The Leadsquared mobile app is available on iOS and Android, supported on various devices complying with minimum OS requirements. This article details the minimum requirements for running the mobile app. Supported Operating Systems and Versions Android 8.0 or later. iOS 14.0 or later. Note: The LeadSquared Mobile Application doesn’t run on rooted (jailbroken) devices […]
Note: Closing or force-quitting the LeadSquared Mobile App doesn’t save battery, as many believe. In fact, when apps run in the background, they enter battery-saving mode and use less power than relaunching the app. Once users check-in on the LeadSquared Mobile App, they must avoid killing or forcibly closing the app as it may temporarily […]
1. Feature Overview Interakt WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Interakt facilitates customer support and other marketing efforts through WhatsApp. If you’re using Interakt APIs, this article will help you integrate with LeadSquared to avail WhatsApp messaging functionality right within the platform. We also support WhatsApp integrations through other […]
1. Feature Overview LeadSquared’s Topbar Widget is a lead conversion tool that you can add to your website or landing pages to direct the lead’s attention to your marketing offers. This widget is easy to design and connect to your website. You can specify the web pages you want to display this widget on and […]
1. Feature Overview Incoming messages on Converse and Chatbot can be routed to a Chat Group (that consists of several users) through a Routing Rule. On LeadSquared Chatbot, You can create a Chat Group to set up a Handover Node and transfer the chat conversation to a group of agents in your organization. 2. […]
1. Feature Overview Routing management will route the incoming message on Converse and Chatbot to the relevant Lead Owner, Opportunity Owner, Chat Group, Admin, or Specific User. On LeadSquared Chatbot, you can create a Routing Rule to set up a Handover Node and transfer the chat conversation to a group of agents in your organization. […]
1. Feature Overview Admins can enable the Image linked Check-in/out setting for a more stringent approach to attendance registration. With this feature, users will be asked to capture a photo of themselves (selfie) during the check-in/check-out process. Note: Image validation is currently not supported. The images captured during check-in/out are not included in the reports […]
1. Feature Overview MDT Marketing has made it simple to deliver personalized videos to your prospective students to boost engagement and optimize conversion rates. When a new lead is created in LeadSquared, this connector pushes the lead data to MDT Marketing. MDT Marketing renders a coordinating personalized video, and the video URL is automatically appended […]
1. Feature Overview This article provides a feasibility checklist for integrating the customer’s telephony provider using LeadSquared’s Universal Telephony Connector. The article details a checklist questionnaire for UTC features, namely: Outbound Calls, Agent Popup, Agent Panel, Call Log, Call Disposition, and Call Routing. It also includes a checklist for certain general questions. Note:Â The most […]
1. Feature Overview DoubleTick’s WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. DoubleTick facilitates customer support and other marketing efforts through WhatsApp. If you’re using DoubleTick APIs, this article will help you integrate with LeadSquared to avail WhatsApp messaging functionality right within the platform. We also support WhatsApp integrations through other […]
1. Feature Overview Once a Juspay payment link is generated using the Juspay Payment Link Generation connector, you can track the status of these payment links using the Juspay Payment Status Connector. Note: This connector only generates payment links, which can be used by existing leads in your LeadSquared account. This connector DOES NOT capture […]
1. Feature Overview LeadSquared’s Opportunities feature can be used to manage your potential deals. On LeadSquared Converse, Opportunities in the form of incoming messages can be automatically routed to the respective Opportunity Owners, Chat Groups, or specific users. In this article, you will learn how to set up Opportunity mapping on Converse, and how to […]
Sales Groups and Teams are two distinct features under Users and Permissions, built for different use cases. Note: Only admins can create and configure Sales Groups and Teams. Sales groups are created to manage access to leads (and accounts and opportunities). When you create a sales group you do two things – You define which […]
1. Feature Overview If a Sales User or a Lead attempts to create an Opportunity through Dynamic Forms, and the Opportunity is identified as a Duplicate (based on the configured Duplication logic for that Opportunity Type), the Form will display an error message stating “Duplicate Opportunity detected.” Now, the feature explained in this article will […]
Feature Overview Offline-compatible dynamic forms can be used on the mobile app without an internet connection. You can enter information on the form and save it as a draft. However, you can only submit the form once you’re back online. These saved drafts will be displayed under Offline: Pending Sync. Offline-compatible forms are displayed on […]