashlets

  1. Lead Distribution by 1 Lead Field.
  2. Lead Distribution by 2 Lead Fields.

These Dashlets can be specifically created for 2 kinds of user roles –

  1. All Lead Access – Admin, Marketing & Sales Manager roles
  2. Restricted/Sales User Access – Sales Users roles.

Dashlets thus created will be available for users based on the lead access specified.

 

4. Installation

  1. From the main menu navigate to Apps>App Marketplace, select the Analytics Category and under the Custom Dashlets Builder app click Install. Alternatively, you could just search for the app directly from the Apps Marketplace.
  2. Once installed, hover the cursor over the SettingsSettings iconicon and click Configure.

Custom Dashlet App

 

5. Create a New Dashlet

Now that the app is installed, Admin/Marketing users can start building custom dashlets from Dashlet Builder available under the Apps Menu.

  1. On the main menu, navigate to Apps>Dashlet Builder.
  2. Click Add Dashlet.
  3. After filling in the necessary fields (described below), click Preview to see what your dashlet will look like.
  4. Click Save when you’re done.
Note: There is no limit to the number of Custom Dashlets you can create. However, you can add a maximum of 12 Custom Dashlets to your dashboard at a time.

dashlet builder

Here are the fields you need to populate to add a new dashlet –

 Field Description
Name Enter a name for the dashlet
Description Enter a description
Height Height of the dashlet in pixels. This helps dashlets with large content render better on your dashboard. 360 px is the default height.
Dashlet Type
  1. [All Leads Access] – Lead Count distribution by field:
    Admin, Marketing & Sales Managers will have access to this dashlet. It will show you the count of leads for one field (e.g. Lead Stage).
  2. [All Leads Access] – Lead Count distribution by two fields:
    Admin, Marketing & Sales Managers will have access to this dashlet. It will show you the count of leads for two fields. Select one as Lead Label Field and the other as another as Lead Column Field.
  3. [Sales User Acess] – Lead Count distribution by field:
    This dashlet will only be visible to Sales users. It will show you the count of leads for one field.
  4. [Sales User Acess] – Lead Count distribution by two fields:
    This dashlet will only be visible to Sales users. It will show you the count of leads for two fields. Select one as Lead Label Field and the other as another as Lead Column Field.
Select Report Type This option will only be available for the following dashlet types –

  • [All Leads Access] – Lead Count distribution by field
  • [Sales User Acess] – Lead Count distribution by field

You can choose to render these dashlets in tabular form, as pie charts or as bar graphs.
Apply Fixed Filter You can filter in or filter out the results by setting the appropriate filter for the dashlet. For example, if you wish to filter in/out leads of any specific Lead Stage you can add this filter.

Here’s what a Lead Distribution by a Lead Field (Lead Stage) dashlet looks like –

Dashlet by 1 lead field

And here’s an example of lead distribution by 2 Lead Fields (Lead Stage Vs Lead Source) –

Dashlet with 2 fields

 

6. Add a Dashlet to a Dashboard

To add custom dashlets to dashboard, navigate to the dashboard and click Add Dashlet.

Adding a Custom Dashlet

In the Add Dashlets pop-up, under Select Category, select Custom. Select your custom dashlet, then click Add.

Adding a dashlet to the dashboard

For any queries, feel free to write to us at support@leadsquared.com.

 

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!

Capture Sales Activities

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1. Feature Overview

The Sales Activity feature lets you capture important information related to each sale (e.g., product sold, sales owner, date, order value, etc.). Depending on the nature of the business the Sales Activities are also known as Customer Sign-up, Order Capture, Purchase Order, Paid Subscription, New Registration, Enrollment, New Deal, etc.

These activities sum up to give you the total Revenue generated which can be tracked and analysed using the Sales and Revenue Reports and the LeadSquared Goals feature.

Note: This article describes how users (typically sales users and sales managers) can post sales activities on leads. To configure sales activities to reflect your business requirements, Admins can refer to Sales Activity Management.

