App Tabs – Feature Guide

1. Feature Overview

Managing multiple leads, opportunities, and accounts often requires opening many browser tabs, making it difficult to track follow-ups, switch between work areas, and prevent accidental tab closures. If you have the NextGen UI enabled in your LeadSquared Web App, with the App Tabs feature, open and view multiple entity details pages (lead, opportunity, account and ticket) within a single browser window, without overcrowding your browser. The feature is available in key work areas like Smart Views, Manage Leads and Manage Tasks and lets you navigate between entity details pages from different work areas simultaneously.

This helps you:

• Work on multiple leads simultaneously without losing track
• Quickly switch across Smart Views, Manage Leads, Manage Tasks and other pages to view leads
• Maintain context while performing parallel sales tasks

2. Prerequisite

This feature is available only on NextGen UI. Reach out to support@leadsquared.com to get this enabled.

3. How It Works

You can open multiple entity details within the same tab from the Smart Views, Manage Leads, Manage Tasks, Manage Opportunities, Manage Accounts and Manage Activities pages.

1. Enable App Tabs on your LeadSquared Web App.
2. From your LeadSquared Dashboard, navigate to any of the entity list pages (Smart Views, Manage Leads, Manage Opportunities or Manage Accounts page).
3. You will see the Main Menu (Smart Views, Leads, Activities, Tasks, etc.) on top of the page.
4. On any of these pages, click the relevant entity. This could be a lead, opportunity or account.
5. A tab with the entity name will be created on top of the page.
6. To open another entity details tab, click on the relevant primary tab and repeat the same.
7. You can open entity tabs from across Smart Views, Manage Leads, Manage Opportunities and Manage Accounts pages simultaneously.

4. Enable App Tabs

To view multiple entity details within the same tab, you must enable a setting. To do this –

1. From your LeadSquared Dashboard, navigate to Settings>Profile>Advanced Configuration.
2. In the search tab, look for Enable App Tabs.
3. Click the slider alongside the Enable App Tabs setting to enable it. The feature will be enabled once you log out and log back in.

5. Open App Tabs

You can clearly view multiple entity details from Manage Leads, Smart Views, Manage Tasks, Manage Opportunities, Manage Activities and Manage Accounts pages. Here, we’ve described the process of adding app tabs from the Manage Leads Page –

1. From your LeadSquared Dashboard, navigate to the Manage Leads page.
2. You will see the primary ‘Leads’ tab highlighted on top of the page.
3. Click on the relevant lead. You will be directed to its details page.
4. A tab with the lead name will be created on top of the page.
5. To open another lead details tab, click the primary tab and repeat the same.

6. App Tab Behaviors

6.1 App Tab View

The app tabs adjust dynamically based on your device’s display scale. For example, if you’ve opened ten tabs but only five are visible, you can access the remaining two tabs through a dropdown by hovering over the More  icon on the top-right corner of the screen. This dropdown also indicates the total number of tabs you’ve added. For instance, if you have added ten tabs, it will display “10/10 Tabs Added”.

6.2 App Tab Movement

As noted earlier, you can open up to ten app tabs alongside the primary tab. The first app tab you open will appear directly next to the primary tab. When you open additional tabs, the existing tabs shift to the right to make room for the most recently opened tab, which always appears next to the primary tab. In this way, the oldest tab gradually moves to the far right, while the newest tab remains on the left.

6.3 Close an App Tab

You can close an app tab by clicking the Close  icon alongside the entity name.

Alternatively, if you try to open more than ten app tabs, the rightmost tab will automatically close, and the tab preceding it will shift into the last position. You will also see a message on top of the page saying you’ve reached the maximum tab limit of 10 and the last entity tab will be closed to accommodate the new tab.

Any Questions?

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