[dynamic_help_sidebar root="leads"]

Teams

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1. Feature Overview

The LeadSquared Teams feature reflects the structure of different teams/departments in your organization. This feature is not to be confused with the Organisation Hierarchy feature that lets you leverage features like LeadSquared Goals, Reporting, and Automation on the hierarchy of users.

Once you create teams in your LeadSquared account, you can assign them the following features –

You can configure these features in accordance with your organization’s work schedule. Another powerful merit of using this feature is the ability to auto check-in your users. Once set up, your users will automatically check in and check out based on the configurations. What’s more, the leave tracker lets you track which team members are on leave so you get a complete attendance management solution.

Note: You can also create and add different mobile app homepages for different teams. To know more, refer to Casa – Mobile Home Builder.

 

2. Prerequisite

Enable the teams v2 UI under organisation settings.

 

3. Create a Team

  1. Navigate to My Account>Settings>Users and Permissions>Teams and click Create.
  2. Enter a name, description (optional) and select a parent team to set up your teams. By default, your account/organization name will be the parent team.
  3. Click Save.

LeadSquared Teams

Alternatively, you can add teams directly by clicking the settingsicon. You can also edit teams from here –

LeadSquared Teams

 

4. Add Users to a Team

To add a user to a team –

  1. Navigate to My Account>Settings>Users and Permissions>Users, hover over the settingsicon and click Edit for a particular user.
  2. In the Work Details tab, click Edit.
  3. In the Team drop-down, select the team you want to add the user to.
  4. Click Save when you’re done.

LeadSquared Teams

Alternatively, you can add multiple users to a team through the Bulk Update option under the Action menu –

LeadSquared Teams

 

5. Export Teams

You can also export existing team details (Team Code, Team ID, etc.). This will enable you to directly add users to a team (by passing the Team ID) when importing users to LeadSquared. To export a team, click Export, and on the Export Teams pop-up, click Okay.

LeadSquared Product Updates

 

6. Assign Features to a Team

Once you’ve created teams, you can assign different features to them –

  1. Navigate to My Account>Settings>Users and Permissions>Teams.
  2. Alongside the relevant team, hover your cursor over LeadSquared.
  3. Select the feature you wish to assign to the team –
    • Apply Holiday Calendar – Create a holiday schedule for the team in your LeadSquared account.
    • Apply Opportunity Details View – Create a specific Opportunity Details view for your team. To know more, refer to Opportunity Details View Customization.
    • Apply Work Day Template – Define the schedule and working hours of your team so you can automatically check-in your users.
    • Apply Smart View – Create a specific Smart Views page for your team.
    • Apply Dashboard – Create a specific Dashboards for your team.
    • Configure Homepage – Select either Dashboard or Smart Views to be the homepage of the team.

LeadSquared - Assign features to teams

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Lead Automation Conditions – Wait Until Activity

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The ‘Wait Until Activity’ condition lets you wait until activities are performed before taking an action. You can choose to wait until a single activity occurs or you can set and/or conditions to include multiple activities.

Wait until activity

 

Business Use Cases

To illustrate this feature, imagine you have 2 teams – sales and legal. You want to set up an automation such that when a sales member meets a lead and posts a custom activity (Meeting) you want to create a task for the legal team. Let’s assume that the legal team’s task is dynamic and it could take anywhere between 1 to 5 days. In this case, rather than using the regular Wait Condition (which defines a fixed period), you can set up a ‘Wait Until Activity’ condition so you can take action (say send an email to the lead) only once the legal team completes their task and posts an activity (E.g., Contract Created).

 

Setting up the Condition

  1. Access an existing automation or create a new one by navigating to Marketing>Automation.
  2. Select the Wait Until Activity under Automation Conditions.
  3. Choose between Any Activity (OR) or All Activities (AND).
  4. Under the When drop-down fields, select the activity you want to set up. Click the Add Another Activity link to add multiple activities. In the example below, we’ve set up ‘Form Submitted on Website’ or ‘Email Open’.
  5. Select if you want to continue the next action in the automation or exit the automation if the activities aren’t performed within a certain amount of time (customizable in minutes, hours, days, weeks, months, or years).
  6. Once you’re done, click Save. Then, add an action to the condition.

