[dynamic_help_sidebar root="leads"]

Integrate WhatsApp Contact Capture with LeadSquared

/0 Comments/in , /by

1. Feature Overview

When your users share contact details of leads (as VCF files) to your WhatsApp Business chat number, this connector captures the contact data in real time and maps it to your LeadSquared account. 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 WhatsApp Business account.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To push contact (lead) data from your WhatsApp Business account to your LeadSquared account, configure the WhatsApp Chat connector instance. Once you set it up, a webhook URL is generated. Configure this URL in your WhatsApp service provider account (e.g., Gupshup, Kaleyra, etc.), and enable the sync for the connector instance in LeadSquared. This will begin the lead capture process.

 

4. Installation

You must first install and configure the WhatsApp Contact Capture connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for WhatsApp Contact Capture, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

Whatsapp Contact Capture install

4.1 Configure the connector

Once you’ve installed the connector, on the Configure WhatsApp Contact Capture pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.

whatsapp contact capture config

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>WhatsApp Contact Capture.

whatsapp contact capture admin config

5.1 Basic Settings

Enter the following details –

Property Description
Lead Source Enter the lead source through which the leads were captured (e.g., WhatsApp Contact Capture, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your WhatsApp Business account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pushed from WhatsApp.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification Enable the Checkbox checkbox to ensure notification emails are sent to the selected user when there’s a failed query.

Once you’re done entering all the details, click Save & Next.

whatsapp contact capture basic settings save

5.2 Entity Options

Define the sync behavior of the connector when leads are captured.

5.2.1 Lead/Contact Entity

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your WhatsApp Business account. Lead capture is enabled by default, and it cannot be disabled.  The following options are available to configure the connector’s Sync Behaviour –

  • Capture (Create and Update existing) Record – Leads that only exist in your WhatsApp Business account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your WhatsApp Business and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your WhatsApp Business account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your WhatsApp Business and LeadSquared accounts will get updated in LeadSquared.

whatsapp contact capture lead or contact sync

5.2.2 Mapping

On the Mapping screen, the WhatsApp Contact Capture system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom WhatsApp Contact Capture field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Once you’re done mapping, click Save & Next.

whatsapp contact capture entity options

5.3 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and configure it in your WhatsApp service provider’s account (reach out to the account manager from your service provider’s end).

After you’ve configured the URL, click More Actions, and enable the sync job. This ensures the data will be pushed to LeadSquared using the webhook configured in your WhatsApp service provider’s account.

whatsapp contact capture webhook

Note:

  • To know how to configure this Webhook URL in your WhatsApp Business account, please get in touch with your WhatsApp service provider’s account manager.
  • From the More Actions dropdown, click View Logs to view the logs of all sync jobs that have taken place.

To know more, refer to the setup instructions –

whatsapp contact capture set-up

Note: Paste and pass the following parameters at the end of the webhook –

(?wanumber={wnum}&mobile={from}&message={body})

 

6. View Logs

Here, view logs of all the sync jobs that have taken place. View New Events (New Leads) Updated Events (Updated Leads), and Errors (when capturing leads).

  1. Navigate to Apps>Whatsapp Contact Capture.
  2. From the More Actions dropdown, click View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Errors – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pushed by WhatsApp.
    • You can also view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, by clicking Information.
Note: For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.

whatsapp view logs

 

7. Other Actions

You can edit or delete the WhatsApp Contact Capture connector instance that you created. To do this –

  1. Navigate to Apps>App Marketplace.
  2. Search for WhatsApp Contact Capture.
  3. Alongside the WhatsApp Contact Capture connector, hover your cursor over .
  4. From the list of options, you can perform the following actions –
    • Edit Configuration
    • Disable Configuration
    • Remove Configuration

whatsapp contact capture extra

 

8. View Reports

You can view the total number of leads that have been pushed by WhatsApp, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Note: Since the leads are captured from your user’s WhatsApp chat, the Lead Source of these leads will be the user’s mobile number.

Integrate LeadSquared with WhatsApp

 

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!

