1. Feature Overview What are Object Types? Object Types let you manage and track your business entities like students, parents, agents, partners, dealers, etc. as separate modules in your CRM – outside the core Leads module. Each Object Type is fully configurable, with its own fields, forms, opportunity pipelines, and workflows. This ensures that every […]
1. Feature Overview This article helps Administrators enable and customize Object Types on the LeadSquared mobile app (both iOS & Android). It also shows how field sales teams can use Object Types to organize and perform their daily workflows easily within the app. Note: Before proceeding, we recommend reviewing the Object Types – Feature Guide […]
1. Feature Overview The Object Types Associations feature allows you to link one Object Type with another. This helps you model real-world relationships between different entities (patients, students, dealers, invoices, loans, etc.) inside LeadSquared. This makes it easier to view and manage complex relationships across your data. Why Use Associations? Healthcare: Associate a patient with […]
1. Feature Overview This action allows you to make a call to any REST API within your UDS workflow. Configuration Includes: Endpoint URL and HTTP method (GET, POST, PUT, etc.) Request headers, query parameters, and body Dynamic value mapping using variables from previous steps Transform data as needed using LiquidJS filters. Handling responses and errors […]
1. Feature Overview Device Binding is a mobile security feature that ensures users access the LeadSquared mobile app only from a single, registered device. This protects sensitive business data, maintains accurate location tracking of the user, and prevents unauthorized access. Device Binding ties a user’s mobile app login to one specific mobile device. Once a […]
1. Feature Overview You can create Custom Columns in the Data Source section of SIERA reports. A custom column lets you build new fields by writing expressions that combine existing columns, apply conditions, or transform values. This makes your reports more flexible by allowing you to model business-specific logic without altering the underlying data. Once […]
1. Feature Overview With Lead 360, you can fully customize the Lead Details Page on the LeadSquared Mobile App (including fields, details, and actions). This feature is available when Casa is enabled on your account and helps you build comprehensive Lead Details Pages that give users a clear view of each lead’s journey. Configure the […]
1. Feature Overview ACE Notifications help keep users and managers engaged by sending timely nudges about their progress. Notifications can be configured as time-based (pre-defined time intervals or cycle completion based) or progress-based (triggered when a percentage of the goal is achieved). 2. Prerequisites Only Admins and Super Admins can manage notifications and create […]
1. Feature Overview In the LeadSquared NextGen Web Experience, you may sometimes see a banner at the top of your screen and a badge in the header indicating: “⚠️ Slow connectivity detected. This may take a little while longer.” This feature appears whenever there’s a network drop that may slow down page loads or actions […]