1. Feature Overview In addition to manually adding opportunities, you can also bulk import them into LeadSquared. For businesses that handle a large volume of opportunities, different users may map fields differently during each import. For example, one user may import values for only Opportunity Name, Expected Deal Size, and Status, while another may import […]
1. Feature Overview The Universal Data Sync (UDS) connector now supports Scheduler as a trigger. A trigger starts a data flow. The Scheduler periodically pulls data from a third-party app into UDS, and then syncs it with LeadSquared, instead of waiting for the third-party app to push the data. It runs at the configured intervals, […]
1. Feature Overview Opportunity Lists are groups or collections of opportunities organized based on specific criteria. You can create lists to segment opportunities by opportunity type, stage, owner, value, activity, or other opportunity-related attributes. Since LeadSquared supports multiple Opportunity Types, you can create and manage lists separately under each Opportunity Type. For example, you can […]
1. Feature Overview Global Search provides a unified way to quickly find Leads, Opportunities, Tasks, Tickets (only on web app), and supported Object Types across the LeadSquared Web and Mobile Apps. Search from a single interface, switch between supported entities without re-entering your keyword, and access relevant record details without navigating away from your current […]
1. Feature Overview Lumen answers analytical questions about your CRM data in plain conversation. Instead of building a report, selecting metrics, and configuring filters, you describe what you want to know. Lumen identifies the data it needs, queries your account, and returns a chart or a table along with a written summary of what the […]