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 […]
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 […]