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Property Listing UAE Connector

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1. Feature Overview

Add your property details in LeadSquared (through Mavis DB) and sync data across various Dubai-based listing platforms, including Property Finder, Bayut, and Dubizzle. This simplifies managing and distributing your property advertisements, ensuring maximum exposure and up-to-date information across these platforms. The benefits of using this connector include –

  • Centralized Listing Management – Input your listing details in one place, and sync it seamlessly across all the listing platforms you choose.
  • Effortless XML Feed Generation – Generate XML sync feeds with a single click for your listing’s partners, streamlining the process and ensuring compatibility with various platforms.
  • Customizable SmartView – Enhance the visualization of your listing data by creating multiple SmartViews. Tailor these views to your preferences for an efficient and organized experience.
  • Collaboration Capabilities – Collaborate with others by inviting team members and partners. You can also restrict specific actions to maintain control over changes made to your listings.
  • Quick Filtering – Utilize quick filters for easy searching of specific listing details, making it simple to find the information you need.
  • Image Viewing Made Simple – Conveniently view property images attached to your listings.

Sales Users can view, add, and update property listing details through Smart Views. Changes made will sync and reflect on property listing platforms. Once the listings are live, you can capture potential customers as leads in your LeadSquared account, monitor their activities, and convert them to customers (which is purchasing/leasing/renting the property in this case) directly from your LeadSquared account.

Property Listing UAE

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account to install and configure this connector.
  • This is a paid connector. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

  1. Install the Property Listing UAE connector.
  2. During the configuration, a Mavis Table (with pre-defined schemas) is automatically created. Check and verify the table schema. If required, you may also add property listings in this step.
  3. Integrate the generated XML feed with the property listing platforms. This initiates the sync process.
  4. Create a Smart View for your Sales Users and integrate it with the Mavis Table. This allows users to add their property listings to LeadSquared and sync them across property listing platforms.
    This improves collaboration among your users and enables you to control the actions your collaborators can perform.

 

4. Install the Connector

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Property Listing UAE, and click Install.
    • Alternatively, you can find the connector on the left panel, under Real Estate.

Property Listing UAE

 

5. Configure the Connector

Once the connector is installed, hover your cursor over , click Configure. On the Configure Property Listing UAE screen, carefully read the Terms & Conditions, and click Accept. This is mandatory.

Property Listing UAE

On the Setup Property Data screen, enter the Mavis x-api-key. After you’ve entered the key, click Create Table. A Mavis Table, containing all the fields required by Bayut, Dubizzle and Property Finder is automatically created.

Note:

Property Listing UAE

 

6. Manage Listing Details in Mavis Table

Once the table is created, to configure it, click Check Table. Alternatively, you can navigate to Apps>Mavis>Property Listing>Property Details>Data.

The columns and schema are predefined to align with Property Finder, Bayut, and Dubizzle guidelines. To add listing data, go to the Mavis Data screen and click Add Row.

The mandatory table fields are –

  • ID – A unique listing ID that can be used to identify a property listing.
  • Listing Platforms – The real-estate platforms on which you want to list the property details. You can choose all three* platforms.
  • Listing Status – The following listing statuses are available –
    • Draft – The listing details will not be synced with the selected platforms.
    • Send for Approval – When the listing is sent to an internal employee (within your organization) for approval.
    • Sync to Listing Platforms – Select this when the listing details are ready to be synced with the property listing platforms. The details will not get synced until you select this option.
    • Remove from Listing Platforms – Select this option to remove existing listing details from a platform.
  • Permit Number – The DLD permit number provided by the Government of Dubai.
  • Offering Type – Select the relevant property type for the property you’re listing.
  • Agent – The LeadSquared user handling the property.

In addition to the required fields, you can optionally fill in additional information such as Price in AED, City, Floor Size in sqft, Video Tour URL, etc.

Note:

  • *If you want to list the property on any UAE-based platforms besides Property Finder, Bayut, and Dubizzle, contact your account manager, or write to support@leadsquared.com
  • If you choose to add a video URL under View 360, this video must be pre-approved by your listing platform.

Property Listing UAE

 

7. Integrate with Listing Partners

Once the Mavis table is populated with the property listing data, to sync it with the real-estate listing partners of your choice –

  1. Navigate back to Apps>Apps Marketplace, and search for Property Listing UAE.
  2. Hover your cursor over , click Configure, and on the Configure Property Listing UAE pop-up, click Integrate with Listing Partners.
  3. Copy the Sync URL, and pass it on to your account manager on the listing platform side. They’ll configure it in their accounts.
  4. Once they give you a confirmation that the URL is configured, in your LeadSquared account, under Actions, enable the Slider slider. This will begin syncing the property data between your LeadSquared and listing partner’s accounts.

