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FloStack Scheduling & Lead Engagement – Feature Guide

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1. Feature Overview

FloStack is a lead-qualification and routing layer that connects multiple lead intake channels to the appropriate conversion paths—such as personalized microsites, event microsites, and booking links—and applies routing and prioritization logic to ensure the right leads reach the right advisor at the right time.

It addresses the routing gap in acquisition workflows, where prospects arrive with intent, but neither they nor the organization can always determine the correct next step. Using lead context and decision rules, FloStack automatically guides each visitor to the appropriate content and action surface—whether that means speaking with an advisor, attending an event, or booking a meeting directly. This enables teams to scale qualified conversions without manual triaging or fragmented handoffs.

Usecase

In a typical customer-acquisition funnel, say for example, admissions:

  • Visitors do not always know whether they should request counselling, register for an event, or directly book a meeting.
  • Organizations struggle to direct leads to the correct next step without manual intervention.
  • Teams often lack visibility into which leads have high intent and which ones require nurturing.

FloStack addresses this by using a decision-based architecture that automatically routes each lead to the correct experience. The goal is to eliminate ambiguity for both the prospect and the internal teams handling them.

Lead Intake Sources

FloStack currently accepts lead data from website forms. All incoming submissions are passed to a central routing unit for evaluation.

After capture, FloStack can automatically send an email containing the relevant microsite link, regardless of where the lead originated.

Rule Board (Decision Layer)

The Rule Board is responsible for determining the next step for every lead. It evaluates attributes such as:

  • Lead source
  • Program or course interest
  • Location preferences
  • Request for counselling vs self-service
  • Intent to visit the campus or participate in an event
  • Previous interactions

Based on rules and conditions, the Rule Board selects one of several conversion experiences.

Conversion Experiences

Experience Type

Ideal Scenario

Action Outcome

Personalized Microsite

Lead is exploring and requires information before speaking to an advisor

Meeting booking via calendar

Event Microsite / Events Listing Page

Lead prefers attending an event or campus visit rather than requesting a call

Event registration

Direct Booking Links

Lead is ready to speak immediately and does not require additional content

Calendar booking

Each experience provides structured information and CTAs suited to that specific stage of decision-making.

Post-Booking Workflow

Once the lead completes a booking or event registration:

  1. A Meeting booked status is generated.
  2. The booking is synced with downstream systems (CRM, LMS, payment systems, etc.).
  3. Post-booking steps can be triggered, including:
    • Orientation information
    • Details/document upload
    • Payment or enrollment procedures

This ensures that the conversion journey continues after the initial booking.

Note: To know more about FloStack (www.flostack.io), and to enable it on your account, reach out to flostack@leadsquared.com.

LeadSquared FLoStack Integration

 

2. Set Up Your Workspace on FloStack

Administrators can configure their workspace settings to optimize their FloStack environment. This includes setting up the company profile, managing team members, creating Routing Forms, and integrating with a CRM.

  • Personalization – Customize your logo, brand colors, and customer-facing text.
  • Members & Teams – Add team members, assign roles, and create structured teams.
  • Routing Forms – Embed forms to enhance lead capture and data enrichment.
  • Integrations – Sync FloStack with your CRM for automated lead management.

For detailed setup instructions, refer to this article: Set Up Your Workspace on Flostack.

feature guide personalization

 

3. Set Up Your Profile and Calendar on Flostack

Setting up your profile and calendar in FloStack helps establish credibility, enhances your professional presence, and ensures seamless lead assignment.

  • My Profile – Upload a profile photo, bio, and welcome video for leads.
  • My Integrations – Sync your preferred calendar with FloStack.
  • Manage Availability – Define your working hours, time zone, buffer times, and advance booking rules.

For detailed setup instructions, refer to this article: Set Up Your Profile and Calendar on FloStack.

My profile

 

4. Create Meeting Types

The Meetings Type feature in Flostack enables users to define and manage different categories of meetings with tailored scheduling rules. It supports instant scheduling, allowing users to specify availability for specific purposes, while controlling duration, time slots, visibility, and participant capacity.

Meeting types can be one-on-one or group meetings, and can be virtual (with calendar integration) or in-person. This ensures smooth scheduling, prevents conflicts, and improves the overall attendee experience.

For detailed setup instructions, refer to this article: Flostack Meeting Types.

meeting types overview

 

5. Bookings and Events

The Bookings & Events module is the central hub for publishing, managing, and sharing all scheduling experiences created in Flostack. Whether you’re hosting personal consultations, running large-scale webinars, or offering multiple types of sessions to leads and customers, this module brings everything together in one place.

It consists of three core components:

  • Booking Links – Personalized one-on-one scheduling pages that let individuals book time directly with an advisor, counselor, or team member.
  • Events – group sessions such as webinars, orientations, demos, or training programs with configurable capacity, presenters, and landing pages.
  • Listing Pages – A single, public-facing catalog displaying all your booking links and events, making it easy for users to browse and register.

For detailed setup instructions, refer to this article: Flostack Bookings and Events.

booking link preview

 

6. Create Microsites

The FloStack Library lets you create custom Microsites to dramatically improve speed-to-lead and conversion rates. You can showcase your services, host documents and videos, and engage leads through callbacks, appointments, and chat. You can upload content, add interactive components like carousels and CTA buttons, and customize templates to build a tailored experience.

