1. Feature Overview In some instances, there’ll be a dependency between two lead fields (e.g., the Campus field is dependent on the Department field for an account created for colleges) . Here, you can create a dependency between these lead fields by selecting one as the parent field (Campus) and the other (one or more) […]
The dependent Lead Fields feature can also used in the forms of Landing pages in Lead Squared. Prerequisite You should be an administrator user of the LeadSquared application to create dependent lead fields. You should be a administrator/marketing user to use the dependent fields in Landing Pages. Procedure Consider that you are creating dependencies between the […]
A custom tab allows you to fetch and display data from external sources on the lead or account details pages. Here are some examples of what you can achieve with custom tabs – Show all support tickets associated with a lead stored in external systems (e.g., Zendesk, FreshDesk, etc.) Display the list of products added to […]
Hello, Admin. Welcome to LeadSquared. This guide has step-by-step instructions on setting up your LeadSquared account. At the same time, you will learn how LeadSquared can help your organization. For Sales Users, see LeadSquared Getting Started Guide for Sales Users. For Marketing Users, see LeadSquared Getting Started Guide for Marketing Users Note: If you aren’t […]