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How to Add Activities to Leads and Opportunities

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1. Feature Overview

Activities represent key interactions or events that occur during a lead’s journey toward conversion. These can include default LeadSquared activities—such as form submissions, email opens, or email bounces—as well as Custom Activities configured to match your business workflows (for example, sending WhatsApp messages or scheduling meetings).

LeadSquared allows you to add activities to both Leads and Opportunities. Leads represent potential customers, while Opportunities represent potential deals associated with those leads.

You can add activities individually or in bulk from the Manage Leads, Lead Details, Manage Opportunities, and Opportunity Details pages. This helps teams efficiently log interactions, track engagement, and maintain accurate records of customer activity across the sales lifecycle.

 

2. Prerequisites

  • To add activities to opportunities, you must have the opportunities feature configured in your account. To enable it, please write to support@leadsquared.com
  • You must be the administrator or a marketing user of your LeadSquared account.

 

3. How it Works

  • You can add activities to leads from the Manage Leads page and the Lead Details page.
  • You can add activities to opportunities from the Manage Opportunities page and the Opportunity Details page.

 

4. Add Activities to Leads

4.1 From the Manage Leads Page

To add an activity to a single lead from the Manage Leads page –

  1. From the main menu, navigate to Lead Management>Leads.
  2. From the list of leads, against the lead on who you want to add the activity, hover your cursor over the siera 3 dotted icon icon.
  3. From the list of available action, click Add Activity.
  4. From the Activity Type dropdown, select the activity.
  5. Enter the Activity Date and Notes if required.
    • If required, you can also add a task by clicking Add Task, and entering the required details.
  6. Once you’re done, click Add. You’ll get a confirmation once the activity is successfully added.

add activity to a lead

4.2 Bulk Add Activities to Multiple Leads

To bulk add an activity to multiple leads from the Manage Leads page –

  1. From the main menu, navigate to Lead Management>Leads.
  2. Individually select the leads on whom you want to add the activity by clicking the Checkbox checkbox against the leads. You can also select all the leads on the page by clicking the Checkbox checkbox against Lead Name.
  3. Once you select multiple leads, the Add Activity option will be available, select it.
  4. From the Activity Type dropdown, select the activity.
    • If required, you can also add a task by clicking Add Task, and entering the required details.
  5. Once you’re done, click Add. You’ll get a confirmation once the activity is successfully added.

bulk add activity to leads

4.3 From the Lead Details Page

To add an activity to a lead from the Lead Details page –

  1. From the main menu, navigate to Lead Management>Leads.
  2. From under Lead Name, click on the lead on whom you want to add the activity.
  3. On the Lead Details page, on the Lead vCard, select Activity.
  4. From the Activity Type dropdown, select the activity.
  5. If required, you can also add a task by clicking Add Task, and entering the required details.
  6. Once you’re done entering the details, click Add. You’ll get a confirmation once the activity is successfully added.

For more information, refer to How to add Activity to Lead(s).

add activity to a lead in the lead details page

 

5. Add Activities to Opportunities

5.1 From the Manage Opportunities Page

To add an activity to an opportunity from the Manage Opportunities page –

  1. From the main menu, navigate to Lead Management>Opportunities>Opportunity Type.
  2. Against an Opportunity Name, under Actions, hover your cursor over the siera 3 dotted icon icon, and click Add Activity.
  3. From the Activity Type dropdown, select the activity.
  4. Enter the other details such as Activity Date and Notes, if required, on the pop-up.
  5. Once you’re done, click Add. You’ll get a confirmation once the activity is successfully added.

