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Tracking LeadSquared Email opens in Google Analytics

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1. Feature Overview

You can track opens events of emails sent using LeadSquared Email in Google Analytics.

 

2. Procedure

You can do this by specifying a GET request in an HTML image tag in the Email body. This request sends the Email data to Google Analytics when the Email tries to fetch the image from the HTML tag. This can be achieved by following the below steps –

2.1 Create a New Custom Metric

Create a new custom metric in the Google Analytics admin interface for your Web Property. To do this:

  1. Log on to Google Analytics using your credentials and click Admin in the top-left corner.

LeadSquared Google Analytics Integration

2. Select the corresponding Account and Web Property, and click Custom Definitions>Custom Metrics under the Property column.

LeadSquared Google Analytics Integration

3. Click NEW CUSTOM METRIC. The Add Custom Metric pop-up box appears.

LeadSquared Google Analytics Integration

4. Enter the required details as shown in the image above and click Create.

 

2.2 Creating an Email Campaign

  1. From the default LeadSquared Dashboard, go to Marketing>Email Campaign and click Create Email Campaign.
  2. The Create Email Campaign wizard appears. For more information, refer to How to Create and Schedule Email Campaigns?

LeadSquared Google Analytics Integration

3. Select a relevant template and proceed to Compose Message.

LeadSquared Google Analytics Integration

4. Drag-drop an HTML block to the email body, and click the block to edit the HTML content through Content Properties on the right side.

LeadSquared Google Analytics Integration

5. Enter the following content in the Content Properties box:

<img src=”http://www.google-analytics.com/collect?v=1&tid=UA-XXXXXXX-YY&cid=*|UNIQID|*&t=event&ec=email&ea=open&el=*|UNIQID|*&cs=newsletter&cm=email&cn=062413&cm1=1″ />

The parameters in the HTML block is explained in the table below:

Parameter Name Parameter Value Description
v 1 Protocol Version (required)
tid UA-XXXXXX-YY Tracking ID / Web Property ID (required)
cid *|UNIQID|* Client ID (required). This anonymously identifies a particular user, device, or browser. The value – *|UNIQID|*- is a dynamic parameter (merge tag).
t event Hit type (required). The tracking is done with event tracking.
ec email Event Category
ea open Event Action
el *|UNIQID|* Event Label
cs newsletter Campaign Source
cm email Campaign Medium
cn 062413 Campaign Name
cm1 1 Custom Metric 1

 

Note – The HTML block with the above image tag is hidden from the email recipient.

6. Complete the remaining steps of the Email Campaign Wizard.

When an email is opened, the Email Open is recorded as a Metric in the Event Tracking Reports of Google Analytics.

LeadSquared Google Analytics Integration

 

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!

Custom Lead and List Actions Connector

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1. Feature Overview

This LeadSquared connector allows you to extend LeadSquared’s functionality and create Custom Actions (in addition to the actions available by default) on a lead, group of leads, or a list.

For example, you can create Custom Actions to –

  • Post/retrieve lead data from external systems.
  • Make a phone call to a number stored in a custom field.
  • Send all the phone numbers of the leads in a list to a call center application for automated dialing.
  • Trigger a data post on a custom Webhook.
  • Send a custom notification to the Lead Owner.
  • Show all support tickets stored in external systems (like Zendesk, Freshdesk, etc.) associated with the Leads and display it as a separate window or pop-up.

Note:

custom lead row action

 

2. Prerequisite

You must be the administrator of your LeadSquared account.

 

3. How It Works

The connector enables you to create a custom action using a callback URL with mailmerge parameters (such as @{Lead:OwnerId, }, @{Lead:Company, }, etc.). You can also configure Iframe attributes to define how your action will be displayed on the Manage Leads and Lead Details page. You can use this to create single as well as bulk actions. To use the Custom Lead and List Actions connector on your account –

  • Install the connector
  • Configure the connector
  • Use the new custom action (on the Smart Views, Manage Leads, Manage Lists, and Lead Details pages)

 

4. Install the Connector

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. In the search box, type “Custom Lead and List Actions”, and click the Search icon.
    • Alternatively, from the left panel, click UI Customization. The Custom Lead and List Actions connector is listed on this page as well.
  3. On the Custom Lead and List Actions connector, click Install.

