Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared.
1. Order Form and your subscription plan
Check if your LeadSquared Order Form is in place and the scope of your subscription has been captured adequately. Understand which plan (Lite, Basic, Standard or Enterprise) of LeadSquared you have subscribed to. Email to success@leadsquared.com, if you have not received the order form from us.
2. Establish your LeadSquared account and role
If you do not have a LeadSquared account, you can create one by booking a demo.
Once your sign-up is complete, you can log in to LeadSquared.
Find your account number and keep it for reference. Quote this number in all communication with us.
3. Setup your Company Profile
| Update Org Details | Update the basic details about your organization | Help |
| Upload Logo | Put your organization logo to personalize your LeadSquared instance. | Help |
4. Customize Lead Fields, Stages and Sources
| Update Custom Fields | Customize the lead fields. You can create new fields or edit existing ones. | Help |
| Update Lead Stages | Capture the stage that define your sales – from new lead to closure. | Help |
| Update Lead Sources | Populate the sources from which you get or expect to get the leads. | Help |
5. Customize Lead Add and Edit forms
| Create Lead Form | Use this to customize the fields of Add Lead Form and Lead Details pages. | Help |
| Create Lead form on Mobile | Choose the fields and the order you want to have on LeadSquared Mobile App | Help |
| Create Quick Add Form | Choose the fields and the order you want to have on Quick Add Lead form | Help |
| Agent pop-up form * | Customize the display of the form that pop-ups for inbound/bound phone calls. | Help |
* Agent pop-up is applicable only if you have opted for cloud telephony integration with LeadSquared.
6. Customize Lead Activities and Scores
| Update Score of Core Activities | Customize lead score of core activities like Email open/click, website visit and so on to know how active is the lead with your business. | Help |
| Create Custom Activities | Use this to create your own Lead Activities that sales or inside sales employees can associate with the leads. | Help |
7. Update Sales Activity Settings
| Manage products | Create the list of products/services that you sell. | Help |
| Sales Activity Settings | Configure basic details about your sales activities | Help |
| Sales Activity Fields | Customize the fields you want to see on sales activity | Help |
8. Customize Task Settings
| Task Types | Create task types which can be used in your business as tasks and reminders. | Help |
9. Install Website Tracking Script
This setting will help you to track website visits of your leads.
| Website Tracking Script | Click the help link alongside to learn how to install the LeadSquared tracking script for both wordpress and non-wordpress websites. | Help |
10. Manage Website and Landing page domains
You need to add website domains that can be tracked. For each website domain you add multiple landing page sub-domains.
| Website Domains | Allows to connect websites to LeadSquared for tracking. | Help |
| Landing Page Domains | Allows to connect landing pages to LeadSquared for tracking. | Help |
| Multi-domain setup* | Allows to track website visits on multiple domains. | Help |
*Available in Standard and higher plans.
11. Manage Email Link tracking domain
| Email Link Tracking domain | Allows tracking of website visits after leads open email through LeadSquared | Help |
12. Setup Lead Quality Criteria
| Lead Quality Criteria | Allows to measure lead quality using custom quality rules. It helps to identify the leads that are close to your ‘Ideal customer profile‘. | Help |
13. Setup Lead Engagement Scoring
| Engagement Score * | Allows to capture the engagement level of leads with your business. You can create your own custom rules of engagement scoring. | Help |
*Available in Standard and higher plans
14. Email Settings
| Email Categories | Allows leads to selectively subscribe/unsubscribe from specific types of emails rather than completely Unsubscribing from all emails. | Help |
| Landing Page Auto response | You can create a custom email template for automated email that can be sent when landing page submission happens. | Help |
15. Users and Permissions
| Users | Allows to add, update, or delete users and assign roles and permissions to them | Help |
| Groups * | You can use this feature to model groups/teams of users with one or more managers. | Help |
| Permissions | Assign delete/export/import lead permissions to the different user types of LeadSquared | Help |
| Support Access | This feature allows the LeadSquared support team to access your LeadSquared account, if you need any assistance. | Help |
*Available in Standard and higher plans
16. Apps
A number of add-on features, plugins and integrations are available in LeadSquared. You may configure them depending upon your need and subscription plan.
Note: Some Add-ons may cost you extra money.
| SMS Marketing App $ | Allows you to send SMSs to leads from LeadSquared. SMS sending charge is applicable. | Help |
| Email Sync App | You can connect your email inbox with LeadSquared and capture leads and email activities. | Help |
| Facebooks Lead Ads connector $ | Capture Leads from Facebook lead ads. | Help |
| Telephony Connectors $ | LeadSquared Supports native integration with major cloud telephony vendors and also offers a generic telephony connector for others. | |
| Chat Connectors $ | Allows you to capture leads and chat transcripts from web chat applications Olark, Zopim and LiveChat. | |
| Mobile App Notifications | Configure nudges that you want to see on LeadSquared mobile app | Help |
| Custom Dashlet Builder * | Allows you to build/create custom Dashlets for your account that can be used to monitor lead details from their respective custom Dashboards. | Help |
*Available in Standard and higher plans.
$ Additional fee applicable
Note: There are many other APPs & Connectors. You can check this in our Apps Marketplace.
17. API and Webhooks
This section is relevant for developers. If you not a developer, you can skip this.
| Generate API keys | The API keys are used by applications which are built on top of LeadSquared or for third party integration. When such applications need to call an API that is communicating with LeadSquared, the API keys are used to authenticate. Note: Do not share API keys with unauthorized users. API keys are equivalent to password. | Help |
| Webhooks | LeadSquared can send data related to Leads on events like Lead creation/update, activity, tasks etc. Webhook is a web application that can be configured in LeadSquared to receive this data. | Help |
| Telephony Logs * | Allows you to view the logs of inbound/outbound calls with the lead details. This feature is only available, if you have a cloud telephony system integrated with LeadSquared. |
*Applicable only if you have opted for cloud telephony integration.
18. Connect your web forms with LeadSquared
You can connect your website forms with LeadSquared to capture leads. Here are the ways you can do it:
| Use APIs | Use LeadSquared HTTP REST APIs to push leads and activities to LeadSquared | Help |
| Use Landing Page forms | Create forms in LeadSquared and embed them in your website as html or iFrame | Help |
If you have website is built on WordPress, then following additional options are available:
| Use LeadSquared Plugin for Contact Form 7 | Help |
| Use LeadSquared Plugin for Gravity Forms | Help |
| Use LeadSquared Landing Page Form Plugin | Help |
19. Import Data
You can import Lead Data into LeadSquared through csv (comma separated values) file. A CSV file can be generated from Excel spreadsheets.
| Import Lead data into LeadSquared | Help |
Any Questions?
Check https://help.leadsquared.com or write to support@leadsquared.com.
You can also download this document in PDF format from below:
