The LeadSquared Check-In and Check-Out feature lets you track the availability and attendance of your users. To learn more about this exciting feature, see Check-In and Check Out Note: This feature applies to both the LeadSquared Web and Mobile apps. You have the flexibility to configure this feature for user roles or user groups. Role […]
1. Feature Overview The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not. You can set up If/Else conditions on lead, activity and task fields. A few of the many applications of this condition are mentioned here – […]
Feature Overview Here you’ll learn to trigger lead actions through automation. Define criteria and then set up lead actions to automatically execute when that criteria is met – Add Activity Add Lead to List Add Opportunity Remove Lead from List Star Lead Tag Lead Unstar Lead Update Lead Add Activity Click Add Activity and the […]
1. Feature Overview Automate the entire process of contacting your leads! Send emails and SMS to leads at the opportune moment. For example, Send a warm welcome message when a lead signs up on your website. A nurturing email to engage a lead who visited a pricing page. A thank you note after you’ve made […]
1. Feature Overview Here you’ll learn about sales related automation actions. These actions are all directed towards your sales users. Use this feature to – Notify users when certain criteria are met. Create tasks for users. Automate lead and activity distribution among your users. 2. Notify Users Allows you to send a notification email […]
1. Feature Overview This article takes you through custom actions in automation. 2. Webhooks Use webhooks to automatically post activities to a URL of your choosing. They can be used to push data to third-party applications directly from an automation. Click Webhook and the Webhook Properties pop-up box will appear. Attribute Description Name Enter any name for the […]
1. Feature Overview This article explores the ‘Send to Sub-Automation’ action. Use it to – Keep your main automation brief and simple by sending additional steps to a sub-automation. Re-use a standard sequence of steps across different automations. Build a large network of automations without running out of automation cards/nodes (Only 50 nodes are allowed […]
Feature Overview The wait condition lets you delay an action or condition for a specified period. A few of the many applications of this feature are listed here – Delay sending emails to avoid flooding a lead’s inbox. Wait till a lead score exceeds ‘x’ number and then change the lead stage. Wait a certain […]
1. Feature Overview The Check-In/Check-Out feature is an attendance management solution that lets you know when and where your users’ check-in and check-out, and their online statuses. You also get insights on the general attendance trends of your users through reporting. What’s more, you can also distribute leads only to users who are available/checked-in to […]
If your LeadSquared pages are not loading or appear blank/half-loaded, your network or firewall is probably blocking required domains. You might see something like this: Page loads partially UI looks broken or incomplete Sections appear blank or never finish loading In most cases, this happens because some domains required by LeadSquared are blocked. Domains that […]