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Home Archives for Prashant Singh

  • Product TrainingProduct Training
  • LeadsLeads
  • OpportunitiesOpportunities
  • Activities & TasksActivities & Tasks
  • Workflow AutomationWorkflow Automation
  • Forms, Processes & PortalsForms, Processes & Portals
  • AccountsAccounts
  • Mobile CRMMobile CRM
  • MarketingMarketing
  • Integrations & AppsIntegrations & Apps
  • Reports & AnalyticsReports & Analytics
  • Admin & SettingsAdmin & Settings
  • Users & PermissionsUsers & Permissions
  • FAQsFAQs
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    Product Training

  • LeadSquared Security
  • Website Widgets
  • Foundation Product Training Videos
  • LeadSquared for Sales
  • Landing Page
  • Forms and Process Designer
  • Email Campaign
  • Connectors
  • Basic Settings and Concepts
  • LeadSquared Overview
  • Marketing Feature - Summary
  • Get Started with LeadSquared Foundation Training
  • Leads

  • List Actions
  • How to Avoid Creating Duplicate Leads
  • How to Add Leads
  • How to Add a New Lead in LeadSquared?
  • How can I take backup of my Lead data? How can I export Leads?
  • How can I find leads who have been active in the past 1 week using Advanced Search?
  • Create Quick Filter to Find Leads
  • Clone a Lead
  • Advanced Search: Find Leads with Activities in the Last 'N' Days
  • Advanced Search: Find Leads Where Activity Fields Contain/Don't Contain Data
  • 'Star' your Leads
  • How to send Quick One-To-One Emails to Leads?
  • Send Quick Email to a List of Leads
  • How to Create Refreshable Lists?
  • How to Bulk Update Lead Fields?
  • Bulk update of leads in Lists
  • List Management - Feature Guide
  • How to create static lists?
  • Smart Views for Administrators
  • How to Create Custom Lead Fields
  • Adding Custom Field Sets to Leads
  • Smart Views as Home Pages
  • How to Edit DNS Settings in Web Hosting Services
  • Implementing LeadSquared Tracking via Google Tag Manager
  • Lead Quality Criteria - Setup
  • Settings: Managing Lead Sources
  • Lead Field Audit
  • Configure Lead Stages
  • Understanding Lead Stages
  • Managing Lead Stages
  • Manage Leads
  • Lead Details Page
  • Lead Management - Feature Guide
  • Smart Views
  • Share a Lead via Email
  • Quick Search - Global Search
  • Merge Leads
  • What's the difference between Prospect Creation Date and Lead Created On Date?
  • How to Import Leads to LeadSquared?
  • How to Use the Advanced Search feature in LeadSquared?
  • How to Use and Customize the Lead Details vCard?
  • How to Share Leads for a Limited Duration
  • How to Select Lead Fields that you want to view on Lead Management page?
  • How to reply to emails captured in LeadSquared
  • Dependent Lead Fields
  • How to Manually Assign or Change the Ownership of Leads?
  • How to find leads using Advanced Search for Leads who clicked on a particular Email campaign?
  • How to Export Your Leads/Lead Details?
  • How to Export More than 1 Lakh Leads?
  • How to delete Leads?
  • Opportunities

  • Opportunity Duplicate Detection
  • Opportunity Configurations
  • Opportunity Management
  • Opportunity Details
  • Opportunity Management - Feature Guide
  • Custom Opportunity Tab Connector
  • Custom Opportunity Actions Connector
  • Import Opportunities
  • Opportunity Permissions
  • Opportunity Integrations in Telephony
  • Activities & Tasks

  • How to Add a Dependent Field to a Custom Activity
  • How to Add Custom Activity Types
  • How to Log Activity Updates?
  • Adding Custom Field Sets to Activities
  • How to Add Tasks to a Form
  • How to Post Activities on Accounts?
  • How to Add Activities to Leads and Opportunities
  • Activity Management - Feature Guide
  • How to Import Activities
  • Workflow Automation

