- Lead Form Customization
- Referral Portal
- Custom Field Sets (CFS)
- Associating Leads through Custom Field Sets
- Logging Custom Website Activities
- How to Make a Custom Field Unique
- How to Create a Dropdown Type Lead Field
- Large Options Set - Create a Large Number of Drop-down Options
- How to Make the Phone Number field Unique
- How to Deploy the LeadSquared Tracking Script on Your Website?
- How do I find if LeadSquared tracking script is on my website?
- Configuring Multiple Domains in LeadSquared
- Setup Criteria of Lead Engagement Scoring
- Customize the Lead Details Page/View (LDVC)
- How to Create a Multi Select Dropdown Field?
- How does Lead Scoring work?
- Capture Sales Activities
- Capturing UTM Parameters
- How to find Schema Name of a Lead field?
- Settings: Managing Lead Sources
- Lead Quality Criteria - Setup
- Implementing LeadSquared Tracking via Google Tag Manager
- Export Your Data from LeadSquared
- LeadSquared NextGen - Feature Guide
- App Tabs - Feature Guide
- Store CFS Files on Your Own Amazon S3 Bucket
- Wildcard Search Limitations
- Accounts, Leads and Opportunities
- How to use Tracking URL feature?
- Control Phone Number Format while Capturing Leads
- Capturing leads from Web Forms using JavaScript API
- Get Sitemap of Landing Pages
- Export Lists
- Manage Lead Tags
- Track Multiple Email Opens By The Same Lead
- Manage Marketing Tags
- Manage Leads
- Domain Settings for Email Links and DKIM/SPF Settings
- Reverse IP Lookup
- Managing and Configuring Lead Stages
- View a Lead's Documents/Images in a Slideshow
- Add Landing Page Hosting Domain
- Integrate Mavis DB With Smart Views
- What's the difference between Prospect Creation Date and Lead Created On Date?
- How to Export More than 1 Lakh Leads?
- How to Export Your Leads/Lead Details?
- How to find leads using Advanced Search for Leads who clicked on a particular Email campaign?
- How to Manually Assign or Change the Ownership of Leads?
- Dependent Lead Fields
- How to Select Lead Fields that you want to view on Lead Management page?
- How to Share Leads for a Limited Duration
- How to Use and Customize the Lead Details vCard?
- How to Use Advanced Search?
- Lead Field Audit
- How to Delete Leads?
- Tag Your Leads
- Merge Leads
- Quick Search
- Smart Views - Feature Guide
- Lead Management - Feature Guide
- Lead Details Page
- Manage Leads
- Send Quick One-To-One Emails
- How to Edit DNS Settings in Web Hosting Services
- Smart Views as Home Pages
- Adding Custom Field Sets to Leads
- Create Custom Lead Fields
- Smart Views for Administrators
- List Management - Feature Guide
- List Actions
- Send Quick Email to a List of Leads
- How to Import Leads to LeadSquared?
- 'Star' your Leads
- Advanced Search: Find Leads Where Activity Fields Contain/Don't Contain Data
- Advanced Search: Find Leads with Activities in the Last 'N' Days
- Clone a Lead
- Create Quick Filter to Find Leads
- How to Quickly Add Leads
- How to Avoid Creating Duplicate Leads
- How to Bulk Update Lead Fields?
- Opportunity Card Customization
- How to Export More than 1,000,000 Opportunities
- Customize Opportunity Details View on Mobile
- Opportunity Details View Customization (ODVC)
- Wildcard Search Limitations
- Accounts, Leads and Opportunities
- Opportunity Mapping in Converse
- Export Your Data from LeadSquared
- Track Calls with Opportunities on the LeadSquared Mobile App
- Export Opportunities
- Rename the Opportunity Entity to Reflect Your Business Terminology
- How to Share Opportunities for a Limited Duration
- Opportunity Duplicate Detection
- Opportunity Assignment Quotas
- Adding Custom Field Sets to Opportunities
- Opportunity Integrations in Telephony
- Opportunity Permissions
- Import Opportunities
- Custom Opportunity Actions Connector
- Custom Opportunity Tab Connector
- Opportunity Management - Feature Guide
- Opportunity Details
- Manage Opportunities
- Opportunity Configurations
- Lock Activity after Creation
- LeadSquared NextGen - Feature Guide
- Casa for Web
- App Tabs - Feature Guide
- Bulk Export & Delete Data
- Task Timer in LeadSquared Mobile App
- Wildcard Search Limitations
- Export Your Data from LeadSquared
- Tasks - Feature Guide
- Export Activities
- Activity Details Page (Add Activities/Tasks on Activities)
- How to Add a Dependent Field to a Custom Activity
- Disable Sales Activity Access
- Sales Activity Management
- How to Add and Manage Custom Activity Tabs in the Lead Details Page
- How to Import Activities
- Activity Management - Feature Guide
- How to Add Activities to Leads and Opportunities
- How to Post Activities on Accounts?
