Note: Closing or force-quitting the LeadSquared Mobile App doesn’t save battery, as many believe. In fact, when apps run in the background, they enter battery-saving mode and use less power than relaunching the app. Once users check-in on the LeadSquared Mobile App, they must avoid killing or forcibly closing the app as it may temporarily […]
Features that Require Google API Key My Trips – My Trips is the LeadSquared mobile app’s day planning feature that helps users boost productivity by displaying the most efficient route and enabling the completion of the maximum number of tasks each day. This feature uses Google’s Distance Matrix API to calculate and optimize travel routes. […]
1. Feature Overview LeadSquared’s Topbar Widget is a lead conversion tool that you can add to your website or landing pages to direct the lead’s attention to your marketing offers. This widget is easy to design and connect to your website. You can specify the web pages you want to display this widget on and […]
1. Feature Overview Admins can enable the Image linked Check-in/out setting for a more stringent approach to attendance registration. With this feature, users will be asked to capture a photo of themselves (selfie) during the check-in/check-out process. Note: Image validation is currently not supported. The images captured during check-in/out are not included in the reports […]
1. Feature Overview Monitor and track the daily activities performed by your field sales users using the Location History Tracker Report. In this report, you can also view a comprehensive trail of your users’ location coordinates received via the LeadSquared Mobile App throughout the day. Based on the location coordinates received and the activities performed […]
1. Feature Overview Use SIERA to create views that help users perform lead flow analysis, and track users, leads, opportunities, etc. To know more, refer to SIERA Feature Guide. This article details on how sales managers and marketing users can use lead distribution reports in SIERA – Lead Assignment Status Analysis. Lead Conversion Analysis. Lead […]
1. Feature Overview Ivosights’ WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Ivosights facilitates customer support and other marketing efforts through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Kaleyra, and Gupshup. This article helps you set […]
1. Feature Overview Make outbound calls and send SMS to leads directly from the LeadSquared Mobile App. Select pre-existing SMS templates to be used or write your own message. Note:Â Outbound calls from the mobile app requires an active mobile connection. To initiate calls from the web app, refer to Make Calls on Your Phone […]
1. Feature Overview This connector captures leads from Forminator on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress Forminator. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of […]
1. Feature Overview Through the LeadSquared mobile app, you can extract text information from important documents (e.g., Passport, Aadhaar Card, PAN card, etc.), and store this information against relevant lead fields. This will reduce human errors that occur when entering important information (such as Aadhaar numbers, PAN numbers, etc.). 2. Prerequisite In order to […]
1. Feature Overview This connector captures leads from your WP Forms on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress WP Forms. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be […]
1. Feature Overview This connector captures leads from Formcraft on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress Formcraft account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator […]
1. Feature Overview This connector captures leads and tasks in real-time from your Wix Forms account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Wix Forms account. […]
1. Feature Overview The majority of LeadSquared features are available across the web and mobile apps. This article lists all the features supported on the Android and iOS apps. Note: While most of the features are supported on both platforms, there are a few exceptions (e.g., due to app/play store compliance requirements, etc.). 2. […]
1. Feature Overview View the audit history of all changes/modifications made to different feature sets in your account. The audit trail displays information related to the date/time, author/user, and modification activity. You can view any of the following audit types – App and Connectors Audit Report – Displays the audit report of all the actions […]
1. Feature Overview This connector captures leads and activities (such as payment data, payment status, etc.) in real time from your Cashfree account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. […]
1. Feature Overview Marvin is LeadSquared’s new Inside Sales Application that features significant improvements in the user experience across the platform. Marvin is designed specifically to increase the productivity of Sales Users and Sales Managers but retains similarities to the existing platform to ensure effortless adoption. With Marvin, your sales team can – Load Smart […]
1. Feature Overview Based on each Team’s requirements, Admin users can customise the Tabs, Actions, and Contact Cards displayed on the mobile app’s Lead Details page. To display different Lead 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 […]
Note: The Lead Location Updater App has been deprecated and replaced by the Lead Location Update setting documented here. 1. Feature Overview The Lead Location Updater updates the location coordinates (Latitude and Longitude) of a lead based on the data present in the following address fields: mx_Street1 mx_Street2 mx_City mx_State mx_Country mx_Zip Every time new leads (without latitude or longitude coordinates) […]
1. Feature Overview Auto-distribute leads that are in close proximity to your users using Field Sales Territories. Create territories within a geography and assign sales users/teams/groups to them. All leads inside or near this territory will be evenly distributed among the assigned users. With the Territories feature, you can – Carve out territories within a […]
1. Feature Overview This connector captures leads in real-time from your MailParser account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active MailParser account. 3. How it Works […]
1. Feature Overview This connector captures leads and tasks in real-time from your FreshSales account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisite You must be the Administrator of your LeadSquared account. You must have an active FreshSales account. This is […]
1. Feature Overview We’ve integrated Bee Editor with our Email Campaign editor. This editor helps you create responsive emails in minutes, using a feature-rich, drag-and-drop interface. To create personalised, custom email campaigns – Navigate to Marketing>Email Campaign and click Create Email Campaign. Select an available template or create your own template from scratch. Note: To […]
1. Feature Overview Create reusable email templates for one-to-one emails and email campaigns on the Email Library page. You can view and edit these templates on the same page. You can also import any sample email templates you already have. The flow of the email template editor is the same as the email campaign editor. […]