  • How to Create a User Automation?
  • Lead Automation Actions - Messaging
  • Lead Automation - Account Update Actions
  • Automation Actions - Activity Actions
  • Actions in User Automation
  • Actions in Lead Automation
  • Account Automation Actions
  • Dynamic Responses in Lead Automation Actions
  • How to Send SMS using the Automation Feature of LeadSquared?
  • Lead Automation Actions - Sales Execution
  • How to Do Time Comparisons in Automation?
  • Auto Check-In/Check-Out for Mobile
  • Opportunity Automation Actions
  • Lead Automation Conditions - If/Else
  • Wait Until Workday Condition
  • Opportunity Automation Conditions – If Opportunity Exists
  • Lead Automation Conditions - Split Test
  • Lead Automation Actions - Send to Sub-Automation
  • Lead Automation Actions – Custom
  • Lead Automation Actions – Lead Actions
  • Lead Automation Actions – Merge Leads
  • User Automation Actions - User Check-In
  • User Automation Actions – Notify User
  • User Automation Actions – User Check-Out
  • User Automation Actions – Webhook
  • Automation Home
  • How to Create a Lead Automation?
  • How to Create an Account Automation?
  • Conditions in Lead Automation
  • Conditions in User Automation
  • Triggers in Account Automation
  • Triggers in Lead Automation
  • Triggers in User Automation
  • Forms, Processes & Portals

  • OCR, Bar Code and QR Code Functionality in Forms
  • How to Create a Process
  • How to Create a Form
  • How to Add Tasks to a Form
  • How to Add a Payment Gateway to a Form
  • Forms and Processes on Mobile
  • Add Signature Fields to Forms
  • Preview and Download Forms
  • Portal Management – Feature Guide
  • LeadSquared Portal Designer
  • Build LeadSquared Portal Using HTML
  • LeadSquared Portal Designer – Create Sign Up Forms
  • Create Portals with Multiple Web Pages
  • Accounts

  • Account Settings
  • How to Post Activities on Accounts?
  • How to Import Accounts?
  • Accounts Management - Feature Guide
  • Mobile CRM

  • Audio Recording for F2F Meetings
  • Configure Mobile App Settings from the Web Platform
  • How to Configure Mobile App Notifications
  • Mobile App Permissions
  • LeadSquared Call and SMS Tracker App
  • Auto Check-In/Check-Out for Mobile
  • How to Enable Geotracking for LeadSquared Mobile App Users
  • Location Tracking on LeadSquared Mobile
  • How to update your Lead location using the LeadSquared Mobile App?
  • Lead Location Updater App
  • Leads Near Me feature of LeadSquared Mobile App
  • Check-in/Check-out Location and Time Restrictions
  • Forms and Processes on Mobile
  • How to Customize the Lead Card on Mobile?
  • LeadSquared Mobile App Video Tutorial
  • Custom Lead and List Actions Connector
  • Custom Menus for Mobile App
  • Customizing Lead Forms on Mobile
  • How to set up Custom Tabs for your LeadSquared Mobile Application?
  • Call From Mobile - Initiate phone calls from LeadSquared
  • How to make Outbound Calls and Configure Auto Response SMS from the LeadSquared Mobile App?
  • How to Record Inbound/Outbound Calls for Leads in the LeadSquared Application?
  • How to send SMS to multiple leads from LeadSquared Mobile App?
  • LeadSquared Cloud Calling - India
  • Marketing

