June 2022 - LeadSquared Help and Support

SIERA Feature Guide

June 23, 2022/0 Comments/in Reports & Analytics, SIERA/by Zaid Assadi

1. Feature Overview

Sales Intelligence and Efficiency through Reports and Analytics (SIERA) is LeadSquared’s new-gen self-service reporting tool. Through SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Additionally, SIERA helps you –

Customize reports and apply relevant filters to display crucial data
Make informed decisions using real-time analytics and actionable insights
Design reports that trickle down your organization hierarchy to track user-level progress
Configure appropriate reports for your users
Improve business performance by analyzing large data volumes
Sort and filter vast data volumes
Create pivot tables
Create custom expressions that can be used to retrieve and manipulate data on any report easily.

Note: SIERA is a paid feature. To enable it for your account, contact your account manager or siera.support@leadsquared.com.

2. Getting Started

2.1 View SIERA Reports

To view the default SIERA reports screen, navigate to Reports>Reports Home.

Note:

On legacy systems, you can still access SIERA through Reports>SIERA. On newer tenants, navigate to Reports>Reports Home instead.
Legacy reports (non-SIERA) will be marked as V1 Report. Whereas the SIERA reports will be denoted with SIERA.

2.2 Quick Edit

With SIERA’s Quick Edit feature, you can change the basic parameters of an existing report, such as –

Add filters to the report
Add groupings and values to a report
Visualize the data through different charts

Once you modify a report, you can save it as a new copy or overwrite the existing report.

Add Filters

2.3 SIERA Report Actions

2.3.1 Sort Data

The visual below displays how to re-order and sort data on a table.

SIERA sort data

2.3.2 Drill Down

Open any SIERA report, and click on any entry within the report. This will securely drill down to the lead, opportunity, activity, or task level. The data you see in the drill-down will be dependent on the permissions provided to you.

SIERA Report Drill Down 1

2.3.3 Quick Export

To enhance your experience while using SIERA, you can perform the Quick Export action to export all the data that’s present on the current report page you’re on. Click on the three-dotted menu. You can export this page as a CSV file, and Excel file, or a PDF. This export happens instantaneously, without any reliance on the Export History tab. You can Quick Export the summary as well as the drill-down reports.

Note: You can restrict certain users from exporting the report by creating and applying Permission Templates.

Export report

2.3.4 Export
To enhance your experience while using SIERA, you can perform the Export action to export all the rows across the entire report. You can export this page as a CSV file or PDF. Once you’ve performed the Export action, the report is queued as a link on the Export History tab. Once the file is rendered, you can download the report.

Note:

You can only Export up to 1,000 rows through this action.
You can restrict certain users from exporting the report by creating and applying Permission Templates.

export entire report

2.3.5 Click Actions

On the SIERA report, use the right-click action on your mouse to perform the following actions –

Copy – Copies the selected content, along with the column headers (#Leads in the example below) and group headers (“Customer”, “Disqualified”, etc. in the example below) of the selected content.
CSV Export – Exports the selected content as a CSV file. The export file includes the column and group headers.
Excel Export – Exports the selected content as an Excel file. The export file includes the column and group headers.

SIERA click action

3. Report Management

LeadSquared’s Report Management is aimed at helping admins configure appropriate reports for their users. Through Report Profiles, you can manage report and dashboard access for your users and be able to design the report listing page for all your users.

Report Management my space 1

4. SIERA Report Builder

The Report Builder helps you go beyond system reports by creating custom reports tailored to your business needs. It works on predefined templates that bring together data from multiple LeadSquared entities such as leads, activities, opportunities, tasks, and calls.

When building a report, you can choose the right data source, apply filters, and group or sort data. You can also create custom columns and expressions to add calculations or transformations. Reports can be designed in two ways:

Summary reports for aggregated insights with charts and drill-downs.
List reports for detailed row-level data.

Together, these options let you track anything from high-level trends to granular details.

4.1 SIERA Expression Builder

SIERA’s Expression Builder tool lets Admins create their own expressions that can be used to easily retrieve and manipulate data on any report.

To learn how you can write your own expressions, you can go through the following articles:

4.2 Join Data Sources

The SIERA Report Builder enables you to combine data from multiple sources to create unified and more meaningful reports. Depending on your reporting requirement, you can use:

Joins and Sub-Query Joins to relate datasets using common fields and analyze connected data.
Unions to stack similar datasets together and view them as a single consolidated source.

For detailed configuration steps, see Join Data Sources on SIERA Report Builder and Using Union in SIERA Report Builder.

4.3 Import External Data from Mavis

You can import external data stored in Mavis into SIERA and use it in your SIERA reports and dashboards. This enhancement allows you to combine third-party campaign data (e.g., from Facebook Ads, Google Ads) with your LeadSquared data for deeper performance insights.

