1. Feature Overview The Sandbox v2 feature lets you create a test environment to test, evaluate, and understand LeadSquared features. The Sandbox is a copy of your live LeadSquared account’s configuration, without its existing data. You can configure and test a feature in the Sandbox and, once it works as expected, deploy it to your […]
1. Feature Overview The distribution method is Step 3 of creating a distribution rule. It decides how records are shared among the users you selected in Step 2. Each rule uses one method. Method Shares records by Select it when Round Robin Rotating through users in a fixed sequence Everyone should get an equal share, […]
1. Feature Overview Previously, when working on an application, users had to open each stage and sub-stage to check if it was complete. The Indicative UI lets users view the completion status of each stage and sub-stage through a status indicator based on the conditions you configure. Users can see at a glance which sub-stages […]
1. Feature Overview The Approvals Connector enables seamless approval workflows between users and the stakeholders who review their requests. Approval requests are sent by email. Approval Email Templates is a no-code feature that lets you create email templates you can use as part of approval flows, when sending approval request emails. You can include relevant […]
1. Feature Overview By default, a distribution rule accepts and assigns records 24 hours a day. If your teams work in shifts, or if records arrive when nobody is working, you can limit a rule to a set of working hours. Working hours are defined in a schedule template: a set of days, a start […]