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Create and Manage Opportunities

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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 add opportunities to leads, and perform multiple actions on these opportunities such as bulk and grid updates, export opportunities and reset filters. To know how to create Opportunities, refer to Opportunity Configurations.

Opportunity

 

2. Prerequisite

You must be the Administrator of your LeadSquared account to configure opportunities.

 

3. Add Opportunity

You can add opportunities on leads, who’ve shown interest in different products that your business offers. To add an opportunity –

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Click the Add Opportunity button on the right side of the page.
  3. On the Add Opportunity pop-up, fill in the necessary fields.
    • You can assign the opportunity to any user within your organization.
  4. Once you’re done, click Add.

Alternatively, you can also add opportunities to a lead from the –

  • Lead Details page

LeadSquared Opportunity Management

  • Manage Leads page.

LeadSquared Product Updates

  • You can also add opportunities in bulk from the Manage Leads page.

LeadSquared Product Updates

4. Actions

You can take multiple actions on existing opportunities, on the Manage Opportunities page. The types of available actions are –

4.1 Bulk Updates

You can update various lead fields across multiple leads through this action. To do so –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. On the Manage Opportunities page, against the opportunities you want to update, click the Checkbox checkbox.
  3. Hover your cursor over Leads, and select Bulk Update.
  4. On the Bulk Update pop-up, from the opportunity field dropdown, choose the opportunity field you want to update.
  5. Under New Value, enter the update (in the textbox, if it’s a text update) or select the update (from a dropdown, if the option is available in one).
  6. Once you’re done, click Update.
  7. You’ll get a message stating “Opportunities Updated Successfully”.
Note: To bulk update multiple opportunity fields, refer to How to Bulk Update Multiple Opportunity Fields?

Opportunity

4.2 Bulk Delete

You can delete multiple opportunities in bulk from the Manage Opportunity page. To do so –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. On the Manage Opportunities page, against the opportunities you want to delete, click the Checkbox checkbox.
  3. Hover your cursor over the Leads button, and select Bulk Delete.
  4. Then, on the Bulk Delete pop-up, click Delete. The selected opportunities are successfully deleted.

LeadSquared Opportunity Management

You can also bulk delete up to 25,000 opportunities in one go, by applying relevant Advanced Search filters.

LeadSquared Product Updates

Note:

  • For the Bulk Delete action to work, you must ensure that the Allow Delete setting is enabled during Opportunity Configuration.
  • If you get an error notification while performing an Advanced Search with wildcard operators (Contains, Does not contain, Starts with, and Ends with), you might have exceeded the rate limit. To know more, refer to Wildcard Search Limitations.

4.3 Bulk Status Change

You can update/change the status of multiple opportunities in bulk. To do this –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. On the Manage Opportunities page, against the opportunities for which you want to change the status, click the Checkbox checkbox.
  3. Hover your cursor over the Leads button, and select Change Status.
  4. On the Change Status pop-up, from the Status dropdown, select the new status. Then, from the Stage dropdown, select the new stage.
  5. Once you’re done, click Change. The status of all the selected opportunities is now updated.

OpportunityManagement_E_1

4.4 Export Opportunity

You can export existing opportunities within LeadSquared. To do this –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. From the Actions dropdown, select Export Opportunity.
  3. If you want to export all the opportunity fields, select “Export all fields”.
  4. If you want to export only selected opportunity fields, select “Export selected fields”.
  5. Click Choose fields.
  6. You can search for fields by using the Search Fields search box.
  7. You can choose fields by checking the checkbox against each opportunity field.
  8. Once you’ve made the selection, click Export.
  9. If the export access is successful, you’ll receive an email with the file download link, to the email Id you’ve registered in your LeadSquared account.

Note:

Export Opportunities

4.5 Import Opportunities

To know how to import opportunities (through a CSV file), refer to Import Opportunities.

4.6 Reset All Filters

On the Manage Opportunities page, if you’ve used multiple filters to search for opportunities, you can reset them under Actions, by selecting the Reset All Filters option.

Opportunity

4.7 Grid Actions

This allows you to edit and add activities actions to an individual opportunity from the Manage Opportunities page. To do this –

      1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
      2. Against an Opportunity Name, towards the right side of the page, under Actions, hover your cursor over the Settings icon icon.
      3. The Edit action will allow you to change opportunity details in the Update Opportunity Details pop-up. Once you’re done, click Save.
      4. The Add Activity action will allow you to add activities on the opportunity. Once you select an Activity Type, and enter other relevant details, click Add.