Once your Microsite is ready, use the Rule Board to display it to relevant leads. For a step-by-step guide, check out the full articles linked below.

For detailed setup instructions, refer to this article: Flostack Microsite Builder.

LeadSquared FLoStack Integration

 

7. Configure Rule Board

The Rule Board feature in FloStack enables businesses to streamline their sales process by implementing structured automation rules. By leveraging these rules, sales teams can create a tailored journey for every lead entering their system, ensuring the most efficient and personalized engagement. The Rule Board allows you to define:

  • Prioritization Rules – Assign priority levels to leads based on specific criteria.
  • Lead Routing & Distribution Rules – Automatically route leads to the right reps.
  • Meeting Type Rules – Automatically map a meeting type to the right reps.
  • Microsite Rules – Control which microsites are shown to leads based on their attributes.

For detailed setup instructions, refer to this article: Configure Rule Board on FloStack.

rule board overview

 

8. Manage Your Leads On Flostack

FloStack provides detailed lead insights through the Lead Dashboard and Leads Page. The Lead Dashboard offers key statistics on captured leads, while the Leads Page provides a breakdown of each lead’s details, status, and interactions with the Microsite. You can filter leads, track engagement, and take actions such as responding to chats, reviewing analytics, and managing lead details.

For detailed setup instructions, refer to this article: Manage Your Leads On Flostack.

dashboard overview

 

Any Questions?

We’d love to hear your feedback to help improve this article. Feel free to enter your questions or in the comments section below.

Approvals Connector

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1. Feature Overview

Leadsquared’s Approvals Flow Connector lets Admins set up seamless approval workflows between users and their respective managers, based on specific criteria. For example, an Admin can configure conditions necessitating approval for loan applications exceeding a threshold. In such cases, when a user inputs an amount surpassing this threshold, the relevant manager(s) will receive notifications, allowing them to either approve or reject the loan application.

 

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.
  • You must enable Lead Sharing. To enable this, contact support@leadsquared.com.
  • You must enable Opportunity Sharing on the Advanced Configuration page.
  • To use the Approvals feature on Opportunities, you must install the Custom Opportunity Tab connector. The Approval request will appear in the custom Opportunity tab.

 

3. UseCase

The Approvals feature can be used across industries –

Industry Use-case
Manufacturing
  • Discount approval in quotations
  • Reseller credit limit approval
Lending
  • Loan approval before disbursement
  • Deviation approval
Education
  • Document verification and approval
Generic
  • Expense approval

Example Use-case

In this article, we’ll set up an Approval Flow based on the following use case –

The Approval Flow triggers whenever the requested Rate of Interest on a home loan application from Bangalore is below 8.5%. The system will first notify the user’s L1 manager, and then the L2 manager of the approval request. If both managers approve the application, the Home Loan Status is marked as Won (or approved). Conversely, if either manager rejects the application, the Home Loan Status is marked Lost (or rejected).

Approval flow

 

4. Install and Configure Approvals Connector

Follow these steps to install and configure the Approval Flow Connector –

4.1 Install the Connector

  1. Navigate to APPS>Apps Marketplace and search for Approvals.
    • Alternatively, you can also find the App under the Generic Integration sub-category.
  2. Click Install.

Approvals Nav

4.2 Configure the connector

You can configure the following settings –

4.2.1 Deviation Tagging

Note: This option is only relevant for Loan Origination System (LOS) features. Customers who aren’t using this feature can ignore this setting.

When enabled, users can tag a flow as either an Approval or a Deviation. In lending processes, deviations occur when a loan application doesn’t meet one or more standard criteria (e.g., age, credit score, etc.) but is still eligible for review and approval. Tagging a flow as a Deviation helps lenders track and process such cases separately.

4.2.2 Opportunity-Level Approvals (Custom Opportunity Tab Requirement)

To use the Approvals feature on Opportunities, you must install the Custom Opportunity Tab connector. The Approval request will appear in the custom Opportunity tab.

Once you install the connector, obtain the Connector ID of this tab and enter the ID in this page (Contact support@leadsquared for help).

approvals configure screen

 