Install Custom Lead and List Actions

 

5. Configure the Connector

  1. Once the Custom Lead and List Actions connector is installed, hover your cursor over the  icon, and click Configure.
  2. On the Custom Lead and List Actions pop-up, select the area you want the action to appear from the left panel –
    1. Lead Grid Row Action – Allows you to add a custom action to the lead which is available from the Lead Details and Managed Leads features.
    2. Lead Grid Bulk Action – Allows you to add a custom action that can be applied for multiple leads from the Managed Leads feature.
    3. List Action – Allows you to add a custom action that can be applied to leads in a list. This is available from the Managed Lists feature.
  3. Click Add Action.

Configure Custom Lead and List Actions

Attribute Description
Action Label The display name of the action. This attribute is mandatory.
Action Type Three action types are available –

  • Show as Popup
  • Call an API
  • Open in New Window
Show Tab In To make the tab visible on your Web App and/or Mobile App, click the Checkbox checkbox.
Callback URL Enter the HTTPs URL which will be rendered as a custom action. The URL should be of an action that accepts LeadSquared mail merge fields as parameters and passes them to an external application (e.g., a support system, another CRM or marketing system, another LeadSquared account, etc.) to get the data. Click the question markquestion mark iconicon to view the available mail merge fields. This attribute is mandatory.
Iframe Attributes Pass Iframe attributes you want to render on the pop-up. Applicable only for the Show as Popup action type.
HTTP Method GET and POST methods are supported.
Content-Type application/JSON is the only supported content type.
Data You can pass any data here in JSON format.

Once you’re done, scroll to the bottom and click Save.

Note:

  • To delete an existing custom action, click the delete icon against the action’s name.
  • To edit an existing custom action, on the Configure Custom Lead and List Actions pop-up, click the Down Arrow icon and makes changes, and click then Save.

Edit and delete

 

6. Use the Custom Row Action

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. Against an existing lead, hover your cursor over the  icon, and select the custom action from the dropdown list.

custom lead row action

Note: The Custom Row Action will reflect on the Lead Details page as well.

lead grid row lead details

 

7. Use the Custom Bulk Action

Follow the same steps as in Lead Grid Row Action to create the actions.

To view the custom bulk action –

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. Select the leads you want to view the bulk action for, by clicking the Checkbox checkbox.
  3. Hover your cursor over the Leads button, and select the custom action from the dropdown list.

Bulk lead grid row

 

8. Use the Custom List Action

Follow the same steps as in Lead Grid Row Action to create the actions.

To view the custom list action –

  1. From the LeadSquared main menu, navigate to Leads>Manage Lists.
  2. Against an existing list, hover your cursor over the  icon, and select the custom action from the dropdown list.

manage lists lead custom action

 

Troubleshooting

The custom action is not visible on the Manage Leads/Manage Lists page even though it’s added in the connector –

This may be caused by a caching issue or if the action is hidden on the Lead Details View Customization (LDVC).

If you still face issues, contact 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!

How to Add Email Categories in Landing Pages

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Email Categories allows email recipients (Leads) to selectively subscribe/unsubscribe from specific types of emails rather than completely unsubscribing from all emails. For more information on Email Categories, refer to Manage Email Subscription Preferences using Email Categories.

You can add Email Categories in the Landing Pages feature of LeadSquared to allow your customer to selectively subscribe from Emails when they submit information in the Landing page form.

To add Email Categories in Landing Pages:

  • From the default LeadSquared dashboard, go to Marketing -> Landing Pages and click Create Landing Page. The Step 01 Select Landing Page Template window appears.

LeadSquared Email Campaigns

LeadSquared Email Campaigns

  • Select the required template and click Next. The Step 02 Build Landing Page window appears.

LeadSquared Email Campaigns

  • Click the form block section as highlighted in the above image to go to the Form Designer pop-up box.

LeadSquared Email Campaigns

  • Click add-field against Mailing Preferences to add this to the form. You can see that the Email Categories you had created is available under Mailing Preferences in the form. Select the required Email Categories to be added.

