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Mobile App Permissions

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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.

Permission Description Why we require it
Location Access Allows the app access to your device’s location services. We require location data permissions to run the following features –

  • Location tracking and Check-in/Check-out allow you to manage your field sales operations by tracking the attendance, location and travel path of your users.
  • The Leads Near Me feature shows you locations and routes to leads in your vicinity, so you can plan and execute your tasks efficiently.
  • In addition, LeadSquared also has a geo-fence feature that prevents users from completing tasks outside a specified perimeter.
Storage Permissions Gives the app access to your device’s storage.

 

 This permission allows the LeadSquared app to store data (pictures, files, app logs, etc.) on your phone.
Calendar Access Allows the apps to access your device’s calendar.

 
Tasks are synced to your calendar to send you updates and notifications that help you stay on top of your sales.
Camera (Optional) Allows the app to use the camera on the device to take pictures. While creating leads or activities using custom field sets, you can either upload attachments from your device or click a picture of important documents, forms, etc. related to the lead/activity.

Note that this permission can be removed from your app settings with no operational side effects.
Battery Optimization (Android) Manages your device’s apps to conserve battery. Some devices may limit background location updates to save power. Check that the mobile device’s battery optimization settings do not restrict the tracking app’s background activity. 

 

RingCentral Texting Connector

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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 in one place.

For RingCentral call integration, see RingCentral Telephony Connector.

 

2. Prerequisites

  • You must be an administrator user of your Leadsquared account.
  • Your account plan must support SMS integration.
  • You must have an active account with RingCentral.

 

3. Installation

  1. On the main menu, navigate to Apps>Apps Marketplace and search for “RingCentral Texting”.*
  2. Click Install.
  3. Once installed, hover your cursor over the settings settings wheel, then click Configure.

* You can also find it under the SMS category on the left pane.

RingCentral Texting Connector Installation

 

4. Configuration

First, complete the Set Up step by clicking Sign In with RingCentral.

Ring central texting app set up

Enter your RingCentral account credentials.

Signin with ringcentral

Click Authorize to give LeadSquared access to the necessary permissions.

Ringcentral texting app permissions

You’ll see the connected icon icon once you’ve successfully connected to your RingCentral account. Click Next.

ring central authentication

Fill in the required fields (see table below), then click Save.

RingCentral Texting Connector in LeadSquared

Field Description
SMS Opt-Out Field By default, the ‘Do Not SMS’ field will be considered. If this field is not available in your account, you can select a field (of boolean type) from the list. Leads for which the value of the opt-out field is set to ‘True’ will not receive any SMS.
Virtual Number Select the number that will be primarily used to send SMS, for example, the company’s main phone number. Ensure that the number is –

  • SMS enabled from your RingCentral account
  • Assigned to the user configuring the connector
Ignore Auto-creation of lead on Incoming Message from unknown numbers Enable this setting to stop automatic lead creation when you receive messages from unknown mobile numbers.
Enable Bulk Texting Enable this setting to send bulk SMS to multiple leads.
Sync Outbound Messages via Ring-Central softphone or web app Enable this setting to sync SMS sent via RingCentral softphone or the RingCentral web app, with your LeadSquared account.
MMS Feature Enable this setting to send MMS messages to your leads.

 

5. Configure SMS Templates

Once the app is installed, you can configure SMS templates –

  1. From the main menu, navigate to Apps>RC-SMS Templates.
  2. Click Create Template.
  3. Enter the template details, then click Save.

RingCentral Configure SMS Templates

 

6. Send SMS

You can now send SMS to your leads from multiple areas within the application. When you initiate the send text action, you’ll see the following pop-up –

RingCentral Texting Connector in LeadSquared

Field Description
Sending Message to You can send messages to multiple numbers saved under the lead.

Send Message To Send Text popup
From You can send the message from the main virtual number configured in the connector, or from other numbers saved under the agent. To add more numbers to an agent, navigate to My Profile>Settings>Users and Permissions and edit the user’s mobile number details.

Send Text pop-up From field description

Note: If you want to send the message from any agent number other than the main number, you’ll be prompted to sign-in to the RingCentral account associated with that number. This is a one-time activity.

Sing in to RingCentral for agent numbers
Message Body You can type your own custom message in the body and make of templates (reference 4) and mail merge fields (reference 5).
Templates select template icon See section 5 above to configure SMS templates.
Parameter Let’s you select lead and user parameters.
Mail Merge mail merge code icon Let’s you select lead and user mail merge parameters.
Attachments attachment icon You can send MMS messages with attachments.