5. Create and Configure Approval Flows

Follow these steps to create and configure your Approval Flows –

5.1 Enter Basic Details about the Approval Flow

  1. Navigate to APPS>Approval Flows.
  2. Click + Add New Approval.
  3. Approval Flow Name – Give your Approval Flow a name.
  4. Approval Type – Select either Approval or Deviation (Deviation is relevant only for the Loan Origination System feature).
  5. Trigger Entity – Select a Trigger Entity from these options –
    • Leads – Select this option to trigger the Flow on Leads.
    • Opportunities – Select this option to trigger the Flow on Opportunities.
      • Opportunity Type – Select the Opportunity Type.
      • Primary Field – Only changes made to this field will trigger an approval, provided the other conditions are met.
      • Requestor – It lists all custom user-type fields from Opportunity Type (e.g., Sales User, Credit User, Operations User). Whatever value exists in that field during the trigger becomes the requester. If the field is not selected, then default requester is the Opportunity Owner.
    • Activities – Select this option to trigger the Flow on Activities.
      • Activity Type – Select the Activity Type.
      • If the chosen Activity is linked to an Opportunity, then select the respective Opportunity Type (this step is optional).
  6. Primary Trigger Field – Once you’ve selected a Trigger Entity, you must select a Trigger Field within that Entity. The Approval Flow will trigger based on the value entered into this field.
  7. Approval Trigger On – Decide when to activate this flow –
    • Record Creation – When lead details are initially created.
    • Record Edit – When the details are edited post-lead creation.
    • You can choose to select both of the above options.
  8. Description – Give a brief description of the Approval flow; this step is optional.
  9. Allow Discasrding a Request – Discard lets approvers close an approval request without approving or rejecting it. If multiple approvers exist, the first person to discard ends the flow.

create flow with basic details

5.2 Add Rules to Your Approval Flow

Click on the + Add Rule button and enter the following details on the Approval Rule –

  1. Rule Name (mandatory step) – Give your Rule a name.
  2. Primary Trigger Condition (mandatory step) – Choose a condition that compares the value in the Primary Trigger Field (from the earlier section) with a specific threshold triggering the Approval Flow. For example, if the primary Trigger Field, Rate of Interest, is Less Than 8.5, the Approval Flow will be triggered.
  3. Additional Conditions (optional step) – Specify one or more additional conditions that must be met to trigger the Approval flow. You can specify if all the additional conditions must be met, or if any one condition should be met. For example, City Equals To Bangalore. You can create a maximum of 10 additional conditions in a rule.
  4. Approver Matrix (mandatory step) – Select the Approvers for the flow, with a maximum limit of 6 approvers.
    • Level Managers – A Level 1 Manager is the immediate manager of the user as described in the Manage Users page. A Level 2 Manager is the manager of the Level 1 Manager, and the hierarchy continues accordingly until Level 6.
    • Specific users – Specific users on LeadSquared.
    • Teams & Sales Group – When you select a Team or Sales Group as an approver, you’ll see a new field called Assignment Method, which lets you choose one of the following options:
      • All Users – The request is sent to all users in the selected Team or Group. Any member can self-assign and approve the request.
      • As per Hierarchy – The system automatically assigns the request to the relevant user based on their reporting hierarchy.
        • For example, if the approver is set to the CXO Team, the system checks the requester’s reporting structure and assigns the request to the CXO who falls within that hierarchy. This is useful when user hierarchies differ across departments or when the exact approver level (L1, L2, etc.) may vary.
    • User Fields – It lists all custom user-type fields from the Opportunity Type. Whatever value exists in the user field at the time the request is triggerd will be the approver.
  5. Default Approver (mandatory step) – Specify a default Approver. A request will get assigned to the default approver if an approver is not found at any level as per the Approver Matrix.
  6. Once done, click Save.
Note: You can create a maximum of 10 rules. Each rule can have a different approval matrix. For example, you can create a separate Approval Matrix when City Equals To Bangalore and City Equals Chennai.

create a rule

Note: In the Primary Trigger Condition and Additional Conditions, you have the option to compare values between two fields by selecting the Field option. For example, you can compare a fixed Rate of Interest field with a Desired Rate of Interest field to establish specific trigger criteria for the flow.

Approvals field comparison

5.3 Final Approval and Rejection Action

In this step, we will specify the resulting action when the manager(s) approve or reject the Approval Request.

5.3.1 Final Approval Action 

If the request is approved, then under Action Type, we will select the Home Loan Status field and select the Action Value as Won.

5.3.2 Final Rejection Action 

If the request is rejected, then under Action Type, we will select the Home Loan Status field and select the Action Value as Lost.

Once done, click Save & Publish.

Approvals final action

 

6. Approval Flow

When a user triggers the Approval Request, the approver(s) will receive a notification on the LeadSquared platform and through email to approve or reject the request. Approvers can take one of three actions, depending on their role and configuration:

  • Approve or Reject
  • Forward Approval
  • Assign to Me
  • Return Request
  • Discard Request

6.1 Approve or Reject an Approval Request

When a user triggers an approval flow, the assigned approver(s) receive a notification within the LeadSquared platform and via email to act on the request.

To review and take action:

  1. Navigate to Apps>Approval Requests.
  2. You’ll see all requests categorized as Pending, Approved, or Rejected.
  3. On a pending request, click Approve or Reject.
  4. Add a remark and click Submit.

Approval Flow Behavior:

  • If a first-level approver rejects the request, it’s closed and no further approvers are notified.
  • If a first-level approver approves, the next approver in the flow is notified to review it.

approving a request

Note: The Approval request can also be approved or rejected through the Approvals tab on the Opportunity Details page.

approve or reject flow from approvals tab

6.2 Forward an Approval Request

Approvers can forward an approval request to another user when the request requires review or action from someone else.

To forward a request:

  1. In the More dropdown, select Forward on a pending request.
  2. Select the user to whom you want to forward the request.
  3. Add a remark explaining the reason for forwarding.
  4. Click Submit.

