1. Feature Overview Once you’ve published an automation, you can check its performance in real-time by accessing the automation report. You’ll get insights into leads who’ve – Entered the automation. Transitioned through the various steps (action cards) or taken a certain course of action. Exited the automation successfully or stalled at a certain step. You […]
The My Location History report allows you to track your route on the go, the distance you have covered and the activities you have posted along the route. To access this report: From the default dashboard menu, go to Reports -> User Productivity Reports -> My Location History. The My Location History report appears: Here, by default, the […]
The LeadSquared mobile app comes with real-time location tracking capabilities. This feature is available on both Android and iOS platforms and enables you to – Geo track your entire field sales team. Get real-time location insights and metrics. Find leads closest to you and plan tasks accordingly. Prerequisites (on your device) You must have a working […]
1. Feature Overview LeadSquared allows you to export up to 1 lakh (100,000) leads per export request. If your database contains more than 1 lakh leads, you must export them in multiple batches. You can achieve this by creating lists containing fewer than 1 lakh leads and exporting each list separately. Lists can be created […]
1. Feature Overview You can use Advanced Search to find leads where a custom activity field either contains or does not contain data. This is useful for identifying gaps in your activity records — for example, finding all leads whose Home Visit activities are missing a scheduled date. For a full guide to Advanced Search, […]
1. Feature Overview LeadSquared’s Advanced Search lets you filter leads based on whether a specific activity, or any activity, has taken place within a given number of days. This is useful when you need to act on leads based on recent engagement — for example, following up with leads who had a phone call in […]