To learn how you can import Mavis data onto SIERA, you can go through the following article: Import External Data from Mavis into SIERA.

5. SIERA Dashboard Builder

The SIERA Dashboard Builder enables admins to create custom dashboards. Once a dashboard is created, any SIERA report can be added as a widget. You can apply custom filters to individual widgets or use a single filter across multiple widgets.

SIERA Dashboard builder

6. Schedule SIERA Reports

Schedule the delivery of your SIERA report to your LeadSquared email address. Admins can schedule reports for themselves or other users, while non-admin users can schedule reports for themselves.

Navigate to schedule a report on siera

7. Service CRM Analytics

Service CRM Analytics enables you to analyze and report on support tickets and ticket-related activities using LeadSquared’s Analytics framework.

It helps service teams track ticket volume, monitor SLA performance, evaluate agent efficiency, and understand how tickets move through different stages of the support lifecycle.

For more information, refer to LeadSquared Analytics on Service CRM.

8. Troubleshooting

If SIERA reports are not loading or working as expected, or are loading but are flickering and not stable, it may be due to a time mismatch issue –

If the time on the system accessing the reports is ahead or behind the actual timezone (used in SIERA) by 15 minutes or more, reports may not load correctly. Change the time on your system to the correct timezone (e.g., IST, ET, etc.) and then reload the reports. If this doesn’t fix the issue, reach out to us at support@leadsquared.com.

Any Questions?

Did you find this article helpful? Please let us know in the comments section below. We’d love to hear from you and help you out!

Connect Your Google/Outlook Calendar with LeadSquared

1. Feature Overview

Sync your LeadSquared account with your Google/Outlook Calendar to –

Sync meetings/tasks between Gmail/Outlook and LeadSquared.
Sync internal meetings scheduled with your colleagues in your Gmail/Outlook calendar as tasks in LeadSquared.
View LeadSquared tasks assigned to you by your manager in your Gmail/Outlook calendar.
Sync recurring meetings with your LeadSquared account.
View rescheduled, cancelled, and deleted meetings in real-time on your Gmail/Outlook and LeadSquared calendar

Note:

This article is to help Sales Users sync their email accounts with LeadSquared. The steps listed below can be followed by Admin Users as well to sync their own email accounts with LeadSquared.
Only appointment task types can be synced.

2. Prerequisites

Admin Users must install and configure the Google Outlook Calendar Sync Connector Set-up for Admin Users in the LeadSquared account your organization uses.
Admin Users must enable access for Sales Users to use this connector. To know how to do this, refer to Configure the Google/Outlook Sync Connector.

3. Sync Your Email Account with LeadSquared

Once the admin configurations are completed, connect your Outlook/Gmail accounts to LeadSquared. To do this –

From the main menu, navigate to Apps>Google/Outlook Connector.
Click Get Started.

3.1 Authorization

Next to the email provider’s name, click the Sign in button.
Enter your login details, and Accept the necessary permissions. Your email provider is synced to the connector.
Click Next.

If you’re signing in using Outlook, you will have to reauthenticate the sign-in every 15-days. Reauthentication requires you to perform the Authorization steps listed above.

Note: Reauthentication is not required if you’ve signed in using Gmail.

3.2 Sync Options

If required, you can change the Sync Direction and Allow internal meeting sync setting. Once you’re done, click Next.

Note: You won’t be able to make any changes on this screen if the Do not allow your users to set calendar configuration setting is enabled by your LeadSquared Admin.

3.3 Calendar & Task Mapping

If required, you can change the Calendar & Task Mapping configurations.

Note: You won’t be able to make any changes on this screen if the Do not allow your users to set calendar configuration setting is enabled by your LeadSquared Admin.

3.4 Schedule Online Meeting

For online meetings, meeting links (Google Meet/Teams Meeting) are automatically generated.
If required, you can add or remove keywords that’ll determine if a meeting should be considered an online meeting. You can also enable or disable the Consider the task as Online Meeting if no “Location” is specified setting. Once you’re done, click Next.

Note: You won’t be able to make any changes on this screen if the Do not allow your users to set calendar configuration setting is enabled by your LeadSquared Admin.

3.5 Activate Sync

Once all the settings are configured, to sync your LeadSquared and email provider’s task calendars, click Activate Sync.

3.6 Other Actions

Once your account is connected, you can view logs of all the tasks that have been synced between LeadSquared and your email provider’s accounts.