Opportunity

4.8 View Opportunities

Edit Grid View

On the Manage Opportunities page, you can change the fields that are displayed on the grid. To do this –

      1. One the right side of the grid, click the Grid icon.
      2. On the Select Fields to View in Grid pop-up, on the top right corner, change Show: Selected to Show: All.
      3. Select the fields that you want to view on the grid.
      4. Once you’re done, click Show Selected.
      5. You can also change the current view to default by clicking Restore Default.
Note: The calculated field on this page calculates the difference between the current date and any custom date field. It can also be used to perform any mathematical operation on the calculated value. For example, users can calculate the number of days that have passed after the due date. This value gets updated everyday to help sales users monitor them.

Opportunity

Expand View

On the Manage Opportunities page, you can view details of an opportunity, by clicking the blank space against on an opportunity.

Opportunity

When you click on an existing opportunity, the Opportunity Details page opens up. On this page, you can post activities, tasks and notes to the opportunity. To know more, refer to Opportunity Details.

 

5. FAQs

1. Why Is the Opportunity Owner Changing Automatically?

  • Issue: The Opportunity Owner is being updated automatically, even though no automation or manual changes have been made.
  • Cause: This occurs if the Enable Change of Opportunity Owner on Lead Owner change is enabled in Advanced Configurations. When this setting is active, the Opportunity Owner automatically changes to match the Lead Owner whenever the Lead Owner is updated.
  • Solution:
    1. Navigate to Settings>Advanced Configuration in your LeadSquared account.
    2. Check if the Enable Change of Opportunity Owner on Lead Owner change setting is enabled.
    3. Disable the setting if you do not want the Opportunity Owner to change automatically when the Lead Owner changes.

2. Why Are Status and Stage Auto-Populating When Creating a New Opportunity?

  • Issue: If the Status and Stage fields are automatically filled in when creating a new opportunity in LeadSquared, it could be due to specific settings enabled in your account. These settings allow you to configure default values for Status and Stage, simplifying opportunity creation.
  • What to Check:
    • Advanced Configuration: Navigate to the Advanced Configuration section of your LeadSquared account and verify if the Enable Default Status and Change is turned on.
    • Opportunity Type Settings: Check the Opportunity Type configurations (navigate to the field level configurations for the status field)  to confirm whether a default Status and Stage have been pre-configured for new opportunities.

Enabling these settings can save time by pre-populating these fields, ensuring consistency across opportunities. However, if this behaviour isn’t desired, you can disable the default values in the settings.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Add Signature Fields to Forms

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1. Feature Overview

This feature enables you to add a signature field to your form and collect online signatures from your users. It can be used to collect signatures on forms for applications, registrations, terms of service agreements, etc.

signature in forms

To know more about LeadSquared forms, see How to Create a Form.

 

2. Prerequisite

You must be an Administrator user of your LeadSquared account.

 

3. How It Works

Fields where the data type is file/image, can be used as signature fields in the form builder.

  1. First, create a custom field set with an image type field.
  2. Next, associate the custom field set with an activity or lead.
  3. Add the custom field set to your form, and configure the image type field as a signature field.

 

3.1 Create a Custom Field Set with an Image Type Field

Create a custom fieldset with at least one field of type file/image. For details, see Custom Field Set.

 

3.2 Associate the Custom Field Set with a Lead or Activity

For more information, see

 

3.3 Add the Custom Field Set to Your Form and Configure the Image Field

  1. Create a new form or edit an existing one (for more information, see How to Create a Form). If you associated the custom field set to an activity, be sure to include the relevant activity type in your form.
  2. Add the custom field set to your form.
  3. Select the field (image type) you want to use to collect signatures. On the Configure Field properties pane on the right, click Special Properties.
  4. Click enable icon to enable Use As Signature.
  5. On the top right of the page, click Preview. Click the signature field to input a signature. End users can –
    • Click Clear to erase the signature.
    • Click Confirm to save the signature.
    • Click Update to sign again.
  6. Click Publish when you’re done.

Signature on Forms

 

Any Questions?

If you have any questions related to this feature, please leave a comment below. We’ll be happy to help.

Opportunity Details Page

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1. Feature Overview

Opportunities in LeadSquared represent potential deals. On the Opportunity Details page, you can add details pertaining to the opportunity, add activities, tasks and notes to the opportunity, and track the opportunity to completion. This will also enable all the stakeholders to be up-to-date on the current status of the opportunity.