LeadSquared Email Campaigns

  • Click the Mailing Preference section and the Lead Field properties section appears on the right display pane. You can edit the display name of the Email Categories and can also make it a mandatory or hidden field from here.

Note: You can move the Mailing Preferences section anywhere in the form using the anchor button  anchor .

  • Click Save.

Once the landing page is published, you can see the Email Categories in the Landing Page as shown in the image below:

LeadSquared Email Campaigns

List Actions

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1. Feature Overview

Once you create a list, you can perform various actions on the list from the List Actions dropdown. The actions you can perform differ based on whether your list is Static or Dynamic. To know more about Lists, see List Management – Feature Guide. 

Note: Certain apps and connectors must be installed and configured to perform lead level and list level actions (such as Messaging List through WhatsApp, Facebook Retargeting, etc.).

 

2. Prerequisites

  • You must be the Admin User of your LeadSquared account.
  • You must have at least one list in your account.

 

3. List Actions

To access List Actions –

  1. Navigate to Leads>Manage Lists.
  2. Click on the name of the list you want to view.
  3. Once you can view the List Details page, click List Actions, and perform the desired action from the available options.

LeadSquared - List actions

 

4. List Actions for Static Lists

You can perform the following actions on a Static List –

  1. Quick Add New Lead – You can add a lead directly to the list from the List Details page, by providing basic details. LeadSquared - Quick add new lead - List Actions
  2. Add New Lead – From the Add New Lead pop-up, enter relevant details and add new leads to the list.
  3. Edit – Edit the list name and list description.
  4. Add More Leads – Add additional leads to your list. LeadSquared - Add more leads - List Actions
  5. Delete List –Deletes the list. Doesn’t delete any lead data.
  6. Send E-Mail – Send an email to the entire list from the email pop-up. LeadSquared - Send email - List Actions
  7. Update All Leads – Lets you to update Lead Details for all the leads in the list. For example – if City is updated to Bengaluru, the City field of all the leads gets updated to Bengaluru.
  8. Messaging – Send messages to all the leads in your list through SMS or any other messaging service configured in your account. LeadSquared - Send message - List Actions
  9. Add tag to List –Add tags to all the leads present in the list.
  10. Tag all leads – Apply tags (e.g., Bengaluru, Female, etc.) to all the leads in the list.
  11. Trigger Automation – Let’s you trigger the automation that was published using the selected list. When using this, you must keep the following things in mind –
    • Automation Trigger can be applied only for Static Lists.
    • The automation should be built using the Add Lead to List trigger.
      • On the Automation starts when a Lead is added to list(s) pop-up, once you select the list, you must enable the Allow Manual Trigger option. This will ensure that you can use the Automation Trigger function for the selected Static List.

LeadSquared - List actions

 

5. List Actions for Dynamic Lists

  1. Send E-Mail – Send an email to the entire list from the email pop-up.
  2. Update all leads – Let’s you update Lead Details for all the leads in the list. For e.g., if City is updated to Bengaluru, the City field of all the leads gets updated to Bengaluru.
  3. Messaging – Send messages to all the leads in your list through SMS or any other messaging service configured in your account.
  4. Add Tag to List – Add tags to all the leads present in the list.
  5. Tag all Leads – Apply tags (Bengaluru, Female, etc.) to all the leads in the list.

LeadSquared - List actions - dynamic

 

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!

LeadSquared Getting Started Guide for Marketing Users

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Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Marketing User.

 

1. Log in to LeadSquared

Log on to LeadSquared using your username and password at run.leadsquared.com. If you do not have your login credentials, please check with your LeadSquared Administrator.

 

2. Update your Personal Settings

Update your Profile Manage your personal details Help
Update your Password Update your LeadSquared password Help
Update Email Signature My Email Signature Help
Manage Report Subscriptions Allows you to manage which reports you want to subscribe Help
View Request History Allows you to view history of all bulk export, delete and other requests Help

 

3. Customize Lead Stages and Sources

Update Lead Stages Capture the stage that define your sales – from new lead to closure. Help
Update Lead Sources Populate the sources from which you get or expect to get the leads. Help

 

4. Customize Lead Activities and Scores

Update Score of Core Activities Customize lead score of core activities like Email open/click, website visit and so on to know how active is the lead with your business. Help
Create Custom Activities Use this to create your own Lead Activities that sales or inside sales employees can associate with the leads. Help

