1. Feature Overview Portals allow you to fill out lengthy applications with multi-step forms. This article shows you how to save a form’s progress in each step, and how to open a specific tab when the user revisits the form after dropping off. This is applicable to multi-step forms used within the LeadSquared application and […]
1. Feature Overview You can permanently delete leads from LeadSquared to maintain data hygiene and improve account performance. When a lead is deleted, all associated activities, tasks, and updates are permanently removed as well. Note: Bulk lead deletes are processed overnight. To view deleted leads, access the Deleted Leads List report in the Reports section of your […]
1. Feature Overview As a Sales User, you can view and work within the territories assigned to you (by your manager/administrator) using the LeadSquared mobile application. Leads are automatically assigned based on proximity to your location. This helps in reducing time spent on traveling and improves your efficiency. Find leads near you and within your […]
1. Feature Overview Create reusable message templates to ensure efficient communication between sales users and leads. You can also personalize these templates by adding Mail Merge fields. The templates published on the Manage Templates page are available to all sales users on the mobile app. 5 templates are available by default on your LeadSquared account […]
1. Feature Overview Phone calls activities made/received on the LeadSquared mobile app are automatically posted against the relevant leads (on the Lead Details page). With the opportunity tracking feature, you can track phone call activities against the relevant opportunities (instead of leads) in your LeadSquared account. Note:Â Opportunity Call Tracking is not supported on iOS mobile […]
1. Feature Overview When you send out an email campaign to a lead, based on how often they open the email, their lead score increases. With this lead score, you can get an idea of how well your campaign is working. If you send the campaign to an organization’s email ID, multiple people might open […]
1. Feature Overview This article shows you how to create and configure a permission template. If you’re new to the permission template feature, see LeadSquared Permission Templates. If you’ve already created a permission template and now want to apply it to your users, see How to Apply a Permission Template. Note: Instead of restricting export for each […]
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:Â 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>Users and Permissions>Users. Along the row of the Administrator you want to set as the billing user, […]
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 […]
Important: This feature was deprecated, and is no longer available on LeadSquared after 31st August, 2023. However, this does NOT impact the Marketing Tags feature, which will continue to be available. 1. Feature Overview Tagging is a quick way to add a label to a lead, for easy identification of leads. The Lead Tagging feature enables users to […]
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 […]