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How to Make a Custom Field Unique

1. Feature Overview Marking a custom field as unique helps you easily identify and differentiate leads from one another. Unique custom fields also prevent duplicate leads in the system. As an example, assume you run an educational institution, and every student in your database has a unique student Id. In this case, you create a […]

How to Make the Phone Number field Unique

1. Feature Overview Unique fields help you prevent junk/duplicate leads from being created in your system. When you make the phone number a unique field, users will not able to create a lead record with a duplicate phone number. It helps you keep your system clean by only allowing real leads to be created. Note: You […]

LeadSquared Google AdWords Data Sync App

1. Feature Overview This app captures all your Leads’ sources and clicks from your Google Adwords account. Using this app, all ad submission data such as keywords, campaign details, ad network details and so on are available in your Lead Details window as an Activity.   2. Prerequisites You should have a Google AdWords account […]

Restrict User Access to LeadSquared Using IP Whitelisting

1. Feature Overview IP whitelisting is a security enhancement feature that enables you to regulate and limit LeadSquared product and LeadSquared APIs access only to trusted users. By whitelisting user IP addresses, you’ll be creating a list of trusted and secure IP addresses from which your users will be able to access their LeadSquared accounts. […]