- How to Add Tasks to a Form
- Adding Custom Field Sets to Activities
- How to Log Activity Updates?
- How to Add Custom Activity Types
- Marvin - Feature Guide
- Automation Best Practices
- Wait Until Workday Condition
- Opportunity Automation Conditions – If Opportunity Exists
- Lead Automation Conditions - Split Test
- Lead Automation Conditions - Wait
- Lead Distribution Automation in LeadSquared
- Opportunity Distribution Automation
- Opportunity Assignment Quotas
- Automation Reports
- Auto Check-In/Check-Out Guide
- Automation Conditions - If Email Open/Click
- How to Share Opportunities for a Limited Duration
- Schedule Automations At Regular Intervals
- Automation Failure Report
- Lead Automation Conditions - If/Else
- Lead Automation Conditions – If Lead Exists
- Automation Audit Logs
- Lead Automation Conditions – Compare
- User Automation Conditions - If/Else
- User Automation Conditions - Wait
- Lead Automation Conditions – Wait Until Activity
- Automation Usage Report
- Bulk Automation Triggers
- Automation FAQ & Troubleshooting
- Data Posted by Automation Triggers
- LeadSquared Automation Wait Time Limit
- Lead Automation Actions – Custom
- Triggers in User Automation
- Triggers in Lead, Opportunity, Activity and Task Automations
- Triggers in Account Automation
- Conditions in User Automation
- Conditions in Lead Automation
- How to Create an Account Automation?
- How to Create a Lead Automation?
- Automation - Feature Guide
- User Automation Actions – Webhook
- User Automation Actions – User Check-Out
- User Automation Actions – Notify User
- User Automation Actions - User Check-In
- Lead Automation Actions – Merge Leads
- Lead Automation Actions – Lead Actions
- Lead Automation Actions - Send to Sub-Automation
- Lead Automation Actions - Sales Execution
- 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 Create a User Automation?
- How to Do Time Comparisons in Automation?
- Auto Check-In/Check-Out for Mobile
- Opportunity Automation Actions
- Overwrite Lead Fields Through Dynamic Forms
- How to Save Progress for Multi-Step Forms in LeadSquared Portals
- Using Scripts in Portals and Landing Pages Pro for Google Analytics, FB Pixel, Chatbots and Other Custom Behaviour
- How to Pre-Populate and Capture Data (UTM) in Portals, Landing Pages Pro, and Widgets
- How to Track Application Status Using Forms & Activities in Portals
- Create Lead Capture Landing Pages in Portals
- How to Show Activity Status in Portal Dashboard
- Mail Merge
- Capture Leads from Any Website with LeadSquared Form Widgets
- Use Custom Domains For Portals
- Non-lead Owners Can Create Opportunities Through Dynamic Forms
- Forms and Processes - Feature Guide
- Update Existing Opportunity through Forms when Duplicate Opportunity is Detected
- How to Add Buttons to a Dynamic Form
- Mavis DB - Portals Integration
- Portals Smart Links
- Auto-Fill Date and Time on Dynamic Forms
- LeadSquared Portal Designer
- 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 (Paytm, Stripe, Razorpay, etc.)
- Forms and Processes on Mobile
- Add Signature Fields to Forms
- Preview and Download Forms
- Portal Management – Feature Guide
- OCR, Bar Code and QR Code Functionality in Forms
- LeadSquared Portal Designer – Create Sign Up Forms
- Create Portals with Multiple Web Pages
- Can You Display Different Variations of the Same Portal Page to Different Users?
- LeadSquared Portal Designer - Preview Forms as PDFs
- Mavis DB - Forms Integration
- Account Settings
- How to Post Activities on Accounts?
- How to Import Accounts?
