1. Feature Overview With user automation, you can automatically check-in and check-out your users. You can create tasks and alerts based on their availability and even send them automated messages on special occasions. If you’re new to the automation feature, visit the automation home page. 2. Quick Start You can create an automation from […]
You can automatically check-in/check-out your users across both web and mobile platforms. If you’ve set up automated lead distribution and enabled auto check-in/check-out, leads will be seamlessly distributed to your users without any need for manual intervention. The feature is also part of a complete attendance management solution where you can track the working hours, […]
Feature Overview The default templates for auto check-in and auto check-out don’t extend to the mobile app. If you want to set up notifications/reminders and auto check-in/check-out on your LeadSquared mobile app, you have to configure webhooks as instructed in this article. If you’re new to the auto check-in/check-out feature, see Auto Check-In/Check-Out Guide. Adding Webhooks […]
User check-in lets you automatically check-in your users at the start 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-in your users at the start of a workday. To do this, the […]
The wait condition lets you delay an action or another condition for a specified period. Example Use Case If you trigger an automation to start, say, half an hour before a work day, you can send the user a notification (your work day starts soon) and then wait half an hour before auto checking in the […]
Use webhooks to automatically post activities to a URL of your choosing. Note: We have ready-made webhooks available to send notifications and enable auto check-in or check-out on the LeadSquared mobile app. For more information, see Auto Check-In/Check-Out for Mobile. Click Webhook and the Webhook Properties pop-up box will appear. Attribute Description Name Enter any name for the webhook. […]
1. Feature Overview There are measures you can take to avoid creating duplicate leads in your LeadSquared account. If you’ve already created duplicate leads, you can merge them, sanitize the existing data and avoid creating them in future. Fields you mark as unique will not accept duplicate values. You have the option of marking up […]