Note:

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have the opportunities feature enabled on your account. To enable it, please write to support@leadsquared.com

 

3. Activities

You can add and track activities on your opportunities from the Opportunity Details page. You can add activities from the list of activities you’ve created. An example of this is –

  • Enquiry phone call
  • Opened email
  • Clicked on advertisement

To know how to create custom activities, refer to How to Add a Custom Activity.

3.1 Add Activities

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Under Enquiry, click any existing opportunity.
  3. On the Opportunity Details page, click the Activity Details button.
  4. On the Add Notable Activity pop-up, from the Activity Type dropdown, select an activity.
  5. You can add an activity date and additional activity details in the pop-up.
  6. Once you’re done, click Add. You’ll get a notification once the activity is successfully added.

Opportunity Details_E

3.2 Activity History

Under Activity History, you can see the list of changes that have been made. The changes are recorded for the following –

Audit History

  • Change in status – Every time there’s a change in the opportunity status.
  • Change in source – Every time there’s a change in the opportunity’s source.
  • Change in owner – Every time there’s a change in the opportunity’s owner.
  • Notes – Every time a note is added.
  • To edit an existing activity, hover your cursor on the right side of an entry, and click the  icon.
  • To delete an existing activity, hover your cursor on the right side of an entry, and click the Delete icon.

3.3 Activity Actions

You can use the Actions dropdown available on the top right corner to make changes to the activity.

Property Description 
Edit To make edits to the activities that have been posted on the opportunity.
Change Owner To change the current owner the opportunity is tagged to.
Change Status To update the current status of the opportunity, along with stating a reason and adding comments as to why the status has changed.

3.4 Opportunity Details

The opportunity fields can be updated under the Opportunity Details tab. These are the fields that were included when the opportunity was created. To know how to add or remove fields from the opportunity form, refer to Opportunity Configurations.

Once you’ve updated the opportunity fields, click Save.

 

4. Tasks

You can add and track tasks on your opportunities from the Opportunities Details page. You can add tasks from the list of tasks you’ve created. Examples of tasks are –

  • To-do lists
  • Set-up meeting
  • Collect documents

To know how to set up custom tasks, refer to How to Create Tasks and Schedule Reminders.

4.1 Add Tasks

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Under Enquiry, click any existing opportunity.
  3. On the Opportunity Details page, hover your cursor over the Activity Details button.
  4. From the list of available tasks, choose a task.
  5. In the Create Task pop-up, enter all the required details.
  6. Once you’re done, click Save. You’ll get a notification once the task is successfully added.

Opportunity

4.2 View Tasks

Under the Tasks tab, the logs of all the completed and pending tasks are available.

  • To edit an existing note, hover your cursor on the right side of an entry, and click the Edit icon.
  • To delete an existing note, hover your cursor on the right side of an entry, and click the delete icon.

 

5. Notes

Add notes to the opportunity to ensure all the stakeholders are on the same page at any given time.

5.1 Add Notes

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Under Enquiry, click any existing opportunity.
  3. On the Opportunity Details page, click the button.
  4. In the Add Note pop-up, add relevant notes.
  5. Click Attach File to upload relevant files to the opportunity. The maximum file size you can upload is 10 MB.
  6. Once you’re done, click Save. You’ll get a notification once the note is successfully added.

Opportunity

5.2 View Notes

Under the Notes tab, a record of all the notes that were added is available.

  • To edit an existing note, hover your cursor on the right side of an entry, and click the Edit icon.
  • To delete an existing note, hover your cursor on the right side of an entry, and click the delete icon.

 

6. Documents

On the Documents tab, view all the documents that were uploaded to the opportunity. To download a document –

  1. Click the Checkbox checkbox against a document.
  2. Click the Download icon against the document name, to download the file.
    • Alternatively, you can click the Download button on the top-right corner of the page.

Opportunity Details_U_1

You can open the documents in a new browser tab for quicker verification against the opportunity’s details. This helps in improving the efficiency of Sales Users who verify large numbers of documents received from opportunities. This feature is now available by default on the Opportunity Details page.

Note: Supported files include images, videos, and PDFs.

LeadSquared - Open doc in new tab - Opportunity details

 

7. Send Emails

From the Opportunity Details page, you can send one-to-one emails to your leads, as well as view scheduled emails. To do this, click the Send Email Button button.

You can also view all the activities related to the email (incoming emails, sent emails, bounced emails, and emails marked as spam), as well as reply to emails, from the Activity History tab.

Note: To enable this feature, please reach out to your account manager, or write to support@leadsquared.com.

