1. Feature Overview Configure your users’ access to different features in LeadSquared using Permission Templates. Once you create a template you can apply it at a user level, role level or group level. To know more, see How to Create a Permission Template? 2. Prerequisite You must be the Administrator of your LeadSquared account. […]
1. Feature Overview A Multi-select dropdown is a feature that allows you to select multiple options in a dropdown list. E.g., a college can have Courses as a multi-select dropdown type lead field. This allows applicants to apply for multiple courses. Note: To create a regular dropdown field, see How to create a Dropdown type Lead […]
1. Feature Overview With the Email Settings feature in your LeadSquared account, you can restrict your users from sending emails to leads. This setting is different from the From Address Restrictions setting where you can restrict specific user roles from sending emails on behalf of the lead owner or any other user. To know more, […]
1. Feature Overview This article explains how to enable inbound and outbound call recordings on the LeadSquared mobile app and where to access them. You can record your users’ inbound/outbound calls for review and quality control. The calls are automatically posted as activities in the Activity History section of the Lead Details page. Recorded calls […]
1. Feature Overview You can manage subscription preferences of leads using LeadSquared’s Email Categories feature by – Creating new Email Categories. Assigning Email Categories to every new email sent. Allowing your leads to selectively subscribe or unsubscribe to specific email categories. Allowing your leads to completely unsubscribe from all emails. Note: If you already have […]
The first Administrator is marked as the billing user in LeadSquared by default. You can have multiple Administrators as the billing users if you have an active subscription. To set another Administrator as the billing user – Navigate to Settings>Manage Users. Along the row of the Administrator you want to set as the billing user, hover […]
Important: This feature is only supported on Android mobile phones. Before you get started – Install the Call and SMS Tracker App. Generate the authorization token. To receive this token, contact your account manager or write to support@leadsquared.com. 1. Feature Overview Phone calls you initiate through the LeadSquared desktop application can be placed through the […]
1. Feature Overview In some instances, there’ll be a dependency between two lead fields (e.g., the Campus field is dependent on the Department field for an account created for colleges) . Here, you can create a dependency between these lead fields by selecting one as the parent field (Campus) and the other (one or more) […]
1. Feature Overview Using Geo-tracking, you can capture the geographical location (physical location) of your Field Sales Users through the LeadSquared mobile app. There are two ways in which Geotracking works – When sales users post custom activities from different physical locations. When this happens, the LeadSquared mobile app captures the locations from which the […]
1. Feature Overview LeadSquared lets you export lead data by exporting the list that contains those leads. This is useful when you need offline access to data or want to share lead information with external systems or teams. For example, if you want to export details of all leads located in Mumbai, you can first […]
1. Feature Overview Once you create a list, you can perform various actions on the list from the List Actions dropdown. The actions you can perform differ based on whether your list is Static or Dynamic. To know more about Lists, see List Management – Feature Guide. Note: Certain apps and connectors must be installed […]
1. Feature Overview Use marketing tags to identify and filter out specific landing pages, email campaigns, and automations. For example, let’s say you’ve applied a marketing tag named ‘Christmas offer’ on a set of email campaigns. If you want to find the email campaigns created with this tag, on the Email Campaigns page, enter the […]
1. Feature Overview Default footer messages are included in all email campaigns. You can edit this message and customize it according to your requirements. Note: To know more about Email Campaigns, see Email Campaign – Feature Guide. 2. Prerequisite You must be the Administrator or the Marketing User of your account. 3. Customize […]
Feature Overview Offline-compatible dynamic forms can be used on the mobile app without an internet connection. You can enter information on the form and save it as a draft. However, you can only submit the form once you’re back online. These saved drafts will be displayed under Offline: Pending Sync. Offline-compatible forms are displayed on […]
1. Feature Overview Before you deactivate or close your account, make sure you back up your data by exporting it from your LeadSquared account. This article details how you can export data from LeadSquared. Note: To export larger data sets of lead, activity, and opportunity data, refer to Large Exportable Reports. If the value of […]
1. Feature Overview The Reverse IP Lookup setting allows you to automatically view the location (City, State and Country) of a lead that’s captured from a landing page. The location of these leads is displayed on the Lead Details page. 2. Prerequisite To configure this setting, you must be the Admin user of your […]
1. Feature Overview If you have any leads in your system- Who have unsubscribed Who have invalid email addresses To whom emails have bounced Who have marked your emails “Spam” Who your users manually check the Do Not Email field when adding or editing a lead Who’s Do Not Email field was checked, when importing […]
Yes, you can add attachments to your email campaigns. To enable this feature, contact your account manager or reach out to support@leadsquared.com. Note: You can send attachments in one-to-one emails to your leads. This feature is available on all accounts by default. Attachments can also be included in emails sent via automation. To enable this […]
1. Feature Overview You can use the LeadSquared Reports feature to analyze your marketing and sales business processes. It helps you track and manage the activities performed by the lead and your users, across all LeadSquared features. The reports available to you will depend on your user role and the permissions enabled by your Administrator. […]
1. Feature Overview For lead fields that require a predefined set of options (such as course, product type, or salary range), LeadSquared lets you create dropdown type lead fields. LeadSquared supports three dropdown variants: Type Description Dropdown Displays all available options in a standard list. Searchable Dropdown Filters options as the user types, useful for […]
You will need API access credentials to invoke LeadSquared APIs. This article will help you in getting your API access keys.
1. Feature Overview The Email Campaign Report provides various metrics (like the percentage of leads who have clicked, opened, or unsubscribed from the email) that help you study the impact of the campaign on your leads. You can also export these leads and create a list with those who have clicked on a link, unsubscribed, […]
1. Feature Overview The Daily LeadSquared Reports summarize details on leads, pending tasks, and activities. You can subscribe/unsubscribe from the daily reports directly from the website. These reports will be delivered to you by email. Note: The reports that you subscribe to will have the company’s timezone (which is set up by the Admin) since these reports will […]
There are steps you can take to prevent your emails from ending up in your recipient’s Spam folders. We’ve listed some of the best practices you should follow – Maintaining the Reputation IP Address Warming Spammers often create new IP addresses and send large volumes of unwanted emails. To safeguard against this, Inbox service providers […]