1. Feature Overview LeadSquared’s Portal feature enables you to build your own customized online portals (for education/insurance/lending/medical applications, course registrations, etc.) to capture leads and opportunities. The Portals Designer lets you build entire portals without writing a single line of code. It offers pre-built templates for common use cases across industries, and also the ability to design […]
1. Feature Overview The advanced configuration page enables you to manage settings related to key features for your organization. Once enabled, settings are applied globally (for all users) across your LeadSquared account. This article explains each of these settings in detail. 2. Prerequisites Settings on this page are only accessible by LeadSquared Admin users. […]
1. Feature Overview In addition to the ability to create Zoom meetings from LeadSquared, the LeadSquared Zoom Meeting Connector also has a webinars feature. This enables you to host webinars, classes and sessions, depending on your business requirements. You can add up to 50,000 participants in a single webinar (depending on your Zoom webinar license), […]
Use the ‘If Opportunity Exists’ condition to check if an opportunity with a defined set of parameters exists in the system. For example, when a new opportunity is created, you can use this card to check if another opportunity of the same type exists in your account. You can follow this up with an action […]