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Configure Mobile App Settings from the Web Platform

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1. Feature Overview

Set permissions for your LeadSquared iOS or Android mobile app, configure behaviour for offline leads, opportunities, activities, tasks, smart views and also set call, SMS and location tracking permissions for different user roles.

To learn about device permissions required by the mobile app, refer to Which device permissions does the LeadSquared Mobile App require?

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • Your users must have the LeadSquared mobile app installed on their mobile devices.

 

3. Set Permissions

The Mobile App Permissions page is available under My Account>Settings>Mobile App>Permissions. Click Edit to open the page in edit mode and set permissions for each feature.

Note: Only the Location Tracking setting is applicable to Android and iOS devices. The other settings are applicable only to Android devices.

mobile permissions

edit mobile permissions

Here’s an explanation of each setting –

Section(s) Setting Description
Offline Leads (only applicable to Android devices) Allow Access Allows the user role access to the offline leads feature. Users granted this permission can create and update leads without internet connectivity on the LeadSquared mobile app.
No. of leads allowed The number of leads displayed to the user role while offline. Leads that have recently engaged/performed activities/been modified will be displayed.
Overwrite Data Allows a user role to Ignore or Overwrite information of leads created in offline mode.
Override settings on device Gives the user role permission to override these settings from the mobile app.
Offline Activities, Offline Tasks (only applicable to Android devices) Allow Access Allows the user role access to the offline activities and offline tasks features. Users granted this permission can create and update activities and/or tasks without internet connectivity on the LeadSquared mobile app.
Date Range The date range within which activities and/or tasks should be displayed while offline.
Overwrite Data Allows a user role to Ignore or Overwrite information of activities/tasks created in offline mode.
Override settings on device Gives the user role permission to override these settings from the mobile app.
Offline Smart Views (only applicable to Android devices) Allow Access Allows the user role access to the offline smart views features. Users granted this permission can create and update smart view tabs without internet connectivity on the LeadSquared mobile app.
No. of records per tab The number of lead/activity/task records to display per smart view tab while offline.
Overwrite Data Allows a user role to Ignore or Overwrite information of smart view tabs created in offline mode.
Override settings on device Gives the user role permission to override these settings from the mobile app.
Calls and SMS (only applicable to Android devices) Track Calls Posts inbound and outbound phone calls to leads from the user’s device as activities in LeadSquared.
Record Calls Allows you to record the inbound or outbound calls from/to leads. For more information, see How to Record Inbound/Outbound Calls for Leads in LeadSquared?
Track SMS Tracks SMS made to or received from leads as activities in LeadSquared.
Override settings on device Gives the user role permission to override these settings from the mobile app.
Location Tracking (applicable to both Android and iOS devices) Track real-time location Enables real-time location tracking when a user checks-in/checks-out of the LeadSquared mobile app. For more information, see Check-in/Check-Out for Mobile.
Track location on lead update Captures the location co-ordinates when a lead field is updated and posts an activity in LeadSquared.

 

4. Task and Activity Completion

Automatically post activities every time a task is completed –

  1. Navigate to the Task & Activity Completion tab.
  2. Click the edit pencil icon icon under the Actions column, alongside any task type.
  3. Under the Activity Associated column, select the activity you want to post when the task type is completed.
  4. Alongside the Actions column, click the save  icon.

complete task and activity

 

5. Menu Customization

Admins can customize and choose what tabs they want to display on the bottom navbar

LeadSquared Mobile App Updates

And the side menu options on the mobile app –

LeadSquared Mobile App Updates

Note: Before you customize the nav bar and side options, note that –

  • On the Mobile Navigation screen, the first (top) 4 tabs are displayed on the navbar, and the next 5 tabs are displayed as tiles in the side menu.
  • From the 10th tab onwards, they are displayed as options on the side menu.
  • Irrespective of which position they have on the Mobile Navigation list, Smart Views and Custom Apps will always be displayed as options on the side menu.
  • Notifications will also only be displayed on the side menu, but depending on it’s position, it will be displayed as a tile or as an option.

To customize the navbar and side menu –

  1. Navigate to My Account>Settings>Mobile App>Mobile Navigation.
  2. Drag and drop the options in order of where you want them to be displayed.
    • If you have Converse enabled in your account, you can enable it in your mobile app as well. To do so, under Hidden Menu Tabs, drag the Converse option and drop it under Visible Menu Tabs.
  3. Once you’re done, click Save.

LeadSquared - Add converse to mobile app

6. Details Customization

Based on each Team’s requirements, Admin users can customise the Tabs, Actions, and Contact Cards displayed on the mobile app’s Lead Details page. To know more, refer to Customise Lead Details View on Mobile.

