1. Feature Overview Opportunity Lists are groups or collections of opportunities organized based on specific criteria. You can create lists to segment opportunities by opportunity type, stage, owner, value, activity, or other opportunity-related attributes. Since LeadSquared supports multiple Opportunity Types, you can create and manage lists separately under each Opportunity Type. For example, you can […]
1. Feature Overview Global Search provides a unified way to quickly find Leads, Opportunities, Tickets (only on web app), and supported Object Types across the LeadSquared Web and Mobile Apps. Search from a single interface, switch between supported entities without re-entering your keyword, and access relevant record details without navigating away from your current page. […]
1. Feature Overview LeadSquared offers 3 key metrics to help you qualify and prioritize leads: Lead Quality Score helps you identify how closely a lead matches your ideal customer profile. Lead Score reflects a lead’s overall interest based on all their interactions over time. Engagement Score highlights recent activity, helping you identify leads that are most likely to […]
1. Feature Overview The Phone Control setting in LeadSquared helps standardize how phone numbers are captured across your lead forms and landing pages. When enabled for the Phone/Mobile Number field, it restricts users to enter only numeric values and allows you to define the minimum and maximum number of digits. This ensures that all phone […]
1. Feature Overview The Lead Score in LeadSquared is a dynamic metric that helps you measure how engaged and sales-ready a lead is based on their interactions with your business. It assigns points to different lead activities such as opening emails, visiting webpages, or submitting forms, and continuously updates the score as the lead interacts with your […]
1. Feature Overview The Share via Email feature in LeadSquared allows you to quickly send a lead’s details to other users within your account via email. This helps teams collaborate more efficiently by sharing important lead information. The email includes key lead details along with a direct link to the Lead Details page, making it easy for […]
1. Feature Overview Lists are groups or collections of leads organized based on specific criteria. You can create lists to segment leads by location, stage, activity, tasks, etc. For example, leads from a particular city, those who opened an email campaign, or those scheduled for follow-ups. The Manage Lists page lets you create, edit, and view all […]
1. Feature Overview Smart Views on LeadSquared provides a centralized workspace where users can access and manage Accounts, Leads, Opportunities, Activities, and Tasks in one place. Users can create customized tabs using filters and conditions to view only the records relevant to their work upfront. Smart Views help sales teams organize records using filters, tab-based views, […]
1. Feature Overview LeadSquared’s Email feature enables you to send personalized, one-to-one emails to leads directly from multiple touchpoints within the platform or through automation workflows. It supports useful communication capabilities such as attachments, scheduling and CC/BCC recipients. This feature helps sales and marketing teams engage leads contextually and maintain consistent communication. Admins can control […]
1. Feature Overview Offline Task Completion allows field users to complete tasks on the LeadSquared Mobile App even when they are not connected to the internet. Users can mark tasks as Completed in offline mode, fill out associated completion forms, and continue working without interruption. When connectivity is restored, all offline task data, including form […]
1. Feature Overview Field Intelligence provides tools for real-time reporting and visual analytics to help admins and managers monitor their field users’ productivity and movement throughout the day from the LeadSquared web app or mobile app. It includes the following key tools: Distance Travelled Report – Track how far users travel each day using GPS-based calculations. […]
1. Feature Overview Use Field Force Insights to monitor and evaluate the daily on-ground activities of individual field sales users from your LeadSquared Web and Mobile Applications. This feature gives managers real-time visibility into user movements and productivity. It is designed as an upgrade to the Location History Tracker for accounts with Location Insights enabled. […]
1. Feature Overview What are Object Types? Object Types let you manage and track your business entities like students, parents, agents, partners, dealers, etc. as separate modules in your CRM – outside the core Leads module. Each Object Type is fully configurable, with its own fields, forms, opportunity pipelines, and workflows. This ensures that every […]
1. Feature Overview This article helps Administrators enable and customize Object Types on the LeadSquared mobile app (both iOS & Android). It also shows how field sales teams can use Object Types to organize and perform their daily workflows easily within the app. Note: Before proceeding, we recommend reviewing the Object Types – Feature Guide […]
1. Feature Overview The Object Types Associations feature allows you to link one Object Type with another. This helps you model real-world relationships between different entities (patients, students, dealers, invoices, loans, etc.) inside LeadSquared. This makes it easier to view and manage complex relationships across your data. Why Use Associations? Healthcare: Associate a patient with […]
1. Feature Overview LeadSquared’s GenAI feature in emails helps simplify the email creation process by generating subject lines and email content. It reduces the time spent on writing and allows you to focus on your campaign goals. By automating content creation, it also helps streamline your workflow and improve productivity. The GenAI feature in Emails […]
1. Welcome to Your New LeadSquared Experience! LeadSquared NextGen is a complete UI/UX transformation designed to enhance productivity, simplify navigation, and streamline workflows. Built with data-driven insights, it eliminates friction points in daily operations, introduces a modern, intuitive interface, and delivers faster performance for a seamless user experience. Note: The new experience is now available […]
1. Feature Overview Device Binding is a mobile security feature that ensures users access the LeadSquared mobile app only from a single, registered device. This protects sensitive business data, maintains accurate location tracking of the user, and prevents unauthorized access. Device Binding ties a user’s mobile app login to one specific mobile device. Once a […]
This help article offers a guide on using LeadSquared’s Generative AI (GenAI) features in your email campaigns. LeadSquared’s GenAI tools are designed to simplify the process of creating email content and subject lines. By understanding their features, limitations, and best practices, you can leverage these tools to craft effective emails with ease. Here’s everything you […]
1. Feature Overview Email templates created via the Email Library can be used in Automations. In certain cases, you will be making minor edits to these email templates. These minor changes could be the date of a webinar, names of speakers, etc. In such situations, updates made to an email template do not automatically synchronize […]
1. Feature Overview Administrators can create Smart Views and assign them to teams to display relevant records users see in their workspace. By configuring Smart View tabs for entities such as Accounts, Leads, Opportunities, Activities, and Tasks, admins can ensure that each team accesses only the data relevant to their work. Smart Views assigned to […]
1. Feature Overview With Lead 360, you can fully customize the Lead Details Page on the LeadSquared Mobile App (including fields, details, and actions). This feature is available when Casa is enabled on your account and helps you build comprehensive Lead Details Pages that give users a clear view of each lead’s journey. Configure the […]
1. Feature Overview Email engagement metrics like opens and clicks help measure campaign performance, and additionally trigger marketing workflows in your organization. However, some of these interactions may be generated by automated systems rather than real recipients. Bot Filtering automatically excludes suspected bot-generated email activities from your campaign reports, ensuring more accurate engagement metrics. […]
1. Feature Overview Quickly view all the important metrics and insights the moment you launch the mobile app by setting a SIERA report or dashboard as the landing page. This eliminates the need to navigate through widgets and log in once again to view the complete dashboard. When a SIERA dashboard or report is linked […]