 

2. Prerequisites

  • Only Admins and Marketing Users can configure sales activities.
  • Once configured, all users can post sales activities on leads.

 

3. How it Works

  1. Navigate to the Manage Leads or Lead Details page on LeadSquared.
  2. Select the option to add a new sales activity against a lead.
  3. Enter the appropriate details and save the activity.

 

4. Add Sales Activity for a Lead

Sales Activities can be added by Administrators, Sales Users, and Sales Managers.

4.1 Add an Activity From Manage Leads Page

1. Navigate to Leads>Manage Leads.

Sales activity leads nav

2. Alongside the relevant lead, hover your cursor over the LeadSquared icon and select New Sales Activity.

Sales activity new sales 2

3. Enter the relevant details in the New Sales Activity box –

Sales Activity Field Description
Status Select the status of the lead for the new sales activity.
Product Select the product being sold.
Order Value Enter the order value or deal size for the sales activity.
Sales Date Select the date and time of the sale.
Sales Owner Select the owner for the lead.

Once you’re done, click Save.

Note:

  • You can edit the Sales Activity Fields on the Settings page.
  • You can create multiple products that your users can choose from while creating a sales activity.

Sales activity new sales 1

4. If you would like to add an attachment (for example, an invoice) to the sales activity, click on the Attachments tab. Click Upload and select the required attachment. Once the attachment is uploaded, click Save and Close. Once the activity is saved, it is captured in the Activity History panel.

Sales activity upload 2

 

4.2 Add an Activity From Lead Details Page

1. Navigate to Leads>Manage Leads.

Sales activity leads nav

2. To view the Lead Details page, click the name of the relevant lead. Next, click on Sales Activity.

Sales activity new sales 11

 

5. Edit or Delete Sales Activity

5.1 Edit a Sales Activity

  1. On the Lead Details page, Under the Activity History tab, click on the sales activity edit icon against the lead activity.
  2. Make the required changes and click Save and Close.

Sales activity edit

5.2 Delete a Sales Activity

  1. On the Lead Details page, under the Activity History tab, click on the  sales activity delete icon against the lead activity.
  2. Enter a cancellation note and click Save.

Sales activity delete

5.3 Advanced Search

You can use advanced search to find leads where custom fields of activities contain or don’t contain data.

  1. Navigate to Leads>Manage Leads.
  2. Click on Advanced Search.
  3. Enter the search criteria for the activity and sales field you are searching for.
  4. Click on + Add to add the search criteria.
  5. Click Find Leads.

Sales activity advanced search

Note:

  • The default currency can be specified in the Sales Activity Settings by an Administrator.
  • Sales Activity can be renamed in the Sales Activity Settings by an Administrator to match your requirement.
    • Example: An education business may call it Admission or Enrollment.
  • Sales Activities can also be added through Smart Views, Manage Lists, and List Details page.

 

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!

How to Configure Mobile App Notifications

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Configure notification for your LeadSquared application in your mobile.

Set up device notifications for your users using LeadSquared mobile app. You can setup notifications for task reminders, new leads and lead assignments for your users.

Follow the the below instruction to install and configure mobile app notification.

  • Log on to your LeadSquared account in a web browser .
  • Go to Apps -> Apps Marketplace and click Mobile from the Categories section on the left pane of the window as highlighted in the below image. The LeadSquared Leadsquared Mobile App Notification appears.

2016-01-14_15-47-21

  • Click Install . Once the installation is complete, click Leadsquared Mobile App Notification and the Leadsquared Mobile App Notification window is displayed.

To configure:

  • Under Settings , click Configure. The Configuration pop-up box appears: 

2016-01-14_15-58-27

2016-01-14_16-04-25

  • Select the options , which sends the notifications when actions are performed.
  • Once selected , click Save Settings . 

There is also an option in the mobile application of LeadSquared to control to notification of the app.

You will receive the notification in your mobile to make sure that you do not miss any lead.

