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Data Protection and Privacy Settings

These settings enable you to meet the privacy requirements of your end users and comply with data protection regulations such as GDPR. They allow your users the choice of sharing or restricting data with your organization and with LeadSquared. The settings available are – Cookie Consent Lets you customize and display a cookie consent banner on your […]

Smart Views for Administrators

1. Feature Overview Administrators can create Smart Views and assign them to teams to display relevant records users see in their workspace. By configuring Smart View tabs for entities such as Accounts, Leads, Opportunities, Activities, and Tasks, admins can ensure that each team accesses only the data relevant to their work. Smart Views assigned to […]

Universal Telephony Connector – UTC

1. Feature Overview The Universal Telephony Connector (UTC) enables you to integrate your cloud telephony service provider(s) with LeadSquared – Integrate multiple instances/accounts of your telephony provider – If you have multiple contact centers in different regions (E.g., northern region, southern region, etc.), you can configure each of them as separate tabs. Integrate multiple telephony […]