Wait until activity

Note: The ‘Wait Until Activity’ automation card must be followed by an action.

Dynamic Responses in Lead Automation Actions

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1. Feature Overview

You can save the dynamic responses from webhooks or Lapps and use them to insert dynamic content through various automation actions. This article shows you how to first save a Lapps or Webhook response and then use that response in the following actions –

  • Update Lead
  • Create Activity
  • Update Activity
  • Pass to another webhook
  • Pass to another Lapp

You can also use dynamic responses in the emails you send your leads. For more information on this, see Dynamic Content in your Emails.

 

2. Saving a Lapps or Webhook Responses

You can save responses from Lapps and Webhooks in automations and then use these responses in various automation actions. Here’s how you save a response –

  1. Access an existing automation or create a new one by navigating to Marketing>Automation.
  2. Add a Custom automation action card and select either the Call Lapp or Webhook option.
  3. Toggle the Save Response option to Yes and choose whether you want to save the response as
    1. Plain text – Doesn’t allow you to separate out key-value pairs from the content.
    2. JSON data – Allows you to separate out key-value pairs.
  4. Click Save to add the action card to your automation.
  5. Once the automation card is saved, click the more icon () and then click View Dynamic Responses. All the dynamic responses and the places they’ve been referenced will show up here.

 

3. Update Lead

Business use cases for this feature will be available soon…

Once you’ve saved a webhook or Lapp response, you can use it in the Update Lead action to update a lead field –

  1. After creating a webhook or a Lapp and saving the response, under Lead Actions, select Update Lead.
  2. Select the Lead Field you want to update with dynamic content.
  3. In the Value field, type @ and scroll to the bottom of the list of auto-suggestions. You’ll find the dynamic responses you’ve saved under Mail Merge (Dynamic Responses).
  4. Click Save.
Dynamic response

 

4. Add Activity

You can use the dynamic responses from webhooks and Lapps in the Create Activity action. For example, you can populate the Comment field of a Chat Conversation activity with the dynamic response saved from a webhook or a Lapp –

  1. After creating a webhook or a Lapp and saving the response, under Lead Actions, select Add Activity.
  2. Select an Activity Type then click the Add an additional field link.
  3. Select an Activity Field and the type @ to see the list of mail merge fields. You’ll find the dynamic responses you’ve saved under Mail Merge (Dynamic Responses).
  4. Click Save.

Add activity dynamic responses

 

5. Update Activity

Follow these steps to use a Lapp or webhook saved response to update an activity –

  1. After creating a webhook or a Lapp and saving the response, under Lead Actions, select Update Activity (the automation trigger must be an activity).
  2. Select the Activity Field you want to update with dynamic content.
  3. Click the Add Mail Merge checkbox.
  4. In the Value field, type @ and select the webhook or Lapp saved response.
  5. Click Save.

Update Activity

 

6. Pass to Another Webhook

You can pass the saved response from a Lapp or webhook as a query string to the subsequent webhook you create. The parameters you pass will be appended to the webhook URL –

  1. After creating a webhook or a Lapp and saving the response, under Custom, select Webhook.
  2. Enter the saved response after the webhook URL.
    For instance, enter requestbin.in?id=@{PostWebhook2_Response<<node>>,} , where requestbin.in? is the webhook URL and id=@{PostWebhook2_Response<<node>>,}is the dynamic response.
  3. Click Verify and then click Save.
Note: In the dynamic response id=@{PostWebhook2_Response<<node>>,}, <<node>> is a placeholder. You must replace <<node>> with the actual key as shown in the ‘Examples’ section (section 8) below.

