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SIERA Feature Guide

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 […]

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 […]

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

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 […]

Telephony Logs

Feature Overview All events related to your telephony integration are logged and stored in the Telephony Logs section of your account settings. For more details on Telephony integrations, see – Universal Telephony Connector Generic Telephony Connector   1. Search and Filter Logs To navigate to the telephony logs section, from the main menu, go to […]