  • How to redirect the host page after lead submits on embedded form?
  • Features and Benefits of Email Campaigns
  • Embed Lead Capture Form in email
  • Email Library - Adding Templates to Email Library
  • Email Composer - (Step 2 of Email Campaign builder)
  • Customizing Email Footer Message
  • Create and Schedule Email Campaigns
  • CC / BCC option in Email
  • Can I send attachments with my Email Campaigns in LeadSquared?
  • Can I select a different user as the Sender of an Email from LeadSquared?
  • Tracking Landing Page Submission on same Page in Google Analytics and Facebook
  • Page Settings for Landing Page (SEO Options)
  • How to Setup SMS Verification (OTP) In Landing Pages
  • How to send form data from Landing Page to an external URL?
  • How to send Auto-Response emails to Leads submitting on Landing pages?
  • How to Redirect Visitors to my Homepage after Submission on Landing Page?
  • How can I avoid extra space between lines while composing HTML email?
  • How to Publish Landing Pages within your Domain Name?
  • How to invoke Google conversion code after form submission?
  • How to get HTTPS URL for my landing page?
  • How to embed Google Analytics Script in Landing Pages
  • How to embed Flash (.swf) file in landing pages
  • How to configure SMS Autoresponder for my Landing Pages?
  • How to Allow Download of a Document after Visitors Submits on Landing Page?
  • How to add custom validation on mobile number field?
  • How can I track Landing Page visits in Google Analytics?
  • Can I have conditional access to my Landing Pages?
  • Can a landing page visitor place an order (like buying a product) using LeadSquared?
  • Actions that should follow when a Visitor Submits on your Landing Page
  • SSL Certificate for Landing Pages
  • Email Settings - Recipients
  • Email Settings - Blocked Email Address Domains
  • Review Campaign
  • Manage Email Subscription Preferences using Email Categories
  • Email Settings - Manage Email Senders
  • Import Mailing Preferences
  • How should I block domain names from receiving my Emails?
  • From Address Restrictions
  • Email Link Domain and DKIM/SPF Settings for LeadSquared
  • Domain Settings for Email Links
  • How to Design Emails in LeadSquared
  • What are the benefits of sending text version along with HTML version in an Email Campaign?
  • Use your own email templates for Email campaign
  • Use your own Custom HTML to design Email Template
  • Plain Text Emails
  • Send Dynamic Content in Your Emails
  • Select Recipients
  • Schedule a Campaign
  • Email Settings - Blocked Email Address List
  • Image and File Manager
  • HTML Editor
  • How to resend the same Email Campaign to newly added leads?
  • How to Prevent Emails from Ending up in the Spam Folder
  • How to personalize Email Campaign using Mail Merge fields?
  • How to make my Email Campaigns compliant with CAN-SPAM act?
  • How to Create and Schedule Email Campaigns?
  • How to Add Social Sharing Buttons to Your Email
  • How can I use the Email Campaign report?
  • How can I send a follow up email to leads who opened my previous Email Campaign?
  • How can I send a follow up email to leads who did not open my previous Email Campaign?
  • How can I find Leads that Opened an Email Campaign?
  • How can I find Leads that Clicked on a Link in an Email Campaign?
  • How can I avoid sending emails to recipients who marked my previous email as spam?
  • Integrations & Apps