 

7. Additional Settings

To configure Additional Settings for your mobile app, refer to Mobile App Additional Settings.

 

Any Questions?

If you have any questions related to mobile app permissions, please let us know in the comments section below. We’d love to hear from you!

Manage Marketing Tags

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1. Feature Overview

Use marketing tags to identify and filter out specific landing pages, email campaigns, and automations. For example, let’s say you’ve applied a marketing tag named ‘Christmas offer’ on a set of email campaigns. If you want to find the email campaigns created with this tag, on the Email Campaigns page, enter the tag name in the Filter by Tag bar.

Note:

 

2. Prerequisite

You must be an Administrator or a Marketing User of your account.

 

3. Create Marketing Tags

3.1 On Settings Page

  1. Navigate to My Account>Settings>Leads>Marketing Tag Manager.
  2. Click Create.
  3. Enter the marketing tag name.
  4. To save your tag, click .
  5. To save and add a new tag, click Save & New.

LeadSquared - Create marketing tags

3.2 On Email Campaigns Page

  1. Navigate to Marketing>Email Campaigns and click Create Email Campaign.
  2. On step 3, under Marketing Tags, write the name of your tag. You can also choose an existing tag here.
  3. Click Next and finish creating your email campaign.
Note: Create a Marketing Tag in Landing Pages designer using the same method. On step 3, under Apply Tags, write the name of your tag.

LeadSquared - Create marketing tags on email campaign

 

4. Other Actions

  • To edit a marketing tag, alongside the tag, click Edit.
  • To delete a marketing tag, alongside the tag, click delete.
  • To search for a specific marketing tag, enter the tag name in the Search Tags bar.

LeadSquared - Marketing tags other actions

 

5. Apply Filters based on Marketing Tags

You can filter out email campaigns using Marketing Tags –

  1. Navigate to Marketing>Email Campaigns.
  2. Alongside Filter by Tag, click the dropdown and select the Marketing Tag. You can select multiple tags.
Note: You can apply these filters for Landing Pages and in Email Library using the same method.

LeadSquared - Apply marketing tag

 

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 Share a Lead via Email

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You can share a lead’s information with other users in your account over email.

Note: To give a user temporary view or edit access to a lead, see How to Share Leads for a Limited Duration.

Follow these steps to share a lead via email –

  1. On the main menu, navigate to Leads>Manage Leads.
  2. Hover your cursor over the actionsSettings iconwheel, then click Share Via Email.

share via email

On the Share Lead Info Via Email pop-up,

  • Use the Email to field to add more users you want to send the email to
  • Use the Notes field to add relevant information or context to the email

Click the Email button when you’re done.

share via email popup

The selected users will now receive an email like the one shown below. They can click the View Lead Detail link to navigate to the Lead Details page in LeadSquared. Note that only users with permission to view the lead will be able to see the lead details page.

share lead email

 

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!

Exotel Connector

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1. Feature Overview

This Connector enables you to integrate Exotel with your LeadSquared system, if you are using Exotel for business to capture the leads with their phone number directly in your LeadSquared account. The features of this Connector are –

  • Prevents lead leakage by tracking phone calls as leads and activities.
  • Ability to make outbound calls (click to call) and automatically track the calls in Lead Activity History.
  • Access call recordings of inbound and outbound calls.
  • Route incoming calls from existing leads to respective lead owners. (Sticky agent)
  • Displays lead information pop-up to LeadSquared Users when an incoming call is received.

 

2. Prerequisites

  • You must be an Administrator user to install and configure the Connector.
  • You should have an active Exotel Account and must have access to its panel.

 

3. Procedure

  1. From the default LeadSquared dashboard, navigate to Apps>Apps Marketplace. The Marketplace window appears.

LeadSquared Exotel Integration

2. In the left pane, click Telephony and select Exotel Connector from the right display pane.

LeadSquared Exotel Integration

3. Click Install. Once the installation is completed, you are redirected to the section where you can configure the connector.

4. Under the Settings section, click Configure. The Configure Exotel V2 appears.

LeadSquared Exotel Integration

Note: You can Disable, then Remove the connector from here at any time after installation and configuration.

You can configure the following features for Exotel –

  • Virtual Numbers
  • Call Route
  • Agent Popup
  • Call Logs
  • Click 2 Call

3.1 Virtual Numbers

Virtual Number is your Exotel Phone number given by the Exotel Telephony provider. To obtain Exotel Phone numbers log onto your Exotel account and click ExoPhones tab under Admin.

LeadSquared Exotel Integration

Add the ExoPhone number in Virtual numbers section (on popup) in the Phone field and Tag it with a name for reference and click Save.

