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Opportunity Management – Feature Guide

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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 policies he’s shown an interest in are opportunities.

You can now create multiple opportunities on John Doe, to represent term insurance, motor insurance and home insurance. Each of these opportunities will represent different sales opportunities (cross-sells and up-sells). Each opportunity type can be treated as a separate sales pipeline, where you can define different rules and processes (different fields, stages, activities, tasks and automations). Which means, the process you have in place to sell a term insurance policy can be different from the one you have in place to sell a home insurance policy. Your sales users,  from the term, motor and home insurance verticals, can work simultaneously on John Doe to convert the deal.

Here are a few more examples –

Industry Examples of Opportunities
Online Education A student enrolled for a course on AI, also shows interest in Data Analysis, Machine Learning and Python. The courses he’s shown interest in are opportunities.
Schools and Universities Parents who have two kids, and want both their kids to be admitted in different classes in the same institution. Each of the two kids represents two separate opportunities for the institution.
Loans A customer who has an existing home loan, is also looking to take a personal loan and car loan. The loans he’s shown interest in are opportunities.
Credit Cards A customer who has a Gold credit card has shown interest in upgrading to a Platinum credit card. This up-sell represents an opportunity for the credit card lender.

Here are some of the feature highlights of opportunities in LeadSquared –

Opportunity_2

Opportunity_3

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • To enable opportunities in your account, please write to support@leadsquared.com

 

3. Getting Started

3.1 Opportunity Configuration

After enabling opportunities in your account, you must configure opportunities types –

  1. From the main menu, navigate to My Profile>Settings>Opportunities.
  2. Under the Opportunity Types tab, click Create.
  3. Under Create Opportunity Type, you’ll have three tabs – Basic Details, Field Configuration and Form Configuration.

To know more about how to configure opportunities, please refer to Opportunity Configurations.

Opportunities

3.2 Opportunity Management

Once you configure and create different opportunity types, it’ll show up on the Opportunities Management page. On this page, you can perform various actions, such as how to add opportunities to leads, how to perform bulk and grid updates, how to export opportunities and reset filters. To access the Opportunity Management page, from the main menu, navigate to Leads>Manage Opportunities>Opportunity Type. To know more, please refer to Opportunity Management.

3.3 Opportunity Details

To view various details on an opportunity type, click on the opportunity to access the Opportunity Details page. On this page, you can add details pertaining to the opportunity, add activities, tasks and notes to the opportunity, and track the opportunity to completion. To access the Opportunity Details page –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Under Enquiry, click any existing opportunity. This will open the Opportunity Details page.

To know more, please refer to Opportunity Details. To customise your Opportunity Details page, refer to Opportunity Details View Customization.

Opportunity Details

 

4. Related Articles

To know more about opportunities in detail, you can refer to the following articles –

Opportunity Configuration Add and configure opportunities for your organization.
Manage Opportunities Add opportunities to leads, import opportunities and perform other actions on the leads.
Opportunity Details Add activities, tasks and notes, and track them on an opportunity.
Duplicate Detection Set automations and rules to detect and remove duplicate leads.
Opportunity Permissions Configure and grant opportunity permissions to your users across role level, sales groups and permission templates.
Import Opportunities Import opportunities to LeadSquared through a CSV file.
Export Opportunities Export opportunities to a CSV file.
Opportunity Card Customization Customize the Opportunity Card to only show specific opportunity and lead fields (e.g., Opportunity Name, Expected Deal Size, etc.) to your users.
Custom Opportunity Actions Connector Create and add custom actions on opportunities.
Custom Opportunity Tab Connector Create and add custom tabs on opportunities.
Adding Custom Field Sets to Opportunities Associate Custom Field Sets with Opportunities.
Opportunity Integrations in Telephony Integrate telephony providers with Opportunities.
Opportunity Management APIs Access APIs to create, retrieve, update and delete opportunities, and related resources (duplicate activities, opportunity notes, etc.).

You can use advanced features like creating automations, agent pop-up for phone call integration, etc., on your opportunities.

 

5. Opportunities on Mobile

From the LeadSquared Android or iOS mobile app, you can add new opportunities, update existing opportunities, and add opportunities to leads.

Note: To access opportunities on mobile, forms must be enabled for mobile. To know more, please refer to Forms and Processes on Mobile.

Once you’ve enabled Opportunities on the web application, it is automatically enabled on your mobile app as well. To change the position of the Opportunities option on your mobile navigation menu, navigate to My Profile>Settings>Mobile App>Mobile Navigation.

MU_04_09_1

5.1 View Opportunities

To view the available opportunities, tap the Hamburger icon, and then tap Opportunities. All the opportunity types in your account will be listed on the Opportunities screen.

