1. Feature Overview You can configure your LeadSquared account to reflect the hierarchy/reporting structure of your organization. Once set up, you can use the hierarchy to leverage features like LeadSquared Goals, Reporting, and Automation (for automated escalations). 2. Prerequisites You must first create all the required users in your LeadSquared account (see Manage Users). […]
1. Feature Overview This connector periodically captures leads and activities from your CampusNexus 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 an active CampusNexus account. This […]
1. Feature Overview Goals is LeadSquared’s sales performance tracking tool, designed to measure and improve business outcomes across your organization. It empowers teams to set, track and achieve their targets, and provides managers with insights into collective and individual performance. With Goals, you can create company-wide objectives that trickle down your organization’s hierarchy into team-level […]
1. Feature Overview Rulesets are the fundamental building blocks of the LeadSquared Ace feature. They enable organizations to define and measure a variety of sales performance metrics for Goals, Incentives, and Leaderboards. Before you create a Ruleset, identify – What you want to measure (the performance metric – sales revenue, new leads added, etc.) How […]
1. Feature Overview Once Goal Rulesets are published, Admins and Sales Managers can use them to create and assign Goals to users. If you’re new to the Goals feature, see LeadSquared Goals. Creating a goal involves – Selecting a ruleset Defining the goal cycle (weekly, monthly, etc.) Select users to assign the goal to (according […]
1. Feature Overview Lead Stages help you track a lead’s journey through your sales process, from initial contact to conversion. They provide sales users with visibility into a lead’s current status and help ensure the right actions are taken at each stage. LeadSquared comes with three default Lead Stages: Prospect Opportunity Customer Since sales processes […]