Date Range Filter – You can filter the logs by Today, Yesterday, Last 7 Days, Last 30 Days and Custom Date. If you select Custom Date, you can select up to a maximum of 60 days in the past.
Sync Direction – If you’ve enabled two-way sync, you can filter the sync direction by All, Inbound or Outbound.
To Disable Sync between your LeadSquared account and email provider, click , and click Disable Sync. This will stop the flow of tasks between both accounts.
To delete your synced account within the connector, click , and click Delete Account.

4. Create and View Tasks

Once your email provider’s account is connected to LeadSquared, depending on the connector configurations, you can view Appointment and meeting tasks in your Gmail/Outlook and LeadSquared accounts.

4.1 View Meetings in Outlook

Once you create an Appointment task type in LeadSquared, you can view it in your Outlook Calendar.

4.2 View Meetings in Gmail

LeadSquared Connectors

4.3 View Meetings in LeadSquared

Once you create a meeting from your Outlook/Gmail Calendar, you can view it as a task in your LeadSquared account.

5. FAQs

Will this connector also capture new leads?
No, this connector only syncs meetings between LeadSquared and your email provider.

I have multiple Outlook/Gmail calendars. Will I be able to sync all of them with LeadSquared?
Calendar sync will only sync with a user’s primary calendar. If a user has multiple calendars in their Outlook or Gmail account, LeadSquared will only sync with the primary or default calendar.

Can I connect both my Outlook and Gmail accounts to LeadSquared?
No, you can either connect your Gmail or Outlook account. Both the accounts cannot be synced at the same time.

Can I sync past meetings (created before the connector was installed) from my Outlook/Gmail accounts?
Historical calendar event sync is NOT supported. Any events created prior to the connector integration will not be synced to LeadSquared.

Will new meetings be created if the lead doesn’t exist in my LeadSquared account?
When an appointment meeting is created from your email calendar, the meeting will only show up on the Lead Details page of leads that exist in LeadSquared. Meetings with leads that don’t exist in LeadSquared are categorized as internal meetings, and they are created with a task owner but no lead. LeadSquared will not create new leads if the meeting attendees do not exist in your LeadSquared account.

My lead has multiple email Ids, which one should I use to create meetings?
For the meeting to appear in your lead’s timeline, the lead must be using the same email address as the one stored in LeadSquared.

Are all-day events also supported?
All-day events will not be synced to LeadSquared.

Are my private calendar events also synced to LeadSquared?
Calendar sync does not sync private calendar events to your account. If a public event is later changed to private, the engagement will remain in your LeadSquared account, but changes to the event will no longer sync.

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!

Google/Outlook Calendar Sync Connector Set-up for Admin Users

June 29, 2022/2 Comments/in Email Integrations, Google Integrations, Integrations & Apps/by Sri Sudhan

1. Feature Overview

This connector syncs LeadSquared Tasks with your Google and Outlook calendars. It also lets you sync your Google and Outlook meetings with your LeadSquared Tasks calendar. This ensures you can view all appointments in one place, without having to navigate between different apps.

Additionally, from LeadSquared, you can view the meetings and tasks of all your users whose email accounts are synced with the connector. To know more about the benefits of installing this connector, refer to Google Outlook Calendar Sync Connector.

Note:

This article is to help Admin Users install and configure the Google Outlook Calendar Sync Connector. If you’re a Sales User who’s looking to sync your Gmail/Outlook account with LeadSquared, refer to Connecting your Google/Outlook Calendar with LeadSquared.
This connector only captures tasks, and does not create new leads.
You can only sync Appointment task types with your Google and Outlook calendars.
Once an Appointment task is created in LeadSquared, the task is automatically synced to a user’s calendar based on the task owner specified in LeadSquared.

2. Prerequisites

You must be the Administrator of your LeadSquared account to install and configure this connector.
You must have an existing Microsoft Outlook or Gmail 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

You can configure the connector to sync meetings in one direction or in both directions between Google/Outlook and LeadSquared.

First, the Admin user must configure the following steps –

Install the connector.
Select the list of users that can access the connector, and grant permissions to these users.
Select the email provider you want to sync with the connector, and determine the task flow direction (Two-way, Inbound, or Outbound).
- This step is primarily for Sales Users who want to link their email accounts to the connector. To know how to do this, refer to Connecting your Google/Outlook Calendar with LeadSquared.
Select the list of LeadSquared Appointment task types you want to sync with your email provider.

Once configured by the admin, each user in the account must –

Connect their email account with the connector.
Activate the Sync. Depending on the task flow direction, you can now view tasks in your LeadSquared and email provider’s calendars.

4. Install the Connector

Navigate to Apps>Apps Marketplace.
Search for Google/Outlook Calendar, and click Install.
- Alternatively, you can find the connector on the left panel, under Email.
Once installed, hover your cursor over , and click Configure.

