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Customise the Tasks Page

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1. Feature Overview Users can customise the Tasks page to reflect their priorities. There are two views available on the Tasks page – List View – All tasks appear in a list, with columns that show details such as Status, Due Date, and Task Owner. This helps you view key task information at a glance. […]

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Export Tasks out of LeadSquared

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1. Feature Overview Export tasks from LeadSquared directly from the Tasks page in an Excel file. This makes it easy to analyse data, share updates, and track your users’ performance offline. Note: All user roles, including Sales users, can export tasks by default. Admins can restrict export access using Permission Templates.   2. Prerequisite Any […]

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