Mobile App Additional Settings

/6 Comments/in , /by

Feature Overview

You can configure the mobile app at a granular level for your sales users through the Mobile App Additional Settings. To access the settings, from the LeadSquared web app, navigate to My Profile>Settings>Mobile App>Additional Settings.

⚲

LeadSquared - Mobile App - Additional Settings

 

App Related

Setting  Description
App Screenshot Enable the Slider slider to allow screenshot and video capture of the mobile app. If this setting is disabled, screen recording is restricted, and any attempt to capture the screen results in blurred content.
Check In and Out Entity Level Pass a JSON here to enable check-in and check-out at the entity level. To know more, refer to Lead/Opportunity Level Check-in and Check-out.
Check-in/Check-Out location and time restrictions. Pass a JSON here to restrict users from checking in/checking out on the mobile app based on the time and location preferences.
Default Dashboard You can switch between the Casa and Analytics dashboards on the mobile app homepage. Through this setting, select which dashboard should open first on the screen.
Enforce Secure Lock This will lock the LeadSquared mobile app, and whenever the app is launched, it can be unlocked only from the device level (e.g., through fingerprint unlock, mobile pin code unlock, face recognition, etc.). This will add an additional layer of security to the mobile app, by ensuring only the mobile device owner can view data inside LeadSquared. Additionally, a secure screen is introduced that prevents sensitive app content from being visible while using multiple apps simultaneously.

Once enabled, if the app is unlocked but it remains in the background for 15-minutes, the app is automatically locked.

Note: The app lock depends on the device’s security settings. If device-level authentication (e.g., PIN, fingerprint, or face ID) is not enabled, the app cannot enforce this lock. Both device-level and app-level settings must be enabled for this feature to work properly.
Enforce Strict Address Look-up Enable the Slider slider to remove Google Plus codes in retrieved lead location. This is an android specific setting.
Hide Menu Options Enter the menu options to be hidden from the Settings menu.
Image linked Check-in/out Enable this setting to make it mandatory for users to capture a photo of themselves during the check-in/out process. You can choose to enable this setting for –

  • Check-in only
  • Check-out only or
  • Both Check-in and Check-out

Set the Location Tracking Accuracy as V2-High for this feature to work.
Location accuracy level Select the accuracy level (low, medium, or high) of the location fetched. By default, this level will be set to low. With higher accuracy levels, battery consumption also increases.
Minimum Version(s) Supported From the dropdown, configure the LeadSquared mobile app update frequency for your users –

  • 0 Latest Only – To ensure your users are always using the latest app version, select this option. Once selected, and if a new app version is available on the Playstore/Appstore, users will not be able to access the app until they update it to the latest version.
  • Past 2 – If a user’s app version is older than the latest app on the Playstore/Appstore by 2 versions, they will not be able to access the app. For example, if a user’s app version is v14.5, but the latest app version is v14.8, the user won’t be able to access the app until they update it.
  • Past 4 – If a user’s app version is older than the latest app on the Playstore/Appstore by 4 versions, they will not be able to access the app. For example, if a user’s app version is v14.3, but the latest app version is v14.8, the user won’t be able to access the app until they update it.
Nudge Connector If the Nudges Connector is installed and configured in your account, this slider will be enabled by default. The slider cannot be enabled or disabled from this screen. To enable the Nudges Connector, reach out to your account manager, or write to support@leadsquared.com.
SFDC SSO Configuration Pass a JSON in a defined format here to configure SFDC SSO within mobile.
Side Menu – View All Items Enable the Slider slider to view the items on the bottom navigation bar on the side menu as well.
⚲

LeadSquared - App Related Mobile app additional settings

 

Attachments

Setting  Description
Images Compression By default, the image compression setting is set to “High”. You can change this using the following –

  • High – The images uploaded will be of high compression, low-quality resolution, and small file size.
  • Medium – The images uploaded will be of medium compression, medium-quality resolution, and medium file size.
  • Low – The images uploaded will be of low compression, high-quality resolution, and large file size.
  • Disabled – The images uploaded will not be compressed, will be of very high-quality resolution, and be a very large file.
Restrict file upload Restrict your users from attaching files through the “Attach/Browse file” options present under the Attachment and File type fields. For e.g., during a lead’s KYC verification, this setting ensures your field users capture the lead’s photo, rather than attaching and uploading photos shared with them by the lead.

