1. Feature Overview Record the audio of face-to-face meetings through the LeadSquared mobile app. These recordings are automatically posted as attachments to activities, against your leads. This will help managers review client meetings, and provide feedback to sales users on the quality of the meetings/interactions. Note: To obtain the Activity Code for an activity, on […]
1. Feature Overview From your LeadSquared account, you can directly make Zoom calls to your leads, using the LeadSquared Zoom Connector. The connector integrates your Zoom account with your LeadSquared account, and once integrated, you’ll be able to – Make Zoom calls directly from your LeadSquared account. Access call recordings, which are posted to leads […]
1. Feature Overview Admins can create customized dashboards to track and analyze key performance metrics across teams within the organization. Dashboards can be configured to display data from external analytics and BI tools (Tableau, PowerBI, Logi, etc.) to LeadSquared users. Note: Only admins can share dashboards with other teams. However, all user roles (marketing users, […]
This automation action enables you to update account fields. You can directly choose a value or use the mail merge option. For example, you can automatically change the stage of an account (from say, ‘Prospect’ to ‘Customer’) when a lead’s stage changes. Prerequisites You must be the Administrator of your LeadSquared account. Account actions […]
1. Feature Overview A ‘lead’ in LeadSquared refers to both an individual (a person, a contact, etc.) and an enquiry (What are the services the lead is looking for? Through which marketing channel did the lead find us?). The ‘leads’ terminology works best for businesses whose objective is to acquire customers for a single product […]