- Accounts Management - Feature Guide
- LeadSquared Sandbox
- Export Your Data from LeadSquared
- Account Details
- Accounts, Leads and Opportunities
- LeadSquared Converse in Mobile App
- LeadSquared's Geofencing
- Features Supported on the LeadSquared Android and iOS Apps
- Field Sales Territories for Admins and Sales Managers
- Field Sales Territories for Sales Users
- Casa for Mobile
- Mobile Cloud Calling
- Manage Templates for the Mobile App
- Track Calls with Opportunities on the LeadSquared Mobile App
- How to Use the My Location History Report?
- Measures to Ensure Higher Distance Computation Accuracy in Mobile App
- Minimum Requirements for LeadSquared Mobile App
- Where is the Google API key required?
- Use Mobile App to Capture Text from Images
- Enable Dynamic Forms on Offline Mode in the Mobile App
- Image Linked Check-in and Check-out
- Manage Plans on the Mobile App
- Customise Lead Details View on Mobile
- Task Timer in LeadSquared Mobile App
- Customize Opportunity Details View on Mobile
- Manage Plans on Journeys for Web Users
- Convert Speech to Text on the Mobile App
- Lead/Opportunity Level Check-in and Check-out on Mobile App
- Set SIERA Dashboard or Report as Your Mobile App Landing Page
- My Teams - Feature Guide
- LeadSquared's Near Me Feature
- How to send SMS to multiple leads from LeadSquared Mobile App?
- How to Record Inbound/Outbound Calls for Leads in the Mobile Application?
- Make Calls and Send SMS Using the Mobile App
- Make Calls on Your Phone Using the Web Platform
- Custom Menus for Mobile App
- Custom Lead and List Actions Connector
- LeadSquared Mobile App Video Tutorial
- How to Customize the Lead Card on Mobile?
- Audio Recording for F2F Meetings
- Check-in/Check-out Location and Time Restrictions
- Forms and Processes on Mobile
- Lead Location Updater
- How to update your Lead location using the LeadSquared Mobile App?
- Location Tracking on LeadSquared Mobile
- How to Enable Geotracking for LeadSquared Mobile App Users
- Auto Check-In/Check-Out for Mobile
- LeadSquared Call and SMS Tracker App
- Mobile App Permissions
- How to Configure Mobile App Notifications
- Configure Mobile App Settings from the Web Platform
- Opportunity Card Customization
- My Trips on LeadSquared Mobile
- Mobile App Additional Settings
- LeadSquared Converse
- LeadSquared Converse in Mobile App
- Opportunity Mapping in Converse
- LeadSquared Chatbot - Feature Guide
- Build a Journey Based Chatbot (v1)
- Integrate APIs with the Chatbot
- Configure Chatbot Channel
- Create Custom Validators for the Chatbot
- Routing Management
- Chat Group Settings
- Build an AI Help Bot
- Build a Journey Based Chatbot (v2)
- AI Knowledge Base Chatbot
- Chatbot Analytics
- Email Settings - Blocked Email Address List
- Email Settings - Manage Email Subscription Preferences (Email Categories)
- Email Settings - Restrict Email Senders
- Email Settings - From Address Restrictions
- Domain Settings for Email Links and DKIM/SPF Settings
- Plain Text Emails
- Send Dynamic Content in Your Emails
- Image and File Manager
- Email Campaign HTML Editor
- How to Prevent Emails from Ending up in the Spam Folder
- Mail Merge
- How to Add Social Sharing Buttons to Your Email
- How can I use the Email Campaign report?
- Email Campaign - Feature Guide
- Embed Lead Capture Form in email
- Email Library - Adding Templates to Email Library
- Customizing Email Footer Message
- Create and Schedule Email Campaigns
- CC / BCC option in Email
- Can I send attachments with my Email Campaigns in 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 to redirect the host page after lead submits on embedded form?
- 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 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
- How to Add Email Categories in Landing Pages
- How to Create a Facebook Custom Tab for Lead Capture?
- How to Use Dependent Lead Fields in Landing Pages
- Select a Landing Page Template
- Creating Landing Page from external HTML, CSS, Scripts and Images
- How can I add a Facebook Comments button on my Landing Page?
- How can I add a Facebook Like button on my Landing Page?
- How can I find leads who visited one of my landing pages or website in the past 30 days using Advanced Search?
- How to show a pre-filled default value to a field in landing page form?
- Capturing Leads from Website forms
- Add a Conversion Button to Your Landing Page
- How to Create and Publish a Landing Page?
