[dynamic_help_sidebar root="leads"]

Set Up Your Workspace on FloStack

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1. Feature Overview

This article will help Administrators set up their workspace settings on FloStack. Workspace settings will let the administrator configure their company profile, add members, create routing forms, and integrate their CRM with FloStack.

 

2. Prerequisites

 

3. Workspace Settings

To find your workspace settings, navigate to Settings>Workspace Settings.

navigate to workspace settings

 

4. Personalization

The Personalization section allows you to customize your company profile

4.1 Brand Setup

Instead of uploading your branding manually, you can set up your brand automatically from your website. In the Personalization section, enter your website URL, and FloStack fetches your logo, brand color, text color, and content from the site, then applies them across your FloStack experience. You can edit or override any of these details after they’re imported.

personalization brand set up

4.2 Text

Configure the messages displayed to leads and customers during call scheduling, event registration, and on the Thank You Popup.

personalization text

4.3 Email Notification

Email notifications are based on templates that you can set up. To change the content of an email, click the relevant template and edit it. For example, FloStack sends email notifications when a meeting is booked. A meeting reminder is sent to the lead, and the host (the person conducting the meeting) receives an email as well. If the meeting is booked by a different user, that user also receives an email.

personalization email notification

 

5. Members & Teams

Create members for your FloStack account; you can even assign them an administrator role. Once the members are set up, you can create different teams and assign specific members to each team.

Note: If you have users/members set up on your CRM, you can make an API call to retrieve these users on FloStack. For more information, contact flostack@leadsquared.com.

workspace members and teams

 

6. Routing Forms

If your website has a lead capture form, you can enhance it by creating a Routing Form in FloStack and adding a script to your web page to route and map the details in FloStack. While setting up the Routing Form, enter the IDs of the lead fields from your existing lead capture form into the Routing Form. Assign a unique ID to the Routing Form as well. Once configured, you can embed the Routing Form script into the webpage containing your lead capture form.

6.1 Add Custom Scripts to LeadSquared Widgets and Your Custom Website

6.1.1 LeadSquared Widgets

Depending on your requirement, you can add either the Scheduler Script or Microsite Script listed below. Follow these steps to insert the script into the widget –

  1. Edit the Widget where you need to add the script.
  2. Go to the Settings(Top-Left Hamburger) Menu.
  3. Navigate to Scripts.
  4. Scroll down to the End of Body section.
  5. Paste the required script (given below).
  6. Click Save.

Note:

  • Ensure the form ID in the script matches the form IDs configured in both LeadSquared and Flostack.
  • Always ensure you paste the script inside the End of Body section.
  • Only one script is required per form setup (choose Scheduler or Microsite).
  • Test your form after saving to confirm the redirection works correctly.

1. Scheduler Script

Use this script if you want the form submission to redirect users to a Scheduler page.

< script > window.addEventListener("LSQ_FORM_SUBMITTED", function() {
    const leadID = document.lsqformevaluator.leadId;
    console.log("LeadID:", leadID);
    let formEntity = document.lsqformevaluator.lsqformfield.prepareRequestData("save", undefined, true).FormEntity;
    console.log("Form Data", formEntity);
    const formParams = {};
    formEntity[0].LeadFields.forEach((field) => {
        formParams[field.SchemaName] = field.Value;
    });
    if (leadID) {
        formParams.LeadId = leadID;
    }
    let payload = {
        formId: "lsq-form",
        formParams: formParams
    };
    fetch("https://api-us11.flostack.io/v1/leads/route", {
        method: "POST",
        headers: {
            "Content-Type": "application/json",
        },

        body: JSON.stringify(payload),
    }).then((response) => {
        return response.json();
    }).then((data) => {
        console.log("Data sent successfully", data);
        if (data?.schedulingUrl) {
            window.top.location.href = data?.schedulingUrl;
        }
    }).catch((error) => {
        console.error("Error sending data:", error);
    });
}); < /script>

2. Microsite Script

Use this script if you want the form submission to redirect users to a Microsite page.

< script > window.addEventListener("LSQ_FORM_SUBMITTED", function() {
    const leadID = document.lsqformevaluator.leadId;
    console.log("LeadID:", leadID);
    let formEntity = document.lsqformevaluator.lsqformfield.prepareRequestData("save", undefined, true).FormEntity;
    console.log("Form Data", formEntity);
    const formParams = {};
    formEntity[0].LeadFields.forEach((field) => {
        formParams[field.SchemaName] = field.Value;
    });
    if (leadID) {
        formParams.LeadId = leadID;
    }
    let payload = {
        formId: "lsq-form",
        formParams: formParams
    };
    fetch("https://api-us11.flostack.io/v1/leads/route", {
            method: "POST",
            headers: {
                "Content-Type": "application/json",
            },
            body: JSON.stringify(payload),
        })

        .then((response) => {
            return response.json();
        }).then((data) => {
            console.log("Data sent successfully", data);
            if (data?.micrositeUrl) {
                window.top.location.href = data?.micrositeUrl;
            }
        }).catch((error) => {
            console.error("Error sending data:", error);
        });
}); < /script>

6.2.2 Custom Website or LeadSquared Landing Pages Pro

    • Add the below script to the tag in your site’s HTML markup:
      <script type="text/javascript" src="https://assets-us11.flostack.io/js/flo.min.js"> </script>
    • Add the below code just before the closing  </body> tag in your site’s HTML markup. Depending on your CMS/Website builder, you can also add this to the footer section :
      <script type="text/javascript"> FloStack.route('lsq-<your_form_id>'); </script>
      Note: For a custom website, the lsq tag isn’t required. Instead add this to the footer: <script type="text/javascript"> FloStack.route('<your_form_id>'); </script>

workspace routing forms

 

7. Integrations

When you integrate your CRM with FloStack, data from FloStack can then be pushed to your CRM. In addition to updating lead data back in your CRM, automation can also be triggered within the CRM to send relevant information to leads like their unique microsite URL, appointment timings, reminders, etc.

Note: Once you integrate your CRM on FloStack there might be additional configuration required on the CRM platform. For more information, contact flostack@leadsquared.com.

workspace settings integration

 

Any Questions?

Did you find this article helpful? Please let us know in the comments section below if you have feedback or questions. We’d love to hear from you and help you out!

Set Up Your Profile and Calendar on FloStack

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1. Feature Overview

This article will help you set up your profile and calendar on FloStack. Setting up your profile and calendar lends credibility, makes you presentable, and helps FloStack efficiently assign leads to you while displaying your availability to inbound leads.

 

2. Prerequisites

You must be a member or admin on FloStack. To learn more about FloStack (www.flostack.io), and enable it on your account, contact flostack@leadsquared.com.

 

3. My Profile

To set up your profile and calendar, navigate to Settings>My Settings.

