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 | 10 | 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 – 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
- For information on API rate limits, see the Rate Limits section in our API documentation.
- For information on LeadSquared’s data archival policy, see Data Archival Policy.
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