LeadSquared Opportunity Management

 

8. View Support Tickets

View Service CRM support tickets tagged to opportunities directly from the Opportunity Details page. This provides full context at a glance and eliminates the need to switch between tabs. To enable this feature –

  1. Install and configure the Custom Opportunity Tab Connector in your account.
  2. During configuration, contact your account manager to get the URL to add to the connector to display tickets.
  3. Once the connector is configured, tickets tagged to the opportunity will automatically be displayed on the Opportunity Details page.

LeadSquared Service CRM

 

9. Troubleshooting

Why can’t I see the Opportunity Details tab on the lead details page?

If you can’t see the Opportunity Details tab on the lead details page, it may be that your admin has either removed or not added the Opportunity Details tab through the Lead Details View Customization (LDVC) feature. Request your admin to navigate to the Lead Details View feature and add ‘Opportunity Details’ under the ‘Tabs’ section.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Opportunity Duplicate Detection

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1. Feature Overview

Duplicate opportunities contain details of the same lead who shows interest in the same Opportunity Types across multiple sources, like websites, landing pages, incoming calls, etc. To prevent this, set up dedupe rules to identify duplicate opportunities, which helps optimise your users’ efforts, maintain clean data and improve reporting accuracy.

LeadSquared Opportunitites

 

2. Prerequisite

You must be the Administrator of your LeadSquared account to configure this feature.

 

3. How it Works

This feature lets you identify duplicate opportunities raised by a lead based on how often the lead shows interest in the same product or service. To do this, set rules (conditions) that are used to identify these leads. For example, identify leads that apply for the same home loan product more than once within the last 30 days. The system posts these duplicates as activities on the Opportunity Details page.

 

4. Use Cases

Some of the example use cases across various industries for which you can create dedupe rules are –

Industry Use Cases Example Dedupe Rule
Automobile Loans To ensure the customer is not pitched multiple loans for the same automobile. Detect a duplicate opportunity

  • if the same lead
  • with the same vehicle registration number
  • applies for an automobile loan
Health Insurance To ensure the same customer is not pitched an upgraded policy by multiple sales users. Detect a duplicate opportunity

  • if the same lead
  • applies for a health insurance
  • with a coverage amount greater than their existing policy (e.g., more than 1 crore)
  • submits the insurance form
Real Estate To ensure the same lead is not pitched the same property by multiple sales users. Detect duplicate opportunity

  • if the same Lead
  • for the same project
  • in the same locality
  • submits an application to buy the property
Education To ensure the same student is not pitched the same course by multiple sales users. Detect a duplicate opportunity

  • if the same lead
  • for the same college campus
  • and the same course they previously applied for
  • submits the admission form

 

5. Set Rules

To configure dedupe rules –

  1. Navigate to My Profile>Settings>Opportunities>Duplicate Detection.
  2. Against an existing Opportunity Type, click Set Rule.
  3. On the Set Rule pop-up, the first three dropdowns are preset by default, and you do not need to make any changes here.
  4. On the fourth dropdown, select the opportunity field the system uses to identify duplicate opportunities.
    • For e.g., if you select “Status” is “Open”, then Life Insurance opportunities (in our GIF) created on the same lead with the status set to Open are marked as duplicates.
  5. Then, add a lead identifier condition (e.g., Email is Lead’s Email ID). This condition is mandatory, otherwise the system cannot identify the lead on which a duplicate is created.
    • Here, use the mail merge* option to fetch data from the lead identifier field.
  6. Similarly, set as many conditions as required for your business. You can only set multiple AND conditions.
  7. Once done, click Set Rule. Then, click Save, and on the Confirm pop-up, click Save.
    • Here, you can also add multiple rules as well.
  8. Lastly, enable the dedupe rule. Once this is done, duplicate opportunities

Note:

  • *Ensure you use the mail merge option by entering the ‘@’ symbol. This dynamically pulls the value of the selected lead or opportunity field.
  • On existing rules, hover over the settings icon to –
    • Edit – Lets you update the conditions configured on a rule.
    • Disable – Lets you disable an existing rule, which allows duplicates to be created.

LeadSquared Opportunity Duplicate Detection

 

6. View Duplicates

To view duplicates, navigate to the Opportunity Details page, and under Activity History, view the duplicate entry.

LeadSquared Opportunitites

 

7. FAQs

Why Is the Opportunity Duplicate Detection Rule Not Working?

  • Issue: The duplicate detection rule for opportunities is not functioning as expected, despite being configured.
  • Possible Cause: The duplicate detection rule might be set up but not enabled for the specific opportunity type.
  • Solution:
    • Go to Settings>Opportunity>Duplicate Detection in your LeadSquared account.
    • Check if the duplicate detection rule is enabled for the relevant opportunity type. A green button indicates the rule is active.