Once forwarded, the selected user becomes the active approver for that request. The original approver can still view the request status but cannot take further action unless it’s reassigned.

forward an approval request

6.3 Assign to Me (for Team or Sales Group Approvals)

When an approval flow is configured to assign requests to All Users within a Team or Sales Group, the request appears in every member’s Approval Requests list.

Any member can take ownership by clicking Assign to Me.

Behavior details:

  • Once a user clicks Assign to Me, the request is locked for that user, and other members see a message like:
    “<User Name> has self-assigned this request.”
  • The assigned user can either Approve, Reject, or Assign Back to Team if they want to return it to the group pool.
  • After being assigned back, the request becomes visible and available for self-assignment to all team or group members again.

assign to me flow

6.4 Return a Request

Return is an action that lets approvers send the request back to the requester instead of rejecting it.

Typical Use Cases

  1. Correction Required
    • Loan amount incorrectly entered (e.g., 1 Cr 10L vs 1 Cr 1L). Approver returns with remark: “Correct loan amount.”
  2. Modification on rates
    • Customer wants 9.8% ROI.  But the business needs the interest to be at 10%, so the Approver returns stating: “Update ROI to 10%.”

return the approval request

Once corrected, requester clicks Resend, and the request goes back to the previous approver.

resend after update

6.5 Discard a Request

Discard lets approvers close an approval request without approving or rejecting it. If multiple approvers exist, the first person to discard ends the flow.

discarding the request

Note: To view the record or details about the Approval Request, you can click on the lead name.

approval record

 

7. Re-Evaluate Approvals and Deviations

The Re-evaluate option allows users to validate whether the approvals or deviations currently triggered on an opportunity are still relevant based on the latest rules.

Use case

Over time, admins may:

  • Modify approval/deviation rules
  • Delete rules
  • Add new conditions
  • Change thresholds

For example, a customer had agreed for a loan of Rs. 50,00,000 but re-estimates and comes back with a request of Rs. 55,00,000

This can cause existing approval requests on an opportunity to become obsolete, incorrect, or missing. The Re-evaluate button ensures that the opportunity always reflects the correct and updated approval flow.

Impact

  • Maintains data accuracy when rules are edited.
  • Prevents approvers from seeing outdated or invalid requests.
  • Ensures that all approvals on an opportunity match the latest business policies.
  • Reduces manual cleanup when rules evolve.

How It Works

From the Approvals tab on an opportunity, users can click Re-evaluate.

When re-evaluation is triggered, the system performs the following automatically:

1. Deletes obsolete items

Any approval requests or deviation-based approval activities that are no longer valid (due to rule change or rule deletion) are removed.

2. Regenerates correct activities

If new or updated rules are now applicable, the system:

  • Creates fresh approval requests
  • Creates linked approval activities

3. Ensures rule accuracy

The updated set of approvals now reflects the current active approval rules and conditions.

approvals re-evaluate

 

8. Approval Request Summary

By default, the request summary displays the field defined in the Primary Field/Condition. However, you can add more fields by navigating to the Approval Flow, clicking Options>Request Summary, and selecting the additional fields you want to include.

Approval request summary

 

9. Approval Summary

Once an Approval Flow is Published, you can navigate back to the Approval flow to view the flow’s summary, make changes, unpublish, or rename the flow.

Approval Flow Summary

 

10. Enable Approvals on the LeadSquared Mobile App

Approvals can also be accessed and managed directly from the LeadSquared Mobile App. Follow the steps below to enable the Approvals section on mobile.

1. Add the Approvals Screen in CASA

The Approvals module for mobile is configured through CASA, not directly from the mobile app.

To make Approvals visible on mobile:

  1. Navigate to CASA.
  2. Create or Edit a Menu.
  3. Create a New Tab on the Bottom or Side Navigation.
  4. Configure the following
    • Icon – Select an appropriate icon for the app
    • Label – Enter the label/name for the tab
    • Navigate To – Select the External option
    • Launch – Copy and paste one of the following URL based on your region:
      • India Region – 
        https://apv-ui.lending.leadsquared.com/approvalRequestDashboard?X-LSQ-AccessKey=@{User:AccessKey,}&X-LSQ-SecretKey=@{User:SecretKey,}&userId=@{User:UserId,}&userFullname=@{User:FullName,}&orgShortCode=@{Account:ShortCode,}&X-LSQ-Mobile-AuthKey=@{User:DynamicToken,}&X-LSQ-Mobile-RegionId=@{User:RegionId,}
      • Singapore Region – 
        https://apv-ui-sgp.lending.leadsquared.com/approvalRequestDashboard?X-LSQ-AccessKey=@{User:AccessKey,}&X-LSQ-SecretKey=@{User:SecretKey,}&userId=@{User:UserId,}&userFullname=@{User:FullName,}&orgShortCode=@{Account:ShortCode,}&X-LSQ-Mobile-AuthKey=@{User:DynamicToken,}&X-LSQ-Mobile-RegionId=@{User:RegionId,}
  5. Publish the changes.