Note:

  • File names should not contain any special characters. Only period (.), dash (-), and underscore (_) are allowed.
  • Supported filetypes include – image/jpeg, image/png, image/jpg, image/gif, text/vcard, text/directory, text/x-vcard.
  • Max file size is 4 MB.

 

6.1 One to One SMS from Manage Leads Page

On the Manage Leads page (from the main menu, navigate to Leads>Manage Leads) –

  1. Under Actions, click the settingsSettings iconicon.
  2. Hover your cursor over Messaging, then click Send Text.

Send SMS from Manage Leads

 

6.2 One to One SMS from the Lead Details Page

On the Lead Details page –

  1. Hover your cursor over Lead Actions.
  2. Under Messaging, click Send Text.

Send SMS Lead Details

 

6.3 SMS via Automation

You can also send SMS to leads through automation.

  1. Navigate to Workflow>Automation.
  2. Create a new automation or edit an existing one.
  3. After selecting the type of automation and the trigger, click the add expand icon, click Messaging, then click Send Text.

For more information, see How to Send SMS through Automation.

send SMS through Automation

 

6.4 Bulk SMS from Manage Leads Page

  1. Navigate to Leads>Manage Leads.
  2. Select the Checkbox checkboxes alongside the leads you want to send the SMS to.
  3. Hover your cursor over the Actions button, then hover it over Messaging, and click Send Bulk Text.
Note: You can also use filters or the Advanced Search feature to find the leads you want to message.

RingCentral Texting Connector in LeadSquared

 

6.5 Manage Lists

You can send bulk SMS to your lead lists from the Manage Lists page.

  1. Navigate to Leads>Manage Lists.
  2. Alongside the list you want to send the SMS to, hover your cursor over Settings icon.
  3. From the options available, hover your cursor over Messaging, and click Send Bulk Text.

RingCentral Texting Connector in LeadSquared

 

7. SMS Activities

You can track your sent and received SMS from the Lead Details or Manage Activities pages. We automatically post either SMS Sent or SMS Received activities in real-time.

7.1 Lead Details

You can also click on the SMS Sent link to view more details.

SMS Sent activity

 

7.2 Manage Activities

You can also view the list of leads with SMS activities. Be sure to select either SMS Sent or SMS Received activities from the Activity Type drop.

Manage Activities SMS activities

You can use the Advanced Search feature to filter SMS based on different fields, such as campaigns, date-time fields, etc.

LeadSquared Tech Alpha Connector

 

8. Delivery Reports

Delivery statistics are available for both one-to-one and bulk SMS campaigns.

  1. On the main menu, navigate to Apps>RC SMS Reports.
  2. Use the tab options to view data on single or bulk SMS campaigns.

RingCentral Texting Connector in LeadSquared

 

9. Troubleshooting

We’ve listed down a few errors you might come across when using this connector –

1. Unable to Complete Authentication

  • In your RingCentral account, ensure the user that’s performing the authentication is a Super Admin User.
  • In your RingCentral account, ensure at least one phone number is assigned to the Super Admin User that’s performing the authentication.

LeadSquared RingCentral Integration

2. Unable to Send/Receive Messages using the Agent’s Number

  • In your RingCentral account, navigate to Settings>My Profile>Agent Phone Number, and add the agent’s correct phone number.

LeadSquared RingCentral Integration

  • In your LeadSquared account, from the Send Text pop-up, each agent’s number must be authenticated at least once before they send or receive a text message for the first time.

LeadSquared RingCentral Integration

3. Leads are being created with no name.

The Ring Central Texting connector automatically creates a new lead for every inbound text. To prevent the creation of these spam leads:

Enable the ‘Ignore New Leads’ setting by checking the designated box in the connector settings.

LeadSquared Telephony Integrations

4. SMSs are not syncing between RingCentral and LeadSquared (SMS sync issues). 

Step 1: Reset the Connection

  1. Navigate to the Apps Marketplace.
  2. Configure the RingCentral Texting connector.
  3. Click on “Reset connection.”
  4. Sign in using RingCentral’s super admin credentials.
  5. Set the required configuration and save it.

Step 2: User Re-Authentication: Each user needs to re-authenticate with RingCentral by following these steps –

  1. Clear Browser Cache.
  2. Login to LeadSquared.
  3. Create a Test Lead: Open an existing test lead or create a new one.
  4. Send a Text: Navigate to the lead details page, click the “Action” menu, and select “Send Text.”
  5. Authorise LeadSquared: In the pop-up, choose your assigned phone number from the top right corner.
  6. Log in with your RingCentral account and authorise LeadSquared to send texts.
  7. After authorization, choose your assigned phone number again in the pop-up.
  8. Send a Test Message: Send a test text message to confirm the setup.
  9. Re-login: Log out and back into your LeadSquared account to complete the process.