 

5. Customize Sales Activity Settings

Manage products Create the list of products/services that you sell. Help
Sales Activity Settings Configure basic details about your sales activities Help
Sales Activity Fields Customize the fields you want to see on sales activity Help

 

6. Manage Task Types

Manage Task Type Allows you to manage multiple Task Types and configure their properties Help

 

7. Manage Tags

Manage Tags Allows you to manage marketing tags Help

 

8. Install Tracking Script

Website Tracking Script for WordPress Sites Use this option if your website is hosted on WordPress. We have a plugin to install our tracking script.  Help
Website Tracking Script for other Sites*  You will need to copy/paste our tracking script on all our pages for non-WordPress websites.  Help

*Available in Standard and higher plans.

 

9. Manage Website and Landing page domains

You need to add website domains that can be tracked.  For each website domain you add multiple landing page sub-domains.

Website Domains Allows to connect websites to LeadSquared for tracking. Help
Landing Page Domains Allows to connect landing pages to LeadSquared for tracking. Help
Multi-domain setup* Allows to track website visits on multiple domains. Help

*Available in Standard and higher plans.

 

10. Manage Email Link tracking domain

Email Link Tracking domain Allows tracking of website visits after leads open email through LeadSquared. Help

 

11. Setup Lead Quality Criteria

Lead Quality Criteria Allows to measure lead quality using custom quality rules. It helps to identify the leads that are close to your ‘Ideal customer profile‘. Help

 

12. Setup Lead Engagement Scoring

Engagement Score * Allows to capture the engagement level of leads with your business. You can create your own custom rules of engagement scoring. Help

*Available in Standard and higher plans

 

13. Email Settings

Email Categories Allows leads to selectively subscribe/unsubscribe from specific types of emails rather than completely Unsubscribing from all emails. Help
Landing Page Auto response You can create a custom email template for automated email that can be sent when landing page submission happens. Help

 

14. Rules & Notifications

Rules and Notifications * This feature allows you to automate user notifications based on lead events. For example, you can notify your sales reps whenever any lead visits pricing page of your website. Help

*Available in Standard and higher plans

 

15. Manage the Content in LeadSquared

Email Library Allows you to create templates for Email communication. Help
Images and Documents Allows you to manage the images and documents which is used in LeadSquared. These are used in the landing page designer and email composer. Help

 

16. Manage the Marketing Features of LeadSquared

Email Campaign Allows you to design and create feature rich Email Campaigns which can be scheduled, tracked and analyzed. Help
Automation Powerful Workflow Automation Help
Landing Pages Allows you to create Landing Pages and analyze lead conversions Help
Website Widgets Allows you to create various website widgets for lead capture. Help

 

17. Manage the Leads in LeadSquared

Manage Leads Allows you to create and manage leads at one place. It also allows you to manage lead activities. Help
Manage Tasks Allows you to create tasks and reminders for your leads. Help
Manage Lists Allows you to categorize your leads into various lists based on your preference. Help

 

18. Manage Reports & Dashboards

Dashboards Allows you to capture the important marketing and sales indicators in a chosen time-frame. Help
Reports Provides analytics around marketing and sales to help you fine tune your business processes using various reports. Help

 

19. Attend Training and Start Using

Our customer success team will organize a usage training for you. Attend and get started.

 

Any Questions?

Check help.leadsquared.com or write to support@leadsquared.com for any queries.

You can also download this document in PDF format from below:

leadsquared-getting-started-guide-for-marketing-users

LeadSquared Getting Started Guide for Sales Users

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Hello, Sales User! Welcome to LeadSquared.

This document provides instructions on setting up and using LeadSquared as a Sales User.

Note: As a sales user, you can use this guide to familiarise yourself with the features available in your LeadSquared accounts. The set up and configuration for most of these features is controlled by the Administrator user. To modify any configurations, please contact your LeadSquared Admin.

 

1. Log in to your LeadSquared Account

Once a user is created on LeadSquared, an email would be sent with your login credentials. Log on to LeadSquared using your username and password at login.leadsquared.com. You will be prompted to reset your password to use your account. If you do not have your login credentials, reach out to your administrator.