In the profile section, you can –

  • Update your profile photo and personal details for the scheduler and microsite
  • Write a short welcome bio
  • Add a welcome video for leads to view that applies to the microsite
  • Add a custom advisor button to the microsite, allowing each advisor to have their own personalized connect button alongside the existing options.

My profile

 

4. Configure Calendar

Configuring your calendar allows leads to view your availability and conveniently schedule meetings.

Navigate to My Settings>My Integrations and integrate your preferred calendar with FloStack.

my integrations

Now, navigate to My Settings>Manage Availability. Here, you can –

  • Set your weekly availability by choosing the days and times you’re open for meetings.
  • Specify a default time zone, add buffer times between meetings.
  • Set a minimum advance notice period before a lead can schedule a meeting on your calendar.
  • Configure Mark Me Unavailable to temporarily exclude yourself from active rules and remove unavailable slots. You can define the unavailability period, assign a replacement user, and add multiple unavailability periods as needed.

manage availability

 

Any Questions?

Did you find this article helpful? If you have any questions or comments, please let us know in the comments section below. We’d love to hear from you and help you out!

Call Tracking Metrics Texting Connector v2.0

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1. Feature Overview

The CallTrackingMetrics texting connector lets you send texts to leads directly from your LeadSquared account. In addition, you’ll be able to –

  • Set up automated SMS campaigns with notifications and reminders.
  • Track incoming and outgoing SMS logs as activities.
  • Eliminate the need to switch between multiple applications to manage SMS activities.
  • Analyze the performance of your all campaigns sent through LeadSquared.

For the CallTrackingMetrics telephony integration, see LeadSquared CallTrackingMetrics Connector.

Note: MMS messages are supported.

 

2. Prerequisites

  • You must be an administrator user of your Leadsquared account.
  • Your account plan must support SMS integration.
  • You must have an active account with CallTrackingMetrics.

 

3. How it Works

Set up the connector by providing your CTM account details. Once it’s set up, create and configure the SMS templates you’ll be using to message your leads. After these templates are configured, send SMSes to your leads.

 

4. Install the Connector

To install the CTM connector on your account –

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. Search for CallTrackingMetric, and click Install.
    • Alternatively, you can find the connector on the left panel, under SMS.
  3. Then, click Configure.
  4. On the Configure CallTrackingMetric  pop-up, no further action is required on this page. To configure the connector, navigate to Apps>Configure CallTrackingMetric.

CTM Texting Installation

 

5. Configure the Connector

Once the connector is installed, navigate to Apps>Configure CallTrackingMetric, and provide the following details –

5.1 Authentication

Enter your CallTrackingMetric account credentials –

  • Account Number – Your CTM account number.
  • Access Token – Your CTM account’s access key.

Once you’re done, click Save & Next.

LeadSquared CTM connector

5.2 Activity Creation

When SMSes are sent to your lead, an activity is posted automatically against that lead. Here, configure the activity creation method for the SMS activity.

  • Async API – This is the recommended method. If you’ve selected this method, enter your LeadSquared account’s Async API URL and API Key. To obtain both these values, navigate to My Profile>Settings>API and Webhooks>Async API.
  • Sync API – This method is selected by default. To post limited SMS activities against your lead, select Sync API.

Note:

  • Through the Sync API method, the activity creation process happens without any delays. But activity creation or tracking may fail during peak hours and when there’s high traffic to our servers. To work around this potential issue, we recommend you use the Async API method.
  • Async APIs must be enabled on your LeadSquared account for the Async method to work.

LeadSquared CTM connector

5.3 Sender Management

To add your CTM account’s Sender IDs, click Add New, and on the Add Sender ID pop-up, enter the following details –

  • Sender ID – Enter your CTM phone number from which you’ll send messages to your leads. To know how to obtain a number, refer to CTM Phone Numbers.
  • Name – A name to identify the Sender ID (e.g., Promotional, Transactional, etc.). This is primarily for internal reference. This is optional.
  • Sender Distribution – Select the users to whom the Sender ID will be assigned –
    • Based on Role – Select the LeadSquared user roles to whom you want to assign the Sender ID.
      • Specify Roles – From the dropdown, select the user roles (e.g., Administrator, Marketing User, etc.) to whom you want to assign the Sender ID.
    • Advanced (User Level) – Select a boolean user field that’s configured in your account. If the selected user field contains the value “True” for any user, the Sender ID will be assigned to them.
  • Associated Users – If the Sender ID you entered is linked to a user, the system automatically populates this field with the user’s name. If the Sender ID is not linked to any user, you can select the user from the dropdown, and associate the ID with them.
  • Advanced Sender ID Distribution options (User Field Level) – Select the user field where you want to store the Sender ID. You can only select number or string type user fields.

To add multiple Sender IDs, repeat the steps mentioned above. Once you’re done, click Save, and click Save & Next.

LeadSquared Call Tracking Metrics Connector

5.4 Permissions

Grant users permissions to perform the following actions:

  • Send single and bulk SMS
  • Manage reports (viewing reports)
  • Send MMS
  • Converse

These actions will be configured and available on the following pages –

  • Manage Leads page grid
  • Manage Opportunities page grid
  • Lead List
  • Automation Page
Note: We used the Send SMS Bulk action as an example to demonstrate this section. Configure the other actions following the same steps, unless stated otherwise.

You can also configure permission you want to grant users for managing templates and reports. This action will be configured on the following pages –

  • Manage Templates (the CTM template creation screen)
  • Manage Reports (the CTM SMS Reports screen)
  1. Under Functionality, click on the page for which you want to configure the permissions.
  2. On the Send SMS pop-up, provide the following details –
    • Action Label – Enter the display name of the SMS action (e.g., Send Text – CTM, Send Bulk Text – CTM, etc.). The limit on the number of characters you can add is 25.
    • Campaign Size – This is applicable only when sending bulk SMSes. You can send SMSes to up to 200 leads through the Lead Grid, and up to 1,000 bulk SMSes through the Manage Lists page in one go.
    • Permission – Select if you want to enable users to Send SMS based on their user role or based on the values entered in a user boolean field.
      • Based on Role – Select the LeadSquared user roles based on which you want to grant Send SMS permissions.
      • Advanced (User Level) – Select a boolean user field that’s configured in your account. If the selected user field contains the value “True” for any user, they’ll be able to access the Send SMS action.
  3. To disable the action for your users on any page, under Enable/Disable, disable the Zoom slider. The action cannot be disabled for the Manage Templates and Manage Reports screens.
Note: To configure the send SMS action on the Manage Opportunities grid, copy the Configurable Action Url, and use it to create a new Custom Opportunity Actions. To know more, contact your account manager or write to suport@leadsquared.com.

LeadSquared CTM connector

5.5 Incoming Settings

Configure what happens when you receive an incoming message.

