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Import Activities

1. Feature Overview In addition to activities posted on leads when they perform an action, activities manually added by your users, and activities added through automations, you can also import activities into LeadSquared using a CSV file and post them on any lead and opportunity. This is useful when you want to post bulk activities, […]

Opportunity Permissions

1. Feature Overview Opportunities in LeadSquared represent your potential deals. You can configure and grant opportunity permissions to your users across – Role Level – The opportunity permissions are available by default to all the users present in your organization, and require no further configuration from your end. Sales Groups – The opportunity permissions are […]

SSL Certificate for Landing Pages

1. Feature Overview By default, LeadSquared’s landing pages work on https, and on our internal viewpage.co domain. But if you’ve hosted your landing pages on custom domains (outside of LeadSquared), this article will help you obtain SSL Certificates to support these domains. The certificates are also extended to email links (see Email Link Domain Settings). We […]

Google Meet Connector

1. Feature Overview From your LeadSquared account, you can schedule Google Meet meetings through the Google Meet Connector. With the LeadSquared Google Meet connector, you can directly create meetings with your leads, as well as add internal and external users to your meetings. Additionally, this connector will help you – Join Google Meet meetings with […]

Facebook Retargeting Connector

1. Feature Overview The Facebook Retargeting Connector enables you to push lists of leads (interested in a particular product or service) directly to your retargeting campaign on Facebook Ads. This will help you identify the lead’s Facebook profile, and show relevant ads through Facebook Remarketing. The features of this connector are – Create Audience List […]