To know more about the Manage Opportunities page, refer to Opportunity Management.

add activity to an opportunity

5.2 Bulk Add Activities to Multiple Opportunities

To bulk add an activity to multiple opportunities from the Manage Opportunities page –

  1. From the main menu, navigate to Lead Management>Opportunities>Opportunity Type.
  2. Individually select the opportunities to which you want to add the activity, by clicking the Checkbox checkbox. You can also select all the opportunities on the page by clicking the Checkbox checkbox against Opportunity Name.
  3. Once you select multiple opportunities, the Add Activity option will be available, select it.
  4. From the Activity Type dropdown, select the activity.
    • If required, you can also add a task by clicking Add Task, and entering the required details.
  5. Once you’re done, click Add. You’ll get a confirmation once the activity is successfully added.

bulk add activity to opportunities

5.3 From the Opportunity Details Page

To add an activity to an opportunity from the Opportunity Details page –

  1. From the main menu, navigate to Lead Management>Opportunities>Opportunity Type.
  2. From under Opportunity Name, click on the Opportunity on which you want to add the activity.
  3. On the Opportunity Details page, on the vCard, select Activity.
  4. From the Activity Type dropdown, select the activity.
  5. If required, you can also add a task by clicking Add Task, and entering the required details.
  6. Once you’re done entering the details, click Add. You’ll get a confirmation once the activity is successfully added.

To know more about the Opportunity Details page, refer to Opportunity Details.

add activity to an opportunity in the opportunity details page

 

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 Create a Multi Select Dropdown Field?

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1. Feature Overview

A Multi-select dropdown is a feature that allows you to select multiple options in a dropdown list. E.g., a college can have Courses as a multi-select dropdown type lead field. This allows applicants to apply for multiple courses.

Note: To create a regular dropdown field, see How to create a Dropdown type Lead Field.

 

2. Prerequisite

You must be an Admin User of your LeadSquared account.

 

3. Create Multi-select Dropdown Field

  1. Navigate to Settings>Leads>Lead Fields.
  2. Click Create and enter the relevant lead field details.
  3. Click the Data Input Type dropdown and select Multi-select Dropdown.
  4. Enter the values for the dropdown and click Save.

LeadSquared - Create Multi-select Dropdown

 

4. Next Steps

Once you create these Multi-select dropdowns, you can add them to your Default or Dynamic lead forms. Dynamic Forms are a better alternative if you wish to create large forms using lead, activity and task fields. To know more about creating a Form, check How to Create a Form and Lead Form Customization. You can also view these dropdowns in the Advanced Search feature.

 

5. 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!

Lead Stage Distribution (Time-period wise) Report

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LeadSquared’s Lead Stage Distribution allows you to view the number of leads allocated to a particular lead stage over a time period. This allows you to analyze the type of leads arriving in your LeadSquared system over a particular time period.

To access this Report:

  • From your default LeadSquared dashboard, go to Reports -> Reports Home. The Reports Home window appears.

reports-home

  • Click Lead Stage Analysis under Categories. The Lead Stage Analysis window appears.

lead-stage-analysis

  • Under Report Name, select Lead Stage Distribution (Time-period wise). The Lead Stage Distribution (Time-period wise) report appears.

lead-stage-distribution

Complete the following details:

  • Select Lead Owner – Select the Lead Owner from the multi-select drop-down list to view the  number of leads which comes under the selected lead owners.
  • Select Lead Stage – Select the Lead Stages from the multi-select drop-down list to view the number leads which comes under the selected lead stages.
  • Select Time Range – Select the time range from the drop-down list to view leads which matches the selected lead owners, lead stages and under the selected time range.

Once the above details are completed, click Run Report. The number of leads which comes under the respective Lead Stages during the selected time period appears in tabular format.

This data can be sorted in day, week or month based on the time range selected using the Show data by filter. Select the required option and click Change.

Capturing leads from Web Forms using JavaScript API

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There are three common ways to capture leads from website forms:

If you want to avoid replacing your form or dealing with REST APIs then you can use our JavaScript API to capture leads.

Prerequisites

  1. You should know your LeadSquared account number 
  2. There should be a published landing page (with any form fields) that can be associated with lead submissions. You should know the id of the landing page. To find the landing page id, click on the published page and from the URL copy the alphanumeric text after “LandingPageId=”. An example is shown below:

lpid

 

Integrating the form

Please follow the below steps to connect your web  form with LeadSquared landing pages.

Step 1

Include following Java Script library:

“https://web.mxradon.com/t/FormTracker.js”

 Example:

<script src=”https://web.mxradon.com/t/FormTracker.js” type=”text/javascript”></script>

 

Create following Java Script objects of  LeadSquared and map the form fields with the relevant LeadSquared fields by defining the variable.