  • Incoming Webhook – Copy LeadSquared CTM connector this webhook, and configure it in your CTM account.
  • API Token – No action is required from you here.
    • Regenerate Token – If your existing webhook URL is compromised, and if third parties get access to it, you can use this option to generate a new token. Once this is done, the existing webhook is no longer useful. You will have to update the webhook in your CTM account.
  • Capture lead from unknown number – To capture and create new leads when you receive messages from unknown numbers, enable this slider.
    • Lead Source – From the dropdown, select the lead source that’ll be assigned to the new leads that are created from unknown numbers.
    • Lead Owner – By default, when an incoming message is assigned to any agent, that agent becomes the lead owner. However, if incoming messages are unassigned, you can choose whether you want the leads to be assigned to the system or to a specific user.
  • Activity Type – When an inbound message is received, a corresponding SMS Received activity is automatically posted. This activity cannot be renamed.
  • Activity Owner – By default, when an SMS Received activity is posted, the agent to whom the message was assigned becomes the activity owner. However, if incoming messages are unassigned, you can choose whether to assign the activity to a specific user or to the lead owner (of the lead associated with the SMS).
  • Auto Reply – Configure the connector to perform lead opt-in and opt-out actions based on keywords present in the incoming SMS. For instance, if your lead sends STOP, they’re automatically unsubscribed from the message list, and a message confirmation of the same is sent to them. After this, they’ll receive no more messages from your account.
    • To edit the list of keywords and the auto-reply message content, click LeadSquared edit.
    • To add a custom reply, click Add Custom Auto Reply. Enter the keywords, choose a Condition, and enter the message content. Once you’re done, click LeadSquared WhatsApp.

Once you’re done, click Save & Next.

LeadSquared CTM connector

5.6 Delivery Reports

LeadSquared automatically passes this webhook to your CTM account. You don’t have to perform any action with this webhook URL.

  • Regenerate Token – If your existing webhook URL is compromised, and if third parties get access to it, you can use this option to generate a new token. Once this is done, the existing webhook is no longer useful. LeadSquared will automatically pass the new webhook to CTM.

LeadSquared CTM connector

5.7 Advanced Settings

Compliance

The SMSes you send to your leads must meet regulatory compliances mandated in the US. You can either choose Opt-out or Opt-in as the compliance type. Once you select the type, from the list of boolean lead fields (e.g., ‘Do Not SMS’) available in your account, select an opt-out/opt-in field.
Leads for whom the value of the Opt-out field is set to ‘True’ will not receive any SMS. Alternatively, leads for whom the value of the Opt-in field is set to ‘True’ will receive SMSes.

LeadSquared CTM connector

Date and Time Related Details

  • User Timezone – The User Timezone setting is enabled by default, and the following behaviours are applied to this setting –
    • Enabled – The logged-in user’s timezone will automatically merge with the date-time values in the SMS templates, and this timezone cannot be updated.
    • Disabled – The Admin can update the timezone to reflect any region across the globe, using the dropdown listed. This will be applied by default to all the date-time values in SMSes sent from the account.
  • Date/Time Format – Select the date and time format your LeadSquared account should follow when sending SMSes to leads.

LeadSquared CTM Texting Connector

You can define business hours during which SMSes can be sent to your leads. This step is optional.

  1. Alongside Business Hours, enable the Slider slider.
  2. From the Schedule dropdowns, define the business hours.
  3. From the Select Sender IDs dropdown, select the senders to whom this business hour definition will be applied.
Note: If Business Hours are defined, your users will not be able to send any messages outside these defined hours.

Twilio LeadSquared Integration

Daily SMS Limits

Configure the maximum number of outbound messages that can be sent in a day. These limits won’t be applied to messages sent through SMS campaigns.

Other Details

From the Other Phone Field dropdown, select the default phone field in which the lead’s phone number is stored in your account. Once you’re done, click Save & Close.

Note: To ensure a higher deliverability rate for your SMS campaigns, ensure phone control validations are enabled for this phone number field. To learn more, see Control Phone Number Format.

LeadSquared CTM connector

 

6. Manage Templates

After the CTM connector is set up, add SMS templates which you’ll be using to message your leads.

  1. Navigate to Apps>Manage Templates. This is the action label name you’ve configured for the Manage Templates screen (e.g., Manage Templates – CTM, etc.).
  2. On the Manage Templates – CTM screen, click Add Template.
  3. On the Add/Edit Template pop-up, enter the following details –
    • Category – Select the LeadSquared category type for the SMS template.
      • Lead – Select this if you’re using this template to send messages to leads (e.g., offers, promotions, etc.).
      • Opportunity – Select this if you’re using this template to send messages to opportunities (e.g., offers, promotions, etc.).
      • Activity – Select this if you’re using this template to send notifications about an activity (e.g., Payments, Document Collections, etc.).
      • Task – Select this if you’re using this template to send notifications about a task (e.g., Appointment Reminders, Follow Ups, etc.).
      • User – Select this if you’re using this template to send messages to users (e.g., Reminders, Company Wide Announcements, etc.).
    • Template Name – Provide a name for the template.
    • Source Availability – Select if the template should be available to send Single SMS, Bulk SMSes and SMS through Automations. You can select all three sources if required. It is mandatory to select at least one source.
    • Content – Enter the content of the message you want to send to your lead here.
      • Add Variable – To add mail merge fields, click Add Variable. Variables in LeadSquared are defined as {{var}} i.e, the variable name is enclosed within two curly brackets. If the approved template contains a mail merge field “{#var#}”, then the LeadSquared mail merge value can only replace “{#var#}”, without changing anything else in the template. For e.g., “Hi {#var#}, hope you’re doing well!” can only be replaced by, “Hi {{var}}, hope you’re doing well!”. We also support Custom Variables. You can use this to mail merge custom variables like the Company Name, website URLs, etc.
  4. Once you’re done entering all the details, click Save.

LeadSquared CTM Texting Connector

On the Manage Templates screen –

  • To edit an existing template, alongside the template, click .
  • To delete an existing template, alongside the template, click .
  • You can sort and filter existing templates by –
    • Sender ID
    • Last Modified By user
    • Category

LeadSquared CTM connector

 

7. Send Single SMS

To send a one-to-one SMS to your leads –

  1. Navigate to Leads>Manage Leads.
  2. Alongside the lead you want to message, hover your cursor over . From the available options, under Messaging, click the messaging action label you’ve configured (e.g., Send Text – CTM, etc.).
  3. On the Send Text pop-up –
    • Select the Sender Id through the From dropdown.
    • Under Message Body, either
      • Click Select a Template, and from the list of available templates, select the one you want to use,
        OR
      • Type out the message you want to send to your leads.
    • If there are custom variables available, check if the relevant values are mapped to each variable.
  4. Once you’re done, click Send.
Note: The steps to send one-to-one SMS to your opportunities are the same as the ones listed above. To message your opportunities, navigate to Leads>Manage Opportunities.