- Add a responsive slider content in Landing pages
- Google reCAPTCHA on Landing Pages
- Email Settings - Feature Guide
- How to Send Follow Up Emails to Leads?
- Email Campaign Editor (BEE Editor)
- Video Tutorial on Creating Responsive Landing Pages
- How to pre-populate Landing Page Form fields?
- How to create a Facebook landing page?
- How can I find Leads that Submitted on a Landing Page?
- Landing Page Style Editor
- How to Provide Border to a Block?
- How to Embed Images in Landing Pages?
- Media Block
- How to embed Google maps in a landing page
- Landing Pages: Features and Benefits
- How do I add a hidden field to a Landing Page form?
- Website Widgets
- How to Embed Videos in Landing Pages
- Manage Access for Email Templates
- Landing Pages Pro - Feature Guide
- Automations Associated with Email Templates in Email Library
- How to Dynamically Change Content in Landing Pages Pro
- Landing Pages Pro Designer
- How to Create a Landing Page on Landing Pages Pro
- Using Scripts in Portals and Landing Pages Pro for Google Analytics, FB Pixel, Chatbots and Other Custom Behaviour
- Guidelines for Using Generative AI in Email Campaigns
- Using LeadSquared's GenAI to Create Email Content & Subject Lines
- Use Custom Domains For Landing Pages Pro
- WhatsApp Business Messaging Connector
- Custom Lead and List Actions Connector
- LeadSquared Zoom Connector
- LeadSquared Zapier Integration
- Custom Dashlet Builder App
- Assign Custom Dashboards to Teams
- Why Do I See a Difference in the Number of Conversions in Adwords and LeadSquared?
- LeadSquared Custom Apps
- LeadSquared Google AdWords Data Sync App
- Capturing Leads from Gravity Forms in LeadSquared
- LeadSquared Forms in WordPress
- Capture Google Adwords Value Tracking Parameters in LeadSquared
- Contact Form 7 to LeadSquared - LeadSquared WordPress Suite
- Google Ads Lead Form Connector
- Comments to LeadSquared
- LeadSquared CallTrackingMetrics Connector
- LeadSquared Generic Telephony Connector
- Integrate Super Receptionist right from SR Panel
- How to use LeadSquared connector for Ameyo?
- Exotel Connector
- Embed Your Call Tracking Metrics Dashboard in LeadSquared
- Customize Agent Popup Form
- Configuring LeadSquared CallRail Connector
- Mandatory DLT Registration for SMS Services in India
- Call Tracking Metrics Texting Connector
- Universal Telephony Connector - UTC
- Super Receptionist Connector (Version 2)
- RingCentral Telephony Connector
- Ozonetel v2 Connector
- Mcube Connector
- Capture Email Sender and Recipients as Leads using Markcopy Connector
- How to use the LiveChat connector
- How to use Olark Connector?
- Zip Based Lead Distribution
- Custom User and List Action
- Custom Task Actions Connector
- Custom Tab Connector
- Custom Menus for Web App
- WhatsApp Business FAQs
- Google Retargeting Connector
- Integrate QuikrHomes with LeadSquared
- Add Leads to Zoom Webinars from LeadSquared
- Facebook Retargeting Connector
- Google Meet Connector
- Opportunity Integrations in Telephony
- Mobile Cloud Calling
- Nudges Connector
- LeadSquared WhatsApp Integration with Infobip
- LeadSquared WhatsApp Integration with Gupshup
- How do I configure MSG91 SMS provider with LeadSquared
- How to Send and Receive SMS Using Call Tracking Metrics
- Distance Travelled Report
- Publisher Connector & Publisher Portal
- LeadSquared Salestrail Integration
- Integrate 99acres with LeadSquared
- Integrate Housing.com with LeadSquared
- Integrate Commonfloor with LeadSquared
- Integrate IndiaMART with LeadSquared
- Error Notifications When Capturing Leads from Third Party Apps
- Activity History Tab Connector
- Integrate Your Custom Data Source with LeadSquared via the Universal Data Sync Connector (UDS)
- Kaleyra SMS Integration with LeadSquared
- Integrate MagicBricks with LeadSquared
- Integrate Justdial with LeadSquared
- Integrate Shiksha.com with LeadSquared
- Integrate LiveChat with LeadSquared
- Integrate Unbounce with LeadSquared
- Integrate OptinMonster with LeadSquared
- Integrate Sulekha with LeadSquared
- Integrate tawk.to with LeadSquared
- Integrate AskLaila with LeadSquared
- Why Is the Agent Pop-up Not Showing/Visible for Phone Calls?
