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 […]
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 […]
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 – On the main menu, navigate to Leads>Manage Leads. Hover your cursor […]
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 […]