Android

5.2 Add Opportunities from the Opportunities Screen

To add an opportunity from the Opportunities screen –

  1. Tap the Hamburger icon, and then tap Opportunities.
  2. On the Opportunities screen, from the list of available opportunities, tap the opportunity type under which you want to add a new opportunity, and then tap Add Opportunity.
  3. On the Add Opportunity screen, from the Associated Lead dropdown, select the lead to whom you want to add the opportunity.
  4. Fill in the other necessary fields.
    • From the Owner, dropdown, you can assign the opportunity to any user within your organization.
  5. Once you’re done, tap Submit.

Opportunities Mobile_1

5.3 Add Opportunities from the Lead Details Screen

To add an opportunity from the Lead Details screen –

  1. Tap the Hamburger icon, and then tap Leads.
  2. On the Lead List screen, tap the lead on whom you want to add the opportunity.
  3. On the Lead Details screen, then navigate to the Opportunities tab, and click the Call Recording icon.
  4. On the Opportunity form screen, enter the required details.
  5. Once you’re done, click Submit.

Opportunities Mobile_2

5.4 Actions

The following actions can be performed on the Opportunities page –

  • Swipe – By swiping an existing opportunity card from right-to-left, you’ll be able to add Activities and Tasks directly from the Opportunites page.
  • Long Press – By long-pressing an existing opportunity card, you’ll be able to call, send an SMS and/or send an email to the lead, along with updating the opportunity owner to a different user within your organization.

Opportunities Mobile_3

 

6. FAQs

 

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!

Integrating Azure AD with LeadSquared Using the ROPC Approach

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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 mobile app as well.

For information on other ADFS integrations, see ADFS Integration for Signing in to LeadSquared.

Note: When you enable ADFS integration, it is applied by default to all the users in your account. It CANNOT be disabled for specific users.

 

2. Prerequisites

  • You must have a Microsoft Azure Active Directory.
  • You must be an Administrator of your LeadSquared account.
  • You must use the same email Id on Azure and LeadSquared.
  • You must have the API authentication provider enabled on your LeadSquared account. To enable it, please reach out to support@leadsquared.com.

 

3. How it Works

  1. Create an application on Azure.
  2. Grant application access on Azure.
  3. Set up authentication on LeadSquared
  4. Test the application on LeadSquared.

 

4. Create an Application on Azure

Create a new non-gallery application on Azure.

  1. Navigate to the Microsoft Azure portals home page, and under Manage Azure Active Directory, click View.
  2. On the left panel, click Enterprise applications.
  3. On the Enterprise applications page, click New Application.
  4. From the available option, click Non-Gallery Application.
  5. Provide an appropriate name for the application, and click Add.

Azure

 

5. Authenticate Azure Application

To grant application access to the new application you created –

  1. On the Microsoft Azure portals home page, under Manage Azure Active Directory, click View.
  2. On the left panel, click App registrations.
  3. On the App registrations page, click All applications.
  4. Under Display Name, click the application you’ve created.
  5. On the application page, on the left-panel, click Authentication.
  6. On the Authentication page, scroll down to Advanced Settings, and against Default client type, click Yes.
  7. Once you’re done, click Save.

Azure

 

6. Application Permissions on Azure

6.1 Grant Permissions

To grant application permissions to the new application you created –

  1. On the Microsoft Azure portals home page, under Manage Azure Active Directory, click View.
  2. On the left panel, click App registrations.
  3. On the App registrations page, click All applications.
  4. Under Display Name, click the application you’ve created.
  5. On the application page, on the left-panel, click API permissions.
  6. On the API permissions page, click Add a permission.
  7. On the Request API permissions pop-up, click Microsoft Graph, and then click Delegated permissions.
  8. Under Permissions, click the Azure Checkbox checkbox against email and openid.
  9. Once you’re done, click Add permissions. This will successfully grant permissions.

Azure

6.2 Grant Admin Access

To grant admin access to the new application you created –

  1. Navigate to the API permissions page, and click Grant admin consent for LeadSquared.
  2. On the confirmation pop-up, click Yes. This will successfully grant admin access.

Azure

6.3 Add Users

To add your LeadSquared users on Azure –

  1. On the Microsoft Azure portals home page, under Manage Azure Active Directory, click View.
  2. On the left panel, click Enterprise applications.
  3. On the Enterprise applications page, under the Name column, click the application you’ve created.
  4. On the application Overview page, under Getting Started, click Assign users and groups.
  5. On the Users and groups page, click Add user.
  6. On the Add Assignment page, click Users, then select from the list of users available on the right panel, and click Select.
  7. Once you’re done, click Assign. The user is now successfully added.

