1. Feature Overview Opportunities in LeadSquared represent your potential deals (for e.g. – cross-sells, up-sells, and other sales opportunities). Let’s take the example of an insurance company. John Doe has an existing health insurance policy, and he’s shown interest in opting for other insurance policies, such as term insurance, motor insurance and home insurance. The […]
1. Feature Overview LeadSquared offers sign-in integration with Azure Active Directory services, using the Resource Owner Password Credential (ROPC) approach. After integration, you won’t need to manage a separate set of credentials for LeadSquared, and can log-in directly with your AD credentials. This integration will also enable you to seamlessly sign in to the LeadSquared […]
1. Feature Overview The Custom Opportunities Actions connector allows you to create and add custom actions (actions apart from the default ones provided by LeadSquared) on a single opportunity or on multiple opportunities. It allows you to extend LeadSquared’s featured actions to support a variety of use-cases, such as – Add an action to call […]
1. Feature Overview The custom opportunity tab allows you to fetch and display data from external sources on the Opportunity Details page. Here are some examples of what you can achieve with custom tabs – Show all support tickets associated with an opportunity stored in external systems (e.g., Zendesk, FreshDesk, etc.) Display the list of […]