The following options can be set –

  • Disable – The setting is disabled. Users can continue to attach files across the mobile app.
  • Across app* – Users are restricted from using the “Attach/Browse file” options across the mobile app.
  • Across app expect Notes – Users are restricted from using the “Attach/Browse file” options across the app, except when attaching files to the Notes field.
  • Across app including webview  – Users are restricted from using the “Attach/Browse file” options across the app including WebView forms and attachment fields

*If the Restrict file upload Mobile App Setting is set to Across App, you can override this setting for specific CFS fields, and allow your users to upload files to this CFS. This will ensure your users can’t upload files to any location inside the LeadSquared application, except for the CFS field for which this setting is enabled. To do this, when creating or editing a Custom Field Set, enable the Override ‘Restrict file upload’ mobile setting.
⚲

LeadSquared - Attachments

 

Forms

Setting  Description
Activity Audio Recording Pass a JSON here to record the audio of face-to-face meetings through the LeadSquared mobile app. To know more, please refer to Audio Recording for F2F Meetings.
Allow only current location in Lead’s Address This is a form level setting. When enabled, the user can fetch their current location and populate the lead’s Address. Users will not be able to manually edit any of these Address fields. To enable this feature, enter the relevant comma-separated Form IDs.
Bulk Contacts Import Enable the Slider slider to allow users to bulk import contacts from their mobile device. This feature is only available for iOS devices. You can bulk import a maximum of 20 contacts. All the validations set at the lead field level will be verified while importing contacts. Users will be prompted with errors if any of these validations fail. When you import contacts, leads will be created with the following details –

  • First name
  • Last name
  • Email id
  • Phone
  • Company
  • Website
  • Notes
Forms: Open i-frame link From your LeadSquared app, you can open i-Frame links –

  • Within the mobile app. This action happens by default.
  • In your mobile device’s browser. To know more about forms and processes, please refer to Forms and Processes on Mobile.
Forms: OTP re-verification Enable multiple OTP verifications in the Email and Phone fields of a form. This will be required every time a user submits a form.
Geofencing To ensure your field sales users can post custom activities only when they are in the lead’s vicinity, refer to LeadSquared Geofencing.
Import Contact Enable the Slider slider to allow user to import contacts while adding leads.
Mavis search preference Admins can define the search preference for Mavis dropdown fields within the dynamic form. Contains setting retrieves all options that contain the entered text. Starts With setting retrieves all options that begin with the entered text.
Prefetch location in Lead’s address When enabled, the Address 1 Lead Field in a form will be auto-populated with the user’s current location. To enable this feature, enter the relevant comma-separated Form IDs.
Save As Draft When enabled, the incomplete forms will be saved as drafts in the app. A maximum of 25 drafts can be saved at a time.
Set current location in lead address This is a tenant level setting. When enabled, the user’s current location is fetched and auto-populated as the lead’s Address. Users will not be able to manually edit any of these Address fields. This is to ensure users physically visit leads while adding them to LeadSquared.
Text Recognition By default, you can use the mobile app to capture text from images. To disable this feature across the mobile app, enable Text Recognition.
Work Area Validation By passing a JSON, you can restrict your users from performing all actions (such as Add Leads, Update Tasks, etc.) on the LeadSquared mobile app. For e.g., you can restrict your users from performing actions until they have completed their training, until their background verification check is complete, etc.
Access will be restricted based on the value of a Custom User Field. For e.g., you can enable access only when the value of the ‘Training Status’ custom field is ‘Completed’. To enable this feature on your account, reach out to your account manager, or write to support@leadsquared.com.By passing a JSON, you can customize the message that is displayed on the Mandatory Check-in popup in the mobile app.Sample JSON

{
“workAreaValidationMethods”: [
{
“method”: “Checkin”,
“forceCheckin” : “true”,
“forceCheckinMessage” : “”
}
]
}
⚲

Leadsquared - Mobile App Additional Settings

 

 