- Why Is the Agent Panel Not Showing/Visible for Phone Calls?
- Integrate Olark with LeadSquared
- RingCentral Texting Connector
- Tech Alpha SMS Connector
- Integrate Zendesk Chat with LeadSquared
- Integrate Indiaproperty.com with LeadSquared
- Freshdesk Connector
- Integrate WhatsApp Contact Capture with LeadSquared
- LeadSquared Outlook Integration
- Zendesk Connector
- Integrate Razorpay with LeadSquared
- CallTrackingMetrics Telephony Connector (v2)
- Integrate CampusNexus with LeadSquared
- LeadSquared WhatsApp Integration with Zoko
- Integrate Gravity Forms with LeadSquared
- Integrate Typeform with LeadSquared
- Integrate Google Forms with LeadSquared
- Integrate Calendly with LeadSquared
- Integrate Acuity Scheduling with LeadSquared
- Integrate Shopify with LeadSquared
- Telephony Logs
- Google/Outlook Calendar Sync Connector Set-up for Admin Users
- Connect Your Google/Outlook Calendar with LeadSquared
- LeadSquared SMS Connectors - India
- Electronic Health Record (EHR-HL7) Connector
- Karza Connector for KYC
- pVerify Healthcare Insurance Verification Connector Set-up for Admin Users
- pVerify Healthcare Insurance Verification Connector Set-up for Sales Users
- Email Sync Connector Set-up for Admin Users
- Connect Your Outlook/Gmail Inbox with LeadSquared
- Open Dental Connector
- AdvancedMD Connector
- Razorpay Payment Link Generation in LeadSquared
- Integrate MailParser with LeadSquared
- Integrate FreshSales with LeadSquared
- Integrate MoEngage with LeadSquared
- How to Get the Slug for MSG91 Templates
- How to Migrate to the New Email Sync connector?
- Field Sales Territories for Admins and Sales Managers
- Field Sales Territories for Sales Users
- Integrate Jotform with LeadSquared
- Casa for Mobile
- Integrate CleverTap with LeadSquared
- Initiate the KYC Process using the IDfy Connector
- IDfy Connector for KYC
- Make Calls on Your Phone Using the Web Platform
- Integrate Cashfree with LeadSquared
- Integrate Elementor Form with LeadSquared
- Integrate Contact Form 7 with LeadSquared
- Integrate Zoho Forms with LeadSquared
- How to Map Entity Options for Lead Capture
- LeadSquared Lead Sync Connector
- Integrate Wix Forms with LeadSquared
- LeadSquared SMS Connectors - USA
- Integrate Formcraft with LeadSquared
- Integrate WP Forms with LeadSquared
- Integrate PayU with LeadSquared
- Integrate Swipe Pages with LeadSquared
- Integrate Facebook Conversions with LeadSquared
- LeadSquared WhatsApp Integration with WATI
- Integrate Forminator with LeadSquared
- Mail Merge
- LeadSquared WhatsApp Integration with WhatsApp Cloud API
- Telephony Advanced Configuration Through General Settings
- Entity Share Option for Telephony
- LeadSquared WhatsApp Integration with Ivosights
- Integrate Consent Management App with LeadSquared
- Document Designer
- Integrate SuperBot with LeadSquared
- Integrate Bouncify with LeadSquared
- How to Migrate to the Zoom OAuth App
- Google Reviews Connector
- Integrate 3CX with LeadSquared Telephony
- LeadSquared WhatsApp Integration with Airtel
- Integrate CallGear with LeadSquared Telephony
- Transactional vs Promotional SMS
- LeadSquared Telephony - Feature Guide
- Integrate Bayut with LeadSquared
- Integrate SuperReceptionist (Knowlarity) with LeadSquared Telephony
- Integrate Shopify Abandoned Checkout with LeadSquared
- Integrate MDT Personalized Video with LeadSquared
- WhatsApp Reports
- Juspay Payment Link Generation in LeadSquared
- Juspay Payment Status Connector
- LeadSquared WhatsApp Integration with DoubleTick
- UTC Telephony Feasibility
- LeadSquared WhatsApp Integration with Interakt
- Property Listing UAE Connector
- WhatsApp Link Tracking in LeadSquared
- Integrate TradeIndia with LeadSquared
- Push Data to CleverTap
- Mark Copy v2.0 Connector
- Ameyo Preview Dialing Connector
- FloStack - Scheduling & Lead Engagement
- Approvals Connector
- Facebook/Instagram Lead Ads Connector (v2)
- UTC Mail Merge Fields