Once published, the Approvals option becomes available in the mobile app for all users.

setting up new tab in casa for approvals

2. Log in to the LeadSquared Mobile App

After publishing:

  1. Open the LeadSquared Mobile App.
  2. Log in with your regular credentials.
  3. You will now see Approval Requests in the navigation (based on where you added it).

navigating to approval flow on mobile

3. Mobile Capabilities

Approvers can perform all approval actions directly from the mobile interface, including:

  • Approve
  • Reject
  • Forward
  • View approval trail
  • Return or discard (where applicable)

This ensures that approval workflows continue smoothly even when users are away from the web platform.

approving a request on mobile

 

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!

Wildcard Search Limitations

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1. Feature Overview

Advanced searches performed with wildcard operators (Contains, Does not contain, Starts with, and Ends with) on fields with 500 characters or more (for example, Lead and Activity Notes fields) are rate-limited to prevent performance issues on your LeadSquared account. By default, the rate limit is 3 wildcard searches per minute per user in the account. If the number of wildcard searches exceeds this limit, users will see the errors documented below while using the advanced search feature.

What is Wildcard Search?

Wildcard search refers to the advanced search functionality in LeadSquared that allows users to search fields with 500 characters or more using operators such as Starts with, Ends with, Contains, and Does Not Contain.

What is the Rate Limit?

Wildcard searches are rate limited at 3 searches per user per minute. This limit ensures optimal system performance and prevents misuse of the wildcard search feature.

How Does This Impact Users?

  1. If a user exceeds the limit of 3 searches per minute, they’ll receive a message with a helpful link to learn more about wildcard searches on the respective page.
  2. Users will not be able to perform bulk operations, such as Bulk Update or Export etc, when wildcard search is applied on Manage Lead/Opportunity/Activities and Smart Views grids.
  3. Users will be unable to create Dynamic and Refreshable lists with wildcard conditions.

 

2. Wildcard Search Limitations

Rate limits are applied on all pages with Advanced Search –

Note:

  • Users cannot perform bulk actions across pages (such as Export, Bulk Update, Add to List, Bulk Add Activity, etc.) filtered via wildcard operators in Advanced Search.
  • Users cannot create dynamic or refreshable lists with wildcard operators.
  • These limitations only apply to fields with 500 characters or more.

LeadSquared - Wildcard Rate Limiting

 

3. Bulk Actions on WildCard Advanced Searches

As mentioned, when you try to perform an advanced search using a wildcard operator on a field with 500 characters or more, you won’t be able to use bulk actions such as Export, Bulk Update, Add to List, etc.

In this example. we’re performing a ‘Does Not Contain’ advanced search on the ‘Notes’ field. After getting the results, when we try to export the leads, as a result of the wild card rate limits, we encounter the error – “You cannot ‘Export Leads’ with wildcard operators within advanced search”.

Note: If you’re storing notes/data that’s less than 200 characters, we suggest using a custom text type field instead of the lead/activity notes in order to avoid this limitation.

LeadSquared Advanced Search Rate Limits

 

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!

Manage Plans on the Mobile App

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1. Feature Overview

Journeys enables all sales users to create a Plan (Beat Plan, PJP etc.) in just two simple steps by defining the plan duration (i.e. Start Date & End Date) and adding the relevant leads. Users can also send plans for approval to their respective managers if required. Once a plan is published or approved, the configured To-Dos will be created against the added leads. The plan execution can then be tracked through My Trips, Tasks, Task Smart Views, etc., on the LeadSquared mobile app. 

This article explains how you can create, edit and approve plans through the LeadSquared mobile app.

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LeadSquared - journeys

 

2. Prerequisites

  • Journeys must be configured on the web app. To know more, refer to Setting up Journeys on the Web App.
  • Journeys must be added to the side navigation menu on the mobile app.

 

3. How It Works

Admins must first enable and configure Journeys on the Web application. Once configured, sales users can create plans on the mobile app and submit them for approval to their managers, if required. Users can access all published plans on the My Plans page.

Once managers approve the plans, it will be reflected on the following pages on the mobile app –

Users can then follow their plans while performing their assigned tasks.

 

4. Create Plans

  1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Plans.
  2. To create a new plan, tap Create plan icon.
  3. Under Select Date Range, tap calendar icon to select your start and end dates on the calendar.
    • Start Date – The start date of the planned period, starting from the current date and extending up to 90 days.
    • End Date – The end date of the planned period, extending up to 31 days from the selected start date.
  4. If admins have enabled Default Plan Duration, users will be designated a range of days in a plan. When a user selects a start date, the app auto-fills the end date based on the admin-set duration. The user can adjust the end date unless Force Duration is enabled, making it non-editable.
  5. Under Working Days, select your official working days. By default, the working days are set based on the user’s Workday Template. If Force Workday Template is enabled on the Journeys Settings, you cannot modify the workdays in a plan duration.
  6. Under Create Plan With, you can choose to create this plan by searching for leads manually or using a pre-existing lead template. Once you select the relevant option, tap Next.
  7. On the relevant date, a number denoting the leads already assigned to the user on that particular day is displayed. The number mentioned above each date represents the number of tasks assigned (task load). Tapping the number will open a popup with a list view of the existing tasks.