Gesture Actions

Setting  Description
Lead Card – Left Swipe Configure the Lead Card to perform any one of the following actions when the card is swiped left –

  • Disable – The setting is disabled, and the default action (Message Lead on Android devices and Add Task/Call/Message on iOS devices) is performed.
  • Call – A phone call is placed to the lead.
  • Message – A text message is sent to the lead.
  • Add activity – Allows you to select the activity type you want to add to the lead.
  • Converse – Allows you to message the lead using Converse.
  • Add task – Allows you to select the task type you want to add to the lead.
Lead Card – Right Swipe Configure the Lead Card to perform any one of the following actions when the card is swiped right –

  • Disable – The setting is disabled, and the default action (Call Lead on Android devices and no action on iOS devices) is performed.
  • Call – A phone call is placed to the lead.
  • Message – A text message is sent to the lead.
  • Add activity – Allows you to select the activity type you want to add to the lead.
  • Add task – Allows you to select the task type you want to add to the lead.
Opportunity Card – Left Swipe Configure the Opportunity Card to perform any one of the following actions when the card is swiped left –

  • Disable – The setting is disabled, and the default action (Add Task/Add Activity on Android and iOS devices) is performed.
  • Call – A phone call is placed to the opportunity.
  • Message – A text message is sent to the opportunity.
  • Add activity – Allows you to select the activity type you want to add to the opportunity.
  • Add task – Allows you to select the task type you want to add to the opportunity.
Opportunity Card – Right Swipe Configure the Opportunity Card to perform any one of the following actions when the card is swiped right –

  • Disable – The setting is disabled, and the default action (no action on Android devices and Call Opportunity on iOS devices) is performed.
  • Call – A phone call is placed to the opportunity.
  • Message – A text message is sent to the opportunity.
  • Add activity – Allows you to select the activity type you want to add to the opportunity.
  • Add task – Allows you to select the task type you want to add to the opportunity.
⚲

Gesture Actions

 

Lead

Setting Description
Hide Lead Age Enable this setting to hide the lead’s age on the Lead Card.
⚲

Lead

 

Location

Setting Description
Location Tracking Accuracy Configure this setting to set the accuracy of the location tracking feature on Mobile App. Keep in mind that as you increase the location tracking accuracy, the users’ battery consumption will also increase.
⚲

LeadSquared - Location tracking accuracy setting

 

Near Me

Setting Description
Explore – Google Key Enter your Google Map API Key to fetch and display businesses near you when using the Explore – Near Me feature.
Explore – Keywords Enter keywords denoting businesses (e.g., Supermarkets, Hospitals, Gyms, etc.) you want to show by default when using the Explore – Near Me feature.
Explore – Suggestive Search Enable this setting to display suggestions when using the Explore – Near Me search bar. For e.g., when users type “Hos”, the search results will show a list of all the places that contain the words “Hos” in their title, like Hosmat Hospital, Manipal Hospital, etc.
Geo Alerts Enable this setting to receive notifications about leads located near the user. Each notification will provide users with relevant details about nearby leads, such as the lead’s name and location. They can also take actions like calling the lead or navigating to their location using Google Maps directly from the notification. To use this feature,

  1. Enable the Geo Alerts feature under the Notifications settings on the mobile app.
  2. Ensure the location and notification permissions in the LeadSquared mobile app are turned on.

Once enabled,

  • Users will receive notifications when they mark a task complete or when they’ve been in the same location for over 30 minutes without completing a task or posting an activity.
  • Notifications will include the three nearest leads within a 3-kilometer radius, sorted by distance from their current location. If there are more leads available, those with no recent activities will be prioritized.
  • Users will receive a maximum of two notifications per day, with at least a two-hour gap between them.
  • If users haven’t received any notifications for two consecutive days, the radius for lead notifications will be broadened to 5 kilometers.
Lead – Custom Filter Once enabled, filter leads on ‘Near Me’ based on any system or custom dropdown field, including searchable dropdowns, large option sets, multi-select dropdowns, dropdowns with others.