- LeadSquared WhatsApp Integration with Tata Tele Business Services
- Email Parser (AI Powered) Connector
- Mobile Cloud Calling Set Up for MCube
- Mobile Cloud Calling Set Up for Ozonetel CCaaS
- Mobile Cloud Calling Set Up for Ozonetel Cloud Agent
- Mobile Cloud Calling Set Up for Knowlarity
- Integrate Property Finder WhatsApp With LeadSquared
- Integrate Bayut WhatsApp With LeadSquared
- Integrate Dubizzle WhatsApp With LeadSquared
- Telephony FAQs & Troubleshooting
- Mobile Cloud Calling Set Up for Tata Teleservices
- LeadSquared WhatsApp Integration with Bidvest Data
- Athenahealth Connector
- Universal Data Sync (UDS) | No Code Integration Platform - Getting Started
- Universal Data Sync (UDS) - Create an App
- Universal Data Sync (UDS) - Define Authentication Variables
- Universal Data Sync (UDS) - Create a Data Flow
- Universal Data Sync (UDS) - Select a Trigger
- Universal Data Sync (UDS) - Create Actions
- Virtual Number Filtering in UTC Click2Call
- Set Up Your Workspace on FloStack
- Set Up Your Profile and Calendar on FloStack
- Flostack Library
- Configure Rule Board on FloStack
- Manage Your Leads On Flostack
- Call Tracking Metrics Texting Connector v2.0
- How to read Activity by Users Report
- How can I track who is visiting my website and browsing which pages?
- Report Management
- SIERA Report Builder
- SIERA Dashboard Builder
- Export Your Data from LeadSquared
- SIERA Expression Builder
- Location History Tracker Report
- WhatsApp Reports
- SIERA Sales User Dashboard
- Large Exportable Reports
- Writing Expressions using SIERA Expression Builder
- SIERA Report Builder - Data Sources
- SIERA Quick Edit
- Scheduling Reports on SIERA
- Casa for Web
- Set SIERA Dashboard or Report as Your Mobile App Landing Page
- Database Usage of Your LeadSquared Account
- Lead Stage Distribution (Time-period wise) Report
- LeadSquared Reports
- Manage Subscription of Daily LeadSquared Reports
- How to Create a Custom Dashboard
- 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?
- Assign Custom Dashboards to Teams
- Lead Follow-up Analysis by User Report
- How to read Lead Distribution Analysis (3 dimensional)
- How to schedule a LeadSquared Report?
- SIERA Feature Guide
- How to Create a Lead Source Analysis Report using SIERA
- Using the Call Analysis Report in SIERA
- SIERA Lead Distribution Reports
- LeadSquared Goals - Feature Guide
- Create Rulesets
- Create and Assign Goals
- Sticky vs. Non-Sticky Rulesets
- Send Nudges on Your Goals
- View and Manage Incentive Programs
- Create an Incentive Program
- Create Leaderboards
- View and Manage Leaderboards
- Ace - Feature Guide
- Incentives Formula Builder
- ACE Dashboard
- Customize LeadSquared Application Logo
- Identify Your Region from the Host URL
- How Can I Use Webhooks in Leadsquared?
- API Logs
- Integrating Azure AD with LeadSquared
- Organization Settings - Advanced Configuration
- Sign-up Users Without Access to Email Inboxes
- Billing and Usage
- LeadSquared Security Settings - Authentication Profiles
- What is LeadSquared's Data Archival Policy?
- LeadSquared Security Settings – Audit Logs
- Languages Available in LeadSquared
- Rename the Opportunity Entity to Reflect Your Business Terminology
- Manage Templates for the Mobile App
- Export Your Data from LeadSquared
- Authentication - Trusted Device
- Wildcard Search Limitations
- Manage Subscriptions - Feature Guide
- Data Posted by Webhooks
- LeadSquared Unified Login for SSO
- Bulk Export & Delete Data
- Casa for Web
- Lead Field Audit
- Integrating Azure AD with LeadSquared Using the ROPC Approach
- Request History
- Mandatory DLT Registration for SMS Services in India
- My Profile - Personal Settings
- Manage Company Profile
- LeadSquared Getting Started Guide for Sales Users
- LeadSquared Getting Started Guide for Marketing Users
- LeadSquared Getting Started Guide for Administrators
- How to Set Up Email Signatures in LeadSquared?