Leadsquared Opportunity Management

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

LeadSquared Portal Designer – Create Sign Up Forms

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1. Feature Overview

You can use LeadSquared forms to create registration forms (sign-up forms) on your portals. Once you create a registration form and integrate it into the Portal Designer, you can configure it to appear in different states to provide registration, login, forgot password, and reset password functionality.

The most basic registration form consists of a username/email address/phone number field and a set password field, but you can build more complex registration forms as per your requirements.

LeadSquared Portals Signup Form

 

2. Prerequisites

  • You should be an administrator of your LeadSquared account.
  • You must have access to the Portal’s license.
  • Forms and Processes must be enabled on your LeadSquared account.

 

3. How it Works

  1. First, create a portal registration form using the Forms feature.
  2. Next, integrate the form in your portal and customize its look, feel and behaviour.

 

4. Types of Portal Registration Forms

Portal registration forms can either have Password-based registration/log-in or OTP-based registration/log-in.

4.1 Password-based Registration Forms

Password-based registration forms can be displayed in the following ‘states’ on your portal –

  • Register – This state appears when the lead registers on your portal for the first time. All fields added to your form will be visible in this state. Here, the lead must enter their details and provide a password for their profile.

LeadSquared Portals Signup Form

  • Login – If a lead has already registered on the portal, they can click the “Already have an account? Login” link. The registration form will now be displayed in the login state, where only the unique field configured (such as email Id, PAN, mobile number, Student Id, Customer Id, etc.) and password field will be visible.

LeadSquared Portals Signup Form

  • Forgot Password – If the lead forgets the password they provided at the time of registration, then they can reset the password by clicking the ‘Forgot Password’ link on the form. This will open the Forgot Password state, where the lead must provide the unique login field details (such as email Id, PAN, mobile number, Student Id, Customer Id, etc.), which you have configured as the search key on the form. The system will then identify the email Id linked to this search key, and send a reset password link to that email Id. The lead must click on this link, and provide a new password. To modify the content sent in the forgot password email, see the Email Settings section under LeadSquared Portals Designer.

LeadSquared Portals Signup Form

  • Reset Password – The link sent to the lead’s email Id, when the lead has clicked on Forgot Password, will open the Reset Password state. Here, the lead must enter a new password for their account, and save the password once they’re done.

LeadSquared Portals Signup Form

4.2 OTP-based Registration Forms

OTP-based registration forms can be displayed in the following ‘states’ on your portal –

Note:

  • For the OTP-based registration and login to work in your Registration Form, you must enable OTP Validation on either the Email field or the Phone Number field, while creating the form.

LeadSquared Portals Signup Form

  • You must enable Register with OTP under Portal Settings, while creating the form.

LeadSquared Portals Signup Form

  • Register – This state appears when the lead registers on your portal for the first time. All fields added to your form will be visible in this state. Here, the lead must enter the OTP sent to their email Id or phone number.

LeadSquared Portals Signup Form

  • Login – If a lead has already registered on the portal, they can click the “Already have an account? Login” link. The registration form will now be displayed in the login state, to (on whichever filed the OTP Validation has been enabled) and OTP field will be visible.

LeadSquared Portals Signup Form

 

5. Create a Portal Registration Form

Forms can be used to create a login to your portal, by enabling password or OTP functionalities. You can also prevent junk leads and spam submissions by enabling the captcha functionality.

5.1 Enable Password and Captcha

  1. From the main menu, navigate to Workflow>Manage Forms.
  2. You can select an existing form, or create a new form by clicking Create Form. To know more, refer to How to Create a Form.
  3. On the left panel, under Special Fields, click the  icon against the Captcha and Password fields to add them to your form.
  4. On the Forms Designer page, click the Settings icon.
  5. On the Portals Settings tab, against Portal Registration Form, enable theenable icon slider.
  6. Against Search Key for Portal Registration, select a unique field (such as email or phone number). To know more, refer to How to Make a Custom Field Unique.
    Note: The search key can be any unique field in your account, which acts as the identifier for your lead’s login. For example, if your search key is set to email, then their email address would be used as their identifier (similar to a username).
  7. Once you’re done, click Publish.

