1. Feature Overview LeadSquared Lumen is an AI-powered assistant embedded directly into LeadSquared. With Lumen, you can perform CRM actions, retrieve information, and get answers to product questions through natural-language prompts, without navigating to specific pages or opening API documentation. Lumen is available as a chat panel that opens from the Lumen button in the top […]
1. Feature Overview The Document Manager is a repository that stores a loan applicant’s documents (such as KYC, KYB, income, collateral documents, etc). In LeadSquared’s Loan Origination System (LOS) workflow, the Document Manager is part of the Checklist process. Agents use it to view, verify, download, and upload applicant documents, and complete a checklist to […]
1. Feature Overview Weighted distribution lets you assign leads to users in a configured ratio rather than equally. For example, a senior rep with a weight of 8 receives more leads than a junior rep with a weight of 2, in proportion to their weights. This article explains how the algorithm distributes leads under normal […]
1. Feature Overview LeadSquared offers 3 key metrics to help you qualify and prioritize leads: Lead Quality Score helps you identify how closely a lead matches your ideal customer profile. Lead Score reflects a lead’s overall interest based on all their interactions over time. Engagement Score highlights recent activity, helping you identify leads that are most likely to […]
1. Feature Overview The Phone Control setting in LeadSquared helps standardize how phone numbers are captured across your lead forms and landing pages. When enabled for the Phone/Mobile Number field, it restricts users to enter only numeric values and allows you to define the minimum and maximum number of digits. This ensures that all phone […]
1. Feature Overview The Lead Score in LeadSquared is a dynamic metric that helps you measure how engaged and sales-ready a lead is based on their interactions with your business. It assigns points to different lead activities such as opening emails, visiting webpages, or submitting forms, and continuously updates the score as the lead interacts with your […]
1. Feature Overview The Share via Email feature in LeadSquared allows you to quickly send a lead’s details to other users within your account via email. This helps teams collaborate more efficiently by sharing important lead information. The email includes key lead details along with a direct link to the Lead Details page, making it easy for […]
1. Feature Overview Lists are groups or collections of leads organized based on specific criteria. You can create lists to segment leads by location, stage, activity, tasks, etc. For example, leads from a particular city, those who opened an email campaign, or those scheduled for follow-ups. The Manage Lists page lets you create, edit, and view all […]
1. Feature Overview Smart Views on LeadSquared provides a centralized workspace where users can access and manage Accounts, Leads, Opportunities, Activities, and Tasks in one place. Users can create customized tabs using filters and conditions to view only the records relevant to their work upfront. Smart Views help sales teams organize records using filters, tab-based views, […]
1. Feature Overview Risk Containment Units (RCUs) are specialised teams that verify the authenticity of loan application documents, including KYC, KYB, income, and collateral documents. RCU checks form a standard part of the loan origination process, especially for high-ticket products (such as Home Loans, Loan Against Property, and Commercial Vehicle loans). They act as an […]
1. Feature Overview Users can rename the “Opportunity” module to match their business terminology. This is different from Opportunity Types, which are created from scratch in your account. For example, a bank can rename “Opportunities” to “Loans”, while Opportunity Types are called “Home Loans”, “Personal Loans”, “Education Loans”, and so on. This helps align the […]
1. Feature Overview By default, you can export up to 100,000 opportunities in a single request. To export more than 100,000 (and up to one million) opportunities, enable the Auto ID field on your Opportunity Type. This lets you segment opportunities using Auto ID ranges and export them in smaller, manageable batches, ensuring you don’t […]
1. Feature Overview The Manage Opportunities page shows the list of opportunities created for each Opportunity Type. On this page, users can perform actions like adding new opportunities, updating opportunities in bulk, importing and exporting opportunities, adding advanced search filters, customising visible columns, and adding new leads directly. This helps users manage large volumes of […]
1. Feature Overview Opportunities represent potential deals for products or services a lead shows interest in. Opportunity Types are the different products and services a business offers. For example, a bank may configure Opportunity Types such as Home Loan, Education Loan, Personal Loan, and Vehicle Loan. Once you create these, you can set up workflows […]
1. Feature Overview Duplicate opportunities contain details of the same lead who shows interest in the same Opportunity Types across multiple sources, like websites, landing pages, incoming calls, etc. To prevent this, set up dedupe rules to identify duplicate opportunities, which helps optimise your users’ efforts, maintain clean data and improve reporting accuracy. 2. […]
1. Feature Overview In addition to opportunities users add manually and via automations, you can also import opportunities into LeadSquared using a CSV file. This helps you create opportunities in bulk, such as for leads interested in term insurance, medical insurance, home insurance, automobile insurance, and accidental insurance. Note: To standardise the import process, we recommend […]
Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Marketing User. 1. Log in to LeadSquared Log on to LeadSquared using your username and password at app.leadsquared.com. If you do not have your login credentials, please check […]
1. Feature Overview Use the LeadSquared CRM connector to manage leads, tasks, opportunities, activities, and users directly from Claude. Ask Claude to look up a lead, create a task, update an opportunity, or review your team’s activity, all through natural conversation. Once connected, Claude can perform 77 CRM actions on your behalf across five modules: […]
Hello, Admin. Welcome to LeadSquared. This guide has step-by-step instructions on setting up your LeadSquared account. At the same time, you will learn how LeadSquared can help your organization. For Sales Users, see LeadSquared Getting Started Guide for Sales Users. For Marketing Users, see LeadSquared Getting Started Guide for Marketing Users Note: If you aren’t […]