Note:

  • Data from your Leadsquared account will sync with the listing partner every 15 minutes.
  • Use Bayut’s Sync URL on Bahut and Dubizzle. Given that Bayut is the parent organization for both, the same URL will function for both platforms.

Property Listing UAE

 

8. Create Smart Views

Now create a Smart View integrated with Mavis. This enables Sales Users to view and add their property listings.

We’re creating an example Smart View that allows the logged-in Sales User to see properties assigned to them that are live on the listing platform, with the permission to only Add and Update Rows –

  1. Navigate to My Profile>Settings>Leads>Views>Smart Views.
  2. Click create icon, enter a name for the Smart View, and click Create Tabs.
  3. Choose Type as Mavis and enter a Name and Description.
  4. Click the Select Condition link.
    1. Select Property Listing as the database.
    2. Select Property Details as the table within the database.
    3. Add filter conditions to filter the data from the table. For example, you can filter the view to display live properties assigned to the logged-in users:
      • Column Name – Created By | Operator – Equals | Value – Logged in User
      • Column Name – Listing Status | Operator – Equals | Value – Sync to Listing Platforms
      • For more information on filter conditions, see filter conditions.
    4. Click Add to add more filter conditions. You can add up to 20 filter conditions by default. To increase this limit, reach out to your account manager or support@leadsquared.com.
      • For multiple filter conditions, select whether you want All Criteria (and) or Any Criteria (or) to apply.
    5. Click Save.
  5. Verify the filter conditions, then click Save.
  6. To add Actions, click Configure. We’re enabling the users to –
    • Add Rows
    • Export Rows
  7. Once you’re done, click Save.
Note: To know how to assign Smart Views to users, refer to Smart Views for Administrators.

Property Listing UAE

 

Any Questions?

Did you find this article helpful? Let us know your thoughts in the comments section below.

User Management – Feature Guide

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1. Feature Overview

Users are the employees of your organization who have active accounts in LeadSquared (like Sales Representatives, Sales Managers, etc.). You can create users, assign them permissions, set user hierarchy based on your organization’s departmental structure, and more. This article lists the various features users can access to streamline their management process.

 

2. User Roles

You can control access to different features and data by assigning roles to users. Usually, one of these four roles can be assigned to a user – Admin User, Marketing User, Sales Manager, and Sales User. If required, we also support a Super Administrator user role that can control permissions given to Admin users. To know more about user roles, refer to User Roles and Access Rights.

 

3. User Fields

When you create users, there are a number of system fields available (such as first name, last name, etc.) to store their information. You can also create custom user fields (like their work anniversaries, gender, marital status, etc.). You can choose the data types you want the fields to accept and customize them according to your preferences. To know more, refer to Manage User Custom Fields.

 

4. Create and Update Users

You can create, edit and perform a range of actions on your users like –

Action Description 
Create Users Create new users in your account or update existing users.
Deactivate users Although it is not possible to delete a user, Admins can deactivate them. The deactivated user will no longer be able to log into LeadSquared.
Reset Password You can send password reset requests to users up to a maximum of 5 times a day.
Set Permissions Apply Permission Templates on users to restrict their access to sensitive data.
Change Password Admin users can change any user’s password. This is helpful when users are required to reset their passwords but haven’t received the password reset email yet.
View Lead Access You can view the lead access permissions of a user based on the Sales Groups they are part of. You can also view other details of the group like its members, group managers, etc., here.
View Automation Report If you’ve created user automations, this report shows you the path the user has taken through the automated workflow.
Configure Homepage You can select either Dashboard or Smart Views as the homepage for the user.

LeadSquared - Actions in manage users

You can also perform the following bulk actions on users –

Action Description 
Import Users You can import a list of users through CSV.
Update via CSV You can update a large number of users in one go. For example, you can update the status fields to activate or deactivate users who join or leave your organization, or apply workday templates to a group of users.
Export Users You can export the list of users in your account in CSV format.
Bulk Update Unlike the update via CSV option, bulk update lets you change only a single user field.
Nudge Users You can send push notifications to your users’ desktop and mobile devices for various events (For example, Lead Creation, Upcoming Tasks, Opportunity Creation, Activity Completion, etc.) using the LeadSquared Nudges Connector. You can also create custom templates and add images to them, for custom events such as policy update announcements, upcoming holidays, etc.
View User Hierarchy You can view the hierarchy of your users based on the ‘Reporting to’ field. To know more about setting up user hierarchy, refer to How to Set Up User/Organization Hierarchy.