- How to Rename the Lead Entity to Reflect Your Business Terminology
- How to Manage Organization (Agency) Switch
- ADFS Integration for Signing in to LeadSquared
- Access Limits of Features
- Summary of LeadSquared Security Features
- Restrict User Access to LeadSquared Using IP Whitelisting
- LeadSquared Security Settings – Session Management
- LeadSquared Security Settings - Two-factor Authentication 2FA
- LeadSquared Security Settings - Login Settings
- LeadSquared Security Settings - Authentication Provider
- Lead/Visitor Tracking Limitations with Mozilla Firefox Private Browsing Mode
- Data Protection and Privacy Settings
- Data Privacy - 'Do Not Track' Lead Field
- User Roles and Access Rights
- Wildcard Search Limitations
- User Management - Feature Guide
- Change Email Id of LeadSquared User
- User Advanced Search
- Group Level Automation
- Managing Users through CSV Imports
- User Management Features: Check-In and Check-Out
- User Management Features
- Super Admin Users
- How to Deactivate Users
- Leave Tracker
- Workday Templates
- Holiday Calendars
- How to Set Up User/Organization Hierarchy
- Auto Check-In/Check-Out Guide
- Create Permission Templates
- Manage Users
- Teams
- Permission Templates - Control Users Shown in All User/Owner Drop-down Fields
- Sign-up Users Without Access to Email Inboxes
- LeadSquared Support Access
- Managing Lead and Account Access for Sales Users - Sales Groups
- Limit the Number of Leads Assigned to a User - Lead Assignment Quotas
- Manage User Custom Fields
- Permission Templates
- How to control lead export and lead delete permissions for users?
- How to Manage Organization (Agency) Switch
- Auto Check-In/Check-Out for Mobile
- User Automation Actions - User Check-In
- Apply Permission Templates to LeadSquared Users, Roles or Groups
- Bulk Update on Activities
- Payment Logs
- What's the difference between Prospect Creation Date and Lead Created On Date?
- How to Do Time Comparisons in Automation?
- Can I have conditional access to my Landing Pages?
- What is LeadSquared's Data Archival Policy?
- Why Is Email Tracking Not Working for My Email Campaign?
- Why aren't emojis showing up in my email campaigns?
- Can I use my own HTML code to create an Email Campaign?
- Can I stop an Email Campaign after it is sent?
- Can I embed a video in an Email Campaign?
- 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?
- I have created a CNAME but my Landing Pages are still not showing my sub-domain. What could be the issue?
- 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?
- How to Preserve Historical Created On date for leads while importing them in LeadSquared?
- How to distribute leads to users by matching lead and user properties?
- 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
- How to find Schema Name of a Lead field?
- How to schedule a LeadSquared Report?
- I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?
- I checked-in on the mobile app. Will I be checked in on web as well?
- I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?
- I checked in by tapping the notification on my phone but it hasn't reflected in my account. Why?
- I checked out from the web before the end of my workday but I didn't get checked out from the mobile app. Why?
- I configured reminders to be delivered in my automation but my users aren't receiving them. Why?
- I disabled the check-in for a user role but the auto check-in feature is still working. Why?
- How to Deactivate Users
- I finished my workday early and checked-out from the mobile app. Will my location still be tracked?
- I got auto checked out at the end of my workday but I'm working late and want check-in again. What should I do?
- I got a notification to check-in but it doesn't work when I tap on it. Why?
- How can Admins Set Passwords for Other Users?
- How do I find if LeadSquared tracking script is on my website?
- The internet connection on my phone isn't working. Can I still check-in and check-out from mobile?
- How to find deleted leads using Deleted Leads History Report?
- I've set up an auto check-in/check-out automation but I don't see any users entering my automation. Why?
- I've set up work day templates and assigned them to users/teams but I haven't set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?
- How to Track the Up-time and Service Status of the LeadSquared Application and APIs
- I have deployed the website tracking script, but visitor visits are not being tracked. What could be the issue?
- I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?
- Will the mobile app prompt me in case the location tracking settings on my device are disabled?
- How to Login to LeadSquared?