Portal

5.2 Enable OTP and Captcha

  1. From the main menu, navigate to Workflow>Manage Forms.
  2. You can select an existing form, or create a new form by clicking Create Form. To know more, refer to How to Create a Form.
  3. You must add either the Phone Number or Email address field to your form. Then, click the unique field that you’ve added, and then click Validation Properties on the right side of your screen. Against Required and OTP Validation, enable the enable icon sliders.
  4. You can also choose to enable a dual-login form. You must add either Email/Phone Number or Email/Mobile Number fields to your form. Then, click the unique fields that you’ve added, and then click Validation Properties on the right side of your screen. Against Required and OTP Validation, enable the enable icon sliders for both unique fields.
  5. On the Forms Designer page, click the Settings icon.
  6. On the Portals Settings tab, against Register with OTP, enable theenable icon slider.
  7. Against Search Key for Portal Registration, select a unique field (such as the email or the phone number). To know more, refer to How to Make a Custom Field Unique.
    Note: The search key can be any unique field in your account, which acts as the identifier for your lead’s login. For example, if your search key is set to email, then their email address would be used as their identifier (similar to a username).
  8. Once you’re done, on the left panel, click the  icon against Captcha, to add it to your form.
  9. Once you’re done, click Publish.

Portals

Note: If required, you can enable password as well as OTP fields.

When you’re done, click Publish to make your form live. Published forms can be used in the Portal Designer. You can also set up an application process using a series of forms through the process designer.

sign up form

 

6. Integrate the Form in the Portals Designers

On the Portal Designer page, click the Elements icon LeadSquared Portal Elements, and then drag-and-drop the Signup Form.

To learn how to build a portal, please refer to LeadSquared Portals Designer.

LeadSquared Portals Signup Form

Under General, under LSQ Form, select the registration form you created in the previous section.

integrate registration form in portals

 

7. Customize Signup Form

The Signup Form can be customized using the following properties –

7.1 General

  • LSQ Form – From the list of published LeadSquared forms in your account, select the form you want to use as the Signup Form on your Portal.
  • Form Design – There are three default form designs available in the Portal Designer. You can select a relevant design from the Form Design dropdown.
  • Default State of form – Set the default form state as either Registration (sign-up) form or Login form, depending on how the portal is being used. For new portals, the default state can be set to ‘Registration form’, while for existing portals with a significant number of existing users, you can set it to ‘Login form’.
  • Show Form Title – To show the title of the form on your Signup Form, toggle the enable icon slider.
  • Show Tabs / Navigation – To show the tabs that hold the sections in a form, and to show navigations between different tabs in the form, toggle the enable icon slider.
  • Show Section Names – To show the names of each section within the form, toggle the enable icon slider.
  • Accent Color – Select the font colour for section headers and buttons from the gradient screen, or enter the hex code for a specific colour.
  • Font – From the dropdown, select the font you want to display on the form.

LeadSquared Portals Signup Form

7.2 States

  • Selected State – Depending on how the Portal Registration form was configured, you can configure the various actions available on the form, such as Register, Login, Forgot Password and Reset Password.
  • Enable Dual Login – Allow your lead to log in using Email and Mobile/Phone number
    • Default Mode  – Choose to enable login through password or OTP.
  • Action on Successful submission – You can configure the following actions on a successful form submission –
    • Open External Link – Add an external link, and configure if it opens in the same tab or a new tab.
      • Link – If you choose Open External Link as the Action on Successful submission, then add the URL of the website you want your lead to be redirected to, when the form is submitted.
    • Link Page – Select the portal page you want the lead to be redirected to on successful submission.
      • Page – From the dropdown, select the page or section you want your lead to be redirected to within the portal, when the form is submitted.
    • Download File – Enable your leads to download a file (like prospectus, etc.) on submission by uploading it here.
      • File – If you choose Download File as the Action on Successful submission, then under File, click Choose File, to choose a file from your Document Library.
      • Use Mail Merge Value – Alternatively, you can mail merge a custom field set (CFS) that contains a file, by selecting the CFS from the dropdown.
    • Based On Rules – This option allows you to set up rules based on the choices a lead makes. For example, if the lead chooses “City” as “New Delhi”, you can set up a condition that redirects the lead to the portal page for leads in New Delhi. Similarly, if the lead chooses “Course” as “B.Tech”, you can set up a condition to download the prospectus form for B.Tech applicants. To set up rules –
      1. From the Actions on Successful submission dropdown, select Based on Rules.
      2. Click Configure Rules, and on the Configure Rules pop-up, rename the rule.
      3. From any dropdown, choose if you want the condition to be any or all, and set up the base rule.
      4. From the Then dropdown, select the action you want to be carried out when the condition is satisfied.
    • None – No action will be taken on successful submission.
  • Query String – You can send the value of a particular field (First Name, Mobile field, etc.), by adding a mail merge parameter here. This will ensure that the field value is carried forward to the subsequent pages that have been configured.
  • Open in New Tab – This is applicable only for Open External Link and Link Page. To open the new page in a new browser tab, on a successful submission of the form, toggle the enable icon slider.
  • Header Text – Enter the form’s title here.
  • Button Text – Enter the submission button’s display text here.

dual login

7.3 Spacing & Dimensions

You can customize the space and dimensions of the entire form, as well as each individual section within the form. To customize a section, click on the outer border of that section.