LeadSquared Gupshup Integration

Alternatively, you can also send one-to-one SMSes from the Lead Details page. To do this, hover your cursor over the Lead Actions button, and under the Messaging option, click the messaging action label you’ve configured (e.g., Send Text – CTM, etc.).

LeadSquared Gupshup Integration

You can convert the message into an MMS by sending an image or GIF file. To send an MMS, on the Send Text pop-up, click attachment icon,  and you can –

  • Upload File – Attach a file to the message. The maximum supported file size is 4MB.
  • Enter URL – Paste the image or GIF URL.
  • From Lead Field – Mailmerge a lead field that contains the image file you want to attach to the message.
  • From User Field – Mailmerge a user field that contains the image file you want to attach to the message.
Note: Currently, only image and GIF files are supported.

LeadSquared Twilio Integration

 

8. Send Bulk SMS

You can send bulk SMSes to your leads from the Manage Leads page and the Manage Lists page.

8.1 Manage Leads Page

  1. Navigate to Leads>Manage Leads.
  2. Alongside the leads you want to send the SMS to, select the Checkbox checkboxes..
  3. Hover your cursor over the Actions menu. From the available options, under Messaging, click the messaging action label you’ve configured (e.g., Send Bulk Texts – CTM, etc.).
  4. On the Send Bulk Text pop-up, enter the following details –
    • Campaign Details
      • Alongside Sending messages to…, check if the correct number field has been selected. You can select multiple number lead fields.
      • From the From dropdown, select the Sender Id.
      • Alongside Campaign Name, provide a relevant name for the SMS campaign.
      • Under Message Body, either
        • Click Select a Template, and from the list of available templates, select the one you want to use. Alternatively, to select a template, click select template icon.
          OR
        • Type out the message you want to send to your leads.
      • Once you’re done, click Save & Next.
    • Custom Params
      • If there are custom variables available in the template, check if the relevant values are mapped to each variable.
      • To edit the value for a variable, click .
      • Once you’re done, click Save & Next.
    • Review and Send – On this tab, review if all the SMS details are correct.
  5. Once all the details are verified, click Send.
  6. On the send SMS confirmation screen, click Yes. The SMS is sent to all the selected leads.

LeadSquared Gupshup Integration

 

8.2 Manage Lists Page

  1. Navigate to Leads>Manage Lists.
  2. Alongside the list you want to send the SMS to, hover your cursor over Settings icon. From the available options, under Messaging, click the messaging action label you’ve configured (e.g., Send Bulk Texts – CTM, etc.).
    • Alternatively, open a list and from the List Actions menu, click Messaging, and click the action label you’ve configured.
  3. On the Send Bulk Text pop-up, enter the following details –
    • Campaign Details
      • Alongside Sending messages to…, check if the correct number field has been selected. You can select multiple number lead fields.
      • From the From dropdown, select the Sender Id.
      • Alongside Campaign Name, provide a relevant name for the SMS campaign.
      • Under Message Body, either
        • Click Select a Template, and from the list of available templates, select the one you want to use. Alternatively, to select a template, click select template icon.
          OR
        • Type out the message you want to send to your leads
      • Once you’re done, click Save & Next.
    • Custom Params
      • If there are custom variables available in the template, check if the relevant values are mapped to each variable.
      • To edit the value for a variable, click .
      • Once you’re done, click Save & Next.
    • Review and Send – On this tab, review if all the SMS details are correct.
  4. Once all the details are verified, click Send.
  5. On the send SMS confirmation screen, click Yes. The SMS is sent to all the selected leads.

LeadSquared Gupshup Integration

 

9. SMS via Automation

To send SMS via Automations –

  1. Navigate to Workflow>Automation.
  2. Create a new automation, or edit an existing one.
  3. After selecting the type of automation and the trigger, click the add expand icon, click Messaging, and click the messaging action label you’ve configured (e.g., Send Automation Texts – CTM, etc.).
  4. After entering the required details and selecting a template or typing the message content, click Send SMS.
    • To mail merge multiple LeadSquared phone fields, click the Add Another Number button. Filter by the entity type under which the phone field is present, and use the search box to find and add the field. In the example below, we’ve mail merged the Lead Owner phone field to the automation.
  5. Publish the automation.

For more information, see How to Send SMS through Automation.

Note: You can send SMS via automation through this connector only for automations created using a Lead, Opportunity, Activity, Task, or User triggers.

LeadSquared SMS Connectors

 

10. Message via Converse

When this permission is enabled, send SMSes to your leads via LeadSquared Converse.

  1. Navigate to Leads>Manage Leads.
  2. Alongside the lead you want to message, hover your cursor over . From the available options, click Converse.
  3. To enable the Service Window, Select a Template.
  4. From the list of approved templates, select a relevant template, and click .
  5. Once the lead replies, you’ll be able to converse with them in real time.

LeadSquared Twilio Integration

 

11. View Reports

To view the reports and logs of all the SMSes sent through the CTM connector –

  1. Navigate to Apps>Manage Reports – CTM.
  2. You can sort the report by the following filters –
    • Usage Reports – The logs of the total one-to-one as well as bulk messages sent through the connector.
      • Templates – Filter the reports on the basis of the templates used when sending the messages.
      • Message Source/User Wise – Filter the reports on the basis of the message source (Automation, Bulk and One-to-one messages).
      • Select Date – Select the time interval for which you want to view the SMS logs data. You can select a maximum date range of up to 90-days in the past.
      • Cumulative – This will render the report as a pie chart.
      • Timeline – This will render the report as a bar graph.
      • For pie charts, to populate the details section, click any part of the chart.
      • For bar graphs, if you delete any element, the display of the graph gets updated accordingly.

LeadSquared Gupshup Integration

    • Campaign Reports – The logs of all the bulk messages sent through the connector. This option will only show up if the connector supports bulk messaging.
      • Select Date – Select the time interval for which you want to view the SMS logs data. You can select a maximum date range of up to 90-days in the past.
      • Status – Filter by the campaign status (All, Success, Error, and Partial Error).
      • To view detailed logs of a campaign, click on the campaign. Alternatively, click the View icon. On the Batch Details screen, you can perform the following actions –
        • To view the API details, under Batch ID (the List Id), click the entry.
        • To view the status of the messages triggered, under Triggered, alongside the Batch Id you want to view the details for, click the number.
      • Message Triggered – The total number of leads to whom the messages were triggered.
      • Sent – The total number of successful messages sent to the SMS provider.
      • Messages Billable – Every block of 160 characters in a SMS is considered as a one SMS. For e.g., if you send one SMS that contains 340 characters, it is considered as 3 messages (160+160+20) under the Messages Billable header.
      • Error – Any internal LeadSquared errors (e.g., server errors, etc.) that cause the Send SMS action to fail will get logged under the Errors column.
      • Invalid – The following scenarios when sending SMSes will get logged under the Invalid column –
        • Formatting issues with the lead’s phone numbers
        • Empty or missing lead phone numbers
        • Sending SMS outside the configured Business Hours
      • Opted Out – The total number of messages sent to leads who have opted out of receiving messages.

