1. Feature Overview On the Lead Details page, you can create custom activity tabs to display logs for specific activity types. For example, you could create a tab that shows only Meetings, Demos, and Home Visits, making it easier to review relevant activity without scrolling through the full history. Note: You can add up to […]
This article helps you to understand how to import the CreatedOn field while doing a Lead import using a CSV file in your LeadSquared CRM. The CreatedOn field contains the date and time of when the Lead was created in your CRM. For more information on how to import Leads using a CSV file into your LeadSquared […]
This Help Video allows you to understand the Lead Prioritization feature of your LeadSquared CRM in detail. Lead Prioritization from Maanas Kalivarapu on Vimeo.
The Email to List Report allows you analyze the performance of the Emails you had sent to a list of Leads. The Report allows you know the success/failure rate of the Emails through various metrics available in the report. Prerequisite You have logged into LeadSquared. You have created and sent the email to the List of […]
This Help Article allows you to understand how to set web browser notifications for task reminders in your LeadSquared CRM. These browser notifications allows you to remind about the upcoming tasks in your LeadSquared CRM. The task reminder notifications pop-up based on the time period you specify to remind while creating a task. Please see […]