Example:

var fieldMapping = { }

Objects:

  • MXHOrgCode – This is your LeadSquared Account Number (Mandatory)
  • MXHLandingPageId – The  Landing Page ID for which you wish to capture the submissions (Mandatory)
  • MXHAsc – This is the score you provide for the capture submission. This is an optional property.

Example:

MXHOrgCode: "6049",
MXHLandingPageId: "5f9cec8b-854b-11e6-8f87-22000aa8e760",
MXHAsc: "5",

Fields Mapping:

Format: <LeadSquared Field Schema Name> : “<Form Field Name>”;

Example:

FirstName: "fname",
LastName: "lname",
EmailAddress: "email",
Mobile: "mobile",
mx_Gender: "gender",
mx_City: "city",
mx_Country: "country"

Step 2

Create a new instance of LSQForm() and pass the parameters which is defined in step 1 to the function setupLeadCapture(parameter). Using setupLeadCapture , the form submission is captured automatically no function need to be called.

Format:

new  LSQForm().setupLeadCapture(parameter);

Example:

new LSQForm().setupLeadCapture(fieldMapping);

If you have multiple forms and you wish to capture leads from a specific form, then you can pass the Form ID with parameter as given below.

Format:

new LSQForm().setupLeadCapture(parameters, { id: “form ID” });

Example:

new LSQForm().setupLeadCapture(fieldMapping, { id: "myLandingPageForm" });

Step 3

You can also add an event to run a function on form submission request completion, success or error.

Example:

On Success:

var onSuccess = function (data) {
 console.log("ok");
}

On Error:

var onError = function (data) {
console.log("error");
}

Custom:

var always = function (data) {
console.log("always");
}

Code Snippet:

new LSQForm().setupLeadCapture(fieldMapping,{
onSuccess: onSuccess,   /*optional*/
onError: onError, /*optional*/
always: always   /*optional*/
});

If you have your own code and you do not want to create the lead automatically using setupLeadCapture, then use captureLead , which calls manually and creates a lead in LeadSquared.

To implement the captureLead function instead of setupLeadCapture:

Create a  function like below and inside that function define variables and create instances.

function onFormSubmit() {

/* Step 01 - Map fields*/

var fieldMapping = {
MXHOrgCode: "6049",
MXHLandingPageId: "5f9cec8b-854b-11e6-8f87-22000aa8e760",
MXHAsc: "5",

FirstName: "fname",
LastName: "lname",
EmailAddress: "email",
Mobile: "mobile",
mx_Gender: "gender",
mx_City: "city",
mx_Country: "country"
};

/*Step 02 - Add callbacks*/

var onSuccess = function (data) {
 /* Success callback code goes here*/
console.log("ok");
}

var onError = function (data) {
/*Error callback code is given below*/
console.log("error");
}

var always = function (data) {
/*Always callback code is given below*/
console.log("always");
}

/*Step - 03 Capture Lead in LeadSquared*/
new LSQForm().captureLead(fieldMapping, "myLandingPageForm",
{
onSuccess: onSuccess,   /*optional*/
onError: onError, /*optional*/
always: always /*optional*/
});
return false;
};
Sample Codes:

Make Calls on Your Phone Using the Web Platform

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Important:

  • This feature is only supported on Android mobile phones.
  • Before you get started –

1. Feature Overview

Phone calls you initiate through the LeadSquared desktop application can be placed through the LeadSquared mobile app on your smartphone.

Call logs are automatically posted as activities on the respective leads in your account.

Note: To initiate calls directly through the mobile app, see How to make Outbound Calls and Send SMS through the Mobile App.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • Install the Custom Lead and List Actions connector.
  • You must install the Call and SMS tracker connector.
  • Install and configure the Nudges Connector.
  • The Lead’s details should include their telephone number.
  • You must be logged into your LeadSquared Mobile Application while the call is being placed.
  • Autostart Permission must be enabled in the LeadSquared Mobile Application of your phone.
  • Enable Permissions on the device setting to Make a Call,  Read Contact and Read Call History.

