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Adding Custom Field Sets to Opportunities

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1. Feature Overview

This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with opportunities.

 

2. Prerequisites

While creating a custom field set, you must select the Opportunity Integration checkbox. This will make the custom field set available for opportunity integration –

LeadSquared Custom Field Sets

 

3. Associate Custom Field Sets with Opportunities

After creating a custom field set, you can associate it with a new custom opportunity field. Note that you cannot associate a custom field set with an existing opportunity field. You must create a new one.

  1. Navigate to My Profile>Settings>Opportunities>Opportunity Types.
  2. Against an opportunity type, hover your cursor over the icon, and click Edit.
    • The following steps will remain the same if you are looking to associate a custom field set to a custom opportunity field in a new opportunity type that you’re creating.
  3. On the Update Opportunity Type pop-up, navigate to the Field Configuration tab, and click the Add Field button.
  4. After entering the custom opportunity field details, from the Type dropdown, select the CFS you want to associate with the field.
  5. To mark the field as mandatory, enable the Checkbox checkbox.
  6. Once you’re done, click Next, and then click Save.
Note: On the Form Configuration pop-up screen, you can customize where you want the CFS field to show up in the form.

LeadSquared Custom Field Sets

 

4. View Custom Field Sets

Custom fields sets will appear in all places where opportunity fields are available, such as –

4.1 Manage Opportunities and Smart Views

You can use column customization to display custom field sets on the Manage Opportunity and Smart Views pages. To do this –

  1. On the Opportunity grid, click the column customization select column icon icon.
  2. On the Select fields to view in grid pop-up, click the Checkbox checkbox alongside the custom field set you want to display, and then click Save.
  3. The selected field will now show up on the grid.

LeadSquared Custom Field Sets

4.2 Advanced Search

You can view custom field sets associated with opportunity fields from any advanced search within LeadSquared.

LeadSquared Custom Field Sets

4.3 Opportunity Details Page

You can view and edit custom fields sets from the Opportunity Details page –

LeadSquared Custom Field Sets

 

5. Other Actions

  • Bulk Update – You can bulk update custom field sets from the Manage Opportunity page. For more information, see the Bulk Updates section under Opportunity Management.
  • Import Custom Field Sets – You can import custom field sets through regular Opportunity Import.
  • Export Custom Field Sets – You can export custom field sets along with other lead fields from the Manage Opportunity page. For more information, see the Export Opportunity section under Opportunity Management.

 

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!

Sign-up Users Without Access to Email Inboxes

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1. Feature Overview

Using this feature, you can enable users without access to email inboxes to log in to your LeadSquared account.

Let’s say you have vendors, delivery partners, or third-party service providers that don’t have access to email inboxes. You can first create users for them in LeadSquared using dummy email addresses (example.vendor1@gmail.com, example.vendor2@gmail.com, etc.). Once the users are created, instead of receiving a link in their inbox, they can simply log in with the dummy email address, enter their phone number and OTP, and then proceed to set their passwords.

Note: Once enabled, this setting is active at the user level. You can specify which users you want the alternative log-in flow to apply to.

 

2. Prerequisites

 

3. How it Works

There are 3 configuration steps involved –

  1. Create a user field (text or dropdown). This field will be used as a flag for each user you want the alternative log-in flow applied to.
  2. Populate the user field for the specified users with the input ‘Yes‘.
  3. on the Advanced Configuration page, configure the Configure Custom Fields for User On-Boarding in Mobile App setting.
    • On the Configure custom fields for User on-boarding in Mobile App pop-up, select the custom user field you’ve created in the previous steps.

All users with the configured custom field populated with ‘Yes’ will now be able to log in without accessing their email inboxes.

 

4. Configure Custom User Field

First, create a custom user field. This custom user field can be named as per your convenience (e.g., “Custom 2”, “User Auto Sign Up”, etc.). To know how to create one, please refer to Manage User Custom Fields.

Once the custom user field is created, populate the field with the value ‘Yes‘ for the specific users you want the setting applied to –

  1. Navigate to My Profile>Settings>Users and Permissions>Users.
  2. Against an existing user, hover your cursor over the  icon, and click Edit.
    • To know how to create a user, please refer to Manage Users.
  3. On the Create User/Edit User pop-up, click Other Details.
  4. Click Edit, for the field value of the custom field you created, enter the word “Yes“.
    • If you’ve created a dropdown field, then choose the dropdown value “Yes“.
    • The custom field that’s used in the below GIF is named “Custom 8”.
  5. Once you’re done, click Save.

LeadSquared User Onboarding

 

5. Configure Advanced Setting

Once you’ve created and configured the custom user field, enable the corresponding advanced setting. To do this –

  1. Navigate to My Profile>Settings>Profile>Advanced Configuration.
  2. Against Configure custom fields for User on-boarding in Mobile App, click Configure.
  3. On the pop-up, from the Mobile user onboarding field(s) dropdown, select the custom user field that you created and configured.
    • You can only select one custom user field.
  4. Once you’re done, click Save. Your users can now sign-up and configure their LeadSquared account on their own.

LeadSquared User Onboarding

 

6. User Sign-In

Your users can log in to the LeadSquared mobile app with the email ID that’s been provided. After entering the email Id, they’ll be prompted to enter their phone number and OTP before configuring their account password.

  1. Open the app, and tap Login.
  2. Enter the user email ID with which the user was created, and tap Continue.
  3. Enter the user’s mobile number, and tap Send OTP.
  4. Enter the OTP you received on your mobile number, and tap Continue.
  5. Set a password, confirm the password, and then click the LeadSquared Mobile Tick icon.
  6. Your password and mobile number are saved, and your account is now successfully created.

LeadSquared User Onboarding

 

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!