Note: To download/export a report, under Actions, click download icon. The report contains the Lead Id, Phone Numbers, Opportunity Id, Message Content, Status Message, Message Type and Message Count of all the leads to whom the message was sent.

LeadSquared Gupshup Integration

Alternatively, click on the Batch Id to download a report that contains the Lead Phone Number and Message content of the SMS sent to leads.

LeadSquared Gupshup Integration

 

 

12. SMS Activities

You can track the SMS sent, from the Lead Details and Manage Activities pages. We automatically post SMS Sent activities in real-time.

12.1 Lead Details

To view more details, click the SMS Sent link for each activity.

LeadSquared Tech Alpha Connector

12.2 Manage Activities

You can also view the list of leads with SMS activities. Be sure to select SMS Sent from the Activity Type drop.

LeadSquared Tech Alpha Connector

You can use the Advanced Search feature to filter SMS based on different fields, such as campaigns, date-time fields, etc.

LeadSquared Tech Alpha Connector

 

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!

Flostack Microsite Builder

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1. Feature Overview

In the FloStack Microsite Builder, you can create customized Microsites to showcase your services and engage leads through callbacks, appointment bookings, or live chat.

You can build multiple Microsites tailored to different audiences, ensuring a personalized experience. By configuring Rule Boards and assigning Microsites to different priority buckets, you can dynamically adjust content based on lead attributes.

Here are some benefits of using Flostack’s Microsite –

  • Improved Speed-to-Lead and Conversions – One of the key benefits of FloStack’s personalized microsites is the ability to dramatically improve speed-to-lead and conversion rates. By providing the lead with immediate access to curated information, direct communication with a representative, and the ability to schedule appointments, businesses can significantly reduce the time it takes to engage and convert a prospect.
  • Personalized Content and Engagement – The personalized microsite offers a seamless, user-friendly experience for the lead, with access to welcome videos, product information, appointment scheduling, and more. This level of personalization helps the lead feel valued and encourages them to continue their evaluation, ultimately leading to higher engagement and conversion rates.

flostack library feature overview

 

2. Prerequisites

  • You must be an admin user on FloStack. To learn more about FloStack (www.flostack.io), and enable it on your account, contact flostack@leadsquared.com.
  • Once a Microsite is created, use the Rule Board to control which Microsites are displayed to specific leads based on their attributes.

 

3. Contents

On the Contents tab, you can upload images, videos, and PDFs to use in your Microsite. The following size and file types are supported –

Preferred size: 20 MB or less

Document: PDF, DOCX, TXT
Image: JPEG, PNG, GIF, SVG, WEBP
Video: MP4, MOV, AVI, MKV, WEBM

contents tab

4. Components

You can add the following components to your Microsite –
  • Carousel – Add images and data in carousel slides.
  • CTA Button – Add a block with a button to re-direct the lead to an action.
  • Testimonial Carousel – Add testimonies, profiles, etc., in a carousel.
  • Highlights – Rearrange or edit the highlights.
  • Image Carousel – Add images in carousel slides.
  • Embed URL – Enter the URL to embed resources from the web in your Microsite.
  • HTML Editor – Create blocks by adding text, images, videos, and links visually, or code directly.

Additionally, you can add an image, video, or document from your uploaded resources as Resource Files.

add microsite components on flostack

 

5. Templates

You can create a Microsite by clicking the Create Template button. While editing the template, you can add various components to the Microsite by clicking the + Add Component button, or the add component template flostack icon above or below an existing component. You can either select from existing components or create one from scratch.

Once you add a Component, you can enrich it with Content (images, videos, PDFs) from your library.

creating a template and adding a component on flostack

Click the edit the theme on template flostack icon to edit the theme of your template. Click Preview to preview the Microsite.

change the theme and preview microsite on flostack
Leads can communicate with you through the Microsite by either booking an appointment or chatting with you directly.

Note:

  • You will need to configure your calendar so that leads can book an appointment with you.
  • You must configure a chatbot so your leads can message you. Please get in touch with flostack@leadsquared.com.
book and appointment or chat flostack

Next Steps

Once a Microsite is created, use the Rule Board to control which Microsites are displayed to specific leads based on their attributes.

Configure Rule Board on FloStack

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1. Feature Overview

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: Automatically categorize and prioritize leads based on predefined criteria, ensuring high-value leads receive immediate attention.
  • Sales Rep Assignment Rules: Establish clear lead-routing mechanisms, assigning leads to the most suitable sales representatives based on set conditions.
  • Microsite Rules: Personalize the user experience by dynamically directing leads to specific microsites based on their attributes and engagement history.

This functionality helps organizations improve lead conversion rates, optimize resource allocation, and enhance overall sales efficiency.

For example, consider a SaaS company specializing in enterprise collaboration tools that receives thousands of inbound leads every month. To maximize efficiency, they implement Rule Board automation as follows:

  1. High-Potential Enterprise Leads: If a lead belongs to a company with over 1,000 employees and a high turnover, they are assigned the highest priority. These leads are given access to the Microsite and can view senior sales representatives’ calendars to book a meeting.
  2. Mid-Tier Business Leads: If a lead belongs to a company with 200-999 employees, they are given medium priority. These leads are given microsite access and can view business development representatives’ calendars to book a meeting.
  3. SMB Leads: Leads from companies with fewer than 200 employees will need nurturing. They aren’t given access to a microsite or a representative’s calendar but should still be able to request a meeting.
  4. General Inquiries & Unqualified Leads: Leads that do not match any of the above categories are placed in the lowest-priority bucket and receive an automated response with self-service resources.

 

2. Prerequisites

You must be an admin user on FloStack. To learn more about FloStack (www.flostack.io), and enable it on your account, contact flostack@leadsquared.com.

 

3. Prioritization Rules

Assign priority levels to leads using prioritization buckets based on specific criteria.

The rules in prioritization buckets are applied in a top-to-bottom order. Once a lead matches the criteria of a bucket, its priority is determined, and all subsequent bucket rules are ignored. Each bucket has specific actions available to the lead, with higher-priority buckets offering more critical actions, such as allowing a lead to book a meeting with a representative.

For instance, the example below shows 4 buckets with a top-to-bottom priority.

Note: The default prioritization rules are High Priority and Low Priority. Contact flostack@leadsquared.com to build a custom priority flow.

Flostack rule prioritization

3.1 Create Rules

For example, let’s create a rule that qualifies all leads from India into a particular bucket.

