1. Feature Overview This connector captures leads periodically from your Indiaproperty.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 Indiaproperty.com account. This is a paid feature. […]
1. Feature Overview This connector captures leads and activities (such as chat data, etc.) in real-time from your Zendesk Chat account to LeadSquared. Once the leads and activities 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 […]
You can bulk update multiple opportunity fields through Opportunity Import. Before you get started, you must ensure at least one Opportunity Duplicate Detection rule is in place. Begin by exporting the opportunities you want to update. In the exported CSV file, update the relevant opportunity fields. Once you’re done, import this CSV file back into […]
1. Feature Overview LeadSquared Sandbox enables you to create a test environment from scratch or duplicate your existing Live Production account, to test and evaluate LeadSquared features before subscribing to them. Once the Sandbox is created, you can continue to sync your Production Account with it, to copy over the latest configurations. Changes made in […]
1. Feature Overview The Billing and Usage page displays your LeadSquared plan details and product usage. You can see the features available in your plan, their limits, and your current usage. You can also buy more items (users, leads/contacts, emails, automations, API rate limits, Forms, Processes, SMS credits) and view the purchase history for all […]
1. Feature Overview LeadSquared’s Referral Portal is a simple online portal for your users, resellers, affiliates, and partners to refer and track leads through the different stages of the sales funnel. You can also build models for incentives and rewards for your referrers, and display this on the portal. All portals are responsive and can […]