 

2. Manage Your Profile

Personal Settings allows you to add personal details, change your password and update your email signature. The information entered here (like city, time zone, manager, etc.) can be accessed by Administrators while assigning leads to you, applying permissions to different sets of users, creating sales groups, etc.

Help Article Description
Set Up Your Personal Profile Add your personal details and set up your LeadSquared profile
Update Your Password Change or update your LeadSquared Password
Update Email Signature Add an email signature to be used in all email communications from the LeadSquared application
Manage Your Leaves Create and manage your Leaves

Leadsquared - Sales User Getting Started

 

3. Manage Leads

Leads are individuals or businesses interested in your product or service. In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion. As a sales user, you can create, view and manage leads. You can perform actions on leads like calling, adding tasks and activities, sending an email, etc. Additionally, you can search leads from the Manage Leads page using Quick Search or Advanced Search.

Help Article Description
Manage Leads View all your leads on a single page
Quick Add Lead Form Add leads instantly with minimal, essential information
Add New Lead Form Add leads with detailed information
Import Leads Bulk import leads into LeadSquared
Quick Search Find leads based on specific properties by entering values in the search box with specific formats
Advanced Search Search for leads that satisfy one or more conditions
Actions Add, edit and perform various actions on your leads like sending emails, calling, adding an activity, etc.
Manage Lead Details View and manage details of a lead
Note: As a sales user, by default you can only view the leads that you are the owner of. However, other users can share leads with you via email or through automation.

Leadsquared - Sales User Getting Started

 

4. Manage Opportunities

Opportunities are potential sales or business engagements linked to leads. Opportunities are configured by your admin. Add opportunities to leads, and perform multiple actions on these opportunities such as bulk and grid updates, export opportunities and reset filters.

Help Article Description
Manage Opportunities Track various aspects of deals in progress
Actions Take multiple actions on existing opportunities, on the Manage Opportunities page

 

5. Understanding Lead Prioritization & Scoring

To prioritize leads effectively in LeadSquared, you can use features such as lead prioritization, lead scoring, lead quality criteria, and lead engagement scoring. By applying these criteria, you can further refine your lead list to target those who are most likely to convert, ensuring a more efficient and successful sales process.

Help Article Description
Lead Stage Helps you create and track your sales funnel within LeadSquared
Lead Scoring Measure of Lead activity in response to your marketing offers
Lead Quality Criteria Helps you set rules that would identify leads closest to your ideal customer persona
Lead Engagement Scoring Calculated based on the recent activities of leads

 

6. Smart Views

Smart Views serves as a single work area for the sales users for accessing accounts, leads, opportunities, activities and tasks. It serves as a better alternative to quick filters. With Smart Views, you can configure the views based on your business requirements. Your admins can also create and share views to their users.

Help Article Description
Smart Views Access your accounts, leads, opportunities, activities, and tasks in one place

Leadsquared - Sales user getting started

 

7. Communicate With Your Leads

As a sales user, you have the opportunity to actively engage with your leads by reaching out through calls, personalized messages, email and WhatsApp. This direct communication allows you to build strong relationships, understand their needs, and address any concerns they may have.

Help Article Description
Telephony Call leads, connect leads with the right sales reps and take a specific actions after the call
Converse Have real-time conversations with leads
WhatsApp Business Messaging Connector Integrate your WhatsApp business account with LeadSquared
LeadSquared SMS Connector – India Send automated, one-to-one and bulk SMS to leads and opportunities in India, directly from LeadSquared (Reach out to your admin to enable this for you)
Emails Send emails to your leads immediately or schedule them to be sent at a later time

 

8. Manage Tasks

You can create and schedule various tasks and set up reminders in your LeadSquared account. These tasks can be linked to both Leads and Opportunities, allowing users and managers to monitor them directly on the respective Lead or Opportunity Details page.

Help Article Description
Manage Tasks Create and schedule tasks and reminders for leads

Leadsquared - Sales user getting started

 

9. Manage Activities

Once Leads and Opportunities are captured in your account, their progress through the sales funnel can be tracked by monitoring key interactions and events, known as Activities. Activities encompass actions such as email opens, website visits, link clicks, site visits, product demos, phone call and more.