To add a rule to a bucket:

  1. Click the + Create Rule button.
  2. Click the Add Condition drop-down and select a condition you want to apply (you can apply all the conditions from the drop-down in a single rule).
  3. Select the value for the condition.
  4. Enter a Rule name.
  5. Click Create Rule.

flostack create rule

Note: Some rule conditions can be edited using the Configure Attributes option. Contact flostack@leadsquared.com to add more attributes.

edit attributes

3.2 Add Actions

Click the Edit button to configure a name for the Priority Bucket. Next, add actions for this bucket.

You can enable the following actions –

  • Instant Scheduling – Shows the assigned sales reps calendar immediately
    post form submission, to instantly schedule a meeting.
  • Microsite Access – Allows the inbound lead to access the assigned
    microsite.

    • Enable Chat on Microsite – Allows the inbound lead to use chat option in
      microsite to instantly message their assigned sales rep
    • Enable Calendar on Microsite – Adds the sales reps availability on the
      microsite to let the lead schedule/reschedule time with their rep
    • Enable Passcode – Adds a passcode verification check to access microsi
      (one-time code sent on lead’s email)
  • Event Access – Allow visitors to book the event.
  • Show References – Redirects to a ‘Thank You’ pop up and shows content
    present in reference list. This is enabled only when Microsite Access is disabled, and typically used for Low Priority leads

For example, since it is a “High Priority” bucket, Microsite access could be enabled for these leads.

To add actions to a bucket:

  1. Click the Edit button.
  2. Give this bucket a name.
  3. Select the actions you want to enable.

edit attributes

Note: If a lead does not match any bucket rules, you can configure a Reference List for them. This list can display a short message with configurable URLs. Additionally, you can enable the Show References toggle to display the reference list as an action within any bucket.

Show references

 

4. Routing Rules Or Sales Rep Rules

Use the Routing Rules feature to define how leads are routed to sales representatives. You can create routing conditions based on the priority bucket the lead qualifies for or specify other custom conditions.

To add a rule:

  1. Click the + Create Rule button.
  2. Click the Add Condition drop-down and select a condition you want to apply (you can apply all the conditions from the drop-down in a single rule).
    • The Lead Priority condition will let you select the priority buckets from Prioritization Rules.
  3. Select the value for the condition.
  4. In the Assign to field, choose one or more sales reps.
  5. Enter a Rule name.
  6. Click Create Rule.

Note:

  • Click the Rule List button to view or edit all the configured rules.
  • Some rule conditions can be edited using the Configure Attributes option, while others are automatically picked up from your list of Target Companies.

sales rep or routing rules

5. Meeting Type Rules

The Meeting Type Rules in FloStack allow you to route leads to specific assignees based on the meeting type selected in a form submission. This ensures that each lead is directed to the right representative or department automatically, based on predefined routing logic.

Configure Meeting Type Rules

  1. Click + Create Rule.
  2. Define one or more conditions. Common examples include:
    • Email Type – e.g., Business or Personal 
    • Lead Priority – e.g., High Priority or Low Priority
    • Region – e.g., North America, LATAM, or EMEA 
  3. Under Assign Meeting Type, select the desired meeting type.
  4. Click Save.
meeting type rules

 

6. Microsite Rules

Use the Microsite Rules feature to define how leads are routed to a specific Microsite.

Note: To learn more about Microsites, read this article.

To add a rule:

  1. Click the + Create Rule button.
  2. Click the Add Condition drop-down and select a condition you want to apply (you can apply all the conditions from the drop-down in a single rule).
  3. Select the value for the condition.
  4. In the Assign Template field, choose a Template.
  5. Enter a Rule name.
  6. Click Create Rule.

Note:

  • Click the Rule List button to view or edit all the configured rules.
  • Some rule conditions can be edited using the Configure Attributes option, while others are automatically picked up from your list of Target Companies.

create microsite rules

 

Any Questions?

Did you find this article helpful? If you have any questions or comments, please let us know in the comments section below. We’d love to hear from you and help you out!

Manage Your Leads On Flostack

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1. Feature Overview

FloStack provides detailed insights into all the leads that are captured. The Lead Dashboard displays key statistics on leads matching your criteria, while the Leads page offers a breakdown of each lead’s details and status.

Note: The insights presented here will also be available in the CRM you integrate with.

 

2. Prerequisites

To learn more about FloStack (www.flostack.io), and enable it on your account, contact flostack@leadsquared.com.

 

3. Lead Dashboard

The Lead Dashboard provides insights into your leads and their interactions with the Microsite. You can filter the report by date range, and you can also filter the dashboard by Microsite template to compare how individual templates are performing. This lets you see metrics such as the number of leads created per template, helping you identify which templates are working well and which need attention.

flostack dashboard

 

4. Leads

All leads captured on FloStack will appear on the Leads page, where you can gain insights and take specific actions.

Filter leads by clicking the flostack leads page filter icon. As shown below: this page displays lead details, status, lead owner, and key actions. You can track whether a lead has booked an appointment, their last visit to the Microsite, and the status of messages they’ve sent via chat.

navigating to lead details page and fiilter leads

The source of all leads is indicated using different colors, each representing a distinct flow:

  • Form Submission Flow – Triggered when a lead submits a form. FloStack detects these submissions and displays a pop-up.
  • Silent Flow – Triggered within your event functions, Flostack enriches, qualifies, and allocates leads in the background without displaying a pop-up.
  • CTA Flow – Triggered within your event functions, similar to Silent Flow, but with a pop-up displayed.
  • Direct Booking Flow – Triggered when a lead books a meeting via personal calendar links.

flostack lead colour

Additionally, you can take important actions on a lead by clicking on the relevant icons:

  • flostack go to microsite icon – Navigate to the Microsite shown to the lead.
  • . Leave empty if the image is purely decorative. – Open the chat box to reply to messages left by the lead through the Microsite.
  • flostack miscostie analytics icon – View Microsite analytics to track engagement and interactions.
  • flostack form parameters icon– Check form parameters associated with the lead.
  • more lead actions icon flostack  – Edit the lead’s Microsite or delete the lead if necessary.

flostack lead page microsite actions

 

Any Questions?

Did you find this article helpful? If you have any questions or comments, please let us know in the comments section below. We’d love to hear from you and help you out!

ACE Dashboard

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1. Feature Overview

The Ace Dashboard serves as a central hub for tracking key performance metrics across all Goals, Incentives, and Leaderboards within the ACE suite. It provides a comprehensive, real-time view of individual and team performance, ensuring managers and users can easily track progress without navigating multiple sections.

ACE Dashboard overview

 

2. Prerequisites

 

3. Dashboard Functionalities

Navigate to Ace>Dashboard to view the Ace Dashboard.