Dynamic Content

 

7. Pass to Another Lapp

You can pass the response from a webhook or Lapp to another Lapp –

  1. After creating a webhook or a Lapp and saving the response, under Custom, select Call Lapp.
  2. Select the Lapp you want to call from the dropdown.
  3. Enter the dynamic response from the previous Lapp/webhook in the Query String field. For example, id=@{PostWebhook2_Response<<node>>,}
  4. Click Save.

Note:

  • You can save the response from this Lapp and then use it in further webhooks or Lapps you create.
  • In the dynamic response id=@{PostWebhook2_Response<<node>>,}, <<node>> is a placeholder. You must replace <<node>> with the actual key as shown in the ‘Examples’ section (section 8) below.

Call Lapps

 

8. Examples

Your saved response will look something like this –

@{PostWebhook13_Response<<MyDynamicNode>>,}

Note: The response names (PostWebhook2 here) will vary based the Id of the Lapps or webhook automation cards you create.

Here are some examples of how you can use <<MyDynamicNode>>

Example

If the JSON data being posted by your Lapp or Webhook looks like this –

{
“Key1”: [“Value1”, “Value2”, “Value3”],
“Key2”: {
“Key4”: “Value4”,
“Key5”: [“Value5”]
}
}

Then you can use pass <<MyDynamicNode>> as –

  • @{PostWebhook2_Response.Key1[0],} -> Value1
  • @{PostWebhook2_Response.Key2.Key4,} -> Value4
  • @{PostWebhook2_Response.Key2.Key5[0],} -> Value5

 

Example

If the JSON data being posted by your Lapp or Webhook looks like this –

[{
“Key”: “Value1”
}, {
“Key”: “Value2”
}]

Then you can use pass <<MyDynamicNode>> as –

@{PostWebhook2_Response[1].Key,} -> Value2

 

Example

Or you could just post all the data like this –

@{PostWebhook2_Response,}

 

9. Errors

If you delete a webhook or Lapp card whose saved response was being used in an email or if you turn the Save Response option Off, you’ll see the following error notification –

dynamic response missing

You can also locate the cause of the error by clicking the more icon () and then clicking View Dynamic Responses. You’ll be able to see which card is was deleted or had the saved response option turned off.

errors in dynamic responses

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to help you out!

Leave Tracker

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The Leave Tracker enables you to manage the leaves of all your users in one place. Users can create their own leaves while administrators can create leaves for all users. The following sections tell you how you can fill in your own leaves if you’re not an administrator user (or sales group manager) and how you can manage all leaves if you are.

 

For Non-Administrator Users

If you’re a non-admin user, you can fill in your leaves as follows –

  1. Navigate to My Account>Settings>Account Settings>My Leaves and click the Add Leave button.
  2. In the New Leave pop-up enter the appropriate details (see table below).
  3. Click Save when you’re done.

Add leave button

new leave

Field Description
Leave Type Apply for full day or partial leaves. If you choose the full day option, you can see the number of days you’re creating leaves for.
From The day the leave starts from. You can also enter the time for partial leaves.
To The day the leave ends on. You can also enter the time for partial leaves.
Reason It is mandatory to enter a reason for each leave you create.

 

For Administrator Users & Sales Group Managers

Admins can view the leaves of all users as well as create leaves for users –

  1. Navigate to My Account>Settings>Users and Permissions>Leave Tracker.
  2. Click Add Leave to create new leaves for users. A user select drop-down will be available in the Add Leave pop-up.
  3. You can also edit or delete leaves by clicking the SettingsSettings iconicon.

Adding leaves by admin

Holiday Calendars

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1. Feature Overview

The Holiday Calendar feature allows you to set up your organization’s holiday schedule in LeadSquared Sales Cloud and Service Cloud. You can apply holiday calendars to different Teams and Service Groups across regions and enable auto check-in for users based on the holiday schedule.