LeadSquared - Bulk action in manage users

To know more about creating and managing your users, refer to Manage Users.

 

5. Create Sales Groups

Manage your sales users by organizing them into different groups based on location, business unit or any other categorization of your choice. For example, you can organise your sales users into different sales groups based on their location and assign them leads that are in the same location. You can also assign a group manager to a sales group and set specific permissions for the data they can access.

Sales users in a group can be given –

  • Lead Based Access – Sales users can have access permissions defined only on leads within the group.
  • Account Based Access – Sales users can have access permissions defined over a combination of accounts & leads within the group.

To know more about Sales Groups, refer to Managing Lead and Account Access for Sales Users – Sales Groups.

 

6. Create Teams

Teams reflect the structure of different departments in your organisation. With Teams, you can assign key user management and lead management features to all users in your account. Once you create teams in your LeadSquared account, you can assign them the following features –

  • Lead Details Customisation View – Based on each Team’s requirements, Admin users can customise the Tabs, Actions, Buttons and Lead vCard on the Lead Details page.
  • Work Day Templates – These templates let you define the schedule and working hours of your organization so you can automatically check-in your users.
  • Holiday Calendar – You can create your organisation’s holiday schedule and apply them to different teams across different regions.
  • Smart Views – You can create a specific Smart Views page for your team.
  • Configure Homepage – You can select either Dashboard or Smart Views to be the homepage of the team.
  • Custom Dashboards – You can create customized dashboards to track and analyze key performance metrics across teams within the organization.

LeadSquared - Teams actions

To know more, refer to Teams.

Note: To identify the difference between sales groups and teams, refer to What is the difference between Sales Groups and Teams?

 

7. Permission Templates

Permission templates let you configure access rights for your users. They let you control who sees what and which users can edit, delete, export or import your data. For example, you can create permission templates to mask sensitive data (like phone numbers, email IDs, etc.), or prevent users from exporting or deleting data. To know more about creating a Permission Template, refer to Create Permission Templates. To know more about applying these templates on your users, refer to Apply Permission Templates to LeadSquared Users, Roles or Groups.

 

8. Lead Assignment Quota

You can set limits on the number of leads that can be assigned to users based on quotas defined at the user role level (such as Sales User, etc.), or individual user level. You can configure lead assignment quotas for daily, weekly and monthly cycles. To know more, refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

 

9. Opportunity Management Quota

You can set limits on the number of opportunities that can be assigned to users based on quotas defined through opportunity distribution automations. You can configure opportunity assignment quotas for daily, weekly and monthly cycles. To know more, refer to Opportunity Assignment Quotas.

 

10. Support Access

When users raise a ticket to LeadSquared, our support team may request temporary access to your account. You can set the time period for when the account can be accessed by the support team and our team will not be able to export any leads from the account. To know more, refer to LeadSquared Support Access.

 

11. Organisation Switch

You can set up multiple organizations in LeadSquared and seamlessly switch between them (Agency Switch). While setting up, it’s imperative to designate one organization as the master and the others (client organizations) as children. If you have multiple organizations you’d like to create LeadSquared accounts for, reach out to support@leadsquared.com. To know more, refer to How to Manage Organization (Agency) Switch.

 

12. Leave Tracker

Users can apply for their own leaves while Admins can add leaves for all users. You can also use this feature to keep track of all your leaves. To know more, refer to Leave Tracker.

 

13. User Check-in and Check-out

The check-in/check-out feature lets you manage your users’ attendance and view user availability while assigning leads. You can auto check-in your users across both web and mobile platforms through lead distribution automations. You can also restrict users from checking-in and checking-out from the mobile app based on location and time preferences. To know more about setting up these restrictions, refer to Check-in/Check-out Location and Time Restrictions. 

Some features in LeadSquared require users to check in regularly. For example –

  • Distance Travelled Report – You can track and monitor the distance travelled by your field sales users on any particular day. The distance travelled is calculated based on the check-in/check-out activities and location coordinates identified by the LeadSquared Mobile App.
  • Location History Tracker Report – You can view a comprehensive trail of your users’ location coordinates received via the LeadSquared Mobile App throughout the day starting from the user’s check-in location.
  • Field Sales Territories – You can auto-distribute leads that are in close proximity to your users by creating territories and assigning them to a group of users. All leads inside or near the created territory will be evenly distributed among the assigned users.