LeadSquared Exotel Integration

Note: International phone numbers are also supported in the virtual numbers (Caller Id) field. For more information, see Organization Settings – Advanced Configuration.

 

3.2 Call Route

You may Route calls made by the existing Leads in LeadSquared to their respective Lead Owners using Call Route.

Note – Call Route is not mandatory and you may use Sticky Agent feature of Exotel to route calls to the first agent who answered lead’s call earlier.

However, if you wish to enable call routing to lead owners, follow the procedure below –

  1. Copy the Call Route URL from the Call Route tab on popup.

LeadSquared Exotel Integration

ii. From the Exotel Panel navigate to App Bazaar>Installed Apps and click Edit Call App.

LeadSquared Exotel Integration

iii. Paste the copied URL in the Dial Whom section of the Connect Applet in the Exotel Panel.

Note – Paste the URL in all places of the call flows wherever the Connect applet is used.

LeadSquared Exotel Integration

 

3.3 Agent Popup

You can enable incoming call notifications for agents who see it as an Incoming call popup on active LeadSquared pages. To do this –

  1. Copy the Screen popup URL in the Agent Popup tab of the Configure Exotel pop-up.
  2. Click on Enable button to enable Agent popup notifications.

LeadSquared Exotel Integration

iii. On the Exotel panel, go to App Bazaar and click Edit Call App. The Call Flow setup appears.

LeadSquared Exotel Integration

iv. In the Call Flow, paste the ScreenPopup URL in Create Popup section of the Connect Applets.

This ensures a popup is shown when a call lands on an Agent’s phone number.

LeadSquared Exotel Integration

 

3.4 Call Logs

All Inbound and Outbound calls made through Exotel Telepony service can be tracked in LeadSquared in Lead Activity Stream available under Leads Menu.

  1. Copy the Webhook URL for Call Logs.

LeadSquared Exotel Integration

ii. In the Exotel Panel, go to App Bazaar and click Edit Call App to view the call flow setup.

LeadSquared Exotel Integration

iii. Under Voice Applets, find Passthru Applets and place the Call Log Webhook URL in Information Pass Through section on the Passthru Applet. Information Pass Through sends the call log details to LeadSquared.

Note – Passthru Applets is found in Connect Applets to post call logs after a call ends. Passthru can also be used in the Voice Mail Applets also in cases where the call was not answered by any agent. Ensure All Passthru applets are provided by Call Log webhook URLs so that no calls are missed in LeadSquared.

LeadSquared Exotel Integration

 

3.5 Click 2 Call

You can enable click to call feature for your Users to be able to initiate outbound calls to leads directly from LeadSquared.

  1. Add the Exotel API Key and Servide ID in the text boxes as shown in the image below.
  2. Click Enable, and then click Save.

To obtain API Key & Service Id from Exotel –

  1. From your Exotel home window, go to My Accounts>Settings and select the API Settings tab.
  2. Exotel SID is the Servide Id. Copy the value and place it in Service Id on LeadSquared configuration popup.
  3. Exotel Token is the required API Key. Paste the value of Exotel Token in configuration popup.

LeadSquared Exotel Integration

 

4. Making Click 2 Call (Outbound Calls) using Async APIs

Use LeadSquared’s Async API framework to ensure more reliable call logs posting for outbound calls.

  1. First, you must enable Async APIs for your account. Navigate to My Profile>Settings>API and Webhooks>Async API, and click Yes to enable it.

Async API Keys

ii. Then, navigate to My Profile>Settings>Organization Settings>Advanced Configurations, and enable the Enable Async APIs for Telephony (Capras) setting.

Once these settings are enabled, the Async APIs will be used to post call logs for outbound phone calls made from LeadSquared. This will be visible in the telephony call logs (navigate to My Profile>Settings>API and Webhooks>Telephony Logs). When you view the call log data, the Async API URL will be visible. For example –

https://asyncapi-in21.leadsquared.com/2/api/telephony/logoutboundcall/4f4b088ffa0a7afd9c617061bd7920b72d?xapikey=<x-API-key>

Exotel Integration with LeadSquared

 

5. Outbound calls through Exotel

LeadSquared allows you to make outbound calls, through the Exotel Connector.  After your connector configuration is done you will see an option to initiate a call in three places –

  • Manage Lead

LeadSquared Exotel Integration

  • Lead Details

LeadSquared Exotel Integration

  • Lead Activity Stream

LeadSquared Exotel Integration

Exotel is successfully integrated and configured in your LeadSquared Account.

Note – Please Ignore the Single Sign-on and Call Disposition sections. These essentially are for other cloud telephony connectors.

For any queries please 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!