Note: By default, you can add only up to 50 holidays in a calendar. But if required, we can increase this number to 100 holidays. To enable this enhancement on your account, contact your account manager, or write to support@leadsquared.com.

 

2. Prerequisites

  • You must be the Admin of your LeadSquared Sales Cloud and/or Service Cloud accounts.
  • You must create Teams and/or Service Groups in your account.

 

3. Create a Holiday Calendar

  1. Navigate to My Account>Settings>Users and Permissions>Holiday Calendar and click Create.
  2. Set your holiday calendar configurations –
    1. In the Calendar Details tab, enter the Name, Calendar Year and Description (optional).
    2. Click the Holiday List tab and enter the holiday names and dates. Click the Add button if you wish to add more holidays.
  3. Click Save.
  4. Once created, you can Edit or Delete your template by clicking the SettingsSettings iconicon.
Note: You can assign only the current year’s calendar to a Team or Group. For example, in 2025, only a calendar with dates from 2025 can be assigned.

New Holiday Calendar

 

4. Assign a Holiday Calendar to a Sales Team

  1. Navigate to My Profile>Settings>Users and Permissions>Teams.
  2. Alongside the team you want to assign the Holiday Calendar to, click .
  3. Click Apply Holiday Calendar.
  4. In the drop-down under the Holiday Calendar column of the pop-up window, select the calendar you want to assign the team. If the team you’re applying a calendar to has a parent team, you can select the Inherit from Team option and inherit the calendar assigned to the parent team.
  5. Click Save.
Note: The following GIF assumes you’re using the new Teams V2 UI, which makes it easier to assign features (dashboards, workday templates, smart views, etc.,) to teams. You can enable it from Profile>Organziation Settings>Advanced Configuration, search for ‘Teams’ and enable Switch to teams UI V2.

LeadSquared - Assign a Holiday Calendar to a Team

 

5. Assign a Holiday Calendar to a Service Group

  1. Navigate to My Profile>Settings>Service Cloud.
  2. Under User Management, click Service Groups.
  3. Alongside an existing group, click lpp settings icon, and then click Edit.
  4. Under Basic Details, from the Select holiday calendar dropdown, choose a relevant calendar.
  5. Once you’re done, click Next, and then click Save. The selected calendar is now actively applied to this group.

LeadSquared Service CRM

 

Any Questions?

Did you find this article helpful? Let us know your thoughts in the comments section below.

Workday Templates

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1. Feature Overview

Workday templates define your organization’s schedule and working hours across the Sales Cloud and Service Cloud platforms. This enables automatic user check-ins and allow you to set the timezone, working days, and office hours for your users.

Once created, you can assign the templates to Teams and Service Groups. So if you have multiple teams working different shifts in different regions, all you have to do is create the appropriate work day templates and apply them to your teams.

Note:  *See Auto Check-In/Check-Out Guide.

 

2. Prerequisites

  • You must be the Admin of your LeadSquared Sales Cloud and/or Service Cloud account.
  • You must create Teams in your account.

 

3. Create a Workday Template

  1. Navigate to My Account>Settings>Users and Permissions>Work Day Templates and click Create.
  2. Set your work day template configurations –
    1. Enter a Name for the template.
    2. Choose a Time Zone.
    3. Select the Working Days.
    4. Set the Working Hours.
    5. Click the Day Wise checkbox if you want to set different office hours for each day of the work week.
  3. Click Save.
  4. Once created, you can Edit or Delete your template by clicking the SettingsSettings iconicon.
Note: You’ll see a default template on the Manage Work Day Templates page. This template is pre-created by the system. You can choose to edit it or create new templates from scratch.

work day templates

You can also,

  • Add more time blocks for users who work in 2 shifts (for example, 9 a.m. – 2 p.m. and 6 p.m. – 9 p.m.)
  • Add breaks (for example, lunch break between 2 p.m. and 3 p.m.). These breaks will reflect in the user’s task calendar as well (see How to Create Tasks).