 

14. Reports

You can access lead and user analysis reports (e.g., Check-in/Check-out History Report, Automation Audit Logs, etc.) on the Reports homepage. To know more about LeadSquared Reports, refer to Report Management. You can also use LeadSquared’s SIERA feature, a new-gen self-service reporting tool, to track leads, opportunities, organization revenue, user performance, and more.

LeadSquared - User Activity Reports

 

15. Security

  • You can customize the password policy of your LeadSquared account (For example, minimum password length allowed, minimum special characters allowed, etc.) to comply with your organization’s policies. You can also force reset your users’ passwords to ensure they change (reset) it regularly. To know more, refer to LeadSquared Security Settings.
  •  You can regulate and limit LeadSquared product and LeadSquared APIs access only to trusted users by whitelisting user IP addresses. With this feature, you’ll be creating a list of trusted and secure IP addresses from which your users will be able to access their LeadSquared accounts. To know more, refer to Restrict User Access to LeadSquared Using IP Whitelisting.

 

16. Other Features

  • You can perform advanced search on users to filter them based on multiple criteria. To know more, refer to User Advanced Search.
  • Group managers can create lead automations for the users in their sales group. To know more, refer to Group Level Automation.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Build an AI Help Bot

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1. Feature Overview

This Chatbot addresses common queries and FAQs about your products or services. It’s designed to help reduce support load and costs by providing answers 24/7 on your support channels.

Manually create a question-answer dataset or import one in bulk from a CSV file to program the chatbot. With NLP capabilities, the chatbot can provide accurate answers even if the lead’s queries do not exactly match the dataset.

Note:

  • Add Utterances for higher answering accuracy. Utterances are the various ways a lead may ask a question while interacting with the bot. For instance, if the Question is “Which loans are being offered?” the Utterances could include “What loan types are available?” or “Loans available?”, and so on.
  • The AI Help Bot operates independently of a Journey Based Bot, and its flow cannot be integrated with the flow of a Journey Based Bot.
  • The difference between the AI Help Bot and AI Knowledge Bot is with the AI help bot, you have to manually add questions, answers, and utterances for the bot to address queries. Whereas with the AI Knowledge bot, you simply upload resources, and the bot will analyze the content to educate itself and answer any questions related to the uploaded material.
  • To know how to build a Journey Based Chatbot, refer to Build a Journey Based Chatbot.

LeadSquared Chatbot

 

2. Create a Bot

Begin by creating a chatbot. This is the bot your leads will interact with when they visit your website/portal. To create a bot –

  1. On your LeadSquared account, navigate to Apps>Chatbot, and click Get Started.
  2. On the Dashboard screen, from the left panel, click Bots, and then click Create New Bot.
  3. On the Select Type pop-up, under AI Help Bot, click Select.
  4. On the Create New Bot pop-up, enter a relevant Bot Name and Description for the bot.
    • This name is only for internal identification, and NOT the actual display name of the bot. We will set the display name in a later step.
  5. Once you’re done, click Save.
Note: Once published, you can link this bot to an existing journey-based bot. If a lead asks a question not covered in the flow or triggers a fallback, the system checks this bot for answers and responds accordingly.

LeadSquared Chatbot

 

3. Create Question

Manually add questions to the bot. Remember that the bot’s AI capabilities ensure it provides accurate answers even if the lead’s queries don’t exactly match the added Questions or Utterances.

  • Question – Enter the question you anticipate your leads will ask the bot. This is mandatory. We’re adding, “Which loans are being offered?”
  • Utterances – List various anticipated ways a lead may ask a question while interacting with the bot. For e.g., if the Question is “Which loans are being offered?”, Utterances could be “What loan types are available?” or “Loans available?” and so on. After every input, click the Add Utterances button. The more utterances you add, the better the bot gets at being able to answer similar questions posted by the lead.
  • Answer – Enter the answer for the question you’ve added. This is mandatory. We’re adding, “We offer Home Loans, Business Loans, Personal Loans, and Automobile Loans.”

Once you’re done adding a Question (along with the Answer and Utterances), click Create. Then, click Test Bot, and enter a few questions to ensure the bot is working as intended.

To add more questions manually, click Create.

Note: If required, you can import a CSV file that contains the list of Questions. To do this, click LeadSquared Chatbot.

LeadSquared Chatbot

 

4. Bulk Import Questions

Import CSV files that contain the list of Intent (Questions), along with the Utterances and Answers. To import a file, click . If required, you can download a Sample CSV file we’ve listed under Import Questions.

