1. Feature Overview A trigger defines when leads enter your automation. Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done to prevent any potential looping. For information on data posted by each trigger, see Automation Triggers – Data Posted. The User Trigger […]
The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort. Here are some examples of what you can achieve […]
A trigger is the starting point of an automation. Users can enter the automation based on 3 triggers – On a Specific Date Start of a Workday End of a Workday On a Specific Date Use this trigger to initiate your automation on a specific date. It works best for sending greetings on special […]
1. Feature Overview LeadSquared comes pre-built with a number of core or system activities like email bounced, email link clicked, website page visited, lead captured, etc. We automatically post these activities against your Leads or Opportunities, whenever they are performed. The activities then appear in the Manage Activites page or on the lead’s detail page. Example […]
Try switching the LeadSquared mobile app from the background to the foreground of your device. If that doesn’t work, either the ‘Location Tracking’ settings are disabled for your device or the mobile app, or your internet connection is not working. For more information, see Auto Check-In/Check-Out Guide.
Ensure that notifications for the LeadSquared mobile app are enabled. Also, see if the webhooks you’ve configured have the correct ‘Request Type’. For more information, see Auto Check-In/Check-Out Guide.
Either the ‘Location Tracking’ settings are disabled for your device or the mobile app or your internet connection is not working. For more information, see Auto Check-In/Check-Out Guide.
We only consider the first check-in time and last check-out time. Time blocks and breaks are not accounted for. For more information, see Auto Check-In/Check-Out Guide.
Yes (for Android), you’ll get a notification to turn your device’s location tracking settings on. For more information, see Auto Check-In/Check-Out Guide.
Yes, you’ll remain checked-in in this case. Your location will still be tracked and it will reflect in your LeadSquared account as soon as you regain your connection. For more information, see Auto Check-In/Check-Out Guide.
In this case, you can manually check yourself in. For more information, see Auto Check-In/Check-Out Guide.
No, the check-in and check-out features require an internet connection. For more information, see Auto Check-In/Check-Out Guide.
No, we don’t track your location after you check-out. For more information, see Auto Check-In/Check-Out Guide.
Have you set up work day templates? Your automation won’t know when to check-in/check-out your users if you haven’t set up work day templates and applied them to users/teams. Also, automations you create on a particular day won’t trigger till the following day. Our service runs once a day (at 12 a.m. for the configured […]
Yes, you can manually check-in and out on holidays and leaves. However, you won’t be auto checked in or out on these days. For more information, see Auto Check-In/Check-Out Guide.
If you checked out early from the web, you’ll get checked out on mobile only once your work day is over. However, if you check-out from mobile before the end of the workday, you will be automatically checked out of the web application as well. For more information, see Auto Check-In/Check-Out Guide.
The auto check-in feature works regardless of the user role settings you’ve configured. For more information, see Auto Check-In/Check-Out Guide.
Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app. For more information, see Auto Check-In/Check-Out Guide.
If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well. For more information, see Auto Check-In/Check-Out […]
This article elaborates on the actions available in a user automation. You can set up actions to execute after a condition is met or after a previous action. If you’re new to the automation feature, visit the automation home page. Call Lapp If you’ve created a Lapp, you can call it in your automation. For […]
The Notify User action lets you send personalized emails to your users. Example Use Cases Here are some of the many applications of the notify user action – Send work anniversary emails to your users. Send birthday wishes to users. Remind users to check-in if they begin their workday early. Remind users to check-out […]
User check-out lets you automatically check-out your users at the end of a workday. It works according to the configured workday templates and allows you to track the working hours of your users. Example Use Case The best application of this feature is automatically checking-out your users at the end of a workday. To do this, the […]
Conditions in User Automation are similar to those in Lead Automation with the key difference being that criteria in User Automations are set up on the basis of user (not lead and activity) fields. Since user automation conditions depend on user fields, you can now set up criteria using the User Advanced Search feature. So […]
The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not. Example Use Cases Here are some examples of how you can use the If.Else condition – If a user’s availability status in Offline then check-in the user […]