Access Limits of Features

1. Feature Overview

This article lists the data limits of the various features, settings and data fields of the LeadSquared application. Note that some features may not be available in your plan. For more information, contact your LeadSquared account manager.

 

2. Web Application Limits

Feature or Setting Description Limit Value Customizable Comments
Settings – Unique Fields Maximum of three unique fields in your account. This helps avoids creating duplicate fields. 3 No
Settings – Customization – Custom Fields Maximum number of custom lead fields in Lead Settings 75 Yes This limit does not include system defined fields such as lead source, lead stage and so on.
Settings – Customization – Activity Settings Maximum number of activity fields in Activity Settings 50 No You can create more fields by using the Custom Field Set option.
Settings – Customization – Sales Activity Settings Maximum number of Products in Manage Products 500 Yes
Settings – Customization – Lead State Management Maximum number of lead stages (active) 20 Yes
Settings – Customization – Lead State Management Maximum number of lead stages (inactive) 5 Yes
Settings – Customization – Task Types Maximum number of task types in Tasks 10 Yes
Manage Leads – Import Maximum file size of import CSV file in MegaBytes(MB) 5 No
Manage Leads – Import Maximum number of records that can be updated in Lead import 25,000 No
Manage Leads – Export Leads Maximum number of records that can be exported in Lead export 1,00,000 No
Manage Leads – Quick Filter Maximum number of quick filters that can be created 20 Yes The limit is on per user basis. Every user can create max 20 filters.
Manage Leads – Bulk Update Maximum number of leads that can be bulk updated 25,000 No
Manage List – Add to List or Create List Maximum number of leads that can be added to a Static/Refreshable list 4,00,000 No
Manage Leads Maximum number of columns that can be added in a lead grid 20 No
Settings – Rules and Notifications Maximum number of Rules that can be set up for Enterprise Plan 100 Yes
Settings – Rules and Notifications Maximum number of Rules that can be set up for Standard Plan 25 Yes
Settings – Rules and Notifications Maximum number of Rules that can be set up for Trial Plan 5 Yes
Settings – Rules and Notifications Maximum number of Update Lead Field action type in Step 3 5 Yes
Settings – Rules and Notifications Maximum number of Action Types in Step 3 5 Yes
Settings -Rules and Notifications Maximum number of Action Types in Step 3 5 Yes
Settings – Email Settings – Categories Maximum number of Email categories 20 Yes
Settings – API and Webhooks Maximum number of days upto which Webhook history records are stored 10 No
Lead Details – Activity History – Visitor details Maximum number of days the website and landing page visit is captured in the Lead Details page 100 No
Lead Details – Activity History -Sent Email History Maximum number of days the history of sent Emails to Leads is captured in the Lead Details page 100 No
Lead Details – Activity Stream History Maximum number of days Activity Stream (call related activities) is captured in the Lead Details page 100 No
Dashlets – Dashboard Maximum number of dashlets per dashboard 12 No
Marketing – Workflow Automations Maximum number of days up to which workflow history records are stored 10 No
Number of Lead Tabs Maximum number of tabs that can be added under Lead Details using the Custom Tab Connector app 10 No
Number of Smart View Tabs Maximum number of tabs that can be added in Smart Views 10 No Any user can add a new tab in Smart Views, but only an administrator will be allowed to create a Smart View.
Number of Lead Fields in Agent Popup Maximum number of lead fields displayed in agent pop up 10 No
Tracking cookie expiration Allows customer to adjust tracking cookie expiration   2 years Yes This setting impacts landing page’s cookie expiration 
Tasks – Number of Task Types Maximum number of task types that can be created 20 No
Tasks – Number of To-Do Task Types Maximum number of to-do types that can be created 30 No
Entity Access Sharing – Automatic Revoke After When an entity (lead) is shared with a user, and no value is added to revoke the access, the permissions on the entity is automatically revoked after the maximum number of days. 90 days No
Entity Access Sharing – Max Allowed Revoke After When an entity (lead) is shared with a user, the maximum value that can be passed after which the permission on the entity is revoked. 1 year No
Entity Access Sharing – Request Batch Size The maximum number of entities (leads) sharing request that can be made at once. 200 No
Entity Access Sharing – Max Leads that can be Shared with a User at a Time The maximum number of leads you can share with a user in a single request. 2,000
Telephony – Max Allowed Virtual Numbers Allows customer to change the number of virtual numbers for any telephony connector. 10
Automation – Enable Bulk Automation Trigger – Lead Create Allows customers to enable or disable automation for bulk lead create and set limits. 10,000 
Automation – Enable Bulk Automation Trigger – Lead Update Allows customers to enable or disable automation for bulk lead update and set limits. 10,000
Automation – Enable Bulk Automation Trigger – Add Activity Allows customer to enable or disable automation for bulk activity import and set limits  10,000
Automation – Enable Bulk Automation Trigger – Update Activity Allows customer to enable or disable automation for bulk activity update and set limits 10,000
Automation – Enable Bulk Automation Trigger – Lead Added to List  Allows customer to enable or disable automation for bulk lead add to static list and set limits  25,000 
Automation – Enable Bulk Automation Trigger – Account Create Allows customer to enable or disable automation for bulk account create and set limits  10,000
Automation – Enable Bulk Automation Trigger – Account Update  Allows customer to enable or disable automation for bulk account update and set limits  10,000 
Automation – Number of cards  Number of condition and action cards under automations. 50
 Automation – Number of Automations  The number of automations that a user can create in a single automation.  Varies based on the current plan
Automation – Number of Sub-Automations in an Automation The number of sub-automations that a user can create in under a single automation.  

 

3. API Limits

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Subscribe
Notify of
guest
2 Comments
Newest
Oldest Most Voted
Inline Feedbacks
View all comments
Nazrul Islam
1 year ago

Hey there,
I am running ads for a school
On Facebook, the number of leads is 1200+,
but in Leadsquare it’s fostering only 540 why?

Dharshana Santhanam
Reply to  Nazrul Islam
1 year ago

Hello, Nazrul.
We need more context on this issue. Please write an email to support@leadsquared.com