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 SettingDescriptionLimit ValueCustomizableComments
Settings – Unique FieldsMaximum of three unique fields in your account. This helps avoids creating duplicate fields.3No
Settings – Customization – Custom FieldsMaximum number of custom lead fields in Lead Settings75YesThis limit does not include system defined fields such as lead source, lead stage and so on.
Settings – Customization – Activity SettingsMaximum number of activity fields in Activity Settings50NoYou can create more fields by using the Custom Field Set option.
Settings – Customization – Sales Activity SettingsMaximum number of Products in Manage Products500Yes
Settings – Customization – Lead State ManagementMaximum number of lead stages (active)20Yes
Settings – Customization – Lead State ManagementMaximum number of lead stages (inactive)5Yes
Settings – Customization – Task TypesMaximum number of task types in Tasks10Yes
Manage Leads – ImportMaximum file size of import CSV file in MegaBytes(MB)5No
Manage Leads – ImportMaximum number of records that can be updated in Lead import25,000No
Manage Leads – Export LeadsMaximum number of records that can be exported in Lead export1,00,000No
Manage Leads – Quick FilterMaximum number of quick filters that can be created20YesThe limit is on per user basis. Every user can create max 20 filters.
Manage Leads – Bulk UpdateMaximum number of leads that can be bulk updated25,000No
Manage List – Add to List or Create ListMaximum number of leads that can be added to a Static/Refreshable list4,00,000No
Manage LeadsMaximum number of columns that can be added in a lead grid20No
Settings – Rules and NotificationsMaximum number of Rules that can be set up for Enterprise Plan100Yes
Settings – Rules and NotificationsMaximum number of Rules that can be set up for Standard Plan25Yes
Settings – Rules and NotificationsMaximum number of Rules that can be set up for Trial Plan5Yes
Settings – Rules and NotificationsMaximum number of Update Lead Field action type in Step 35Yes
Settings – Rules and NotificationsMaximum number of Action Types in Step 35Yes
Settings -Rules and NotificationsMaximum number of Action Types in Step 35Yes
Settings – Email Settings – CategoriesMaximum number of Email categories10Yes
Settings – API and WebhooksMaximum number of days upto which Webhook history records are stored10No
Lead Details – Activity History – Visitor detailsMaximum number of days the website and landing page visit is captured in the Lead Details page100No
Lead Details – Activity History -Sent Email HistoryMaximum number of days the history of sent Emails to Leads is captured in the Lead Details page100No
Lead Details – Activity Stream HistoryMaximum number of days Activity Stream (call related activities) is captured in the Lead Details page100No
Dashlets – DashboardMaximum number of dashlets per dashboard12No
Marketing – Workflow AutomationsMaximum number of days up to which workflow history records are stored10No
Number of Lead TabsMaximum number of tabs that can be added under Lead Details using the Custom Tab Connector app10No
Number of Smart View TabsMaximum number of tabs that can be added in Smart Views10NoAny 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 PopupMaximum number of lead fields displayed in agent pop up10No
Tracking cookie expirationAllows customer to adjust tracking cookie expiration  2 yearsYesThis setting impacts landing page’s cookie expiration 
Tasks – Number of Task TypesMaximum number of task types that can be created20No
Tasks – Number of To-Do Task TypesMaximum number of to-do types that can be created30No
Entity Access Sharing – Automatic Revoke AfterWhen 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 daysNo
Entity Access Sharing – Max Allowed Revoke AfterWhen 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 yearNo
Entity Access Sharing – Request Batch SizeThe maximum number of entities (leads) sharing request that can be made at once.200No
Entity Access Sharing – Max Leads that can be Shared with a User at a TimeThe maximum number of leads you can share with a user in a single request.2,000
Telephony – Max Allowed Virtual NumbersAllows customer to change the number of virtual numbers for any telephony connector.10
Automation – Enable Bulk Automation Trigger – Lead CreateAllows customers to enable or disable automation for bulk lead create and set limits.10,000 
Automation – Enable Bulk Automation Trigger – Lead UpdateAllows customers to enable or disable automation for bulk lead update and set limits.10,000
Automation – Enable Bulk Automation Trigger – Add ActivityAllows customer to enable or disable automation for bulk activity import 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 CreateAllows 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

 

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