Navigate to ace dashboard

Note: The Dashboard feature can be enabled or disabled from the settings page.

enable or disable ace dashboard

3.1 Hierarchy & User Reports

Managers can directly access their direct reports from the dashboard by clicking the direct reportees icon icon, this eliminates the need to navigate to Manage Users to check the hierarchy. Clicking on a team member’s name expands their detailed performance view, including:

  • Goals (Target vs. Achievement breakdown)
  • Incentives (Eligible vs. Approved payouts)
  • Leaderboard standing (User’s rank comparison)

ace dashboard user hierarchy

3.2 Dashboard Widgets

The ACE dashboard consists of multiple widgets that provide detailed insights into various performance aspects. Users can add, remove, or rearrange these widgets based on their requirements.

To edit the Dashboard –

  1. Click the icon.
  2. Toggle the Edit Page Layout option.
  3. Select ace dashboard manage widgets Manage Widgets.
  4. Select any widget to show on the dashboard.
    • Additionally, you can toggle the Display on Mobile option to display the widgets on the mobile app as well.
  5. You can save the dashboard for yourself or, if you’re an admin or manager, save it for all users in your hierarchy.
    • When selecting Save to All Users, you can either –
      • Save as Default – Set this configuration as the default for all users. Users can apply the changes by clicking Reset to Default in their dashboard settings.
      • Apply Changes Instantly – Instantly overwrites all user preferences with this configuration. Users will see the updated dashboard without needing to reset.
Note: The ACE Dashboard is also available to view on the LeadSquared Mobile App, but some widgets might not be available on the mobile view.

rearrange widgets and add widgets

3.2.1 Access & Permissions

  • Users: Can view only the My Achievement section, which focuses on their personal progress.
  • Admins & Managers: Have access to both My Achievement and Team Achievement, allowing them to view, compare, and manage performance across their reporting hierarchy.

ace dashboard team vs my achievement

 

4. Manage Widgets for My Achievement

The My Achievement section shows widgets that are accessible to Admins, Managers, and Users to track their personal progress.

All the available widgets in this section are listed below.

4.1 Total Pending Approval Widget

View the total pending approval incentives across all programs, along with the trend from last month.

 

4.2 Total Pending Payout Widget

View the total pending payout incentives across all programs, along with the trend from last month.

 

4.3 Total Earned Incentive Widget

View the total pending payout incentives across all programs, along with the trend from last month.

 

4.4 User Details Widget

User details include the goals, incentives, and leaderboard you are part of.

 

4.5 Goal Breakdown Widget

Automatically breaks down goals by cycle. Users can hover over data points for milestone progress, viewing current achievements, required progress, and remaining effort.

 

4.6 Ruleset Association Widget

Get a rapid overview of associated goals, incentive programs, and leaderboards according to the selected ruleset, with more useful details.

 

4.7 Compare Goals Widget

Easily compare multiple goals with the same cycle type. Access average, and required achievement details for convenient comparison.

 

4.8 Milestone View for Goal Widget

With quick view, you can easily access daily targets and required run rate information presented in a gamified interface.

 

4.9 Leaderboard Cycle Comparison Widget

Compare your rank and achievement details with other cycles from the same leaderboard and view trend details.

 

4.10 Incentive Cycle Comparision Widget

Compare your reward details with other cycles from the same incentive program and view trend details.

 

4.11 Goal Cycle Comparision Widget

Compare your achievement details with other cycles from the same goal and view trend details.

 

4.12 Incentive Rewards Overview Widget

Compare the monetary and non-monetary rewards of each incentive program you are part of.

 

4.13 Payout Trend Widget

Track your total payout trend for the selected and previous time periods across all incentives and leaderboards.

 

4.14 My Incentive Program Widget

Add an incentive program that is important to you and stay updated with eligible details and smart insights for the same.

 

4.15 Achievement v/s Incentive Calculation Widget

View achievement details for each metric within a single program, including the number of criteria achieved and the calculated incentive.

 

4.16 My Goals Widget

Access goal details and find out when they’re ending, whether it’s today, this week, this month, or next month.

 

4.17 Smart Insights Widget

Delivers real-time performance alerts, showing target gaps, required sales to meet goals, and peer comparisons (e.g., “Most team members have achieved X%, you are behind by Y%”). Encourages proactive goal completion with timely nudges.

 

5. Manage Widgets for Team Achievement

The Team Achievement section shows widgets that are accessible to Admins and Managers to track their team’s progress.

All the available widgets in this section are listed below.

5.1 Total Pending Approval Widget

View the total pending approval incentives across all programs, along with the trend from last month.

 

5.2 Total Pending Payout Widget

View the total pending payout incentives across all programs, along with the trend from last month.

 

5.3 Total Earned Incentive Widget

View the total pending payout incentives across all programs, along with the trend from last month.

 

5.4 Goal Breakdown Widget

Break down large goals into milestones and track your progress with daily targets and required run rate information to stay on track.

 

5.5 Ruleset Association Widget

Shows all Goals, Incentives, and Leaderboards linked to a rule set, helping managers understand target and reward structures within a specific policy.

 

5.6 Milestone View for Goal Widget

With quick view, you can easily access daily targets and required run rate information presented in a gamified interface.

 

5.7 Achievement v/s Incentive Calculation Widget

View achievement details for each metric within a single program, including the number of criteria achieved and the calculated incentive.

 

5.8 Smart Insights Widget

Delivers real-time performance alerts, showing target gaps, required sales to meet goals and peer comparisons. Encourages proactive goal completion with timely nudges.

 

5.9 Goals Overview

Shows all active goals for a user or team in one view, enabling managers to sort by performance and compare up to five goals side by side, reducing manual progress checks.

 

5.10 Goals Contribution

Quickly access information about goal contributions from both you and your team in a convenient view.

 

5.11 Leaderboard View Widget

View your rank and achievement details, along with the top 3 performers of a leaderboard. Pin any 3 leaderboards to receive real-time updates.

 

5.12 Goal User Comparision Widget

Compare the goal achievements of up to 5 users and track trends to identify who is lagging behind and who is performing the best.

 

5.13 Incentive Trends for User Widget

Compare the calculated incentives of up to 5 users and track trends to identify who is receiving more or less incentive in each cycle.

 

5.14 Eligible vs. Approved vs. Paid Out Widget

Compare the eligible, approved, and paid-out incentives across each cycle for any incentive program (e.g., eligible for $100, approved for $80, paid $50).

 

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!

My Teams – Feature Guide

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1. Feature Overview

The My Teams feature on the LeadSquared Mobile App gives Sales Group Managers or Reporting Managers real-time, actionable insights into their team’s performance and daily activities. As a manager, you will be able to view your team’s check-in/check-out status, distance travelled and quickly connect with them via call, SMS or WhatsApp. Additionally, you can view the leads added, opportunities created, tasks completed and other activities performed by the users.

Benefits

  • Real-Time Team Tracking: Managers can view check-in/check-out status and track distance travelled for better field oversight.
  • Seamless Communication: Managers can quickly connect with team members from the app.
  • Performance Monitoring & Accountability: Key metrics help track productivity and ensure accountability.