  • Padding – Set the padding for the form. If you want the padding dimensions to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Margin – Set the margin width for the form. If you want the margin to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Min Height – Set a minimum height for the form. If you want the height to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Max Width – Set the maximum width for the form. If you want the width to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.

LeadSquared Portals Signup Form

7.4 Border & Radius

  • Border – Set the size, style and colour for the border around the form. If you want the border to be applicable on all sides of the selected layout, against All Sides, toggle the enable icon slider.
  • Color – Set a colour for the form’s border. You can select a colour either from the gradient screen, or enter the hex code for a specific colour.
  • Border Radius – Set the radius for the border around the form. If you want the border radius to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.

LeadSquared Portals Signup Form

7.5 Background

You can either choose to leave the form’s background blank, or set an image or background colour.

  • To set the background colour, from the dropdown, select Color. Then, choose a colour from the gradient screen, or enter the hex code for a specific colour.
  • To add an image, from the dropdown, select Image. Then, click Choose Image to choose an image from your Image Library.
  • To leave the background blank, from the dropdown, select None.

Portal Designer_E_1.1

7.6 Shadows

Set a shadow for the form.

PDesigner_8

7.7 Advanced

  • Opacity – Set the opacity for the form.
  • Hide on Mobile – To hide this layout on a mobile device, toggle the enable icon slider.

LeadSquared Portals Signup Form

7.8 Typography

Click on any section within the form to access the typography setting.

  • Font – Select the font you want to display in that section.
  • Font Size – Enter the preferred font size for the font in that section.
  • Font Weight – From the dropdown, select how thick or thin you want the font to look.

LeadSquared Portals Signup Form

 

8. Other Actions

To access the additional actions available on the form, click the form’s outer border.

  • To move up the Signup Form, click LeadSquared Portal Elements.
  • To move down the Signup Form, click LeadSquared Portal Elements.
  • To delete the Signup Form from the page, click LeadSquared Portal Elements.

LeadSquared Portals Signup Form

 

9. Login Only Forms – Hiding the Registration Form

If you want your portal to display only login forms, you can now hide the registration/sign-up form. Users will be to login, but won’t be able to register.

Note: You must call the Register User Portal API to register new users.

  1. Select the Sign-up form, and on the properties panel, click States.
  2. Choose the Register state.
  3. On the properties panel, navigate down to the Advanced tab.
  4. Enable the Hide Registration Form setting Zoom.
  5. If required, edit the CTA and form title, and publish the portal.

Hide Registration Forms on Portals

 

10. Troubleshooting

Why Are Dynamic Form Submissions Showing Blank Data, and Form Rules Not Triggering?

  • Issue: Dynamic form submissions are appearing with blank data, preventing form rules from being triggered.
  • Explanation: This issue usually occurs due to the portal’s form behaviour settings. Specifically, when the setting “Form behaviour when lead duplicate detected” is configured as “Don’t update any fields,” the portal blocks any updates to existing lead data, resulting in blank fields in dynamic form submissions.
  • Solution: To resolve this, modify the portal setting to allow field updates when lead duplicates are detected. This will ensure that the dynamic form submissions contain all the necessary data, allowing the form rules to trigger correctly.

Form Changes Are Not Reflecting in the Live Portal

  • Issue: Changes made to a form are not reflecting in the Live Portal. This includes:
    • New fields not appearing or removed fields still showing
    • Form rules and validation updates not applying
    • Changes to form layout not visible
  • Possible Cause: This is not a portal cache issue. By design, any changes made to a form do not auto-update in the live portal. The updates remain in draft until they are manually published.
  • Solution:
    1. Test your changes in the test environment to verify updates before deployment.
    2. Publish the updated form manually to apply the changes to the live portal.
    3. If updates are still not visible, clear browser cache and refresh the portal.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Preview and Download Forms

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1. Feature Overview

You can enable your users and leads to preview and download forms. A special ‘Preview’ field is available in the form builder, that allows them to view the information they’ve entered before form submission. It also enables them to download a PDF version of the form, to ensure all the details entered are accurate. This helps your leads avoid making errors while submitting a form, and also caters to use cases where forms need to be downloaded and physically submitted.  For example, when your leads fill college applications, when your users fill loan applications, contracts, etc.

