1. Feature overview Distribution Engine is a simple, rules-based way to automatically assign Leads (Objects), Opportunities, and Tasks to the right users. It replaces complex automation-based assignment with an easy-to-manage setup that helps you distribute records fairly, reduce manual effort, and meet response SLAs. You can use Distribute Engine to: Automatically assign new records as soon as […]
1. Feature Overview Offline Task Completion allows field users to complete tasks on the LeadSquared Mobile App even when they are not connected to the internet. Users can mark tasks as Completed in offline mode, fill out associated completion forms, and continue working without interruption. When connectivity is restored, all offline task data, including form […]
1. Feature Overview The FloStack–UDS integration lets you automatically sync key lead interactions—such as appointments, reschedules, cancellations, callback requests, and microsite information—from FloStack into LeadSquared. All FloStack actions are pre-configured in UDS, so you only need to authenticate and complete field mappings. Once configured, new appointment bookings, updates, and microsite events flow directly into LeadSquared […]