You can select a maximum of 5 options.
Lead – Switch to V2 Before you enable the Lead – Custom Filter setting, enable Lead – Switch to V2.
Near Me – Measurement Units From the dropdown, select the relevant option to display the Near Me radius either in Kilometers, Meters or Miles, Yards.
⚲

Leadsquared - Near Me

 

Opportunity

Setting Description
Opportunity Custom Filter Admins can define exactly which fields should be shown in the opportunity list filter for each opportunity type. 4 custom fields can be added alongside 6 default ones (Owner, Status, Stage, Product, Date Range, Lead Stage). Filters within the Opportunity Tab in the Lead Details page will also reflect based on the opportunity type. If no type is selected, the default filter options will continue to apply. Filters will remain applied until you logout of the app.
Opportunity Call Tracking When enabled, outbound calls placed from the following pages will be tracked as activities on the opportunity instead of the lead –

  • Opportunity List.
  • Opportunity Details.
  • Opportunity Smart Views list.
  • Opportunity Smart Views.

For inbound calls, users will be given an option to track the activity on the lead or opportunity.
⚲

Leadsquared - Custom Opportunity Filters

 

Search

Setting Description
Lead Partial Search When enabled, on the On Lead Lists and Lead Smart Views, you can search for leads using partial keywords. For example, if you search for “Mar”, leads with the names “Marcus”, “Mark”, “Marianne”, etc., will show up in the search results.
Search Preference Use the following options to define the Lead and Account search behaviour across the mobile app –

  • Default – Enter the lead’s full name (e.g., John Smith) when searching for a lead. All the leads that contain the keywords entered (e.g, John Wayne, Alan Smith, etc.) will show up in the search results.
  • Partial – Enter the lead’s partial name (e.g., if you enter “Mar”, leads with the names “Marcus”, “Mark”, “Marianne”, etc., will show up) when searching for a lead.
  • Strict Search – Enter the lead’s/account’s exact name (e.g., John Smith, Bangalore Finance) when searching for a lead/account. Only the lead/account that contains both the keywords entered will show up in the search results.
⚲

Search

Once you’re done, click Save.

Note:

  • If the swipe action is customized for one side only (left or right), it will be disabled for the other side (the default actions will not be displayed on the other side).
  • Enable the Location Tracking on LeadSquared Mobile feature is enabled on your account before you pass the Geofencing JSON.
  • Users will not be able to post Geofenced activities on a lead that does not have a location.
  • Your users must have an active internet connection for the Geofencing feature to work.

 

Tasks

Setting Description
Task Completion Enter the relevant JSON to complete tasks on the LeadSquared Mobile App even when your users are not connected to the internet. They can mark tasks as Completed in offline mode, fill out associated completion forms, and continue working without interruption.

Leadsquared - Mobile App Additional Settings

 

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!

My Trips on LeadSquared Mobile

/0 Comments/in , /by
Important: You must have access to your Google Maps API Key to use this feature.

1. Feature Overview

My Trips is the LeadSquared mobile app’s day planning feature designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum number of tasks per day. The feature allows the end user to configure their Start time, Start Location, End Time and End Location. My Trips will then intelligently plan your daily location-based tasks (Appointments & To-Dos) by considering the distance (proximity) and time (fixed appointments etc.) constraints.

Note: On the mobile app, the My Trips option will be displayed on the bottom bar or the side menu based on the Admin configurations made.

LeadSquared - My Trips

LeadSquared - My Trips - map view

 

2. Prerequisite

  • Your users must have the LeadSquared app installed on their mobile devices, and location permission access must be enabled. To know more, refer to Location Tracking on LeadSquared Mobile.
  • You must have an active Google Cloud Platform Account, and you must have access to your Google Maps API Key.
  • You must enable Distance Matrix API. 
  • To-do and appointment task types must be created with actual addresses, and not placeholder values (such as XYZ, etc.).
  • All tasks assigned to the user must be located within the same country. If tasks are due on the same day across different countries, then My Trips won’t work as intended.
  • The scheduled duration of the tasks must be less than a day, for it to show up in the plan.
  • Task forms must contain the ‘Location’ field, along with their respective values.