5. Configure the Connector

Once you’ve installed the connector, on the Configure Google/Outlook Calendar 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).

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).
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.

6. Admin Configuration

To continue the connector configuration, navigate to Apps>Google/Outlook Calendar.

Note: We’ve configured the connector by choosing Outlook as the email provider. The steps to configure the connector using Gmail are the same as the steps listed below.

6.1 Provider Selection

Select, sync and configure the email provider your organization uses.

Note: You can only select and configure one email provider.

From the options listed under Choose Email Provider, select your preferred provider.
Once you’re done, click Next.

6.2 Sync Options

Configure the direction of the task data sync between your email provider’s account and LeadSquared.

Email Provider to LeadSquared – All the meetings created in your email provider’s calendar will get synced to your LeadSquared account.
Two way Sync – All the meetings created in your email provider’s calendar will get synced to your LeadSquared account, and all the Appointment task types created in your LeadSquared account will get synced with your email provider’s account.
LeadSquared to Email Provider – All the Appointment task types created in your LeadSquared account will get synced with your email provider’s account.

Once you’re done, click Next.

6.3 Calendar & Task Mapping

Select the LeadSquared task types to sync with your email provider.

Email Provider to LeadSquared

All the meetings from your email provider’s calendar are selected by default. Select the corresponding LeadSquared task to which this meeting task should be mapped. This LeadSquared task will get created every time there’s a new meeting scheduled in your email provider’s account.

Note:

For leads that don’t exist in your LeadSquared account, no lead is tagged to the Appointment task.
You can sync the meetings to only one LeadSquared task type.
You can select any Appointment task type (system and custom) present in your account. To know how to create a custom task, refer to How to Create Tasks and Schedule Reminders?

LeadSquared to Email Provider

Every time the selected LeadSquared task types are created in LeadSquared, it will automatically get created as a meeting in your email provider’s account. Once you’re done, click Next.

Note: You can select multiple LeadSquared task types that you want to sync with your email provider’s account.

6.4 Advanced Settings

Configure the following connector settings on this tab –

Organization Domains – List your organization’s email domain(s) (e.g., if a user’s official email Id is sri@example.com, the email domain is “example.com”.), and hit ENTER. The domains entered here are used to identify internal users in your organization. You can add multiple organization domains, to cover employees, contractors, third-party vendors, etc.
Allow internal meeting sync – By default, only external meetings are synced across the calendars.
If a meeting is created between different users whose email domains are listed under Organization Domains, it is considered an internal meeting. To allow your LeadSquared and email provider calendars to sync and display these meetings to your internal users, enable this setting.
Schedule Online Meeting – When creating Appointments in LeadSquared, if any of the keywords entered here (e.g., online, remote, etc.) are entered in the Location task field, that Appointment is considered an online meeting. As a result of this, an online meeting is created in your email provider’s calendar, and an online meeting link is generated. You can add multiple keywords. These keywords are case insensitive.
Consider the task as Online Meeting if no “Location” is specified – When enabled, if an Appointment is created in LeadSquared, and the Location task field is empty, then the task is considered as an online meeting, and an online meeting link is generated and added to your email provider’s calendar.
Do not allow your users to set calendar configuration – When enabled, Admin and non-Admin users will not be able to change the connector configurations. Note that if users have existing settings configured, it is overwritten by the settings configured by the Admin. We recommend you enable this setting.

Once you’re done, click Save Details. The connector is successfully configured.

Note: To change existing Admin Configurations, click Edit Admin Configuration.

7. My Dashboard

Note: To sync your email account calendar with your LeadSquared calendar, see Connecting your Google/Outlook Calendar with LeadSquared.

If you’ve synced your email account with LeadSquared, you’ll be able to view the logs of all the tasks tagged to you from the My Dashboard screen.

Date Range Filter – You can filter the logs by Today, Yesterday, Last 7 Days, Last 30 Days and Custom Date. If you select Custom Date, you can select up to a maximum of 60 days in the past.
Sync Direction – If you’ve enabled two-way sync, you can filter the sync direction by All, Inbound or Outbound.
To Disable Sync between your LeadSquared account and email provider, click , and click Disable Sync. This will stop the flow of tasks between both accounts.
To delete your synced account within the connector, click , and click Delete Account.
To refresh the list of tasks synced, alongside Last Event Received, click .
To retry a task with an error, under actions, click .

8. User Management

View the list of Active and Inactive users in your LeadSquared account. Filter them on the basis of the email provider they’ve used to sync with the connector. Click to perform the following actions –

View Dashboard – View your user’s connector Dashboard, where the list of tasks and task logs are present.
Disable Sync – Disables connector sync for the selected user.
Remove Account – Deletes the selected user’s account from the connector.

9. FAQs