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Mobile App Permissions

The LeadSquared app requests for Location Access, Storage and Calendar access permissions after installation. These permissions only need to be granted once and ensure that the essential features of the app run smoothly and without interruption. For settings and permissions related to features within the app, see Configure Mobile App Settings from the Web Platform. […]

RingCentral Texting Connector

1. Feature Overview The RingCentral texting connector lets you send texts to leads directly from your LeadSquared account. In addition, you’ll be able to – Set up automated SMS campaigns with notifications and reminders. Track incoming and outgoing SMS logs as activities. Eliminate the need to switch between multiple applications, and manage your SMS activities […]

LeadSquared Security Settings – Login Settings

1. Feature Overview Administrator users can configure LeadSquared login settings for their users. To access these settings, navigate to My Profile>Settings>Security>Login Settings. For information on other security-related settings, see – LeadSquared Security Settings – Authentication Provider LeadSquared Security Settings – Session Management   2. Enable Password Encryption To enable this setting, click the slider . […]

Super Admin Users

1. Feature Overview In the usual set up, LeadSquared users can have one of four roles – Administrator (Admin) User, Marketing User, Sales Manager and Sales User (for details, see User Roles and Access Rights). In addition, we also support a Super Administrator user role that can control permissions given to LeadSquared admins. If you […]

Managing Users through CSV Imports

1. Feature Overview You can upload CSV files to create and update users in bulk. This article also covers exporting users and bulk updates through the UI. These features are available under the Actions tab on the Manage Users page (My Profile>Settings>Users and Permissions>Users). Note: These features are only available to administrator users.   2. […]