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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. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with activities, see Adding Custom Field Sets to Activities. If you […]

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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, […]

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