Help Article Description
Manage Activities Create activities to monitor your lead’s progress down the sales funnel

Leadsquared - Sales user getting started

 

10. Manage Lists

Lists are a group or collection of leads. Lists can be created based on any criteria like leads from a particular city, leads who have performed certain activities or leads on whom certain tasks are to be performed. The Manage Lists page allows you to create, edit and view all your lists in one place. You can create lists to post activities, tasks, send email campaigns, set-up automations, make bulk updates, run exports, etc.

Help Article Description
Manage Lists Create and manage lists of leads based on different criteria
Send SMS Send SMS to leads on a list
Send Email Send Emails to leads on a list

Leadsquared - sales user getting started

 

11. Dashboard and Reports

Dashboards present important marketing and sales metrics related to your account. Your dashboard is the first page you see when you log in to your LeadSquared account. Each dashboard is customizable and comprises a number of dashlets or a custom report. LeadSquared’s reports help you track and manage the activities performed by the lead and your users, across all LeadSquared features. The reports available to you will depend on your user role and the permissions enabled by your Administrator.

Help Article Description
Dashboard Customization View your call metrics, activity metrics, lead metrics, and task metrics
LeadSquared Reports Analyze marketing and sales business processes

Leadsquared - Sales User getting started

 

12. Mobile App

LeadSquared’s Mobile App is an end-to-end field sales solution that enables you to access CRM on the go. With the app, you can track the time spent on tasks, view nearby leads, and manage your sales activities efficiently.

Help Article Description
Journeys Field sales management feature for the mobile app
Manage Plans Create a Plan on your Mobile App
Field Sales Territories View and work within the territories assigned to you by your manager or administrator
My Trips Day-planning feature designed to boost your productivity by displaying the most efficient route
Location Tracking Your admins can track real-time location of the field sales team
Distance Travelled Report Your admins can track and monitor the distance travelled by field sales users
Task Timer Track the time spent on each task to record their activities
Near Me View all the leads and businesses located within your vicinity
Lead/Opportunity Level Check-In and Check-out Track the time a user spends on a lead or opportunity
Convert Speech To Text Record and add notes on their leads, opportunities, tasks, and activities on the go
Capture Text from Images Extract text information from important documents, and store this information against relevant lead fields
Track Calls with Opportunities Track phone call activities against opportunities in your LeadSquared account
Calls and SMS Using the Mobile App Make outbound calls and send SMS to leads directly from the LeadSquared Mobile App

getting started mobile

 

13. Support

For assistance with your LeadSquared account, please contact your administrator. Alternatively, you can email our support team at support@leadsquared.com with a detailed description of your issue.

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

 

Access Limits of Features

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1. Feature Overview

This article lists the data limits of the various features, settings and data fields of the LeadSquared application. Note that some features may not be available in your plan. For more information, contact your LeadSquared account manager.

 

2. Web Application Limits

Feature or Setting Description Limit Value Customizable Comments
Settings – Unique Lead Fields Maximum of three unique fields in your account. This helps avoids creating duplicate fields. 3 No
Object Types The default Object Types allowed in an account are five. 5 Yes To increase this limit, contact your account manager, or write to support@leadsquared.com.
Settings – Unique Object Type Fields Each Object Type can have three unique fields. 3 per
Object Type		 No
Settings – Customization – Custom Fields Maximum number of custom lead fields in Lead Settings. 75 Yes This limit does not include system-defined fields such as lead source, lead stage and so on.

