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Manage Users

1. Feature Overview The Manage Users Page is where you’ll find the list of all your LeadSquared users. From here you can create, update and perform a range of actions on your users. You can also export your users to a CSV file and perform bulk updates.   2. Prerequisites You must be logged in to your LeadSquared account. […]

How to Import Leads to LeadSquared?

1. Feature Overview You can import your leads into LeadSquared through a CSV (Comma Separated Value) file. If you’re storing your lead data in a spreadsheet, database application or any other software, you’ll first have to export the leads to a CSV file and then follow the steps listed here. Note: You can’t stop or undo […]

How can Admins Set Passwords for Other Users?

Administrators can set passwords for any user. This is useful when users want to change their passwords but aren’t receiving the password reset email after resetting their passwords themselves. Changing the Password Navigate to My Account>Settings>Users and Permissions>Users. In the users list, hover over the wheel icon alongside the user whose password you want to change, […]