Click the arrow icon alongside the Working Hours, to access these options –

time blocks and breaks

 

4. Assign a Work Day Template to a Sales Team

  1. Navigate to My Profile>Settings>Users and Permissions>Teams.
  2. Alongside the team you want to assign the Work Day Template to, click .
  3. Click Apply Work Day Template.
  4. In the drop-down under the Work Day Template column of the pop-up window, select the template you want to assign the team. If the team you’re applying a template to has a parent team, you can select the Inherit from Team option and inherit the template assigned to the parent team.
  5. Click Save.
Note: The following GIF assumes you’re using the new Teams V2 UI, which makes it easier to assign features (dashboards, workday templates, smart views, etc.,) to teams. You can enable it from Profile>Organziation Settings>Advanced Configuration, search for ‘Teams’ and enable Switch to teams UI V2.

LeadSquared - Assign a Work Day Template to a Team

 

5. Assign a Work Day Template to a Service Group

  1. Navigate to My Profile>Settings>Service Cloud.
  2. Under User Management, click Service Groups.
  3. Alongside an existing group, click lpp settings icon, and then click Edit.
  4. Under Basic Details, from the Select workday template dropdown, choose a relevant template.
  5. Once you’re done, click Next, and then click Save. The selected template is now actively applied to this group.

LeadSquared Service CRM

 

6. Assign a Work Day Template to a User

To assign a work day template to a user –

  1. Navigate to My Profile>Settings>Users and Permissions>Users.
  2. Alongside an existing user, hover your cursor over Settings icon and click Edit.
  3. In the Edit User popup, navigate to the Work Details tab, and click Edit.
  4. From the Work Day Template dropdown, select the template you want to apply to this user.
  5. Click Save. The selected template is now actively applied to this user.
Note: The steps to assign a Work Day template to a Sales and/or Service User are the same. To filter by user type, use the Type dropdown.

LeadSquared Service CRM

 

Any Questions?

Did you find this article helpful? Let us know your thoughts in the comments section below.

Send Dynamic Content in Your Emails

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Personalized email content fuels better engagement scores and conversion rates.

You can send the same offer to all your leads and that may work for you in the short-term. However, if you learn to use dynamic content to accommodate individual preferences and needs, you’re bound to generate higher conversions and get better results from your emails.

With the LeadSquared dynamic responses feature, we let you go beyond basic email tailoring (like mail merging name and address fields) to include dynamic content from webhooks and Lapps in your emails.

 

Business Use Cases

Here are just a few use cases where dynamic responses are the perfect fit for your emails –

  • Travel packages based on a lead’s interest.
  • Real estate properties based on a lead’s interest
  • Details of the right insurance plan for a lead.
  • Pricing plans catered to a specific lead’s requirements.

Using Lapps, you can also include the outcome of various calculations as dynamic responses in your emails. For example, let’s say you want to send European customers product prices in Euros. Once you’ve created a Lapp to convert your product prices from say, Rupees to Euros, you can save the response of this Lapp and send emails to European leads with the product prices in Euros.

 

Saving Webhook or Lapp Responses

You can save responses from Lapps and Webhooks in automations and then use these responses in your emails. Here’s how you save a response –

  1. Access an existing automation or create a new one by navigating to Marketing>Automation.
  2. Add a Custom automation action card and select either the Call Lapp or Webhook option.
  3. Toggle the Save Response option to Yes and choose whether you want to save the response as
    1. Plain text – Doesn’t allow you to separate out key value pairs from the content.
    2. JSON data – Allows you to separate out key-value pairs.
  4. Click Save to add the action card to your automation.
  5. Once the automation card is saved, click the more icon () and then click View Dynamic Responses. All the dynamic responses and the places they’ve been referenced will show up here.

 

Using Saved Responses in Your Emails

Once you’ve saved a webhook or Lapp response, you can now insert that response in your emails.

