1. Feature Overview Plans in LeadSquared are structured visit schedules created for sales users to manage their field activities over a specific date range. They help organize which leads a sales user should visit, on which days, and what tasks they need to complete during those visits. Plans can be created by selecting leads manually […]
Only the first 1 lakh leads will be exported based on the sorted column on the grid. For more information on lead export, see How to Export Your Leads/Lead Details.
You can’t export selected leads. All leads on the Manage Leads grid are exported in keeping with the export limits. To export specific leads, instead of selecting them randomly from the grid – Apply a filter or perform an advanced search or a quick search and then try to export. Only the results of the […]
1. Feature Overview Lead Templates are a logical group of leads created based on similar properties like geographical proximity. Users can add these templates to plans instead of adding leads individually for each date in a plan. To know more about Plans, refer to Setting up Journeys on the Web App. 2. Prerequisite Users […]
1. Feature Overview This article lists the various mail merge fields available in the Universal Telephony Connector (UTC). 2. Prerequisites The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com. You must be an Administrator user to access the connector configuration. 3. Click2Call Mail Merge Fields Note: The following click […]
1. Feature Overview This feature allows users to restrict access to certain email templates in the application. You can restrict access to specific users, roles, groups, or just yourself. Only the selected users will be able to view these templates on the Email Library. You can manage access on the Email Library or while creating/editing […]
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 […]
How can I switch back to the old Smart Views UI? To switch to the old Smart Views UI, click here. Why do I see a malfunction error in Smart Views? This error occurs when the data fetch API fails. It may occur if any custom lead/opportunity field value in the Smart Views condition […]
1. Feature Overview The Lead and Opportunity Level Check-in/Check-out feature tracks the time a user spends on a lead or opportunity. This is different from the app-level check-in, which is meant for marking attendance. This feature provides more accurate data on the time spent on leads and opportunities, and enhances productivity analysis and reporting for […]
1. Feature Overview All files uploaded through custom field sets are securely stored in the LeadSquared Amazon S3 account and are not publicly available. However, if you prefer, you can configure the custom field set to store files in your own Amazon S3 account. To learn more about CFS fields, see Custom Field Sets. […]
1. Feature Overview This article contains the data posted for each automation trigger. It also specifies if the data posted for each trigger contains lead/activity/opportunity/account/user info. 2. Lead Triggers 2.1 Lead Created Lead data Activity data Task data Opportunity data User data Account data Yes No No No No Yes Sample data – {“After”:{“ProspectID”:”325eb1ca-beed-48db-9a1e-f3b9abe963cd”,”ProspectAutoId”:”177184″,”FirstName”:”PriyankaLappTest1″,”LastName”:null,”EmailAddress”:”PriyankaLappTest1@yopmail.com”,”Origin”:”Quick […]
1. Overview This article will help you troubleshoot LeadSquared’s Automation feature. 2. Automation Triggers 1. Why didn’t the Automation trigger? Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time. If you’ve included additional conditions/inclusion criteria, the entities […]