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Create Lead Capture Landing Pages in Portals

1. Feature Overview You can create landing pages to capture leads and lead inquiries using the LeadSquared Portals feature. Note: You can also create landing pages using the older Landing Pages feature. However, we suggest using portals to leverage newer, more advanced functionality.   2. Prerequisites You must be an admin user. You must have […]

Electronic Health Record (EHR-HL7) Connector

1. Feature Overview An Electronic Health Record (EHR) is a digital way to store and keep track of a patient’s medical health records. The EHR-HL7 Connector follows HL7 standards to retrieve patient information from EHR systems, and populate this in corresponding lead and activity fields in LeadSquared. The connector also transfers existing lead data from […]

How to Pre-Populate and Capture Data (UTM) in Portals, Landing Pages Pro, and Widgets

1. Feature Overview You can pre-populate Forms or Sign-Up Forms so the user can directly submit them and skip filling in different fields. This can be achieved by passing relevant data via query parameters. To know more about Portals, see Portal Management.   2. Query parameters API Query parameters can be defined as the optional […]

How to Track Application Status Using Forms & Activities in Portals

1. Feature Overview Portals allow users to fill out complex application forms (e.g. course application, loan application, scholarship application, etc) and track the status of their applications. They can also be configured to enable users to perform different actions based on the status of the application. A user’s application will go through several stages – […]

How to Show Activity Status in Portal Dashboard

1. Feature Overview Portals allow users to fill out complex application forms (e.g. course application, loan application, scholarship application, etc) and track the status of their applications. They can also be configured to enable users to perform different actions based on the status of the application. To learn more about portals, see LeadSquared Portals and Portal Management. […]