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. […]
1. Feature Overview LeadSquared’s Email Settings feature allows you to – Manage subscriptions to your email campaigns Set restrictions on which users can send emails Set restrictions on recipients by blocking email addresses or domains Note: To send email campaigns to your leads, see Create and Schedule Email Campaigns. To send one-to-one email, see How […]
1. Feature Overview Portals and Landing Pages Pro are modular and can be altered, extended, or enhanced using JavaScript. They can be extended to accommodate additional functionality like – Integrating analytics services to capture page views, engagement events, conversion events – Portals and Landing Pages Pro broadcast specific engagement activities during the lead journey which […]
1. Feature Overview You can pre-populate Forms or Sign-Up Forms so the user can directly submit them and skip filling in different fields. This can be achieved by passing relevant data via query parameters. To know more about Portals, see Portal Management. 2. Query parameters API Query parameters can be defined as the optional […]
Sales Users cannot share lists. When a Sales user creates a list, it can only be viewed by that individual user. No other users (including other Sales users, Admins, Marketing users, and Sales Managers) will be able to view these lists. When Admins, Marketing users, and Sales Managers create a list, it can be viewed […]
Important: You must have access to your Google Maps API Key to use this feature. 1. Feature Overview My Trips is the LeadSquared mobile app’s day planning feature designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum number of tasks per day. The feature allows the […]
1. Feature Overview Lead Stages help you track a lead’s journey through your sales process, from initial contact to conversion. They provide sales users with visibility into a lead’s current status and help ensure the right actions are taken at each stage. LeadSquared comes with three default Lead Stages: Prospect Opportunity Customer Since sales processes […]
1. Feature Overview You can change the language used in your LeadSquared account. Keep in mind that the entire user interface does not get translated into the language you have chosen. Some words and buttons would still be displayed in English. Note: The localization feature isn’t available by default for the LeadSquared Platform and for […]
1. Feature Overview The Request History page allows you to view the asynchronous requests you’ve made from your LeadSquared account (e.eg, Delete Leads, Lead Export, etc.). Admin users can view all the request logs of different users, while other users can only view their own logs. Note: API request logs can only be accessed from the […]
Note: The Distance Travelled Connector has been deprecated and replaced by the Distance Travelled Report documented here. 1. Feature Overview Track and monitor the distance travelled (in kilometres or miles) by your field sales users on any particular day. The distance travelled is calculated based on the check-in/check-out activities, and location coordinates identified by the LeadSquared […]
1. Feature Overview Personalize your account by uploading your organization’s logo in place of the default LeadSquared logo. 2. Prerequisite You must be the Administrator of your LeadSquared account. 3. Upload a Logo Navigate to Settings>Profile>Custom Logo. Click Update Logo. Once you’ve uploaded the new logo, click Save. Note: Only the following file types are […]
1. Feature Overview Portals allow users to fill out complex application forms (e.g. course application, loan application, scholarship application, etc) and track the status of their applications. They can also be configured to enable users to perform different actions based on the status of the application. A user’s application will go through several stages – […]
1. Feature Overview Portals allow users to fill out complex application forms (e.g. course application, loan application, scholarship application, etc) and track the status of their applications. They can also be configured to enable users to perform different actions based on the status of the application. To learn more about portals, see LeadSquared Portals and Portal Management. […]
1. Feature Overview The Email Campaign feature allows users to send emails to leads on behalf of another user by entering a different email address in the From address section of the editor. With the From Address Restrictions setting in your LeadSquared account, you can restrict a user role from sending emails on behalf of […]
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.) […]
1. Feature Overview On the Lead Details page, you can create custom activity tabs to display logs for specific activity types. For example, you could create a tab that shows only Meetings, Demos, and Home Visits, making it easier to review relevant activity without scrolling through the full history. Note: You can add up to […]
1. Feature Overview LeadSquared Converse is a multi-channel engagement platform that enables you to have real-time conversations with leads. If you’ve enabled Converse in your web application, it will be available on the mobile app (on both Android and iOS devices) by default. Converse currently supports the following channels – SMS (currently available only in […]
1. Feature Overview Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. Users can rename “Opportunity” as per their business needs. For example, an insurance company can rename “Opportunities” as “Policies” and an education organisation can rename them as “Courses” for better adoption among users. Note: […]
1. Feature Overview The Lead and Opportunity Level Check-in/Check-out feature tracks the time a user spends on a lead or opportunity. This is different from the app-level check-in, which is meant for marking attendance. This feature provides more accurate data on the time spent on leads and opportunities, and enhances productivity analysis and reporting for […]
Sales Groups and Teams are two distinct features under Users and Permissions, built for different use cases. Note: Only admins can create and configure Sales Groups and Teams. Sales groups are created to manage access to leads (and accounts and opportunities). When you create a sales group you do two things – You define which […]
1. Feature Overview Schedule your automations to be triggered at regular intervals. You can set up an automation to run every morning and distribute leads based on user availability. You can trigger automations for leads, users, opportunities and non-entities like Lapps. To know more about creating automations, refer to Automation – Feature Guide. 2. Prerequisite […]
1. Feature Overview Nurture your leads by sending them follow-up emails. After you’ve sent an email campaign to a list of leads – Resend the same email to those who haven’t opened it. Send a new email campaign to those who have opened the previous one. Note: To know more about how to send email […]
1. Feature Overview Personalise emails, SMS and WhatsApp communication with lead, account, and sender details using Mail Merge fields. For example, to include the lead’s name in your email’s body (e.g., Hi Richard), add the First Name tag. When the email is sent to a list of leads, it gets personalized based on the name […]
1. Feature Overview The Lead vCard displays key lead information on the Lead Details page, including Lead Details, Lead Quality Metrics, and Lead Properties. It provides a quick snapshot of important lead data to help users review and update records efficiently. You can customize the Metrics and Lead Properties sections to control which fields appear […]