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 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 […]
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 […]
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 Managing multiple leads, opportunities, and accounts often requires opening many browser tabs, making it difficult to track follow-ups, switch between work areas, and prevent accidental tab closures. If you have the NextGen UI enabled in your LeadSquared Web App, with the App Tabs feature, open and view multiple entity details pages (lead, […]
1. Feature Overview The Manage Subscriptions UI allows you to efficiently view and manage all aspects of your LeadSquared subscription. Access detailed information about your current active plan, including licenses, utilization, and any add-ons associated with your subscription. Additionally, you can review and pay invoices related to your LeadSquared licenses, ensuring your account remains up-to-date. […]
1. Feature Overview The Bulk Delete Data feature allows you to delete system & core activities, and custom activities from your account in a single action. This feature lets you efficiently manage your storage by removing older data that your business no longer requires. Note: This feature allows you to delete up to 200,000 activities in a single […]
1. Feature Overview The Column Customization feature lets you choose which columns appear on key pages such as Manage Leads, Manage Opportunities, Activities, and Tasks. It helps you view important information at a glance, without opening individual Lead or Opportunity details. You can display both default fields (like Lead Score, Lead Owner, etc.) and custom […]
1. Feature Overview You can import your leads into LeadSquared through a CSV (Comma Separated Value) file. If you’re storing your lead data in a spreadsheet, database application or any other software, you’ll first have to export the leads to a CSV file and then follow the steps listed here. Note: You can’t stop or undo […]
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 LeadSquared gives you full control over your lead data by allowing you to export leads directly from the Manage Leads and Smart Views pages. Exported data is delivered to your registered email address in CSV format, making it easy to analyze, back up, or share lead information outside the platform. You can […]
1. Feature Overview You can assign or change the ownership of a Lead to another user in your LeadSquared system. You can also assign the ownership of multiple leads to another LeadSquared user as well. Example: A sales user in London is assigned a lead from London. However, the lead changed their location to Manchester. […]
1. Feature Overview Quick Filters allow you to save frequently used filters, making it easy for you to find leads and opportunities faster. For example, you can create filters like Leads who visited a site last week or Leads who completed demo. Once created, all your Quick Filters appear under the My Filters dropdown, located […]
1. Feature Overview The My Teams feature on the LeadSquared Mobile App gives Sales Group Managers or Reporting Managers real-time, actionable insights into their team’s performance and daily activities. As a manager, you will be able to view your team’s check-in/check-out status, distance travelled and quickly connect with them via call, SMS or WhatsApp. Additionally, you can […]
1. Feature Overview Casa is LeadSquared’s powerful homepage builder that lets you create a Single Page CRM—a centralized, customizable workspace where users can view and act on everything that matters, all from one place. With Casa, you can design a personalized homepage that brings together key insights, quick actions, and team-specific tools in a clean, […]
Hello, Sales User! Welcome to LeadSquared. This document provides instructions on setting up and using LeadSquared as a Sales User. Note: As a sales user, you can use this guide to familiarise yourself with the features available in your LeadSquared accounts. The set up and configuration for most of these features is controlled by the […]