You can track updates made to your automations through Automation Audit Logs. Not only can you see who changed what and when, you can also see visual representations of previous versions. Navigation To view automation audit logs, from the main menu, navigate to Reports>Reports Home>Audit Logs. Next, select Audit Logs and then click Automation […]
1. Feature Overview You can set up multiple organizations in LeadSquared and seamlessly switch between them (Agency Switch). While setting up, it’s imperative to designate one organization as the master and the others (client organizations) as children. You can control the organization switch feature by mapping users in the master organization with respective users in […]
You can embed your entire Call Tracking Metrics (CTM) dashboard inside LeadSquared. Not only does this make it easier for you to access your call logs (and other dashboard functions) directly from your LeadSquared account, but you can also receive inbound phone calls via the agent pop-up simultaneously. Prerequisites You must be an administrator […]
Each custom activity has a unique activity code associated with it. To find the activity code – Navigate to My Profile>Settings>Leads>Custom Activities & Scores. You’ll find it under the ‘Code’ column in the activity grid.
1. Feature Overview A Split Test (A/B Test) lets you experiment with different email content and find what works best for your automation. You can try out different subject lines, senders, etc. and see how your leads are responding. Based on the responses, you can either manually or automatically select the best email to use […]