Azure

 

7. Authenticate Azure Application in LeadSquared

To authenticate the application you’ve created on LeadSquared-

7.1 Obtain the Client Id from Azure

To obtain the client Id for the application you’ve created –

  1. On the Microsoft Azure portals home page, under Manage Azure Active Directory, click View.
  2. On the left panel, click App registrations.
  3. On the App registrations page, click All applications.
  4. Under Display Name, click the application you’ve created.
  5. On the application page, click Endpoints.
  6. Under OAuth 2.0 token endpoint (v2), click the Azure icon to copy the token.

Azure

7.2 Authentication on LeadSquared

To authenticate and activate your Azure application on LeadSquared –

  1. From your LeadSquared main menu, navigate to My Profile>Settings>Security>Authentication Provider.
  2. Against Enable Third Party Authentication Provider, toggle the enable icon slider.
  3. On the Choose Authentication Provider pop-up, select Generic API.
  4. On the Configure Authentication Provider pop-up, enter the details of the Azure API.
Field
 		 Description Sample Value
Request Type Choose HTTP request method as POST. This is a mandatory field. NA
API URL Select either http:// or https:// and enter your Azure API OAuth 2.0 token endpoint (v2) URL here. This is a mandatory field. NA
Content Type Select “application/x-www-form-urlencoded” as the content type. This is a mandatory field. NA
Request Headers You can pass multiple request headers here. This is not a mandatory field. NA
Request Body Pass the following key-value pairs in the request body.
client_id The Azure application client id. This is available on the application page, and is called Application (client) ID. a2ae67ff-test-example
grant_type
 This is the grant type to capture the password you’ve used to log in to your Azure account.

You must pass the value password

 password
username This is the mailmerge value of the email address you’ve used to log in to your Azure account. The mailmerge field will be replaced with the actual email address when you log in. @{User:EmailAddress,}
password This is the mailmerge value of the password you’ve used to log in to your Azure account. The mailmerge field will be replaced with the actual password when you log in. @{User:Password,}
scope Scope must be specified as openid openid
response_type The type of response must be specified as token token
Success Keyword This is the success keyword that will show up in a successful response. This is a mandatory field.

You must pass the value access_token

 access_token
Error Keyword The error keyword that will show up in an unsuccessful response. This is a mandatory field.

You must pass the value error

 error

Azure

7.3 Test the Application on LeadSquared

  1. Once you’re done entering the values, click Test.
  2. Enter the password you used to login in to Azure on the verification screen, and click Next.
  3. Once you get the success message, click Enable.
  4. On the Enable Authentication Provider confirmation pop-up, click Yes.
  5. The Azure authentication provider is now enabled on your account. Users can now login to LeadSquared using their Azure AD credentials.

Azure

 

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!

Custom Opportunity Actions Connector

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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 on a number stored in a custom field (For e.g., “Call Parent” where parent’s number is stored in a custom field)
  • Add an action to send all the phone numbers of the opportunities in a list to a call center application for automated calling.
  • Add an action to trigger a data post on a custom Webhook.
  • Add an action to send a custom notification to opportunity owner.
  • Show all support tickets stored in external systems (like Zendesk, FreshDesk and so on) associated with the opportunity and display it as a separate window or pop-up.
Note: Custom actions will reflect on the LeadSquared mobile app as well.

Leadsquared - Custom Opportunity Actions Connector Mobile

 

2. Prerequisites

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

 

3. How it Works

The connector enables you to create a custom action using a callback URL with mailmerge parameters (such as @{Opportunity:Status, }, @{Opportunity:Owner, }, etc.). You can also configure Iframe attributes to define how your action will be displayed on the Manage Opportunity and Opportunity Details page. You can use this to create single as well as bulk actions. To use the Custom Opportunity Actions connector on your account –

  • Install the connector
  • Configure the connector
  • Use the new custom action

Opportunities Action_9

 

4. Install the Connector

To install the Custom Opportunities Action Connector on your account –

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. In the search box, type “Custom Opportunity Actions”, and click the Search icon.
    • Alternatively, from the left panel, click UI Customization. The Custom Opportunity Actions connector is listed on this page as well.
  3. On the Custom Opportunity Actions connector, click Install.

Opportunities Action_1

 

5. Configure the Connector

You must configure the connector to add custom actions. To do this –

  1. Once the Custom Opportunity Actions connector is installed, hover your cursor over the icon, and click Configure.
  2. On the Configure Custom Opportunity Actions pop-up, select the area you want the action to appear from the left panel – Opportunity Grid Row Action or Opportunity Grid Bulk Action.
  3. Click Add Action.

