1. Feature Overview Unique fields help you prevent junk/duplicate leads from being created in your system. When you make the phone number a unique field, users will not able to create a lead record with a duplicate phone number. It helps you keep your system clean by only allowing real leads to be created. Note: You […]
1. Feature Overview This article describes how to send bulk Emails to any List in your LeadSquared account. Some other ways of sending emails include – Email Campaigns One-to-one Emails from the Manage Leads page etc. You can either draft your own Emails or use the Email templates available on your LeadSquared account. You can […]
1. Feature Overview LeadSquared provides 3 core lead qualification metrics – the lead quality score, the lead score, and the engagement score. While the quality score helps you identify your ideal customer persona, the lead score and engagement score indicate the level of interest your leads demonstrate in buying your product/service. The lead score and […]
To find leads that were active in the last 7 days- Navigate to Leads>Manage Leads. Click on Advanced Search. Set the Select Search Criteria to Lead Activity>Is>Any Lead Activity>In the Last 7 Days. Click +Add. Select the All Criteria checkbox and click Find Leads. To know more refer to the Advanced Search article.