1. Feature Overview Smart Views on LeadSquared provides a centralized workspace where users can access and manage Accounts, Leads, Opportunities, Activities, and Tasks in one place. Users can create customized tabs using filters and conditions to view only the records relevant to their work upfront. Smart Views help sales teams organize records using filters, tab-based […]
If you’re not familiar with the custom activities feature, see How to Add a Custom Activity. You can track changes or updates to custom activities from the Lead Details page. All you have to do is enable the configuration for the custom activities you want to track – Navigate to My Profile>Settings>Leads>Custom Activities and Scores, then […]
Yes, but to do so you’ll have to – Deploy the LeadSquared Tracking Script on all domains. Reach out to our support team at support@leadsquared.com to enable the back-end settings.
You can set a dashboard as default by navigating to a dashboard page and clicking the tick icon alongside the dashboard title –
There is no limit on the number of Custom Dashlets you can create but you can only add 12 Custom Dashlets to your dashboard. For more information on Custom Dashlets, see Custom Dashlet Builder App.
The best way to distribute leads to your users is through automation. To know more, see Lead Distribution Automation in LeadSquared. However, if you want to distribute leads based on Zipcode, use the Zip Based Lead Distribution App. Note: The Lead Distribution App in the apps marketplace has now been deprecated. All lead distribution functionality […]
If you’re new to the groups feature, see Managing Lead Access for Sales Users – Groups. Here’s a quick video on how you can manage lead access rights across different groups and setup hierarchies –
There are 2 ways you can login to your account – By accessing the https://login.leadsquared.com URL By logging in from the LeadSquared website. If you forgot the email address or password of your account, contact your manager or LeadSquared administrator.
There are a few ways you can raise a support ticket – From the help portal – Use the Submit a Ticket button. Access the https://help.leadsquared.com/support URL. From your LeadSquared account. By sending an email to support@leadsquared.com
1. Feature Overview The Custom Menu for Web connector lets you create custom menu tabs in your LeadSquared web application. These tabs appear in your navigation menu and let you access external URLs or third-party websites directly from your LeadSquared account. Say you use GoToMeeting to schedule meetings with your leads. Using this connector, you […]
1. Feature Overview The Lead Assignment Quota feature gives you granular control over lead distribution. You can set limits on the number of leads that can be assigned to users based on quotas defined at the user role level (such as Sales User, etc.), or individual user level. This will help prevent overburdening your users […]