  • Capture Email Sender and Recipients as Leads using Markcopy Connector
  • Custom Menus for Web App
  • Custom Tab Connector
  • Custom Task Actions Connector
  • Custom User and List Action
  • Creating Lead Distribution Rules
  • Lead Distribution Automation in LeadSquared
  • Zip Based Lead Distribution
  • How to Get Leads from Zendesk Chat (Formerly Zopim) in LeadSquared?
  • How to use Olark Connector?
  • How to use the LiveChat connector
  • Email Sync App - Connecting your Inbox with LeadSquared
  • Integration - How to integrate Microsoft Outlook email with LeadSquared application?
  • LeadSquared Email Sync App
  • Setting Up LeadSquared Email Sync for Gmail Users
  • Facebook Lead Ads Connector
  • Social Media Discovery App
  • Mcube Connector
  • Ozonetel v2 Connector
  • RingCentral Telephony Connector
  • Mobile Cloud Calling
  • Opportunity Integrations in Telephony
  • Google Meet Connector
  • Facebook Retargeting Connector
  • Add Leads to Zoom Webinars from LeadSquared
  • LeadSquared Converse
  • Universal Leads App
  • Integrate Unbounce with LeadSquared
  • Integrate Shiksha with LeadSquared
  • Integrate QuikrHomes with LeadSquared
  • Super Receptionist Connector (Version 2)
  • Integrate OptinMonster with LeadSquared
  • Integrate AskLaila with LeadSquared
  • Integrate JustDial with LeadSquared
  • Integrate MagicBricks with LeadSquared
  • Integrate Sulekha with LeadSquared
  • Google Retargeting Connector
  • WhatsApp Business FAQs
  • LeadSquared Google AdWords Data Sync App
  • Salesforce to LeadSquared Integration - Installation and Authentication
  • Salesforce and LeadSquared Field Mapping Restrictions
  • Salesforce to LeadSquared Integration - Mapping and Configuration
  • Salesforce to LeadSquared Integration - Mapping Custom Objects
  • Comments to LeadSquared
  • LeadSquared WordPress Suite
  • Google Ads Lead Form Connector
  • Contact Form 7 to LeadSquared - LeadSquared WordPress Suite
  • Capture Google Adwords Value Tracking Parameters in LeadSquared
  • LeadSquared Forms in WordPress
  • Capturing Leads from Gravity Forms in LeadSquared
  • Salesforce to LeadSquared Integration - Overview
  • LeadSquared Custom Apps
  • Why Do I See a Difference in the Number of Conversions in Adwords and LeadSquared?
  • Assign Custom Dashboards to Teams
  • LeadSquared - Freshdesk Connector
  • Custom Dashlet Builder App
  • Acuity Scheduling Connector
  • LeadSquared Zapier Integration
  • LeadSquared Zoom Connector
  • Custom Lead and List Actions Connector
  • Get attendance data from GoToWebinar sessions
  • Universal Telephony Connector
  • Call Tracking Metrics Texting Connector
  • Mandatory DLT Registration for SMS Services in India
  • Configuring LeadSquared CallRail Connector
  • Customize Agent Popup Form
  • Embed Your Call Tracking Metrics Dashboard in LeadSquared
  • Exotel Connector
  • How to use LeadSquared connector for Ameyo?
  • Integrate Super Receptionist right from SR Panel
  • LeadSquared Generic Telephony Connector
  • LeadSquared CallTrackingMetrics Connector
  • WhatsApp Business Messaging Connector
  • GoToWebinar App
  • How to use the Gotowebinar Connector
  • Using landing page to capture registrations for GoToWebinar
  • Integrate 99Acres with LeadSquared
  • Integrate CommonFloor with LeadSquared
  • Integrate IndiaMART with LeadSquared
  • Reports & Analytics

  • Assign Custom Dashboards to Teams
  • LeadSquared Reports
  • How to Manage Subscription of your Daily LeadSquared Reports?
  • How to Create a Custom Dashboard in LeadSquared
  • Tracking LeadSquared Email opens in Google Analytics
  • Google Analytics Reports in LeadSquared
  • Email to List Reports
  • How to Use Landing Page Reports?
  • How to track the source of your Leads using Lead Source Report?
  • Lead Stage Distribution (Time-period wise) Report
  • Lead Follow-up Analysis by User Report
  • How to read Lead Distribution Analysis (3 dimensional)
  • Admin & Settings

  • Trigger Events in LeadSquared Rules and Notifications
  • LeadSquared Security Settings – Session Management
  • LeadSquared Security Settings - Two Factor Authentication
  • LeadSquared Security Settings - Login Settings
  • LeadSquared Security Settings - Authentication Provider
  • Lead/Visitor Tracking Limitations with Mozilla Firefox Private Browsing Mode
  • How Do I Clear My Browser Cache?
  • Data Protection and Privacy Settings
  • Data Privacy - 'Do Not Track' Lead Field
  • What is LeadSquared's Data Archival Policy?
  • Restrict User Access to LeadSquared Using IP Whitelisting
  • Rules and Notifications
  • Actions in Rules and Notifications
  • How do I obtain API Access keys in LeadSquared?
  • How can I use webhooks in LeadSquared?
  • API Logs
  • Mandatory IPs to Whitelist
  • Integrating Azure AD with LeadSquared
  • Organization Settings - Advanced Configuration
  • LeadSquared Getting Started Guide for Administrators
  • Lead Field Audit
  • Integrating Azure AD with LeadSquared Using the ROPC Approach
  • Request History
  • Mandatory DLT Registration for SMS Services in India
  • Settings: My Profile
  • Settings: Manage Company Profile
  • LeadSquared Getting Started Guide for Sales Users
  • LeadSquared Getting Started Guide for Marketing Users
  • ADFS Integration for Signing in to LeadSquared
  • How to upload your own logo in LeadSquared?
  • How to set up signatures in LeadSquared?
  • How to Rename the Lead Entity to Reflect Your Business Terminology
  • How to Manage Organization (Agency) Switch
  • Customize LeadSquared Application Logo
  • Basic Settings
  • Access Limits of Features
  • Summary of LeadSquared Security Features
  • Users & Permissions