Add the file under Import Questions, and click Test Bot.

Note: Ensure that the CSV file includes the Intent (Question) and Response fields.

LeadSquared Chatbot

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Where is the Google API key required?

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Features that Require Google API Key

  • My Trips – My Trips is the LeadSquared mobile app’s day planning feature that helps users boost productivity by displaying the most efficient route and enabling the completion of the maximum number of tasks each day. This feature uses Google’s Distance Matrix API to calculate and optimize travel routes. To enable it, configure the Google API Key in your account by navigating to My Profile > Settings > Mobile App > Additional Settings. Under the Near Me section, alongside My Trips – Google Key, enter the API Key.
  • Explore (Near Me) – The Explore – Near Me feature allows users to view businesses located within 15 kilometer radius from selected location. This feature uses Google’s Places API to identify and display nearby businesses. To enable it, configure the Google API Key by navigating to My Profile > Settings > Mobile App > Additional Settings. Under the Near Me section, alongside Explore – Google Key, enter the API Key.

LeadSquared - Explore and my trips google key

 

Features that Do Not Require Google API Key

  • Geofencing – Enforce location-based controls using geofencing to ensure that users only perform certain actions (like check-in/out, tasks, or activities) when they are within the designated areas. 
  • Lead Addition – Map Display – The Locate Me button that populates your address in a form field based on your current location does not require Google API key. 
  • Mobile Lat-Long Capture – The user location history tracker gives visibility on the complete path taken by the user throughout the day. It shows all locations visited and activities performed by the user from Check-In to Check-Out, based on the location data received by the Mobile App. 
  • Check-In/Out – Enable hassle-free check-in and check-out processes without the need for a Google key by utilizing geofencing technology. 
  • Territories – Manage your territories with lead visualisation and automated lead assignment to sales users with the capability to restrict the user from performing any CRUD operations in locations other than the assigned geographical location.
  • Journeys – Enable your users to create plans through Journeys, a sales management feature built for the mobile app.
  • Leads (Near Me) – This feature utilizes geolocation data to display leads in close proximity to your current location, enhancing your ability to prioritize and engage with potential opportunities. 

Can Sales Users Share Lists?

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Sales Users cannot share lists. When a Sales user creates a list, it can only be viewed by that individual user. No other users (including other Sales users, Admins, Marketing users, and Sales Managers) will be able to view these lists.

When Admins, Marketing users, and Sales Managers create a list, it can be viewed by these three user types but not by Sales Users.

LeadSquared Converse in Mobile App

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1. Feature Overview

LeadSquared Converse is a multi-channel engagement platform that enables you to have real-time conversations with leads. If you’ve enabled Converse in your web application, it will be available on the mobile app (on both Android and iOS devices) by default.

Converse currently supports the following channels –

  • SMS (currently available only in the United States)
  • WhatsApp

Using Converse, you’ll be able to –

  • Send and receive images, videos, GIFs, etc.
  • View conversations in the context of a lead.
  • Eliminate the need to switch between multiple applications to converse with your leads.
  • Get real-time notifications for messages sent by leads.
  • Send content-rich messages, with multi-language and emoji support.

 

2. Prerequisites

  1. You must have LeadSquared Converse enabled in your account. To enable it, please write to support@leadsquared.com.
  2. Once Converse is enabled in your web app, to configure it, follow the steps mentioned in LeadSquared Converse.

 

3. Add Converse in Mobile App

If you’ve enabled Converse on the web app, it’ll be available on the mobile app as well. To add Converse on the bottom navigation bar or the side menu –

  1. Navigate to My Account>Settings>Mobile App>Mobile Navigation.
  2. Under Hidden Menu Tabs, drag the Converse option and drop it under Visible Menu Tabs. You can drag and drop the options in order of where you want them to be displayed.
  3. Once you’re done, click Save.

Note:

  • On the Mobile Navigation screen, the first (top) 4 tabs are displayed on the navbar, and the next 5 tabs are displayed as tiles in the side menu.
  • To know more about menu customization on mobile, refer to Configure Mobile App Settings from the Web Platform.

LeadSquared - Add converse to mobile app

 

4. Converse on Mobile App

  • If you’ve added Converse on the bottom navigation bar, you can find it there. If you’ve added Converse on the side bar-
    1. From the Dashboard, tap LeadSquared - Mobile app menu.
    2. Select Converse.
  • On the Converse page, at the top right corner of the screen, you can set your availability status. You will only receive messages if your status is available.
  • To filter your chats, tap filter icon.
  • To send a message to a lead, tap on the lead’s name. You will now be redirected to the chat-box. You can draft your own messages or select a template here.

