1. Feature Overview Support tickets created through LeadSquared Service CRM appear in a list view on the Manage Tickets page, and you can view each ticket on the Ticket Details page. Each ticket is associated with a lead or opportunity. In this article, we’ll configure how to view tickets tagged to a lead on the […]
1. Feature Overview The Document Manager is a repository that stores a loan applicant’s documents (such as KYC, KYB, income, collateral documents, etc). In LeadSquared’s Loan Origination System (LOS) workflow, the Document Manager is part of the Checklist process. Agents use it to view, verify, download, and upload applicant documents, and complete a checklist to […]
1. Feature Overview Risk Containment Units (RCUs) are specialised teams that verify the authenticity of loan application documents, including KYC, KYB, income, and collateral documents. RCU checks form a standard part of the loan origination process, especially for high-ticket products (such as Home Loans, Loan Against Property, and Commercial Vehicle loans). They act as an […]
1. Feature Overview Users can rename the “Opportunity” module to match their business terminology. This is different from Opportunity Types, which are created from scratch in your account. For example, a bank can rename “Opportunities” to “Loans”, while Opportunity Types are called “Home Loans”, “Personal Loans”, “Education Loans”, and so on. This helps align the […]
1. Feature Overview By default, you can export up to 100,000 opportunities in a single request. To export more than 100,000 (and up to one million) opportunities, enable the Auto ID field on your Opportunity Type. This lets you segment opportunities using Auto ID ranges and export them in smaller, manageable batches, ensuring you don’t […]
1. Feature Overview The Manage Opportunities page shows the list of opportunities created for each Opportunity Type. On this page, users can perform actions like adding new opportunities, updating opportunities in bulk, importing and exporting opportunities, adding advanced search filters, customising visible columns, and adding new leads directly. This helps users manage large volumes of […]
1. Feature Overview Opportunities represent potential deals for products or services a lead shows interest in. Opportunity Types are the different products and services a business offers. For example, a bank may configure Opportunity Types such as Home Loan, Education Loan, Personal Loan, and Vehicle Loan. Once you create these, you can set up workflows […]
1. Feature Overview Duplicate opportunities contain details of the same lead who shows interest in the same Opportunity Types across multiple sources, like websites, landing pages, incoming calls, etc. To prevent this, set up dedupe rules to identify duplicate opportunities, which helps optimise your users’ efforts, maintain clean data and improve reporting accuracy. 2. […]
1. Feature Overview In addition to opportunities users add manually and via automations, you can also import opportunities into LeadSquared using a CSV file. This helps you create opportunities in bulk, such as for leads interested in term insurance, medical insurance, home insurance, automobile insurance, and accidental insurance. 2. How it Works On a CSV […]
1. Feature Overview When evaluating a customer’s loan application, the credit manager must manually write executive and applicant summaries. This is tedious, and the credit manager must look up data related to the customer’s application across various regulatory sites. To address this, we’ve introduced the AI Loan Proposal feature, which automates the generation of Executive […]
1. Feature Overview Tasks and reminders in LeadSquared are appointments and to-dos that help users convert leads into customers. They make it easy to track deadlines, manage records, and understand user efficiency. The system includes pre-configured appointments such as meetings and phone calls, and supports creating custom Appointments (for example, doctor consultations or insurance renewal […]
1. Feature Overview From the list of Appointment and To-do tasks configured by Admins, Sales Users can add relevant tasks directly to leads and opportunities. You can add tasks from several pages in LeadSquared, including the Manage Leads, Opportunity Details, Tasks, and Activities pages. After users add the tasks, they work toward resolving them. This […]
1. Feature Overview Portals are functional self-service websites that help with lead application management, and are used to complete an application or registration process. LeadSquared’s Portal feature allows you to build your own online portals to capture leads and opportunities, through online forms, making the entire process paperless. Portals also enable you to collect information on […]
1. Feature Overview LeadSquared’s Portal feature enables you to build your own customized online portals (for education/insurance/lending/medical applications, course registrations, etc.) to capture leads and opportunities. The Portals Designer lets you build entire portals without writing a single line of code. It offers pre-built templates for common use cases across industries, and also the ability to design […]
1. Feature Overview In LeadSquared, lead conversion potential was traditionally measured using Lead Scores, Engagement Scores, and Lead Quality Scores. While these metrics offer valuable insights, they are static, require manual setup, and assess each parameter independently without understanding their interrelation. To overcome these limitations, LeadSquared introduces the AI-powered Lead Propensity Score – a dynamic […]
1. Feature Overview Once Leads and Opportunities are captured in your account, you can monitor their progress down the sales funnel by tracking notable interactions and events, or ‘Activities’. Activities help you understand a lead’s position in the conversion funnel, and accordingly automate nurturing and sales processes. Activities include email opens, website visits, link clicks, […]
1. Feature Overview You can use LeadSquared forms to create registration forms (sign-up forms) on your portals. Once you create a registration form and integrate it into the Portal Designer, you can configure it to appear in different states to provide registration, login, forgot password, and reset password functionality. The most basic registration form consists of a username/email […]
1. Feature Overview In banks and insurance agencies, approvers handle customer applications (like loans or credit cards) and claims (like health insurance). When an approver goes on planned leave, they nominate a back-up (fallback) approver to step in. The approver (going on leave) usually sends a formal email to their manager, including their leave dates, […]
1. Feature Overview Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. This article will help you understand how to add opportunities to leads, and perform multiple actions on these opportunities such as bulk and grid updates, export opportunities and reset filters. To know how to […]
1. Feature Overview Users can customise the Tasks page to reflect their priorities. There are two views available on the Tasks page – List View – All tasks appear in a list, with columns that show details such as Status, Due Date, and Task Owner. This helps you view key task information at a glance. […]
1. Feature Overview The CallTrackingMetrics texting connector lets you send texts to leads directly from your LeadSquared account. In addition, you’ll be able to – Set up automated SMS campaigns with notifications and reminders. Track incoming and outgoing SMS logs as activities. Eliminate the need to switch between multiple applications to manage SMS activities. Analyze […]
1. Feature Overview The Analytics screen displays key metrics for all chatbots in your account. It shows crucial metrics like total messages, average response time, total handovers to agents, and more. These insights help you assess bot performance and identify areas for improvement. Use this data to optimize engagement and improve response efficiency. 2. […]
1. Feature Overview This AI-powered chatbot enhances a journey-based bot by answering questions outside the configured chat flow. It learns from the knowledge bases and resources you provide, including open-ended content like documents or website links. Using this information, it addresses lead queries not covered in the original flow, while still following the Journey-based flow […]
1. Feature Overview Activities represent key interactions or events that occur during a lead’s journey toward conversion. These can include default LeadSquared activities—such as form submissions, email opens, or email bounces—as well as Custom Activities configured to match your business workflows (for example, sending WhatsApp messages or scheduling meetings). LeadSquared allows you to add activities […]