1. Feature Overview You can host Portals built with LeadSquared on – Our default domain – lsqportal.com. For more details, see Portal Configurations. Your own custom business/brand sub-domain (e.g., applications.mybusiness.com). This article describes how you can host a portal on your own custom domain. 2. Prerequisites You must be a LeadSquared Administrator user. You […]
You can freeze (lock) the Actions columns to ensure it’s are visible at all times, when scrolling horizontally and viewing other lead details on the page. On the Manage Leads or Smart Views pages, the Freeze Action Column icon is present on the Lead Grid, next to Actions.
1. Feature Overview If you have common leads across multiple LeadSquared accounts, use the Activity History Tab Connector to view their activity history in the same account in real-time (without switching between different accounts). The connector fetches and displays Phone Call activities and Custom Activities posted on common leads across your LeadSquared accounts. You can […]
1. Feature Overview This connector captures leads periodically from your IndiaMART account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active IndiaMART account. This is a paid feature. […]
1. Feature Overview This connector captures leads periodically from your Commonfloor account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Commonfloor account. This is a paid feature. […]
1. Feature Overview This connector captures leads periodically from your Housing.com account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Housing.com account. This is a paid feature. […]
1. Feature Overview This connector captures leads from your 99acres account to LeadSquared. You can configure the connector to capture leads periodically or in real-time, from your 99acres account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of […]
1. Feature Overview Education institutions and publishers can use LeadSquared to maintain transparency on lead delivery and track leads in real-time. There are two features available – The Publisher Connector gives education institutions a dashboard to view and compare the performance of different publishers. The Publisher Portal helps publishers analyze the outcomes and real-time statuses […]
1. Feature Overview You can customize the Opportunity card on the mobile app to show the opportunity details you want to see. Here’s what the default opportunity card looks like – It can be customized to include the fields and identifiers your users need to see. 2. Prerequisites You must be the Administrator of […]
1. Feature Overview This article covers how the Distribute Opportunity card works in automations. It allows you to set conditions to distribute opportunities among your users. For example, you may want to distribute opportunities based on their location, industry type, and so on. With the Opportunity Distribution automation card, you can build a series of […]
1. Feature Overview You can set daily, weekly and monthly limits on the number of opportunities that can be assigned to users through opportunity distribution automations. Once set up, you’ll have to configure the Distribute Opportunity card of an Automation to execute the opportunity assignment quotas defined here. To know how to do this, please […]