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AI Propensity Score – Automatically Predict Conversion Chances

1. Feature Overview In LeadSquared, lead conversion potential was traditionally measured using Lead Scores, Engagement Scores, and Lead Quality Scores. While these metrics offer valuable insights, they are static, require manual setup, and assess each parameter independently without understanding their interrelation. To overcome these limitations, LeadSquared introduces the AI-powered Lead Propensity Score – a dynamic […]

Create Meeting Types on Flostack

1. Feature Overview The Meetings Type feature in Flostack enables users to define and manage different categories of meetings with tailored scheduling rules. It supports instant scheduling, allowing users to specify availability for specific purposes, while controlling duration, time slots, visibility, and participant capacity. Meeting types can be one-on-one or group meetings, and can be […]

Flostack – Booking and Events

1. Feature Overview The Bookings & Events module is the central hub for publishing, managing, and sharing all scheduling experiences created in Flostack. Whether you’re hosting personal consultations, running large-scale webinars, or offering multiple types of sessions to leads and customers, this module brings everything together in one place. It consists of three core components: […]

How to Use Iframes or Custom Code on Portals and Landing Pages Pro

1. Overview Iframes let you embed custom designs or external tools inside Portals or Landing Pages Pro without affecting the main layout. To ensure your embedded content works smoothly, follow the guidelines listed on this page.   2. Guidelines For Iframe or Custom Code 1. When using AI tools to generate custom designs or widgets […]

Portal Redirection & Error Handling

1. Overview This document outlines the Portal’s redirection rules and provides explanations to assist in debugging your implementation.   2.SmartLink Auto-Evaluation Matrix When configuring a SmartLink—a feature designed to automatically log users into the Portal—options are available to configure associated activities and opportunities. Once an activity or opportunity is configured within the SmartLink and subsequently […]

How UDS Helps You Sign-up Only Verified Users in Portals

1. Overview LeadSquared Portals now support UDS-based validation for signup (registration/login) forms. This ensures that only verified and approved users can sign up on your portal When a user submits a registration form, the portal sends the form data to a UDS flow for real-time validation before the user account is created. UDS can run […]