Note:

  • This feature is aligned with the Reporting To or Sales Group hierarchy and is not connected to the Teams feature in LeadSquared.
  • On LeadSquared, you can either use Reporting Manager or Sales Group Hierarchy features, not both. By default, LeadSquared accounts come with the Sales Group feature enabled. If you wish to change this to the Reporting Manager feature, please reach out to us at support@leadsquared.com.
  • My Team is not visible to admins, sales managers and sales users who are not group managers.
  • The reporting manager can view only the data of their direct reportees. For instance, if User A reports to User B, and User B reports to User C, then User C cannot see User A’s data.

Leadsquared - My Teams

 

2. Prerequisites

 

3. How It Works

  1. The Administrator must add My Teams to the mobile app menu using the Web App Settings or the Menu Builder. Once added, the feature will appear in the side menu or bottom menu and be accessible to Sales Group Managers or Reporting Manager. The feature can be made visible in the Homepage when configured using Casa Widgets.
  2. From the My Teams page, managers can can view their users’ daily activities including their status, distance travelled, leads, opportunities and activities added, and tasks completed individually.

 

4. Add My Teams to the Menu

The Admin can configure the mobile app menu via the Web App settings or using the Menu Builder.

4.1 Add My Teams to the Menu via Web App Settings

To add My Teams to the mobile app menu –

  1. Navigate to Settings>Mobile App>Mobile Navigation.
  2. Select My Teams from the Hidden Menu Tabs and drag it to Visible Menu Tabs. Click Save.

Leadsquared - My Teams

4.2 Add My Teams to the Menu using the Menu Builder

If you have Casa enabled, you can use the Menu Builder to add My Teams to the mobile app menu.

  1. Navigate to Apps>Casa from your LeadSquared Dashboard.
  2. From the left menu, select Menu under Mobile.
  3. Click the edit icon alongside the relevant menu and you will be taken to the Menu Builder page.
  4. In the Menu Builder you can configure My Teams to be visible in the Bottom Menu or Side Menu.

Leadsquared - My Teams

Once configured, tap Publish on top of the page. On the Publish Menu popup, click the slider alongside Set as default menu or select a team from the dropdown, as per your preference and tap Publish.

Leadsquared - My Teams

 

5. Add My Teams to the Homepage using Casa

The Admin can add My Teams to the Mobile App Homepage by configuring it in the following Casa Widgets:

  • Quick Launcher
  • Banner
  • Image Tiles
  1. Navigate to Apps>Casa and select Homepage from the left menu under Mobile.
  2. While configuring the Quick Launcher / Banner / Image Tile widget, select My Teams from the Navigate To dropdown.
Note: You will not be able to view the My Teams option on your mobile app if it is not enabled on your account.

Leadsquared - My Teams

 

6. List View of your Team

Once the Admin configures My Teams using the Menu Builder, on logging into the mobile app as the Reporting or Sales Group Manager can view their team’s performance.

  1. Navigate to the side menu from your mobile app dashboard.
  2. Tap My Teams. Here, you can view all the users in your team.

Leadsquared - My Teams

As the manager of multiple sales groups, if you want to view the users and performance of one particular group, you can tap the My Teams dropdown at the top and deselect the other teams.

Leadsquared - My Teams     Leadsquared - My Teams     Leadsquared - My Teams

Alternatively, if My Teams is configured in the bottom menu, you can tap the option and view it directly from the homepage.

Leadsquared - My Teams

6.1 Filter by Day

On My Team, you can view the user activities based on the date selected from the Today, Yesterday or Custom date chips. Today is selected by default. If you want to view user activities for a custom date, tap Custom and select the relevant date from the popup calendar. This allows you to view your team’s daily activities for a past date.

Note: If you select Custom, you will only be able to access data for the past three months.

Leadsquared - My Teams

6.2 Checked-In / Checked-Out / Not Checked In

You can get an overview of your team’s activity through the three chips next to the All Users chip. They show the number of users who are checked in, checked out, and those who have not checked in for the selected day. Tap on any chip to see the list of users in that category and contact them if needed.

Leadsquared - My Teams

6.3 User Card

The User Card gives you an overview about the user and his activities.

Leadsquared - My Teams

Username – The name of the user. The current user will be marked with a “(Me)” tag.

Leadsquared - My Team

Status – The dot below the profile icon denotes the status of the user.

  • If it is Leadsquared - My Team, the user has checked in
  • If it is Leadsquared - My Team, the user has checked out
  • If it is Leadsquared - My Team, the user has not checked in for the day

Leadsquared - My Team

Check-In Duration – If the user is currently checked in, this displays the duration of their check-in. If the user has checked out, it shows the duration of their last check-in. If the user has not checked in today, this field will be blank.

Leadsquared - My Team

Distance Travelled – This displays the distance traveled by the user for the day while they are checked in.

Leadsquared - My Team

Contact – Tapping the Leadsquared - My Team icon will open a popup with contact options. You can contact the user via call, SMS or WhatsApp.

Leadsquared - My Team

 

7. Map View of your Team

An interactive map view lets you visualize your team’s real-time field activity. Tap the map view icon on top of the My Teams screen to view the current or last known location of your checked in or checked out users for the current day (Today). Your location is clearly displayed on a tab above the map.

The users are displayed on the map with Color-Coded Status Pins:

  • Green – Checked-In Users
  • Grey – Checked-Out Users
  • Dark Blue – You (Logged-In User)
  • Blue – Selected User

Leadsquared - My Teams

User cards are visible at the bottom of the screen. These cards includes details about the user and their field activity including the Check-in Status, Duration, Distance Travelled and Contact Button. Tap on the user card to get detailed insights about the user.

Leadsquared - My Teams

Tapping on the Leadsquared - My Teams Help icon on the top-right corner of the screen opens the legend of the map explaining each icon.

Leadsquared - My Teams

 

8. User Details Page

You can navigate to the User Details page by tapping the relevant user card from My Team.

Leadsquared - My Teams

You can get a detailed view of the selected user and their daily activities based on the date you have filtered by. On this page, alongside the check-in status, check-in duration, distance travelled, contact card and the group of the user, you can view –

Tab Description
Contact Options From the menu –

  • Tap SMS to send an SMS to the user.
  • Tap WhatsApp to contact the user through WhatsApp.
  • Tap Call to call the user.
Task Progress Displays the number of tasks that the user has completed for the day.
New Activities Displays the total number of activities added by the user across all activity types.
New Leads Displays the number of leads the user has added for the day.
New Opportunities Displays the number of opportunities the user has added for the day. If Opportunity is not enabled on your account, this tab will not be visible
Map View Shows the user’s current location if they are checked in. If they are checked out, it displays their last known location at the time of check-out.

Leadsquared - My Team

 

Any Questions?

Did you have any trouble understanding or implementing organization switch? Is there something more you’d like to know? We’d love to converse with you in the comments section below!