Why do I see a malfunction error in Smart Views?
This error occurs when the data fetch API fails. It may occur if any field or value in the smart views condition has been deleted from the system.
How do I access tab details in the new Smart Views UI?
In the new UI, tab details have been relocated.
- To view the tab details, alongside the tab name, click
. - You can also delete or edit the tab details on the Tab info pop-up.
Why aren’t the filters and columns I added in the old Smart Views UI reflected in the new UI after switching?
When transitioning to the new UI, all data, including tabs, filters, and columns, is initially synchronized. However, subsequent customizations made by the user will not be synced. You’ll need to add filters and columns separately in the new UI.
How to Configure the Refresh Interval in Smart Views?
To configure the refresh interval in Smart Views, you must be the Admin of your LeadSquared account.
- Navigate to Settings>Profile>Advanced Configuration.
- Alongside Configure Smart Views, click Configure. You can configure the refresh interval over here.
Task Timer in LeadSquared Mobile App
1. Feature Overview
Field Sales Users can track the time spent on each task to record their activities on the mobile app accurately. This eliminates the need for users to add multiple activities for a single lead. With these recordings, managers can get insight into optimizing users’ daily plans. This setting is available for both Appointments and To-Dos.
2. Prerequisite
You must install the latest version of the LeadSquared Mobile App in your mobile device.
3. Enable Task Timer
To enable task timer for Appointments –
- Navigate to My Profile>Settings>Leads>Configure Task Types>Appointments.
- Under Other Details, alongside Timer in Mobile App, select Enable.
- Click Save and Close.
To enable task timer for To-Dos –
- Navigate to My Profile>Settings>Leads>Configure Task Types>To-Dos.
- Under Other Details, alongside Timer in Mobile App, select Enable.
- Click Save and Close.
4. Task Timer on Mobile App
Once you’ve enabled Task Timer, a Start button will be displayed on task cards on the mobile app. Once you tap it, the timer will start recording and a Mark Complete button will be displayed. Both these buttons are disabled for other tasks (across all task views) until the current one is marked complete. If the time taken to complete the task is within the allotted task duration, it will be displayed in green. If the user exceeds the allotted duration, the time taken will be displayed in red. A sticky nav bar at the bottom of the page displays details of the started task for quick access.
The timer runs in the background, and button disablement applies across all task views. The task’s Start status and timer will be retained through app kills, device restarts, and offline periods. Tapping Mark Complete will stop the timer and update the server. If a form is associated with the task, the timer will stop upon form submission. Reopening a completed task will reset the Start button.
Once you’re done with the task, your task duration will be recorded on the Task Details page.
Note:
- Geofencing is available for both Start and Mark Complete buttons.
- This setting is also supported on My Trips.
- Users with iOS devices will be able to view a live tracker for their current task on the notifications bar. By tapping on this notification, users will be redirected to the Task Details page.
- Users’ task duration will not be available on the web app. To receive this data on the web app via curated reports, please write to support@leadsquared.com.
Any Questions?
We’d love to answer your questions or hear your unique use cases. Feel free to share your experiences in the comments section below.
Bulk Automation Triggers
1. Feature Overview
The Bulk Automation Trigger feature enables Automations to trigger when entities (leads, opportunities, activities, etc.) are created or updated in bulk through Import and Bulk Update via UI or API.
Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done to prevent any potential looping.
2. Prerequisites
- Once you enable an Automation Trigger (for example, the Opportunity Create trigger), you can then enable the corresponding Bulk Trigger setting on that Automation trigger. You must raise a request to enable Bulk Automation Triggers – send an email to support@leadsquared.com.
- The maximum limit by default for bulk automation triggers is 10,000 – you cannot update more than 10,000 records at once. For example, if you import 15,000 leads, the Bulk Automation on all 15,000 records will fail. You can increase the limit on bulk automation triggers to 25,000 by contacting support@leadsquared.com.
3. Bulk Automation Triggers
After the Bulk Automation Trigger settings are enabled on your automation triggers, your Automations will trigger during bulk imports.
Note:Â
- For the following triggers, you will need to enable an additional setting, Trigger on Import when configuring the trigger –
- Lead Create
- Opportunity Create
- Account Create
- You must first enable the Automation Triggers (Lead Create, Opportunity Crate, Account Create) for the Trigger on Import option to be visible.
Any Questions?
If you have any additional questions, please leave them in the comment section below.