1. Feature Overview Create and customize the homepage of the LeadSquared mobile application to reflect your business requirements. With the widgets available, you can – Create different homepages for different teams. Allow users to view their upcoming tasks for the day. Allow users to view a webpage (like a help site) without exiting the app. […]
1. Feature Overview The Personal Settings in your LeadSquared account allow each user to add personal information, manage report subscriptions, change passwords, create email signatures, and more. The information entered here (like city, time zone, manager, etc.) can be accessed by Administrators while assigning leads to Sales Users (through lead distribution automation, etc.), applying permissions […]
1. Feature Overview Access all the leads in your system through the Manage Leads page. Add, edit and perform various actions on your leads (like sending emails, cloning leads, adding an activity, etc.). On this page, you can filter your leads by advanced search or quick search. You can access your leads’ details by clicking […]
1. Feature Overview You can create landing pages to capture leads and lead inquiries using the LeadSquared Portals feature. Note: You can also create landing pages using the older Landing Pages feature. However, we suggest using portals to leverage newer, more advanced functionality. 2. Prerequisites You must be an admin user. You must have […]
1. Feature Overview On the Company Profile page, you can update your organization details. The values you enter here will be applied to your LeadSquared account. For e.g., Company Name and Address are used in the footer of emails to meet Can-Spam guidelines. Once you update these details, they will reflect across all emails. […]
1. Feature Overview Field Sales Users can add notes on their leads, opportunities, tasks, and activities on the go using the Speech to Text Converter. While adding notes, users can record themselves speaking the relevant content which will be converted to text. This text can then be edited accordingly. 2. Prerequisite You must have […]
1. Feature Overview Journeys is a field sales management feature built for the mobile app. It enables all sales users to create a Plan (Beat Plan, PJP etc.) in just two simple steps by defining the plan duration (i.e. Start Date & End Date) and adding the relevant leads/lead templates alongside each date in the plan duration. […]
1. Feature Overview Journeys addresses sales planning and scheduling use cases like Beat Planning or Permanent Journey Planning (PJP) across industries. Sales representatives or teams are often assigned specific geographic areas or customer segments they are responsible for. Beat planning or PJP involves determining the most effective way to cover these areas to maximize sales […]
1. Feature Overview Plans in LeadSquared are structured visit schedules created for sales users to manage their field activities over a specific date range. They help organize which leads a sales user should visit, on which days, and what tasks they need to complete during those visits. Plans can be created by selecting leads manually […]
1. Feature Overview Lead Templates are a logical group of leads created based on similar properties like geographical proximity. Users can add these templates to plans instead of adding leads individually for each date in a plan. To know more about Plans, refer to Setting up Journeys on the Web App. 2. Prerequisite Users […]
1. Feature Overview This feature allows users to restrict access to certain email templates in the application. You can restrict access to specific users, roles, groups, or just yourself. Only the selected users will be able to view these templates on the Email Library. You can manage access on the Email Library or while creating/editing […]
1. Feature Overview Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the Opportunity Details page. To display different Opportunity Details page views for different teams, you can select the – System tabs (Activity History, Tasks, etc.) and Custom Tabs (KYC Documents Collected, Support Tickets, etc.) you want to display to your […]
How can I switch back to the old Smart Views UI? To switch to the old Smart Views UI, click here. Why do I see a malfunction error in Smart Views? This error occurs when the data fetch API fails. It may occur if any custom lead/opportunity field value in the Smart Views condition […]
This error occurs when the data fetch API fails. It may occur if any field or value in the smart views condition has been deleted from the system.
In the new UI, tab details have been relocated. To view the tab details, alongside the tab name, click . You can also delete or edit the tab details on the Tab info pop-up.
When transitioning to the new UI, all data, including tabs, filters, and columns, is initially synchronized. However, subsequent customizations made by the user will not be synced. You’ll need to add filters and columns separately in the new UI.
To configure the refresh interval in Smart Views, you must be the Admin of your LeadSquared account. Navigate to Settings>Profile>Advanced Configuration. Alongside Configure Smart Views, click Configure. You can configure the refresh interval over here.
1. Feature Overview Field Sales Users can track the time spent on each task to record their activities on the mobile app accurately. This eliminates the need for users to add multiple activities for a single lead. With these recordings, managers can get insight into optimizing users’ daily plans. This setting is available for both […]
Note: This option is unavailable in the NextGen experience and will not be visible to customers who have been transitioned to NextGen. If you’ve enabled the latest LeadSquared UI on the Manage Leads, Manage Opportunities, Smart Views and Lead Details pages – To change back to LeadSquared’s old User Interface (UI), on the top right […]
1. Feature Overview Advanced searches performed with wildcard operators (Contains, Does not contain, Starts with, and Ends with) on fields with 500 characters or more (for example, Lead and Activity Notes fields) are rate-limited to prevent performance issues on your LeadSquared account. By default, the rate limit is 3 wildcard searches per minute per user […]
1. Feature Overview Journeys enables all sales users to create a Plan (Beat Plan, PJP etc.) in just two simple steps by defining the plan duration (i.e. Start Date & End Date) and adding the relevant leads. Users can also send plans for approval to their respective managers if required. Once a plan is published or approved, the configured […]
1. Feature Overview The Automation Usage Report gives you a report of all the automations that have been executed. The Automation Usage Report also displays the number of executions in each automation and the total number of executions in all automations. You can filter these automations by their date range to view the reports of […]
1. Feature Overview The Automation Failure Report gives you details on why your automation failed and displays all the action cards that failed in an automation. You can view the reason for failure and retry these cards after making the relevant changes. You can also view the entity-level automation summary directly from this page. To […]
1. Feature Overview Users are the employees of your organization who have active accounts in LeadSquared (like Sales Representatives, Sales Managers, etc.). You can create users, assign them permissions, set user hierarchy based on your organization’s departmental structure, and more. This article lists the various features users can access to streamline their management process. […]