By following these steps, the SMS sync issue will be resolved

 

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LeadSquared Security Settings – Login Settings

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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.

login settings

For information on other security-related settings, see –

 

2. Enable Password Encryption

To enable this setting, click the slider enable icon. When enabled, passwords will be encrypted and sent from the browser to the server. Users will not be able to ‘Remember Password’ and the password won’t be stored anywhere in the browser cache.

 

3. Enable Dynamic Token for Mobile App

To enable this setting, click the slider enable icon. You can add more security to your Leadsquared account on the mobile app by enabling a dynamic authentication token. When you enable this feature, you won’t be able to simultaneously log in to your account on different mobile devices. If you log in from a second device, you’ll be logged out of your account on the first device.

 

4. Enforce Password Reset

To enable this setting, click the slider enable icon. If an admin has changed a user’s password, this setting will require the user to reset the new password upon their next login.

 

5. Enable Trust Device

To enable this setting, click the slider enable icon. Users can log into their LeadSquared account without verifying themselves through Two-Factor Authentication (2FA) each time. Click on Configure to set the default expiration period for a trusted device.

To learn more, read Authentication – Trusted Device.

 

6. Force Logout All Users

You may want to force logout users from your account for a number of possible reasons –

  • LeadSquared may have added new features/enhancements or you may have opted for additional features or a change of plan. Sometimes, this requires users to log back in.
  • If you suspect that your account has been compromised, you can force log-out all users as the first safety precaution.
  • Some users prefer not to log out (and/or check out) of their accounts which may pose security risks.

Alongside the Force Logout All Users setting, click logout button.

 

7. Force Reset Password For All Users

To ensure all your users change (reset) their passwords, alongside Force Reset Password For All Users, click Reset. This will automatically log out all your users from their LeadSquared accounts. When they try logging in, they’ll be required to set new passwords for their accounts.

 

8. Set Password Policy For Users

You can customise and set requirements (e.g., minimum password length allowed, minimum special characters allowed, etc.) for the passwords your users create. To do this, click Configure, and enter the following details –

  • Minimum password length characters – The minimum character limit for the password. This setting is mandatory. The minimum limit you can set is 6 characters.
  • Minimum upper case letter(s) from Latin alphabet (A-Z) – The minimum number of upper case letters that can be included in the password. You can allow up to 15 upper case letters in a password.
  • Minimum lower case letter(s) from Latin alphabet (a-z) – The minimum number of lower case letters that can be included in the password. You can allow up to 15 lower case letters in a password.
  • Minimum number(s) – The minimum number of numbers (0-9) that can be included in the password. You can allow up to 15 numbers in a password.
  • Minimum non-alphanumeric character(s) – The minimum number of special characters (e.g., !@#$%, etc.) that can be included in the password. You can allow up to 15 special characters in a password.
  • Maximum repeating characters – The minimum number of repeating characters (e.g., the letter ‘s’ ‘passssword’) that can be included in the password. You can allow between 2-15 repeating characters.
  • Maximum sequential numbers – The maximum number of sequential numbers (e.g. the numbers 1,2,3 or 7,8,9) that can be included in the password. You can allow between 2-15 sequential numbers.
  • Remember last password(s) to prevent password reuse – The number of last passwords (in sequential order) that cannot be set as the new password. For example, if your last four passwords were Purple, Orange, Maroon and Yellow (Purple being the newest), and if you set the value to 2, you cannot set Purple or Orange as the new password, but you can set Maroon or Yellow. You can restrict up to 10 previous passwords from being set as the new password.
  • Password expires in day(s) – The number of days for which the current password will be valid. Once the password expires, your users will be required to set a new password. The minimum number of days you can set is 1.

Once you’re done, click Save.

Note:

  • We recommend you Force Reset Password For All Users when you set your new password policy. This ensures all users comply with the new password policy requirements.
  • When a user enters an incorrect password, LeadSquared tracks the number of failed login attempts. After three consecutive invalid attempts, the user receives an email notifying them that login attempts were made from a specific IP address. From the fourth attempt onward, a CAPTCHA is displayed, and no further emails are sent regarding failed login attempts.

LeadSquared Login Settings

 

Any Questions?

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Super Admin Users

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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 want to grant admin users permission to set up all the important account features and configurations, but also want to limit them from viewing sensitive information or exporting your data, contact us at support@leadsquared.com to enable this feature.

 

2. Prerequisites

You must contact us at support@leadsquared.com to get this feature enabled.