To increase this limit, contact your account manager, or write to support@leadsquared.com.
Settings – Customization – Activity Settings Maximum number of activity fields in Activity Settings. 50 No You can create more fields by using the Custom Field Set option.
Settings – Customization – Sales Activity Settings Maximum number of Products in Manage Products
  • Default – 500
  • Maximum – 1,000
 Yes To increase this limit, contact your account manager, or write to support@leadsquared.com.
Settings – Customization – Lead Stage Management Maximum number of lead stages (active) 20 Yes
Settings – Customization – Lead Stage Management Maximum number of lead stages (inactive) 5 Yes
Settings – Customization – Task Types The default maximum number of task types in Tasks. 10 Yes To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Import Maximum file size of the import CSV file in MB
  • Default – 10MB
  • Maximum – 100MB
 No To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Import Maximum number of leads that can be updated through Lead Import
  • Default – 25,000
  • Maximum – 300,000
 No To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Export Leads Maximum number of leads that can be exported through Lead Export
  • Default – 100,000
  • Maximum – 500,000
 No To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Quick Filter Maximum number of quick filters that can be created 20 Yes The limit is per user. Every user can create max 20 filters.
Manage Leads – Bulk Update Maximum number of leads that can be bulk updated 25,000 No
Manage List – Add to List or Create List Maximum number of leads that can be added to a Static Lists 400,000 No
Manage Leads Maximum number of columns that can be added in a lead grid 20 No
Settings – Email Settings – Categories Maximum number of Email categories 20 Yes
Settings – API and Webhooks Maximum number of days upto which Webhook history records are stored
  • Webhook History – 10 days
  • v2 API Logs – 30 days
 No
Lead Details – Activity History – Visitor details Maximum number of days the website and landing page visit is captured in the Lead Details page 100 No
Lead Details – Activity History – Sent Email History Maximum number of days the history of sent Emails to Leads is captured in the Lead Details page 100 No
Lead Details – Activity Stream History Maximum number of days Activity Stream (call related activities) is captured in the Lead Details page 100 No
Dashlets – Dashboard Maximum number of dashlets per dashboard 25 No
Marketing – Workflow Automations Maximum number of days up to which workflow history records are stored 10 No
Number of Lead Tabs Maximum number of tabs that can be added under Lead Details using the Custom Tab Connector app 10 No
Number of Smart View Tabs Maximum number of tabs that can be added in Smart Views 10 No Any user can add a new tab in Smart Views, but only an administrator will be allowed to create a Smart View.
Number of Lead Fields in Agent Popup Maximum number of lead fields displayed in agent pop up 10 No
Tracking cookie expiration Allows customer to adjust tracking cookie expiration   2 years Yes This setting impacts landing page’s cookie expiration 
Tasks – Number of Task Types Maximum number of task types that can be created 20 No
Tasks – Number of To-Do Task Types Maximum number of to-do types that can be created 30 No
Entity Access Sharing – Automatic Revoke After When an entity (lead) is shared with a user, and no value is added to revoke the access, the permissions on the entity is automatically revoked after the maximum number of days. 90 days No
Entity Access Sharing – Max Allowed Revoke After When an entity (lead) is shared with a user, the maximum value that can be passed after which the permission on the entity is revoked. 1 year No
Entity Access Sharing – Request Batch Size The maximum number of entities (leads) sharing request that can be made at once. 200 No
Entity Access Sharing – Max Leads that can be Shared with a User at a Time The maximum number of leads you can share with a user in a single request. 2,000
Telephony – Max Allowed Virtual Numbers Allows customer to change the number of virtual numbers for any telephony connector. 10
Automation – Enable Bulk Automation Trigger – Lead Create Allows customers to enable or disable automation for bulk lead create and set limits. 10,000 
Automation – Enable Bulk Automation Trigger – Lead Update Allows customers to enable or disable automation for bulk lead update and set limits. 10,000
Automation – Enable Bulk Automation Trigger – Add Activity Allows customer to enable or disable automation for bulk activity import and set limits  10,000
Automation – Enable Bulk Automation Trigger – Update Activity Allows customer to enable or disable automation for bulk activity update and set limits 10,000
Automation – Enable Bulk Automation Trigger – Lead Added to List  Allows customer to enable or disable automation for bulk lead add to static list and set limits  25,000 
Automation – Enable Bulk Automation Trigger – Account Create Allows customer to enable or disable automation for bulk account create and set limits  10,000
Automation – Enable Bulk Automation Trigger – Account Update  Allows customer to enable or disable automation for bulk account update and set limits  10,000 
Automation – Number of cards  Number of condition and action cards under automations. 50
 Automation – Number of Automations  The number of automations that a user can create in a single automation.  Varies based on the current plan
Automation – Number of Sub-Automations in an Automation The number of sub-automations that a user can create in under a single automation.  

 

3. API Limits

 

Any Questions?

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