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 […]
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. To know more about LeadSquared forms, see How to Create a Form. 2. Prerequisite You […]
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: To […]
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. 2. […]
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 […]
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 […]
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 […]