This article lists some frequently asked questions related to LeadSquared-WhatsApp integration. To start integrating WhatsApp into your LeadSquared account, see WhatsApp Business Messaging Connector. What are the requirements for a business to be approved for WhatsApp? WhatsApp requires businesses to be compliant with the WhatsApp Business Solution Terms, the WhatsApp Business Solution Policy and the […]
1. Feature Overview The WhatsApp Messaging Connector enables you to integrate your WhatsApp business account with LeadSquared. Once integrated, you’ll be able to – Convert more leads through WhatsApp messaging Add multiple WhatsApp numbers Engage in real-time conversations through LeadSquared Converse Set up Automations to send notifications and reminders Send personalized messages based on a […]
If you’re having trouble accessing LeadSquared APIs, web or mobile applications, there’s a chance we’re currently experiencing a temporary problem. You can check for outages and downtime on our status site – https://status.leadsquared.com Be sure ‘Subscribe to Updates’ to get notifications whenever incidents are encountered and resolved – Click the Subscribe to Updates button. Choose […]
You can access Google Analytics reports right from the reports section of your LeadSquared account. They are available at Reports>Reports Home>Website and Landing Pages. A one-time set up is required to access these reports. You must complete the following configurations in both the Google Developer Console as well as the LeadSquared web application – Create […]
Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with leads. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with activities, see Adding Custom Field Sets to Activities. If […]
The settings on the Session Management page let you configure – Login Expiration Time When enabled, users will be required to log in again, after the configured time elapses. Session Timeout When enabled, a user who remains idle for the configured time will be automatically logged out. Note: The user will also be checked-out […]
1. Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with activities. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with leads, see Adding Custom Field Sets to Leads. […]
1. Feature Overview In some instances, you may need to create lead and activity drop-down fields with up to 1 lakh (100,000) options/values. For example – If you’re in the education industry, you may want to list down a large number of schools. If you work in healthcare, you may need a drop-down with a […]
The Custom Task Actions connector lets you add new custom actions to the default list of actions (Edit, Mark Complete, View Details, Cancel, etc.) on the Manage Tasks page. These actions also reflect in task type tabs set up in Smart Views. Here are some examples of custom actions you can create – Post task-related […]
1. Feature Overview In addition to adding activities and tasks on leads, you can now add them directly to activities (activities on activities, tasks on activities). The Activity Details Page enables you to view and add activities, notes and tasks on existing activities. This is beneficial for a variety of use cases. Let us take an […]