1. Feature Overview Use SIERA to create views that help users perform lead flow analysis, and track users, leads, opportunities, etc. To know more, refer to SIERA Feature Guide. This article details on how sales managers and marketing users can use lead distribution reports in SIERA – Lead Assignment Status Analysis. Lead Conversion Analysis. Lead […]
1. Feature Overview With the Trusted Devices feature, users can log into their LeadSquared account without verifying themselves through Two-Factor Authentication (2FA) each time. Trusting a device will help you save time during log-ins. Note: LeadSquared will capture the browser’s user agent, IP address, and system combination for trusting a device. LeadSquared will not store […]
1. Feature Overview This connector captures leads and tasks in real-time from your Wix Forms 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 Wix Forms account. […]
1. Feature Overview This connector syncs leads and activities between two LeadSquared accounts. In instances where your business uses two LeadSquared accounts to store leads, this connector will sync leads from account 1 to account 2, and vice versa. For example – In the healthcare industry, when you store lead data in one LeadSquared account, […]
1. Feature Overview In addition to the default lead capture connectors (99acres, Zendesk Chat, Google Forms, Zoom Webinars, etc.) listed on your account, you can also build your own custom connectors to capture leads and activities from other data sources. This document will show you how to map the Entity Options on Lead Capture. Note: […]
1. Feature Overview This connector captures leads from your Zoho Forms account to LeadSquared. You can configure the connector to capture leads in real-time from your Zoho Forms 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 […]
1. Feature Overview The majority of LeadSquared features are available across the web and mobile apps. This article lists all the features supported on the Android and iOS apps. Note: While most of the features are supported on both platforms, there are a few exceptions (e.g., due to app/play store compliance requirements, etc.). 2. […]
1. Feature Overview This connector captures leads from Contact Form 7 (CF7) on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress Contact Form. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must […]
1. Feature Overview This connector captures leads from your Elementor Form to LeadSquared. You can configure the connector to capture leads in real-time from your Elementor 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 View the audit history of all changes/modifications made to different feature sets in your account. The audit trail displays information related to the date/time, author/user, and modification activity. You can view any of the following audit types – App and Connectors Audit Report – Displays the audit report of all the actions […]
1. Feature Overview A Nudge sends a timely reminder to Sales Managers and Sales Users on the performance and progress of their Goals. It’s a great way to motivate users to complete their Goals. If you’re new to the Goals feature, see LeadSquared Goals. Note: This article will show you how to configure a Progress Nudge. […]