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Opportunity Configurations

1. Feature Overview Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. This article will help you understand how to create forms for multiple opportunity types, configure opportunity types, and add opportunities to your leads. To know more about opportunities, refer to Opportunity Management – Feature […]

How to Add a Payment Gateway to a Form (Paytm, Stripe, Razorpay, etc.)

1. Feature Overview You can integrate a payment gateway directly into your forms to process transactions from leads. We currently support the following payment gateways – Razorpay PayUMoney Paytm PayUBiz Easebuzz Authorize.Net Stripe PayFast If you’re new to the forms feature, see How to Create a Form.   2. Prerequisites You must be an administrator […]