4.1 Create Plans with Leads

  1. Alongside each date, tap Dotted add icon. Any holiday falling within the plan duration will automatically be blocked. However, you can click Dotted add icon alongside the date to add leads.
  2. To add leads, alongside the relevant lead, tap Black add icon.
    • Only the leads accessible to the logged-in user will be available for planning. Leads will be displayed based on the configured lead access hierarchy.
    • To request your manager for a joint meet with a lead you’ve added, enable the toggle beside Joint Meet.
  3. Search for leads on the search box. To filter your leads, tap Filter icon.
  4. If Define Quota is enabled, admins can set a defined minimum number of leads that a user can cover each day. If Force Minimum Quota is enabled, all users must comply to a standard minimum number of  leads. If users haven’t met the minimum lead quota, the system blocks plan submission and notifies them.
  5. Tap Next. You will now receive a summary of your plan with the total number of tasks and unique leads you’ve added. Once you’ve reviewed it, tap Submit For Approval or Publish.

Note:

  • You can add more leads to your plan till you meet the daily quota configured by your Admin. If no quota has been assigned, you can add up to 40 leads to your plan in one day.
  • To preview the plans you’ve created, on the side menu, under Journeys, tap My Plans. Then, tap the plan you wish to view.
  • If Approvals are disabled in your account, the plans will get published immediately.
  • If Approvals are enabled in your account, the plans will get published once your Manager approves them.
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Leadsquared -Journeys

4.2 Create Plans with Lead-Based Smart Views

Create plans focusing on the most relevant leads by choosing from Lead-Based Smart Views or Lead Types.

  1. Alongside each date, tap Dotted add icon. Any holiday falling within the plan duration will automatically be blocked. However, you can click Dotted add icon alongside the date to add leads.
  2. Click All Leads dropdown to view Lead-Based Smart Views or Lead Types.
  3. Select the relevant Smart Views.
  4. To add leads from the specific Smart Views, alongside the relevant lead, tap Black add icon.
  5. Click Next to view a summary of your Plan. Once you’re done, click Submit for Approval or Publish.

Leadsquared - Lead Based Smart Views

4.3 Create Plans with Lead Templates

  1. Alongside each date, tap Dotted add icon. Any holiday falling within the plan duration will automatically be blocked. However, you can click Dotted add icon alongside the date to add leads.
  2. Tap on the relevant lead template to select it. Once selected, you can tap on the template to view the leads added.
    • On this card, to remove a lead from the plan, alongside the lead, uncheck the box.
    • To create a joint meeting for a particular lead, alongside the lead, enable the Joint Meet toggle. Once you’re done, click Save.
  3. Click Next to view a summary of your Plan. Once you’re done, click Submit for Approval or Publish.
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LeadSquared - Create Plans using Templates on Mobile App

 

5. Block Days on the Plan

Block specific days or even half days (first half or second half) on your plans for planned leave or official activities. Blocked days will be displayed to your manager, allowing them to view and approve the plan with this information. To block a day on the plan –

  1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Plans.
  2. To create a new plan, tap Create plan icon.
  3. Under Select Date Range, tap calendar icon to select your start and end dates on the calendar. Under Working Days, select your official working days.
  4. Under Create Plan With, you can choose to create this plan by searching for leads manually or using a pre-existing lead template. Once you select the relevant option, click Next. Tap Next.
  5. Alongside the date you wish to block, tap Dotted add icon. On the top right corner of the page, tap Block Day.
  6. Select your reason for blocking the day (Leave, Meeting, Training, Holiday, etc.). Then select if you want to block the Full Day, First Half or Second Half.
  7. Proceed adding leads on the other days of the plan and save it. If you’ve blocked half-day, you can still add leads to the rest of the day. You can view your blocked days on the plan preview.
Note: If you’ve already added a few leads for the day and then tap on Full Day blocking, the system will remove all the selected leads and override the selection with the block day reason selected. If the user deletes the block day later, the user will have to start adding the leads from the beginning. However, with First Half or Second Half blocking, the leads remain in the plan.

leadsquared - Day Blocking on Journeys

 

 

6.Manage Lead Templates on Mobile App

6.1 Create and View Templates

    1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Templates.
    2. Tap the Leadsquared - Journeys Add Template icon.
    3. Fill in the relevant details in the popup and select the leads to be added in the template.
  1. You can view all the available lead templates on this page.
  2. To view the leads on the template, tap the lead template.
  3. On this pop-up, to view a lead’s details, tap the lead name.
Note: If you try to add more than 40 leads, you’ll receive a toast message indicating the limit has been reached.

Leadsquared - Journeys

6.2 Edit & Delete Templates

You can edit and delete templates that you’ve created directly from the mobile app. However, templates that are created by someone else and assigned to you cannot be modified. To edit your templates –

  1. Once you’ve navigated to My Templates, tap on any template you’ve created.
  2. Tap Edit Template to update template details or task assignments.
  3. Once done, tap Save to apply your changes.

Leadsquared - Journeys

To delete your templates –

  1. From the Template Preview Page, tap the Delete icon.
  2. Confirm the deletion in the popup “Are you sure you want to delete this template? This action cannot be undone.” The template will be deleted.

