1. Feature Overview Make outbound calls and send SMS to leads directly from the LeadSquared Mobile App. Select pre-existing SMS templates to be used or write your own message. Note: Outbound calls from the mobile app requires an active mobile connection. To initiate calls from the web app, refer to Make Calls on Your Phone […]
1. Feature Overview The Lead vCard displays key lead information on the Lead Details page, including Lead Details, Lead Quality Metrics, and Lead Properties. It provides a quick snapshot of important lead data to help users review and update records efficiently. You can customize the Metrics and Lead Properties sections to control which fields appear […]
1. Overview You can schedule the delivery of your LeadSquared report to your LeadSquared Email address. The scheduled report is delivered and is available only to the user who schedules it. Note: The schedule feature for Reports is not available to all the LeadSquared Reports. If you want the schedule feature enabled for any of […]
The first Administrator is marked as the billing user in LeadSquared by default. You can have multiple Administrators as the billing users if you have an active subscription. To set another Administrator as the billing user – Navigate to Settings>Users and Permissions>Users. Along the row of the Administrator you want to set as the billing user, […]
This article explains how to find deleted leads from your LeadSquared system using the Deleted Leads History Report. Note: Once deleted, leads can’t be restored in LeadSquared. The Deleted Leads History Report only contains the data of the deleted leads. Before you delete leads, we recommend you export the leads out of LeadSquared. This will […]