1. Feature Overview LeadSquared’s Dynamic Forms feature lets you create intelligent lead capture Forms relevant to your processes and products and build out entire journeys for loan applications, college applications, etc. For example – You can build single or multi-step Forms. Choose to capture Leads, Opportunities, Activities, and Tasks in the same Form. Customize the […]
1. Feature Overview The SIERA report builder allows admins to create customized reports using existing data (such as leads, activities, etc.) in their accounts, and determine which users should have access to them. 2. How it Works In this article, we will demonstrate how to create SIERA reports using predefined templates. These templates include pre-joined data […]
1. Feature Overview The SIERA Dashboard Builder tool will allow admins to create their own dashboards, and share them with users. This is an evolving tool and presently helps users in creating widgets using the existing SIERA reports. 2. Prerequisites SIERA is a paid feature. To enable it for your account, contact your account […]
1. Feature Overview LeadSquared’s Telephony helps you integrate your cloud telephony provider with your LeadSquared account – all the major contact centers, telephony, and IVR tools like Exotel, Ozonetel, Ameyo, CTM, and more, are supported. You can capture your leads, both online and offline, and route them instantly to your internal call center reps. The […]
1. Feature Overview This connector captures real-time information about Shopify customers who add items to their carts. It also captures updates made to the cart during check-out, such as adding or removing items and changing item quantities. This information is then mapped in real-time to your LeadSquared account. Once the leads are synced, you can […]
1. Feature Overview SuperReceptionist by Knowlarity is a cloud-based VoIP (Voice over Internet Protocol) phone system. Once you integrate your Knowlarity account with LeadSquared through the Universal Telephony Connector Generic Instance, you can – Make calls and automatically track the calls in Lead Activity History. Utilize the Agent Popup to store or view lead information […]
You use this procedure to deploy Visitor Tracking Script on your website
1. Feature Overview This connector periodically captures leads from your Bayut 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 Bayut account. This is a paid feature. […]