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 […]
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. Business Use Cases To illustrate this feature, imagine you have 2 teams – sales and legal. You want […]
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 […]
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 […]
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 […]
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 […]
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. […]
Business Use Case LeadSquared captures two important dates related to visitors (prospects) and leads – Prospect Creation Date – The date when someone visits your website/landing page for the first time. Lead Created On date – The date a visitor (prospect) is converted into a lead by filling in a website form for example. What […]