1. Feature Overview To create a report using the SIERA Report Builder, admins must first select a data source. SIERA stores data separately in multiple tables, which offer the following features – Designed for superior performance during report generation. Simplify reporting by joining multiple tables in LeadSquared to create a mega-table, streamlining the report creation […]
1. Feature Overview This article helps you understand the process behind writing Expression through the SIERA Expression Builder. Admins can create custom expressions that can be used to easily retrieve and manipulate data on any report. Note: This article will only explain the expression-building process. To find a list of expressions you can use, read […]
1. Feature Overview Tata Tele Business Services‘s WhatsApp self-serve solutions help you engage your customers in a simple, secure, and reliable way. Tata Tele Business Services facilitates customer support and other marketing efforts through WhatsApp. To know more, visit Tata Tele Business Services. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our […]
1. Feature Overview Field Sales Users can add notes on their leads, opportunities, tasks, and activities on the go using the Speech to Text Converter. While adding notes, users can record themselves speaking the relevant content which will be converted to text. This text can then be edited accordingly. 2. Prerequisite You must have […]
Check when the task was created compared to when you turned off reminders. If the task was created before you turned off reminders, you might still get reminders. But if the task was created after, you shouldn’t get reminders. This helps make sure reminders match your current settings and you don’t get notified for tasks […]
Using the lead share feature, you can share a maximum of 2,000 leads with a user. To know more, see How to Share Leads with Users.
If the lead was created earlier with a previous call to the Lead Capture API, the source field won’t get updated in subsequent calls. We prevent the source field from being updated to maintain the original lead source. To learn more, see Capture Leads API.
You can bulk update a maximum of 25,000 leads at a go. Increasing this limit may cause performance issues, but if you require the functionality, reach out to us at support@leadsquared.com. For more information on bulk updates, see How to Bulk Update Lead Fields.
A maximum of 400,000 (4 lakh) leads can be added to a static list. If you add more than 400,000 leads to a static list, the list details page may break due to a time-out error while retrieving the list of leads. To learn more about lists, see List Management – Feature Guide.
By default, even if Sales Group Managers have ‘modify lead’ privileges, they cannot alter any tasks. If you wish to allow them to update tasks (edit, delete, mark complete) of their group members, reach out to us at support@leadsquared.com and we can enable this functionality through a back-end setting. To learn more about Sales Groups, […]
No, you can use only one feature. By default, LeadSquared accounts come with the Sales Group feature enabled. If you wish to change this to the Reporting Manager feature, please contact us at support@leadsquared.com. The Sales Groups feature lets you manage your sales users by organizing them into different groups based on location, business unit […]
1. Feature Overview Journeys is a field sales management feature built for the mobile app. It 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/lead templates alongside each date in the plan duration. […]
In order to preserve the integrity of your account history, we don’t allow you to delete users. However, you can deactivate users after which they’ll no longer be able to log into LeadSquared. You can even mark de-activated users obsolete and then re-use their email addresses to create new users. To learn more, see How […]
No, the maximum limit (2,000 characters) can’t be increased for the Notes Lead field or the Notes Activity field. For more information see, How to Create a Lead Fields and How to Create an Activity Field.
Only admins can access the Opportunity Types Configuration page. However there are instances when sales users appear under the Modified By column on the Opportunity settings page – This occurs when the allow auto update setting is enabled for a drop-down field within an Opportunity Type. With the Allow Auto Update setting enabled, when a […]
There is no direct way to filter duplicate opportunities of a particular opportunity type through advanced search. However, you can export the opportunities and compare them in the CSV file. To know more, see Export Opportunities.
This is the expected behaviour. In the opportunity capture flow, a lead is created first, and then an opportunity is created. So even if opportunity creation fails, a lead is still created. To know more, see Opportunity Capture API.
No, the opportunity origin field is not updated automatically. It’s a string field that takes the value sent via the API payload or via CSV import. For more information, see Opportunity API and Import Opportunities.
Yes. First, reach out to us at support@leadsquared.com to enable this feature. Once enabled, you can use the following API endpoints to updated the Created On opportunity date field – Update an Opportunity Bulk Update Opportunities
The maximum character limit for custom lead fields is 1,000 characters (for ‘Text’ type fields displayed as ‘Text Areas’). However, the Notes system lead field supports 2,000 characters. For Activity fields of text type, the maximum limit is 200 characters. For more information, see How to Create a Custom Lead Field and How to Create […]
By default, you can export a maximum of 100,000 (1 lakh) Leads, Activities, Opportunities and Tasks. This limit can be extended to 500,000 (5 lakh). To increase the limit contact us at support@leadsquared.com. Note that increasing this limit may incur additional charges due to the required infrastructure changes. For more information, see Export your Data […]
By default, you can import a maximum of 25,000 leads or opportunities at a time. This limit can be increased to 300,000. To increase the limit, contact us at support@leadsquared.com. Note that increasing this limit may incur additional charges due to the required infrastructure changes. For more information, see How to Import Leads and How […]
No, you cannot create more than 100 Activity or opportunity fields. We suggest creating Custom Field Sets and associating them with Opportunities or Activities if you need more fields.
1. Feature Overview Journeys addresses sales planning and scheduling use cases like Beat Planning or Permanent Journey Planning (PJP) across industries. Sales representatives or teams are often assigned specific geographic areas or customer segments they are responsible for. Beat planning or PJP involves determining the most effective way to cover these areas to maximize sales […]