 

3. How It Works

Super Admins have all the permissions granted to regular Admin users, plus the ability to –

  • Convert other Admin users to Super Admins
  • Apply Permission Templates on Admin users

 

3.1 Converting Admins to Super Admins

Super Admins will see this additional action on the Manage Users page –

  1. Navigate to My Profile>Settings>Users and Permissions.
  2. Alongside any user, under the Actions column, hover your cursor over the settingsSettings iconwheel and click Set as Super Admin.
  3. On the confirmation dialog box, click Yes.

Set as Super Admin - Manage Users

 

3.2 Applying Permission Templates on Admins

Super admins will see the additional option of creating Permission Templates specifically for Admin users –

  1. Navigate to My Profile>Settings>Users and Permissions>Permission Templates.
  2. Click Create.
  3. Alongside Applicable On, click the Admins Users radio button.

Admin User Permission Templates

See Organization Switch and LeadSquared Support Access for information on those options.
Once you’ve created the permission template, you can apply to it admin users. For more information, see Permission Templates.

Apply Admin Template

 

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Managing Users through CSV Imports

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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. Import Users

Note that the following fields are mandatory in your CSV file for creating new users –

  • FirstName
  • EmailAddress
  • Role
2.1 Download the Sample CSV File
  1. On the Manage Users page, under Actions, click Import Users.
  2. The Import Users wizard will appear. Click the Download Sample CSV link.

The sample file will now be downloaded (to the downloads folder or any location you’ve configured for your browser’s downloads). View the file to understand how to structure the CSV you want to upload.

Import Users Download Sample CSV

2.2 Upload Your CSV File 
  1. On the Import Users wizard, either click the select a file from your computer link or directly drag and drop the CSV file into the area demarcated by the dotted line.
  2. Once the file has been uploaded, click Next.

import users

Note:

  • The maximum allowed file size is 1MB
  • Maximum allowed users and rows are configurable. Contact us at support@leadsquared.com for assistance.
2.3 Map the CSV File Columns to User Fields 
  1. Map the fields in the CSV file to the user fields in your account. Ensure that the mandatory fields – FirstName, EmailAddress and Role are mapped correctly.
  2. Click Next when you’re done.

Import User Mapping

2.4 Other Settings

Select the checkbox if you do not want to send welcome emails to the new users. Click Next.

Import Users Other Settings

2.5 Review the Validation Report

The validation report will show you errors in your mapping configurations. You can –

  1. Fix these errors and re-upload the CSV
    or
  2. Ignore the errors and click Import. If you do so, users won’t be created for the rows which contained the errors.

User Import Validation Report

2.6 Check the Status of Your Import

Your import request is now successfully queued. Click the link shown below to view the status of the import. You’ll also be notified by email once the import is complete.
You can now choose to import another file or proceed to the Manage Users page.

import queued

 

3. Update Users via CSV

You can use this feature to update a large number of users in one go. For example, you can update the status fields to activate or deactivate users who join or leave your organization, add multiple users to a particular team or department, apply calendars and workday templates to a group of users, and lots more.

The process for updating users via CSV is similar to the lead import action, but has a few key differences –

  1. Your CSV must contain at least 2 user fields and it is mandatory to pass 1 user identifier –
    • UserId
      or
    • EmailAddress
  2. The following fields cannot be updated and will not appear for mapping in the wizard (in the field mapping step) –
    • Email Address
    • Password
    • PhoneMobile

The Other Settings step in the update users wizard allows you to Reset values for empty data.

  • If you enable this option, the corresponding fields in your account will be overwritten by the fields with empty values in your CSV file.
  • If you don’t enable the option, the empty fields in the CSV file will be ignored, and corresponding user fields will retain their original values.

Update User via CSV Other Settings

Use the Validation Report to identify errors in your CSV file. For more details, click the link highlighted in the screenshot below.

Update Users via CSV Validation Report

The CSV file that’s automatically downloaded will contain InvalidField and ErrorMessage columns to help you identify the exact error –

Update via CSV Error Handling

 

4. Export Users

The Export Users action exports the list of users in your account in CSV format.

The columns appearing on the Manage Users page are exported. In case you want to have a different set of columns, use the column customization option –

column customization on manage users

Under the Actions menu, click Export Users, then click Yes on the confirmation dialog box.

manage users export users

Note: Date-time fields will be exported in the user’s timezone.

 

5. Bulk Update

Unlike the update via CSV option, bulk update lets you change only a single user field. Be sure to select the checkboxes alongside the users you want to update before clicking the action.

manage users bulk update

Alternatively, you can also drag and drop a CSV file into the demarcated area on the dialog box. This will launch the update via CSV process detailed above.

Bulk update users

 

Any Questions?

Did this article help you with your use case? Feel free to leave feedback in the comments section below.