Opportunities Action_4

Enter the details of the custom action.

Attribute Description
Action Label The display name of the action. This attribute is mandatory.
Opportunity Type The opportunity type for which you want this action to appear.
Action Type Three action types are available –

  • Show as Popup
  • Call an API
  • Open in New Window
Show Tab In To make the tab visible on your Web App and/or Mobile App, click the Checkbox checkbox.
Callback URL Enter the HTTPs URL which will be rendered as a custom action. The URL should be of an action that accepts LeadSquared mail merge fields as parameters and passes them to an external application (e.g., a support system, another CRM or marketing system, another LeadSquared account, etc.) to get the data. Click the question markquestion mark iconicon to view the available mail merge fields. This attribute is mandatory.
Iframe Attributes Pass Iframe attributes you want to render on the pop-up. Applicable only for the Show as Popup action type.
HTTP Method GET and POST methods are supported.
Content-Type application/json is the only supported content type.
Data You can pass any data here in the JSON format.

Once you’re done, scroll to the bottom and click Save.

Notes:

  • To delete an existing custom action, click the delete icon against the action’s name.
  • To edit an existing custom action, on the Configure Custom Opportunity Actions pop-up, click the Down Arrow icon and makes changes, and click then Save.

Custom Opportunity Actions_E_1

 

6. Use the Custom Row Action

To view the custom row action –

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Against an existing opportunity, hover your cursor over the icon, and select the custom action from the dropdown list.

Opportunities Action_7

 

7. Use the Custom Bulk Action

To view the custom bulk action –

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Select the opportunities you want to view the bulk action for, by clicking the Checkbox checkbox.
  3. Hover your cursor over the Leads button, and select the custom action from the dropdown list.

 

Opportunities Action_9

Note: It will take up to 30 minutes for the custom action to appear on the Manage Opportunities page.

 

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!

Custom Opportunity Tab Connector

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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 products added to an opportunity’s cart on an external site.
  • Create a tab for the various custom views related to an opportunity.
Note: Custom tabs will reflect on the LeadSquared mobile app as well.

LeadSquared's Custom Tabs Opportunity Connector

 

2. Prerequisites

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

 

3. How it Works

The custom tab gets created on the Opportunity Details page, and displays data from external URLs. You can also pass mailmerge parameters to the URL, such as @{Opportunity:Status, }, @{Opportunity:Owner, }, etc.

To use the Custom Opportunity Tab connector on your account –

  • Install the connector
  • Configure the connector
  • Use the custom tab

Opportunities Tab_4

 

4. Install the Connector

To install the Custom Opportunity Tab connector on your account –

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. In the search box, type “Custom Opportunity Tab”, and click the Search icon.
    • Alternatively, from the left panel, click UI Customization. The Custom Opportunity Tab connector is listed on this page as well.
  3. On the Custom Opportunity Tabs connector, click Install.

Opportunities Tab_1

 

5. Configure the Connector

You must configure the connector to add custom tabs. To do this –

  1. Once the Custom Opportunity Tab connector is installed, hover your cursor over the icon, and click Configure.
  2. On the Configure Custom Opportunity Tab Connector pop-up, select the opportunity type on which you want the custom tab to appear in, from the Select Opportunity Type dropdown.
  3. Click Add Custom Tab, and enter the details of the custom tab.

Opportunities Tab_3

Attribute Description
Title The display name of the tab. This attribute is mandatory.
URL Enter the HTTPs URL which will be rendered as a custom tab. The URL should be of a tab that accepts LeadSquared mail merge fields as parameters and passes them to an external application (e.g., a support system, another CRM or marketing system, another LeadSquared account, etc.) to get the data. Click the question markquestion mark iconicon to view the available mail merge fields. This attribute is mandatory.
Show Tab In Depending on whether you want the tab to be visible on the Web App or Mobile app or both, click the Checkbox checkbox against each type.

Once you’re done, click Save.

Notes:

  • To delete an existing custom tab, click the delete icon against the tab’s name.
  • To edit an existing custom tab, makes the changes on the Configure Custom Opportunity Tab Connector pop-up, and click Save.

Opportunities Tab_5

 

6. Use the Custom Tab

The custom tab is now visible on the Opportunity Details page, under the opportunity type for which the tab was created. To view the tab –

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Under Enquiry, click any opportunity.
  3. On the Opportunity Details page, you can now view the custom tab.

Opportunities Tab_4

Note: It will take up to 30 minutes for the custom tab to appear on the Opportunity Details page.

 

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!