- How to Freeze the Action Column?
- How To Find the Root Cause of Performance Issues
- What to Do If You Forgot Password?
- How do I find my LeadSquared Account Number?
- Why Is the Agent Pop-up Not Showing/Visible for Phone Calls?
- Why Is the Agent Panel Not Showing/Visible for Phone Calls?
- How to Bulk Update Multiple Opportunity Fields?
- How to Log Out of LeadSquared
- How can I find leads who have been active in the past 1 week using Advanced Search?
- How to Share a Lead via Email
- Why are LeadSquared pages not loading? Why am I seeing blank or half loaded pages?
- How to Migrate to the New Email Sync connector?
- How to set a Dashboard as default?
- How many Custom Dashlets can I add to my Dashboard?
- How Do I Raise a Support Ticket?
- What is the difference between Sales Groups and Teams?
- Can Sales Users Share Lists?
- Where is the Google API key required?
- Can I send attachments with my Email Campaigns in LeadSquared?
- How Can I Switch Back to LeadSquared's Legacy UI?
- How to Configure the Refresh Interval in Smart Views?
- Why aren't the filters and columns I added in the old Smart Views UI reflected in the new UI after switching?
- How do I access tab details in the new Smart Views UI?
- Why do I see a malfunction error in Smart Views?
- Smart Views FAQs and Troubleshooting
- Why can't I export selected/chosen leads from the Manage Leads grid?
- If I have more than 1 lakh leads, what order or criteria will they be exported?
- Can I create more than 100 Opportunity or Activity Fields?
- What is the maximum number of Leads and Opportunities I can import?
- What are the maximum export limits for Leads, Activities, Opportunities and Tasks?
- What is the maximum character length supported for Lead and Activity fields?
- Can I update the Created On field of an Opportunity?
- Is the Opportunity Origin updated automatically like the Lead Origin Field?
- Why did the Opportunity Capture API create a Lead but throw an error when creating the Opportunity?
- How to Filter Duplicate Opportunities of an Opportunity Type?
- Why can I see a sales user under the Modified By column in the Opportunity Settings Page?
- Can I increase the maximum characters for the Notes fields?
- Can I Delete a User?
- Can I use both Reporting Manager and Sales Group Hierarchy Features
- Why Is the Sales Group Manager Unable to Edit, Mark Complete, or Delete Tasks Assigned to Members of the Same Group?
- What Are the Maximum Number of Leads That Can Be Added to the Static List? Why is the List Details Page Breaking?
- What Are the Maximum Number of Leads I Can Bulk Update?
- Why Is Lead Source Not Getting Updated with the Lead Capture API?
- What Are the Maximum Number of Leads That Can Be Shared with a User?
- Why Am I Still Receiving Reminders for a Task Type Even After I Disabled Reminders?
- Why Am I Getting a "List ID Does Not Exist" Error When I Open My Static List?
- Why Am I Getting a "Lead ID Doesn't Exist" Error When Performing an Action on a Lead?
- Some Activities on a Lead Are Not Visible in the Activity History Page. Why Is This Happening?
- What Is the Maximum Character Limit Supported for Activity and Opportunity Fields?
- The Advanced Search ‘And’ Condition Is Displaying Incorrect Results for Leads - Opportunity Type Conditions
- I Can’t See the Sales Activity Button on the Lead Details Page
- How To Automatically Change the Task Owner When the Lead Owner Changes?
- Why is my iFrame not loading on an external page?
- Why can a Sales User view leads they don't own?
- How to Remove Extra Activity Types from the Add Activity Button on the Mobile App
- How to Attach Documents to Your Emails with LeadSquared
- Help Video - Adding New Leads
- Help Video - How to Perform Advanced Search
- Video Tutorial on Creating Responsive Landing Pages
- How to Improve Look and Feel of Your Emails with LeadSquared
- How to Deploy the LeadSquared Tracking Script on Your Website?
- Help Video - How to create and publish a landing page in LeadSquared?
- LeadSquared Mobile App Video Tutorial
- How to Edit Images in your Email
- How to Add Hyperlinks to Your Emails in LeadSquared
- How to Create Recipient and Suppression Lists for Your Emails
- How to Change Fonts to Make Your Emails More Readable
- How to Easily Resend Emails to New Leads
- How to Structure and Align Your Emails Better in LeadSquared
- Lead Prioritization
- Managing Lead Access Across Groups - Group Hierarchies
