1. Feature overview LeadSquared does not have a dedicated currency data type. To capture and display monetary values such as budgets, fees, or loan amounts, you create a Number field through a Custom Field Set (CFS) and display it in currency format. This article explains how to set up a currency-formatted field for leads. […]
1. Feature Overview Telephony troubleshooting lets administrators diagnose and resolve common telephony configuration issues from within the LeadSquared Application. It runs real-time checks against a connector instance for a chosen event (such as agent popup or click to call), shows what is blocking the event from working, and either corrects the problem directly or names […]
1. Feature Overview Support tickets created through LeadSquared Service CRM appear in a list view on the Manage Tickets page, and you can view each ticket on the Ticket Details page. Each ticket is associated with a lead or opportunity. In this article, we’ll configure how to view tickets tagged to a lead on the […]
1. Feature overview Capture addresses on a map in Forms removes manual address entry for field teams and agents, so location data is captured faster and with fewer typos. Any workflow that relies on location data benefits from the cleaner, quicker input. Users can search for an address or set a location on the interactive […]