Leadsquared - Journeys

 

7. Clone Plans

You can clone existing Approved or Published plans to reduce the time and effort of creating new plans. All scheduling patterns are copied forward, saving you time when recurring plans are needed. However, you can modify the date range and leads if required. To clone a plan –

  1. Open your ideal Approved or Published plan from My Plans on the LeadSquared Mobile App. You can view the status and the summary of the full plan.
  2. Tap the Leadsquared - Journeys Clone Plan icon on the top right corner of the screen.
  3. Customize the plan as required with the date range. You can either stick to the same date range of the original plan or modify it. Tap Next.
  4. View all the leads added to the original plan and modify the plan if required. Tap Next.
  5. View the summary of the plan and tap Submit for Approval if everything looks good.

Leadsquared - Journeys

 

8. Approve Plans

Managers can approve/reject their users plans on the mobile app –

  1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Approvals.
  2. Tap the relevant plan. You will now see a summary of the plan created.
    • To bulk approve plans, long press a plan card. Then, select all the other plans you wish to bulk approve.
    • For plans containing Joint Meetings, a confirmation pop-up will appear, providing options to cancel or proceed with approval.
    • Upon confirming, the selected plans will be approved, and the associated Joint Meet Tasks and other Journey Tasks will be created for both the approver and the requester. 
  3. Alongside the dates added in the plan, the number of leads added for that day will be displayed. Tap on these leads to view the details of the leads added. You can also choose to opt out of Joint Meetings here by sliding the Joint Meet toggle.
  4. The number mentioned above each date in the pending plans represents the number of tasks assigned (task load). Tapping the number will open a popup with a list view of the existing tasks.
  5. To approve or reject the plan, on the bottom of the page, select the relevant option. While rejecting a plan, enter a comment and tap Reject.

Note:

  • Expired plans cannot be selected in bulk to ensure that only active plans are processed.
  • Plans must be approved/rejected on or before their start date. For instance, if a user’s plan begins on February 3rd, the manager must approve it by that date at the latest. If no action is taken by the 3rd, the plan will expire. If Auto-Approval is enabled by the admin in the Journeys settings, the pending plans will be approved automatically on the day of the plan.

Leadsquared - Journeys

 

9. Edit Pending or Approved Plans

Pending or approved plans submitted by your users can be edited to add or remove leads, block a day or revoke a user’s holiday.

Note: While editing a plan, you can select the most relevant leads by choosing from Lead-Based Smart Views.

9.1 Edit Pending Plans

You can edit plans that are pending for approval to ensure that the user’s plan is optimized.

  1. Navigate to My Plans on Journeys.
  2. Select the relevant plan marked with Pending status.
  3. Tap Leadsquared - Journeys and you will be redirected to the Edit Plan page.
  4. Here, you can make the relevant changes to the plan and click Update Plan.

Leadsquared - Journeys

9.2 Edit Approved Plans

Alternatively, Admin, Sales Manager, Reporting Manager or Sales Group Manager can edit the Pending as well as Approved plans.

  1. Navigate to My Approvals on Journeys.
  2. Select the relevant plan.
  3. Tap Leadsquared - Journeys and you will be redirected to the Edit Plan page.
  4. Here, you can make the relevant changes to the plan and click Update Plan.

Leadsquared - Journeys

 

10. Use Plans on Mobile

Once you’ve created your plans, you can view them on the My Plans page. On the right side of each plan, a message will be displayed to indicate whether the plan has been approved, rejected or pending for approval. Once the plan is published, the To-Do Tasks for journeys will be created immediately based on the plan. The To-Dos created will immediately be reflected on the following pages –

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LeadSquared - Using Journeys on Mobile

 

11. Notifications

To receive notifications on your mobile, you must enable Notifications in your phone settings. Notifications are sent when –

  • A Reporting Manager or Sales Manager receives a plan for approval from a user.

Leadsquared - Pending Approval

  • Your plan is approved or rejected from the LeadSquared Web App or Mobile App.

Leadsquared - Plan Approved

  • Your manager or admin has assigned a plan to you from the LeadSquared Web App or Mobile App.

Leadsquared - Plan Assigned

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

Customise Lead Details View on Mobile

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1. Feature Overview

Based on each Team’s requirements, Admin users can customise the Tabs, Actions, and Contact Cards displayed on the mobile app’s Lead Details page. To display different Lead Details page views for different teams, you can select the –

  • System tabs (Activity History, Tasks, etc.) and Custom Tabs (KYC Documents Collected, Support Tickets, etc.) you want to display to your users
  • Actions your users can perform (Send Email, Call Lead, etc.) from the Lead Actions dropdown
  • Quick Action Buttons
  • Lead fields you want to display on the Lead vCard
Note: This article deals with Lead Details customization on the mobile app. To know more about Lead Details customization on the web app, click here.

LeadSquared - lead-details-customisation-mobile-app

 

2. Prerequisite

You must have the latest version of the LeadSquared mobile app enabled in your account.

 

3. Lead Details Customisation on Mobile App

To customise the lead details view on the mobile app –

  1. Navigate to My Account>Settings>Mobile App>Details Customization and click Enable.
  2. Enter the name and description of your view.
  3. Select the view to be customized – Tabs, Actions, or Contact Card.
  4. Under Available Tabs/Actions, alongside the field you wish to add, click add icon. You can add both system and custom fields. To search for any field, enter the field name under Search Fields.
  5. To preview the customised fields, alongside Selected Tabs, hover your cursor over view on mobile.
  6. Click Save View.
Note: The customized view will be applied on the accounts of all users under the tenant.