Note:

  • When you send a WhatsApp message directly from the mobile app, the message will be sent from your phone number. However, when you send a WhatsApp message using Converse, the message will be sent from the configured WhatsApp business account. There’s less chance of your messages being marked as spam when you use a business account.
  • You must change your availability status manually. Your status will remain the same until you change it, even when you’re not using the app.
  • You will receive notifications from the mobile app whenever you get Converse messages from a lead. You can tap the notification to get redirected to the lead’s chat. Make sure your notifications are switched on for the LeadSquared mobile app.

LeadSquared - Converse in Mobile App

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Accounts, Leads and Opportunities Access

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1. Feature Overview

There are 3 major entities in LeadSquared – Leads, Opportunities, and Accounts.

Let’s use a College as an example –

  • Accounts – The college effectively manages its business (B2B) relationships by creating individual accounts for each affiliated high school, referral partner, and vendor, using Account Management.
  • Leads – Students interested in enrolling in the college’s courses are created as Leads. Using Lead Management, the college can send communications to these leads, analyze their activities, assign tasks, and drive them to conversion.
  • Opportunities – The college creates individual opportunities for the courses and programs it offers (such as MBAs, certificates, diplomas, etc.). With Opportunity Management, the college can effectively sell, cross-sell, and/or upsell these courses to existing leads.

LeadSquared Lead Management Features

Note:

  • Users (the other major entity in LeadSquared) are employees at your organization (e.g., academic and admission counselors at the community college) who log in to LeadSquared to engage with leads, close opportunities and manage accounts.
  • While the Leads feature is available by default, Accounts and Opportunities are paid features. To enable these features, contact your account manager, or write to support@leadsquared.com.

Enabling all three entities on the same LeadSquared account will result in changes to the access granted to Sales Users and Sales Groups. This article details the access rights and permissions in such cases.

 

2. Access to Accounts

Note: By default, all Sales Users, and all Users in a Sales Group can –

LeadSquared Lead Management Features

2.1 For Sales Users

Individual Sales Users can –

  • Create
    • New Accounts.
    • Activities on the accounts they can access.*
  • View
    • Accounts associated with leads they own.
    • Accounts associated with (leads of) opportunities they own.
    • Activities^ posted on the accounts they can access.
  • Update activities posted on accounts they own.
  • Delete
    • Activities posted on accounts they own.
    • Activities they’ve posted on an account they can access.

Note: 

  • *A user can access an account if they own leads that are associated with the account.
  • ^Activities referred to here are account activities. These are activity types created specifically for accounts and are different from lead/opportunity activities.

2.2 For Sales Groups with Lead-based Access Enabled

Note: Sales users in a group with lead-based access have the same access to accounts as individual sales users.

Sales groups can be created with lead-based access or account-based access.

LeadSquared Leads Opportunities and Accounts

Sales Users in the group can –

  • Create
    • New Accounts.
    • Activities on the accounts they can access*.
  • View
    • Accounts associated with leads they own.
    • Accounts associated with (leads of) opportunities they own.
    • Activities^ posted on the accounts they can access.
  • Update activities posted on accounts they own.
  • Delete
    • Activities posted on accounts they own.
    • Activities they’ve posted on any account.

Note: *A user can access an account if they own leads that are associated with the account.

^Activities referred to here are account activities. These are activity types created specifically for accounts and are different from lead/opportunity activities.

Group Managers who have the View all leads of a group or Modify all leads of a group permissions enabled can –

Note: In addition to permissions afforded to sales users in the group, managers get additional permissions to view the accounts (activities posted on the accounts) accessible to any user in their group.
  • Create
    • New Accounts.
    • Activities on accounts accessible* to users in the group.
  • View
    • Accounts accessible to all the users in the groups.
    • Activities^ posted on the accounts accessible to users in the group.
  • Update
    • Activities posted on accounts they own.
    • Activities they’ve posted on accounts they can access*.
  • Delete
    • Activities posted on accounts they own.
    • Activities they’ve posted on accounts they can access.

Note:

  • *A user can access an account if they own activities that are posted on the account.
  • ^Activities referred to here are account activities. These are activity types created specifically for accounts and are different from lead/opportunity activities.

LeadSquared Leads Opportunities and Accounts

2.3 For Sales Groups with Account-based Access Enabled

Sales groups can be created with lead-based access or accounts-based access.