  1. Add a Send Email action card under Messaging.
  2. On the Choose an Email Template pop-up, select the Text Editor option from the left pane, then click Use Rich-Text Editor. The text editor will now open in a new window.
  3. You’ll see an Insert Dynamic Response button on the right side of your page. Click it to view the list of all available dynamic responses*. You can also use the search bar to find a specific dynamic response.
  4. Click the dynamic response you want to insert and use it in either the Subject or Body of your email.

Dynamic responses

Once the email card is saved, click the more icon () and then click View Dynamic Responses. You can see all places where the dynamic response has been referenced here –

reference responses

*Dynamic responses will only be available if a webhook or Lapp action card is set up (and the Save Responses option is On)

  • Before the email action. 
  • In the same automation path.

Note: For the Rich-Text editor and the Paste your HTML editor the option to Insert Dynamic Responses shows up on the top right side of the editor –

Dynamic responses option

For the Visual Designer, the option to merge dynamic content shows up under Merge Tags for each content block you add –

Dynamic responses

 

Examples

Your saved response will look something like this –

@{PostWebhook13_Response<<MyDynamicNode>>,}

Note: The response names (PostWebhook2 here) will vary based the Id of the Lapps or webhook automation cards you create.

Here are some examples of how you can use <<MyDynamicNode>>

Example 1

If the JSON data being posted by your Lapp or Webhook looks like this –

{
“Key1”: [“Value1”, “Value2”, “Value3”],
“Key2”: {
“Key4”: “Value4”,
“Key5”: [“Value5”]
}
}

Then you can use pass <<MyDynamicNode>> as –

  • @{PostWebhook2_Response.Key1[0],} -> Value1
  • @{PostWebhook2_Response.Key2.Key4,} -> Value4
  • @{PostWebhook2_Response.Key2.Key5[0],} -> Value5

Example 2

If the JSON data being posted by your Lapp or Webhook looks like this –

[{
“Key”: “Value1”
}, {
“Key”: “Value2”
}]

Then you can use pass <<MyDynamicNode>> as –

@{PostWebhook2_Response[1].Key,} -> Value2

Example 3

Or you could just post all the data like this –

@{PostWebhook2_Response,}

 

Errors

If you delete a webhook or Lapp card whose saved response was being used in an email or if you turn the Save Response option Off, you’ll see the following error notification –

dynamic response missing

You can also locate the cause of the error by clicking the more icon () and then clicking View Dynamic Responses. You’ll be able to see which card is was deleted or had the saved response option turned off.

errors in dynamic responses

If you have questions or need more assistance, please reach out to us at support@leadsquared.com. We’re always eager to help!

What’s the difference between Prospect Creation Date and Lead Created On Date?

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Business Use Case

LeadSquared captures two important dates related to visitors (prospects) and leads –

  1. Prospect Creation Date – The date when someone visits your website/landing page for the first time.
  2. Lead Created On date – The date a visitor (prospect) is converted into a lead by filling in a website form for example.

 

What New Customers Should Know

Prospect Creation Date Created On
It’s the date a prospect or visitor was created. At this stage, the prospect is just a visitor on your website and hasn’t filled any forms or given you any information for you to create a lead. This is the date a prospect was converted into a lead in your LeadSquared account.

 

What Existing Customers Should Know

If you’ve been a LeadSquared customer before 23rd March 2018, then here’s what you need to know –

 Before 23rd March After 23rd March
The lead Created On date would capture the date a prospect visited your website. We changed that date to the more aptly named – Prospect Creation Date.
The Conversion Date captured the date a visitor/prospect was converted into a lead in your LeadSquared account We did away with the conversion date concept and instead, simply call this date the lead Created On date.

 

How to View the Prospect Creation Date

You can display the Prospect Creation Date on the Manage Leads page by selecting the columns you want to view in the grid –

View prospect creation date in manage leads