Lead activities capture B2C activities performed on leads. You can similarly capture B2B related activities performed on your accounts. These activities help you log your interactions and track your overall journey with a particular business partner/vendor/associate. If you’re new to the accounts feature, see Account Settings. Example Use Cases Here are some examples of account […]
You can import accounts to LeadSquared through a CSV* file. Here are some things you need to consider before beginning the import process – You can only import accounts pertaining to one account type (e.g., colleges, partners, vendors, etc.). For example, you can import multiple entries of a ‘College’ account type activity but you can’t […]
Important: Effective from Android v20.6 and above, Call & SMS Tracking features are available directly on the LeadSquared Mobile App (downloadable from the Google Play Store). However, to enable the Call Recording feature, the Call & SMS Tracker App described in this article must be installed separately. 1. Feature Overview Previously, the Call and SMS […]
1. Feature Overview LeadSquared’s Lead Share feature lets you share a lead with a sales user for a specific period of time. This feature is especially useful in scenarios where collaboration is required for a limited time without permanently transferring ownership or access to the lead. You can also control whether the user has view […]