 

3. How it Works

  1. Install the Call and SMS tracker connector.
  2. You’ll use the Nudge Connector to create a nudge (notification) on the LeadSquared mobile app. When a user taps the nudge, the phone call will be placed to the respective lead. Note down the Nudge template ID.
  3. You’ll create a new ‘initiate/place phone call’ action on the Manage Leads (and Smart Views) and Lead Details pages, using the Custom Lead and List Action connector. When a user clicks this action from the desktop, the phone call nudge (configured in the previous step) is sent to the user’s LeadSquared mobile app.

 

4. Create a Call Routing Nudge

  1. Navigate to Apps>Manage Nudge Templates>Custom Nudges.
  2. Click Create New Template.
  3. Enter the relevant details in the 1st and 2nd pages of the pop-up window. To know more about creating a nudge, see Nudges Connector.
  4. In the 3rd page, click Add Action and enter the Action Type as Call Routing.
  5. Click Save and close.

Once you’re done creating a call routing Nudge, click on it to view the Nudge Template ID. Copy this ID to use in Section 5.

Note: To learn more, see Nudges Connector.

LeadSquared - Create a call routing nudge

 

5. Create the Desktop Action

Before you proceed, get the authorization token from your account manager.

  1. From the main menu, navigate to Apps>Apps Marketplace>UI Customization>Custom Lead and List Actions.
  2. Hover your cursor over and select Configure.
  3. On the pop-up window, select Lead Grid Row Action and click Add Action.
  4. Enter the following details –
    • Action Label – Enter an action name (Make a Call, Call from Mobile, etc.)
    • Action Type – Select Call an API.
    • Callback URL – Paste the following URL – https://nudges-api.leadsquaredapps.com/nudges/notificationPushEvent/api?templateId={TEMPLATEID}&leadId=@{Lead:ProspectID,}&to=@{User:UserId,}
      • The Template ID to be entered here can be obtained from the Manage Nudge Templates page once you create a Nudge.
    • HTTP Method – Select POST.
    • Data – {"x-auth-token":"AUTHORIZATION TOKEN"}
  5. Click Save.

Note: To obtain the Authorization Token for the Data field, contact your account manager or write to support@leadsquared.com.

LeadSquared - Create the desktop action

 

6. Make a Call

Once the setup is completed, you can make a call from your mobile using the web application. To do so –

  1. Navigate to Leads>Manage Leads.
  2. Hover your cursor over and select the name of the action you’ve created (Make a Call, Call from Mobile, etc.).
Note: Once you’ve selected the action (Make a Call, Call from Mobile, etc.), your mobile app will redirect you to the dial pad with the lead’s phone number entered in it. You must tap the call button to place the call. The notification that the call is being placed is silent.

LeadSquared - Make a call

The nudge for call routing is available on the mobile app as well –

LeadSquared - call routing nudge

Once the call ends, an activity is posted on the Lead Details page.

LeadSquared - Call logs on Lead Details

 

7. Troubleshooting

If your phone call doesn’t get placed, copy the reference ID shown below. Write an email to  support@leadsquared.com with this reference ID for help.

LeadSquared - Troubleshooting message

 

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!

Video_4.2

How to Structure and Align Your Emails Better in LeadSquared

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There are some great email templates in LeadSquared to work with. But, I am sure you would want to customize them more.

This video tutorial tells you how to modify the default templates, add structures and change the alignment of the content.

Video_5

How to Easily Resend Emails to New Leads

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If you hate redoing the same work again and again, this nifty little hack is for you. What happens if you have sent out a great campaign to your lead list and a few days later new lead gets added to that list? Well, you don’t have to set up the whole campaign again – just one click would do.

This tutorial would show you how to easily resend your emails to new leads.

Video_6

How to Change Fonts to Make Your Emails More Readable

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Want to improve your click-rates? Making your emails more readable would help. You will be surprised to know that small things like changing your email fonts can also have a major impact on the readability of your emails.

This video tutorial shows you how you can change fonts easily in LeadSquared:

Video_8

How to Create Recipient and Suppression Lists for Your Emails

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The Recipient and Suppression lists make sure that your emails reach a very specific group of people. Check out how you can do it easily in LeadSquared. (You need to be on Step 3: Select Recipients and Tags of creating your email campaigns to use this tutorial.)