LeadSquared Leads Opportunities and Accounts

Sales Users in a group can –

  • Create
    • New Accounts.
    • Activities on the accounts they can access.*
  • View
    • Accounts associated with leads they own.
    • Accounts associated with (leads of) opportunities they own.
    • Activities posted on the accounts they can access.
  • Update activities posted on accounts they own.
  • Delete
    • Activities posted on accounts they own.
    • Activities they’ve posted on accounts they can access*.

Note: A user can access an account if they own leads that are associated with the account.

Group Managers who have the View all accounts of a group permission enabled can –

  • Create
    • New Accounts.
    • Activities on accounts accessible to users in the group.
  • View
    • Accounts accessible to all the users in the groups.
    • Activities posted on the accounts accessible* to users in the group.
  • Update
    • Activities posted on accounts they own.
    • Activities they’ve posted on accounts they can access.
  • Delete
    • Activities posted on accounts they own.
    • Activities they’ve posted on accounts they can access.

Note: A user can access an account if they own activities that are posted on the account.

LeadSquared Leads Opportunities and Accounts

Group Managers who have the Modify all accounts of a group permission enabled can –

  • Create
    • New Accounts.
    • Activities on accounts accessible to users in the group.
  • View
    • Accounts accessible to users in the group.
    • Activities posted on the accounts accessible to users in the group.
  • Update
    • Accounts accessible to users in the group.
    • Activities posted on the accounts accessible to users in the group.
  • Delete
    • Accounts accessible to users in the group.
    • Activities posted on the accounts accessible to users in the group.

Note: A user can access an account if they own activities that are posted on the account.

LeadSquared Leads Opportunities and Accounts

 

3. Access to Leads

Note: When you enable account-based access, users added to the sales group can see all the leads created under the accounts they own (even the leads owned by other users). With this setting, the account is considered the parent entity, so the account owner gets access to all the leads under that account.
With lead-based access, users can only see the leads they own under their accounts (and not the leads owned by other users under the account).

LeadSquared Lead Management Features

Note: By default, all Sales Users, and all the Users in a Sales Group –

  • View, update and delete the leads they own.
  • Can create Leads.

3.1 For Sales Users

Sales Users can –

  • Create
    • New leads.
    • Activities on the leads they own.
  • View
    • Leads associated with the opportunities they own.
    • Activities posted on the leads they own and leads they can access.
  • Update activities posted on the leads they own.
  • Delete activities posted on the leads they own.

3.2 For Sales Groups with Lead-based Access Enabled

Sales groups can be created with lead-based access or accounts-based access.

LeadSquared Leads Opportunities and Accounts

Sales Users in the group can –

  • Create
    • New leads.
    • Activities on the leads they own.
  • View
    • Leads associated with the opportunities they own.
    • Activities posted on the leads they own.
  • Update activities posted on the leads they own.
  • Delete activities posted on the leads they own.

Group Managers who have the View all leads of a group permission enabled can –

  • Create
    • New leads.
    • Activities posted on leads accessible to users in the group.
  • View
    • Leads accessible to users in the groups.
    • Activities posted on leads accessible to users in the group.
  • Update activities posted on leads accessible to users in the group.
  • Delete activities posted on leads accessible to users in the group.

Note: A user can access a lead if –

LeadSquared Leads Opportunities and Accounts

Group Managers who have the Modify all leads of a group permission enabled can –

  • Create
    • New leads.
    • Activities posted on leads accessible to users in the group.
  • View
    • Leads accessible to users in the groups.
    • Activities posted on leads accessible to users in the group.
  • Update
    • Leads accessible to users in the group.
    • Activities posted on leads accessible to users in the group.
  • Delete
    • Leads accessible to users in the group.
    • Activities posted on leads accessible to users in the group.

Note: A user can access a lead if –

LeadSquared Leads Opportunities and Accounts

3.3 For Sales Groups with Account-based Access Enabled

Sales groups can be created with account-based access or accounts-based access.

LeadSquared Leads Opportunities and Accounts

Sales Users in the group can –

  • Create
    • New leads.
    • Activities on the leads they can access.
  • View
    • Leads associated with the accounts they own.
    • Leads associated with the opportunities they own.
    • Activities posted on the leads they can access.
  • Update
    • Leads associated with the accounts they own.
    • Activities posted on the leads they can access.
  • Delete
    • Leads associated with the accounts they own.
    • Activities posted on the leads they can access.