LeadSquared - Include location

 

3. Admin Configuration

Before the sales users can start using My Trips, the Administrator must perform the following configuration –

  1. Navigate to My Profile>Settings>Mobile App>Additional Settings.
  2. Under Near Me, alongside My Trips – Google Key, enter your Google API key.

To add My Trips to the bottom navigation bar or the side menu on the LeadSquared Mobile App, refer to Configure Mobile App Settings from the Web Platform.

LeadSquared - My Trips Google Key

 

4. My Trips Setting

On the mobile app, you can view My Trips on the bottom navigation bar or the side menu depending on your customisation. When you tap on My Trips, a One Time Setup pop-up will be displayed. This pop-up will only be displayed the first time a user opens My Trips. On this pop-up, you can configure the Start Time, Start Location, End Time, and End Location of your trips. The trips will be generated based on the details entered in the One Time Setup. For example, if the end time selected is 5 pm, the trip generated will end at the end location by 5 pm.

To edit these details later on, on the top right side of the screen, tap mobile settings icon. On the My Trips Settings page, you can also add up to 5 locations by tapping on Manage Locations. These locations can be selected while editing your Start and End location.

LeadSquared - My Trips One Time Setting

 

5. Using My Trips

Once you navigate to the My Trips page, you can view your generated trip for the day in one of two views – Agenda or Map view. The Agenda view displays a list of your tasks for the day as task cards arranged in order of proximity. The Map view displays a map with location tags of your tasks for the day along with the task cards. These cards also show the distance between the location of each task and the approximate time it will take for you to reach your destination. You can also view your previous and upcoming trips by selecting the relevant date on the calendar.

  • To add tasks to your trip apart from the ones displayed, on the bottom of your screen, tap Add task icon.
  • On the task card –
    • To view the directions to the task location, tap Location icon.
    • To call the lead, tap Call icon.
    • To cancel or reschedule a task, tap More options icon, then select your option.
  • You can tap on the card to view the task details. On the task details, you can also send WhatsApp messages or SMS to your lead using the available templates  –
    • To send a WhatsApp message to your lead, tap  whatsapp icon.
    • To send an SMS to your lead, tap SMS icon.
  • To start your trip for the day, on the bottom of your screen, tap Start Trip. This action is not supported when you view previous or upcoming trips.
  • Once you reach the task location, on the relevant task card, tap Start. A timer will immediately start to keep track of the time taken to perform each task.
  • If new tasks were added after your trip started or if you’ve deviated from the generated path, you can regenerate the trip to optimize your route based on the current time and location. To regenerate the tasks for the day, on the top right corner of the screen, tap regenerate icon.
  • When the task is completed, on the relevant task card, tap Mark Complete.
  • When you’re done with the tasks for the day, on the bottom of the screen, tap End Trip. You can end the trip even if you have pending tasks.

Note:

  • Geo-Tagged To-Dos that can’t be completed within the configured Start and End Times are ignored during trip generation. For example, when one task is in Bangalore and the next is in Delhi, they will not be included in the trip. However, appointments will still be shown with red dot on the task card suggesting that the user won’t be able to complete the task on time. 
  • My Trips can accommodate up to 8 geo-tagged tasks. The Trip generation engine will give priority to fixed appointments over to-dos while generating the tasks for the day.
  • In case of conflicting tasks (when two or more tasks are scheduled at the same time), the user will not be allowed to start the trip until the conflicting tasks are either re-scheduled or cancelled.
  • Only Scheduled Tasks (Appointments) that fall within the Start Time and End Time provided by the user will be considered for the trip.

LeadSquared - Using My Trips

 

Any Questions?

We’d love to hear your feedback to help improve this article. Feel free to enter your questions or grievances in the comments section below.

How to Log Out of LeadSquared

/0 Comments/in , /by

To log out from the LeadSquared web app –

  1. Hover your cursor over the LeadSquared Profile icon.
  2. From the dropdown, click Sign Out.

LeadSquared Log Out

To log out from the mobile app –

  1. From the mobile app, tap Mobile App Menu, and then tap Mobile App Menu.
  2. On the Settings screen, scroll down, and tap Logout.

LeadSquared Logout