P.S: We increased our email click rates by 48% by using this feature very effectively. You can read about it here.

Video_9

How to Add Hyperlinks to Your Emails in LeadSquared

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Nothing builds trust with your leads like sending them useful content. Hyperlinks in emails allow you to quickly direct the email recipients to this content – be it on a landing page or a web page.

This quick tutorial helps you to understand how to add Hyperlinks to your Emails in LeadSquared. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)

Video_10

How to Edit Images in your Email

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Images allows you to improve the look and feel of your email, and capture the recipients’ attention very easily. In LeadSquared, inserting and editing images are simple.

Here’s how you can do it. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)

Video_11

How to Attach Documents to Your Emails with LeadSquared

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Looking to share important documents with your leads through email? It’s very easy to do in LeadSquared.

This video tutorial shows you how. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)

How to Improve Look and Feel of Your Emails with LeadSquared

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If your emails are getting opened, but not getting enough clicks, (even with great offers), maybe the look & feel and readability of your email is the problem.

This quick video (2 minutes) helps you understand how to fix the look and feel of your emails and enhance their readability in LeadSquared. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)

How to Enable Geotracking for LeadSquared Mobile App Users

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1. Feature Overview

Using Geo-tracking, you can capture the geographical location (physical location) of your Field Sales Users through the LeadSquared mobile app. There are two ways in which Geotracking works –

This feature can be used to monitor authenticity when your Field Sales Users are –

  • Collecting KYC documents from your lead’s location.
  • Collecting the lead’s signature.
  • Delivering parcels to your lead.

Note:

  • Your user’s location is continuously tracked every few minutes through their Android device. But if they’re using an iOS device, they need to show signs of movement for their location to be tracked.
  • To ensure your users complete tasks and post activities only within a defined radius, enable LeadSquared’s Geofencing feature.

LeadSquared - Location tracking screenshot - Web App

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • Ensure location tracking is enabled on your user’s mobile device. To know more, refer to Location Tracking on LeadSquared Mobile.
  • Users must be checked-in to LeadSquared for their locations to be tracked.
  • In order to access this feature, you must be running the following versions of the mobile app –
Note: If the user has checked out of their LeadSquared account, they will no longer be tracked.

 

3. Enable Geo-tracking

  1. From the LeadSquared web app, navigate to Settings>Leads>Custom Activity & Scores.
  2. Alongside the Custom Activity type for which you want to enable tracking, click Edit.
  3. On the Update Custom Activity Type pop-up box, alongside Track Location, click Checkbox.
  4. Once you’re done, click Next. After you fill in the other details, click Save.
Note: To add an activity through Mobile Application, see Activity Management – Feature Guide.

LeadSquared - Enable Track Location on Web app

 

4. Track Real Time location

You can track the real time location of your sales users when they are checked-in to LeadSquared. You can also view the user’s location history through LeadSquared Reports.

To enable the Track real-time location setting –

  1. From your LeadSquared web app, navigate to Settings>Mobile App>Permissions. 
  2. Click Edit.
  3. Scroll to the bottom of the page and alongside Track real-time location, click Checkbox.
  4. Once you’re done, click Save.

Note: To know more about Mobile App settings, see Configure Mobile App Settings from the Web Platform.

LeadSquared - Enable Track location permission

 

5. View Location

The location of your field sales user will be displayed on the Activity History page in Web and Mobile Applications. The entire location history of the user will be displayed on the Reports page.

  • From the Lead Details page.

LeadSquared - Location tracking screenshot - Web App

  • From the LeadSquared mobile app.

LeadSquared - Location Tracking using Mobile App - screen

  • User Location History view from the mobile app.

LeadSquared - User location history report

  • View Location History Reports
    1. From the main menu, navigate to Reports>Reports Home.
    2. Click Field Sales Tracking, and click on any of the following reports –
      • Field Sales Activity Tracker
      • Last Known Location of Users
      • User Location History Tracker

LeadSquared - Location History report

 

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!