Note: A user can access an account if –

Group Managers who have the View all accounts of a group and View all leads of a group permissions enabled can –

  • Create
    • New leads.
    • Activities on leads accessible to users in the group.
  • View
    • Leads accessible to users in the groups.
    • Activities accessible to users in the group.
  • Update
    • Leads associated with the accounts they own.
    • Activities posted on leads accessible to users in the group.
  • Delete
    • Leads associated with the accounts they own.
    • Activities posted on leads accessible to users in the group.

Note: A user can access a lead if –

LeadSquared Leads Opportunities and Accounts

Group Managers who have the View all accounts of a group and Modify all leads of a group, or, Modify all accounts of a group and Modify all leads of a group permissions enabled can –

  • Create
    • New leads.
    • Activities posted on leads accessible to users in the group.
  • View
    • Leads accessible to users in the groups.
    • Activities posted on leads accessible to users in the group.
  • Update
    • Leads accessible to users in the group.
    • Activities posted on leads accessible to users in the group.
  • Delete
    • Leads accessible to users in the group.
    • Activities posted on leads accessible to users in the group.

Note: A user can access a lead if –

LeadSquared Lead Management Features

 

4. Access to Opportunities

Note: By default, all Sales Users, and all the Users in a Sales Group, can –

LeadSquared Lead Management Features

4.1 For Sales Users

Individual Sales Users can –

  • Create new opportunities.
  • View opportunities associated with the leads they own.
  • Update opportunities associated with the leads they own.
  • Delete opportunities associated with the leads they own.

4.2 For Sales Groups with Lead-based Access Enabled

Sales groups can be created with lead-based access or accounts-based access.

LeadSquared Leads Opportunities and Accounts

Sales Users in the group can –

  • Create new opportunities.
  • View opportunities associated with the leads they own.
  • Update opportunities associated with the leads they own.
  • Delete opportunities associated with the leads they own.

Group Managers who have the View all leads of a group permission enabled can –

  • Create new opportunities.
  • View the opportunities accessible to users in the group.
  • Update opportunities associated with the leads they own.
  • Delete opportunities associated with the leads they own.

Note: A user can access an opportunity if –

  • They own a lead on which an opportunity was created.
  • An opportunity is shared with them, which is created on a lead that’s associated with the account.

LeadSquared Leads Opportunities and Accounts

Group Managers who have the Modify all leads of a group permission enabled can –

  • Create new opportunities.
  • View opportunities associated with leads accessible to users in the group.
  • Update opportunities associated with leads accessible to users in the group.
  • Delete opportunities associated with leads accessible to users in the group.

Note: A user can access an opportunity if –

  • They own a lead on which an opportunity was created.
  • An opportunity is shared with them, which is created on a lead that’s associated with the account.

LeadSquared Leads Opportunities and Accounts

4.3 For Sales Groups with Account-based Access Enabled

Sales groups can be created with account-based access or accounts-based access.

LeadSquared Leads Opportunities and Accounts

Sales Users in the group can –

  • Create new opportunities.
  • View
    • Opportunities associated with the leads they own.
    • Opportunities associated with the leads under the accounts they own.
  • Update
    • Opportunities associated with the leads they own.
    • Opportunities associated with the leads under the accounts they own.
  • Delete
    • Opportunities associated with the leads they own.
    • Opportunities associated with the leads under the accounts they own.

Group Managers who have the View all leads of a group permission enabled can –

  • Create new opportunities.
  • View opportunities accessible to users in the group.
  • Update
    • Opportunities associated with the leads they own.
    • Opportunities associated with the leads under the accounts they own.
  • Delete
    • Opportunities associated with the leads they own.
    • Opportunities associated with the leads under the accounts they own.

Note: A user can access an opportunity if –

  • They own a lead on which an opportunity was created.
  • An opportunity is shared with them, which is created on a lead that’s associated with the account.

LeadSquared Leads Opportunities and Accounts

Group Managers who have the following sets of permissions enabled Modify all leads of a group permission enabled can –

  • Create new opportunities.
  • View opportunities accessible to users in the group.
  • Update opportunities accessible to users in the group.
  • Delete opportunities accessible to users in the group.

Note: A user can access an opportunity if –

  • They own a lead on which an opportunity was created.
  • An opportunity is shared with them, which is created on a lead that’s associated with the account.

LeadSquared Leads Opportunities and Accounts

 

5. FAQs

  • Can Group Managers see the leads of other Group Managers in their group?
    Yes, they can, provided the View all leads of a group permission is enabled. This access applies only to their own group and not to other groups in the LeadSquared account.

 

Any Questions?

If you have any questions related to this article, please leave us a comment below. We’ll be happy to help!