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 […]
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 To install the Custom Dashlets Builder app, you have to be the Administrator of your LeadSquared account. Once the app is installed, Administrator & […]
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 […]
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 […]
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. 2. Prerequisite To configure this setting, you must be the Admin user of your […]
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 […]