If you wish to disable or remove:

  • Go to Settings page of the Application and you will have an option to remove it or disable.

Reverse IP Lookup

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1. Feature Overview

The Reverse IP Lookup setting allows you to automatically view the location (City, State and Country) of a lead that’s captured from a landing page. The location of these leads is displayed on the Lead Details page.

LeadSquared - location on vcard

 

2. Prerequisite

To configure this setting, you must be the Admin user of your LeadSquared account.

 

3. Enable Reverse IP Lookup

  1. Navigate to Settings>Lead Tracking>Reverse IP Lookup.
  2. Alongside Enable Reverse IP look-up, click Yes or No based on whether you want to capture the lead’s location or not.

LeadSquared - Reverse IP lookup

 

4. FAQs

Why is the Country field auto-filled in my form submissions?

  • Issue: When a LeadSquared form is embedded on a website, the Country field is being captured automatically, even though it is not included in the form.
  • Possible Cause: This happens when the Reverse IP Lookup feature (detailed above) is enabled. This feature automatically detects and fills the Country field based on the IP address of the lead submitting the form.
  • Resolution:
    If this behaviour is not required, you can disable the Reverse IP Lookup feature described above.

 

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!

Tag Your Leads

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Important:

  • For customers onboarded after 17th January 2023, the Lead Tag Manager feature will not be available.
  • For customers onboarded before the said date, if the feature was not enabled on your account before 17th January 2023, the feature is no longer available for you.

1. Feature Overview

Once you’ve created Lead Tags on your account, assign these tags to your leads. When tags are assigned to multiple leads, enter the lead tag in the Quick Search bar to identify all the leads that share a common tag.

Note: When you use the Quick Search bar, if the lead tag contains more than one word (e.g., New York City), put the tag name in quotes like “New York City”.

Lead Tags

 

2. How it Works

You can tag leads as follows:

  • Tag a lead from the Manage Leads page.
  • Tag multiple leads at once from the Manage Leads page.
  • Tag a lead from the Lead Details page.

Tag can be a word or a phrase of words. The maximum number of characters allowed per tag (tag length) is 50.

 

3. Tagging from the Manage Leads Page

You can tag one lead at a time or multiple leads from the lead details page –

 

3.1 Tagging One Lead at a Time

  1. Under the Actions column, hover your cursor over the settings Settings icon icon corresponding to the lead you wish to tag,
  2. Click Add Tag from the list of actions.

Add tag to a lead

On the Tags pop-up,

  1. You’ll be able to add tags by selecting from the available tag options.
  2. If you have permission to add new tags, you can key in the new tag name and press Enter.

121 tag popp

 

3.2 Tagging Multiple Leads at Once

  1. Select one or multiple leads by selecting the checkbox alongside the Lead Name.
  2. Click the Tags button to add tags to the selected leads.

Tags-in-Manage-leads

On the Tags pop-up,

  1. You can add tags by selecting from the available tag options.
  2. If you have permission to add new tags, you can key in the new tag name and press Enter.

Tags in ML popup

Leads with tags can be identified with the golden/yellow tag icon seen next to the leads on the Manage Leads page.

Manage-Leads-tag-icon

To see or edit the tags of a lead, click on the Tag icon. You’ll see a pop-up where you can add more tags or delete the existing tags as required.

 

4. Tagging Leads from the Lead Details Page

You can also tag a lead from the Lead Details page. You’ll see Tags section a little below the Vcard to the left of the page, click the Add a tag link to select from the available tag options.

Lead details Tags

You can also add new tags and press the Enter key to add a tag to the lead.

Lead details tags 2

All the tags attributed to the lead can be seen in the Tags section.

 

5. Searching for Tags with Quick Search

You can search for tagged leads using Quick Search.

  • If the Tag has a single word, use it directly in the quick search bar.
  • If the tag is a phrase comprising of two or more words, use double quotes while searching the leads. E.g., “Web Services”.

Search-Tags

 

Any Questions?

For any queries, feel free to leave us a comment below.