This article explores the conditions you can set in your automations. When a condition is met, the next step in your automation will trigger. You can follow up a condition with an action (e.g., wait 3 days then send an email) or with more conditions (e.g., wait 3 days then check if the lead stage has […]
This article takes you through the various actions available in the automation feature. Once set up, these actions will execute based on the conditions you define. You can easily automate your entire business use case from the conditions and actions available. Messaging To learn how to send email/SMS to leads, see Automation Actions – Messaging. […]
1. Feature Overview When you send out an email campaign to a lead, based on how often they open the email, their lead score increases. With this lead score, you can get an idea of how well your campaign is working. If you send the campaign to an organization’s email ID, multiple people might open […]
1. Feature Overview This article shows you how to create and configure a permission template. If you’re new to the permission template feature, see LeadSquared Permission Templates. If you’ve already created a permission template and now want to apply it to your users, see How to Apply a Permission Template. Note: Instead of restricting export for each […]
1. Feature Overview Configure your users’ access to different features in LeadSquared using Permission Templates. Once you create a template you can apply it at a user level, role level or group level. To know more, see How to Create a Permission Template? 2. Prerequisite You must be the Administrator of your LeadSquared account. […]