Note:

  • You can upload your own custom HTML template to customize the look and feel of the preview form.
  • To know more about LeadSquared forms, see How to Create a Form.

Preview

 

2. Prerequisite

You must be an administrator of your LeadSquared account.

 

3. Process

To enable the preview and download option on your forms –

  1. From the main menu, navigate to Workflow>Manage Forms, and click Create Forms (for more information, refer to How to Create a Form).
  2. Once you’ve added the required fields and other details on the form, click Add Form Tab to add a new tab.
  3. Give the tab a relevant name, and from the Special Fields section on the left side, add the Preview option.
  4. Click Click to configure and configure the form through the Configure Preview properties panel.
  5. After configuring the form, click Preview, present on the top-right corner of your screen.

Note:

  • When configuring a preview and download form for the LeadSquared mobile app, enable the Use Custom Template setting.
  • Only the following settings are configurable when creating the form for the mobile app –
    • Preview Layout
    • Show Images in Preview
    • Allow Download
    • Save
    • Hide by Default

Preview

Preview Field Properties Description
Display Name Give the form preview field a relevant display name.
Show Header Toggle the enable icon slider if you choose to display the header while previewing the form.
Preview Layout Choose whether to display the form in a single-column view or two-column view while previewing a default template.
Download HTML Template If you want to customize the preview form, you can download the default HTML template and make the necessary changes.
Hide Empty Fields in Preview Toggle the enable icon slider if you want to hide empty form fields when previewing the form.
Show Images in Preview Toggle the enable icon slider if you want to display images when previewing the form.
Use Custom Template Toggle the enable icon slider if you want to use a custom HTML template. You can upload the template by clicking Upload HTML Template.
Allow Download Toggle the enable icon slider if you want to enable form download while previewing it.
Save
  • Save to Submission Activity –
    When a lead submits a form, a ‘Form Submission’ activity is posted against the lead (on the lead details page). Toggle theenable icon slider to make the form available as a PDF document under the activity.
  • Save to Field –
    When a lead submits a form, it is saved as a PDF file to the field that’s selected here. Only Custom Field Set Fields that accept PDF files will appear for selection here. The form will be available for download from this field.
Hide by Default Toggle the enable icon slider if you want to hide the preview form.

Once you’ve added all the necessary details, click Publish. This will make your form live.

 

Any Questions?

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Lead Field Audit

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1. Feature Overview

The Lead Field Audit helps you keep track of all the changes that have been made to your leads, by your users or the system (Automation, Rules, etc.). When enabled, you can view an Audit Trails tab on the lead details page where you can view the particular lead fields that have been changed along with the time stamp and user/system that made the change.

Audit

 

2. Prerequisites

  • This is a paid feature that’s available only on the Enterprise and Super plans.
  • To get this feature activated on your account, or to upgrade your plan, please write to support@leadsquared.com.

 

3. Audit Trails Tab

  1. From the main menu, navigate to Lead>Manage Leads, and click on any lead.
  2. On the list of tabs, click the Right Arrow arrow, and then click Audit Trails.
  3. Under Audit Trails, you can view the records of all the changes that have been performed on the lead.
Note: For individual as well as bulk updates, it takes around 15 minutes for the changes to reflect under Audit Trails.

Audit Trail

 

4. FAQs

Why Does the Date/Time Differ Between Lead Properties and Lead Audit Trail?

  • Issue: The date and time displayed in the Lead Properties differ from the date and time shown in the Lead Audit Trail.
  • Explanation:
    • In the Lead Audit Trail, the date and time are shown in UTC format (Coordinated Universal Time).
    • In the Lead Properties, the date and time are rendered in the account timezone format (e.g., IST – Indian Standard Time, UTC +5:30).
    • This discrepancy occurs because the Lead Audit Trail always logs changes in UTC for consistency, while the Lead Properties display information in the account’s configured time zone for user convenience.
  • Common Scenarios Addressed:
    • Different time zones for Lead Properties vs. Audit Trail.
    • Audit Trail showing UTC time, while Lead Properties display local time (IST).
    • Clarification on date/time discrepancies in LeadSquared’s Lead details.

This behaviour is by design to maintain standardization in the Audit Trail while offering localized time visibility in the Lead Properties.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!