1. Feature Overview This article will help Administrators set up their workspace settings on FloStack. Workspace settings let the administrator configure the company profile, add members, define lead fields, create routing and scheduler forms, and integrate a CRM with FloStack. 2. Prerequisites You must be an Admin user on FloStack to configure workspace settings. […]
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 […]
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 […]
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 […]
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 […]
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. […]
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. 2. Prerequisites Ace is a paid […]
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 […]