LeadSquared - Lead Details Customisation on Mobile app

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!

Opportunity Details View Customisation for the Web Application

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1. Feature Overview

Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the Opportunity Details page. To display different Opportunity Details page views for different teams, you can select the –

  • System tabs (Activity History, Tasks, etc.) and Custom Tabs (KYC Documents Collected, Support Tickets, etc.) you want to display to your users
  • Actions your users can perform (Send Email, Call Lead, etc.) from the Opportunity Actions dropdown
  • Quick Action Buttons
  • Opportunity fields you want to display on the Opportunity V-Card

Note:

  • This article deals with ODVC on the web app. To know more about ODVC on the mobile app, click here.
  • You can also customize the Opportunity V-Card when setting it up (from the Opportunity form customization options), but you won’t be able to assign different V-Cards for different teams there. That can only be done through the Opportunity Details View Customization (ODVC) feature described in this article.

LeadSquared - Opportunity v card

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • To enable this feature on your account, contact your account manager or write to support@leadsquared.com.

 

3. Create Opportunity Details View

  1. Navigate to My Profile>Settings>Opportunities>Opportunity Details View.
  2. Click Create.

LeadSquared - Opportunity details view customisation navigation

 

3.1 Details

On the Create Opportunity Details View pop-up, under the Details tab, enter the following details –

  • Name – A name for the view you’re creating. This is mandatory.
  • Opportunity Type – The opportunity type you’re creating this view for.
  • Description – A description for the view you’re creating.

Once you’re done, click Next.

LeadSquared - ODVC details

 

3.2 V-Card

From the Available Fields, drag and drop* Opportunity fields to the relevant V-Card section –

  • Opportunity V-Card – Add/rearrange the fields you want to add to the Opportunity V-Card.
  • Opportunity Properties – Add details of the opportunity (Owner, Modified On, etc.).
  • Lead Properties – Add details of the leads associated with the opportunity (First Name, Lead Stage, etc.).

Once you’re done, click Next.

Note:

  • *Alternatively, to add a Opportunity field, click .
  • To remove a field, click Minus.
  • To reorder a field, drag and drop the field to the desired location.
  • Opportunity fields cannot be added to Lead Properties and vice versa.
  • To find a specific field, use the Search option.

LeadSquared - V card

 

3.3 Tabs

Select the tabs you want to display to your users.

  • To add a tab, from the list of Available Tabs, drag and drop the tab under Selected Tabs.
    • Alternatively, alongside the tab you want to add, click.
  • To set a default tab your users will see when they open the Opportunity Details page, alongside the tab’s name, click Default.
  • To reorder the tabs, drag and drop the tab to the desired location.
  • To reset the list of selected tabs, click Reset.
  • To add a new custom tab, click Add New, and –
    1. Type – Select if it’s an Activity or a Custom tab.
    2. Tab Name – Enter a relevant name for the tab.
    3. Notable Activities – If you selected the type as Activity, choose the activity types you want to display under the tab.
    4. URL – If you selected the type as Custom, paste the URL of the page you want to display within the tab.
    5. Once you’re done, click Save.

Once you’re done, click Next.

Note:

  • All system tabs are denoted in orange.
  • All custom tabs are denoted in blue.
  • All user-created tabs are denoted in grey.

ODVC Tabs

 

3.4 Actions

From the Available Actions, drag and drop* the desired action to –

  • Action Buttons – The button actions present on the Opportunity Details page. You can add up to five actions here.
  • Opportunity Actions Drop-down – The actions users can perform through the Opportunity Actions dropdown.

Once you’re done, click Save, and on the Confirm pop-up, click Save.

Note:

  • *Alternatively, to add an action, click .
  • To remove an action, click Minus.
  • To reorder a field, drag and drop the field to the desired location.
  • You can’t add the same action to both the Action Buttons section and the Opportunity Actions Drop-down.
  • To reset the list of selected actions, click Reset.

LeadSquared - ODVC actions

 

4. Assign Opportunity Details View to Teams

Once a view is created, to assign it to the relevant teams –

  1. Alongside the view you want to assign, hover your cursor over , and click Apply to Teams. You will be redirected to the Teams page.
  2. On the Teams page, alongside the team for which you want to assign the view, hover your cursor over , and click Apply Opportunity Details View.
  3. On the Apply Opportunity Details View pop-up, from the Opportunity Details View dropdown, select the view you want to assign.
  4. If you want to replace your User View Tabs (tabs created by individual sales users) with the Opportunity Details View tab, alongside Replace Opportunity Details View, enable the checkbox.
  5. Once you’re done, click Save. Now, the customised Opportunity Details view will be displayed to the relevant teams.

Note:

LeadSquared - Add ODVC to Teams

 

5. Other Actions

On the Opportunity Details View page, alongside a published view, hover your cursor over to perform the following actions –

  • Edit – Edit the view.
  • Clone – Click Clone to duplicate the view.
  • Delete – Click Delete to delete the view.

LeadSquared - ODVC other actions

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!