  • How to Create a Permission Template?
  • How to Apply Permission Templates to LeadSquared Users, Roles or Groups?
  • User Automation Actions - User Check-In
  • Auto Check-In/Check-Out for Mobile
  • How to Manage Organization (Agency) Switch
  • How to control lead export and lead delete permissions for users?
  • Permission Templates
  • Manage User Custom Fields
  • Limit the Number of Leads Assigned to a User - Lead Assignment Quotas
  • Managing Lead and Account Access for Sales Users - Sales Groups
  • Product Updates

  • Bulk Update on Activities
  • FAQs

  • How to Preserve Historical Created On date for leads while importing them in LeadSquared?
  • I have changed my website hosting provider and my Landing Pages have stopped working. What could be the issue?
  • Can I use a Landing Page in multiple types of marketing campaigns?
  • Can I rename a Landing Page?
  • Can I enable website tracking on multiple domains?
  • Where can I find the Activity Code of an Activity?
  • What is the best way to distribute leads to my users?
  • What errors can I encounter when importing leads?
  • If I delete a list, will the leads in the list be deleted from LeadSquared ?
  • I have created a CNAME but my Landing Pages are still not showing my sub-domain. What could be the issue?
  • How to distribute leads to users by matching lead and user properties?
  • How to convert a dynamic list to a static list?
  • Can I import a CSV file without email address into LeadSquared?
  • Can I add a duplicate Lead Record in LeadSquared?
  • How to get LeadSquared Mobile App?
  • How to control lead export and lead delete permissions for users?
  • How to set an Administrator as the billing user?
  • LeadSquared Support Processes and SLA
  • If I have HTML code of an email campaign, can I use it in LeadSquared to create an Email Campaign?
  • How can I take backup of my Lead data? How can I export Leads?
  • How to Send SMS using the Automation Feature of LeadSquared?
  • How to Do Time Comparisons in Automation?
  • Can I have conditional access to my Landing Pages?
  • How Do I Clear My Browser Cache?
  • What is LeadSquared's Data Archival Policy?
  • Why is the Email Open metric not tracked for some of my emails?
  • Why aren't emojis showing up in my email campaigns?
  • What's the difference between Prospect Creation Date and Lead Created On Date?
  • Can I stop an Email Campaign after it is sent?
  • Can I embed a video in an Email Campaign?
  • Can I create and save an Email Campaign without sending it?
  • WhatsApp Business FAQs
  • Can I embed a form in an Email?
  • The number of submissions and number of leads is different for a Landing Page. What could be the reason ?
  • I have edited my Landing Page but I can’t see the changes. What could be the Reason?
  • Video Tutorials

  • LeadSquared Mobile App Video Tutorial
  • Help Video - Sending Email Campaigns
  • Managing Lead Access Across Groups - Group Hierarchies
  • Lead Prioritization
  • How to Structure and Align Your Emails Better in LeadSquared
  • How to Easily Resend Emails to New Leads
  • How to Change Fonts to Make Your Emails More Readable
  • How to Personalize your Emails by Using Mail Merge Tags
  • How to Create Recipient and Suppression Lists for Your Emails
  • How to Add Hyperlinks to Your Emails in LeadSquared
  • How to Edit Images in your Email
  • How to Attach Documents to Your Emails with LeadSquared

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Help Center
  • Product Updates
    LeadSquared
    • LeadSquared Mobile App Updates – Android (v11.6)
    • LeadSquared Mobile App Updates – iOS (v9.7)
    • Enhancements Across Forms and Processes, Lead Management and API Security
    • LeadSquared Mobile App Updates – iOS (v9.6)
    • View All Updates
  • Getting Started
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