1. Feature Overview Create and customize the homepage of the LeadSquared mobile application to reflect your business requirements. With the widgets available, you can – Create different homepages for different teams. Allow users to view their upcoming tasks for the day. Allow users to view a webpage (like a help site) without exiting the app. […]
1. Feature Overview The Call Analysis Report in SIERA helps Sales Managers monitor call centre metrics and agent productivity within their teams. Sales users can use the report to track their total calls (inbound, outbound, connected, unanswered, missed) and talk time. 2. Prerequisites SIERA is a paid feature. To enable it for your account, […]
1. Feature Overview This connector captures leads from your Jotform account to LeadSquared. You can configure the connector to capture leads in real-time from your Jotform account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared […]
1. Feature Overview Auto-distribute leads that are in close proximity to your users using Field Sales Territories. Create territories within a geography and assign sales users/teams/groups to them. All leads inside or near this territory will be evenly distributed among the assigned users. With the Territories feature, you can – Carve out territories within a […]
1. Feature Overview This article lists down steps to help you migrate from the old LeadSquared Email Sync connector to the new Email Sync connector. We recommend you migrate to the new Email Sync connector because of the following reasons – Security Enhancement – The new Email Sync connector is built using OAuth (and not the […]
If you’re using MSG91 as the service provider when setting up the LeadSquared SMS Connector, we require the slug that’s generated on your MSG91 account to create a template in LeadSquared. To obtain this slug from your MSG91 account, follow the below steps – Create an SMS Template* Create an SMS Campaign Once the campaign […]
1. Feature Overview This connector captures leads from your MoEngage account to LeadSquared. You can configure the connector to capture leads in real-time from your MoEngage account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. […]
1. Feature Overview This connector captures leads in real-time from your MailParser account to LeadSquared. 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 MailParser account. 3. How it Works […]
1. Feature Overview This connector captures leads and tasks in real-time from your FreshSales account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisite You must be the Administrator of your LeadSquared account. You must have an active FreshSales account. This is […]
1. Feature Overview This connector generates Razorpay payment links directly from your LeadSquared account. Your leads can use these links to make payments (e.g., for registrations, purchases, etc.). This payment is posted as an activity against the lead in LeadSquared. Note: This connector only generates payment links, which can be used by existing leads in […]
1. Feature Overview As a Sales User, you can view and work within the territories assigned to you (by your manager/administrator) using the LeadSquared mobile application. Leads are automatically assigned based on proximity to your location. This helps in reducing time spent on traveling and improves your efficiency. Find leads near you and within your […]