1. Feature Overview Portals are functional self-service websites that help with lead application management, and are used to complete an application or registration process. LeadSquared’s Portal feature allows you to build your own online portals to capture leads and opportunities, through online forms, making the entire process paperless. Portals also enable you to collect information on […]
1. Feature Overview The Automation Failure Report gives you details on why your automation failed and displays all the action cards that failed in an automation. You can view the reason for failure and retry these cards after making the relevant changes. You can also view the entity-level automation summary directly from this page. To […]
1. Feature Overview LeadSquared forms support Optical Character Recognition (OCR), Barcode, and QR code functionality. These features enable you to extract data from physical documents, scan product information, track delivery packages, and lots more. While Barcode and QR code operations are handled by us, the OCR feature requires you to integrate with an OCR third-party […]
1. Feature Overview Custom Apps will now enable you to build, release and host UI apps inside LeadSquared. You can use any UI framework to build a single page/static website (the default page is index.html). The key benefits are – Efficiently manage all your customizations. Easily add your apps without having to depend on external […]
1. Feature Overview On your Landing Page, for form submission, you can now use Google reCAPTCHA instead of a number-based captcha. This will reduce spam submissions on your website. 2. Prerequisites You should have access to a Google account, to generate reCAPTCHA keys. All your Landing Page domains should be registered in your LeadSquared […]
1. Feature Overview The CallTrackingMetrics 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 to manage SMS activities. Analyze […]
1. Overview Performance issues may have any number of underlying causes. These may be at the level of the entire LeadSquared application or a specific feature or service. When reporting an issue, it’s important to be clear on whether the issue is the result of genuine slowness, or the result of an error. This article […]
1. Feature Overview Using LeadSquared’s Custom Lead and List Actions connector, you can view all the images uploaded to a lead’s Custom Field Sets (CFS) as a slideshow. This is useful when your teams collect multiple documents from leads (e.g., KYC documents like PAN cards, passports, etc.) and want to review them quickly in one […]