Lead 360 – Feature Guide

1. Feature Overview

With Lead 360, you can fully customize the Lead Details Page on the LeadSquared Mobile App (including fields, details, and actions). This feature is available when Casa is enabled on your account and helps you build comprehensive Lead Details Pages that give users a clear view of each lead’s journey.

• Configure the page layout with either widgets or tabs, allowing you to present lead data in a more visual way.
• Preview the page in real time before publishing it.
• Create and assign different Lead Details views to specific teams.

2. Prerequisites

• This feature is available only if Casa is enabled on your account. To enable Casa, reach out to support@leadsquared.com.
• You must be an Admin to configure the Lead Details Page using Lead 360.

3. How It Works

With Casa enabled, the Lead 360 page brings together all lead information in a single, customizable view on the LeadSquared Mobile App. It is made up of three main components:

• Quick View Card – Displays key identifiers, fields, and quick actions at the top of the page for instant context.
• Page Layout – Organizes detailed lead interactions. You can choose between:
  • Classic Menu Tabs (a tab-based layout for tasks, activities, notes, etc.)
  • Custom Landing Page (a widget-based layout with tile or detailed views).
• Actions Panel – Lets you add and arrange actions (e.g., call, email, WhatsApp) for faster engagement.

Once configured, you can preview your layout and then publish it either as the default view for all users or assign it to specific teams.

4. Access Lead 360

1. On your LeadSquared Web App, navigate to Apps>Casa.
2. From the left menu, select Lead 360 under Mobile.
3. On the Lead 360 Configurations page, select Create New.

5. Customize the Quick View Card

The Quick View Card appears at the top of the page and can be customized to show key lead details. This helps users quickly identify and act on important information. In the example given below –

• Identifier –  First Name and Last Name of the lead
• Fields – Role, Lead Stage, Division, Department
• Quick Actions – Share Lead, Directions, Email Lead, Call Lead

To configure the quick view card –

1. Select Identifier – Choose the best identifier for your business use case (e.g., Name, Email).

• Click the Click To Add Field button to add the identifier for the leads.
• In the Add Lead Identifier panel, you can add upto 4 preferred identifiers and click Add. For a particular lead, if the first preference is unavailable, the system will display the next available field.
• Click the edit icon if you want to make changes to your identifier fields.

2. Display Fields – Show up to 4 lead fields on the card

• Search and select the relevant fields from the All Fields panel.
• To remove a field, click the delete icon alongside the relevant field.

• Enable the Show in List Card toggle to display the configured fields in the Smart Views and Lead list pages.

3. Configure Quick Actions – Configure up to 4 actions from the given options

• Under Card Actions, hover over the widgets to view their labels. The actions are Call, SMS, WhatsApp, WhatsApp Business, Email, Star, Change Stage or Directions.
• Select the relevant actions you want to display in the card.
• To remove a quick action, hover over the added widget and click the delete icon.

• Enable the Show in List Card toggle to display the configured actions in the Smart Views and Lead list pages.

6. Configure the Page Layout

You can customize the main Lead Details Page to display key interactions with the lead. You can configure the page in two ways:

• Classic Menu Tabs – Display lead information in a tabbed layout.
• Custom Landing Page – Use widgets for a more visual layout.

Select Page from the leftmost panel. On the Create Page panel, hover over Custom Landing Page or Classic Menu Tabs to preview how your configured page will appear with each option.

6.1 Configure Classic Menu Tabs

You can add both system and custom tabs to the page. Once added, you can scroll horizontally to navigate between them. In the example below, the configured tabs include Tasks, Details, Activities, etc.

To configure Classic Menu Tabs –

1. Click the arrow in the Classic Menu Tabs box on the Create Page panel.
2. From the Menu Items list, select the relevant tabs. The available tabs are Activities, Tasks, Notes, Documents, Social Profile, About and Approvals.

To add a custom link as a tab –

1. Click Add Custom Menu.
2. On the right side Custom Menu panel, enter a name for the tab and the link. Then, click Add.

Click the Try Widgets button to configure the page using widgets instead of tabs.

6.2 Custom Landing Page

You can add widgets from the available options or create custom widgets. You can choose to display the widgets in the Tile or Detailed view. The widgets can be configured with either an icon or an image. All widgets appear below the lead card, and tapping one navigates to the relevant screen (e.g., tapping an Opportunity widget opens the Opportunity List).

In the example shown, the image on the left is configured with Tile View while the image on the right is configured with Detailed View. This is described in the section below.

To configure widgets –

1. Click the arrow in the Custom Landing Page box on the Create Page panel.
2. Click the plus icon alongside the relevant item in the left side widgets panel.
3. On the configuration panel that opens on the right side –
   • Enter a name or label for the widget.
   • Select the Widget Type.
     • Tile View – The widgets are displayed as tiles with an icon or an image (you can upload the relevant image from your device)
     • Detailed View – Each widget shows the three most recently modified entities
   • Configure the widget as required and click Save.

To add a custom link as a widget –

1. Click Add Custom Widget.
2. On the right side Custom Menu panel, enter a name for the widget and configure the Widget Type as required.
3. Enter the relevant link and click Save.

7. Set Up Actions

You can quickly add and rearrange actions as required to engage with leads. Select Actions from the leftmost panel and begin customizing. In the example given below, the configured actions are Call, SMS, Update Location, Add Notes and Add Activity.

To configure the Actions –

1. Select the relevant items from the left side Actions panel. The action is directly added to the page.
2. To edit the name and icon of an action, hover over the relevant action on the right side Quick Actions panel and click the edit icon and make the relevant changes.
3. To delete an action, hover over it and click the delete icon.
4. Once you’ve added all the necessary actions, you can rearrange them through a drag and drop action using the icon.

8. Preview & Publish the Details Page

Once you’ve configured the details page, you can enable the Preview Mode toggle to view the card, tab, and action arrangement. If you’re satisfied, you can Publish it as the default view or assign it team-wise.

Any Questions?

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