1. Feature Overview The LeadSquared CallTrackingMetrics Telephony connector integrates your CallTrackingMetrics (CTM) application with LeadSquared. Through this connector, you can avail the following benefits – Ability to make outbound calls (click to call) and automatically track the calls in Lead Activity History. You can manage users in your CTM account directly from LeadSquared. Prevents lead […]
1. Feature Overview Once Goal Rulesets are published, Admins and Sales Managers can use them to create and assign Goals to users. If you’re new to the Goals feature, see LeadSquared Goals. Creating a goal involves – Selecting a ruleset Defining the goal cycle (weekly, monthly, etc.) Select users to assign the goal to (according […]
1. Feature Overview This connector captures leads and activities (such as payment data, payment status, etc.) in real time from your Razorpay account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. Note: This connector only captures leads and activities from your Razorpay account in […]
1. Feature Overview Lead Details View Customization allows LeadSquared admins to tailor the Lead Details Page based on their workflows and business requirements. You can configure the tabs, actions, quick action buttons, and lead vCard fields displayed to users, ensuring the team only sees the information and tools relevant to their work. You can customize […]
1. Feature Overview The Zendesk Connector syncs tickets between your Zendesk and LeadSquared accounts. It lets you manage your tickets and interactions with the leads (End Users) directly from LeadSquared, and also allows you to create tickets in Zendesk from your LeadSquared account. Additionally, if a ticket is added to a Zendesk End User that […]
1. Feature Overview Through this integration, you can directly create new leads, update existing leads, post activities, create and update tasks on LeadSquared from your Microsoft Outlook account. Note: This integration is supported on the mobile and desktop Outlook app, as well as the Outlook web version. This integration only supports the Lead Details view […]
1. Feature Overview When your users share contact details of leads (as VCF files) to your WhatsApp Business chat number, this connector captures the contact data in real time and maps it to your LeadSquared account. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. […]
Feature Overview You can configure the mobile app at a granular level for your sales users through the Mobile App Additional Settings. To access the settings, from the LeadSquared web app, navigate to My Profile>Settings>Mobile App>Additional Settings. ⚲ App Related Setting Description App Screenshot Enable the slider to allow screenshot and video capture of the mobile […]
To log out from the LeadSquared web app – Hover your cursor over the icon. From the dropdown, click Sign Out. To log out from the mobile app – From the mobile app, tap , and then tap . On the Settings screen, scroll down, and tap Logout.
1. Feature Overview The Freshdesk Connector syncs tickets between your Freshdesk and LeadSquared accounts. It lets you manage your tickets and interactions with the leads (Contacts) directly from LeadSquared, and also allows you to create tickets in Freshdesk from your LeadSquared account. Additionally, if a ticket is added to a Freshdesk Contact that does not […]
1. Feature Overview Leads are your potential customers. In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion. The lead entity is highly customizable. In addition to system fields (first name, email, etc.), you can create custom lead fields (enrollment Id, passport number, etc.) to […]
1. Feature Overview This connector captures leads periodically from your Indiaproperty.com account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Indiaproperty.com account. This is a paid feature. […]
1. Feature Overview This connector captures leads and activities (such as chat data, etc.) in real-time from your Zendesk Chat account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have […]
You can bulk update multiple opportunity fields through Opportunity Import. Before you get started, you must ensure at least one Opportunity Duplicate Detection rule is in place. Begin by exporting the opportunities you want to update. In the exported CSV file, update the relevant opportunity fields. Once you’re done, import this CSV file back into […]
1. Feature Overview The Tech Alpha SMS 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. Eliminate the need to switch between multiple applications to manage your SMS activities. Send bulk SMS to multiple leads. Note: Through […]
1. Feature Overview This connector captures leads and activities (such as chat data, etc.) in real time from your Olark account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You […]
1. Feature Overview This connector captures leads in real-time from your tawk.to account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active tawk.to account. This is a paid feature. To enable […]
1. Feature Overview This connector captures leads in real time from your AskLaila account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active AskLaila account. This is a paid […]
1. Feature Overview This connector captures leads in real-time from your Justdial account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Justdial account. This is a paid […]
1. Feature Overview This connector captures leads in real-time from your Unbounce account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Unbounce account. This is a paid […]
1. Feature Overview This connector captures leads in real-time from your Sulekha account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Sulekha account. This is a paid […]
1. Feature Overview This connector captures leads in real-time from your OptinMonster account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active OptinMonster account. This is a paid […]
1. Feature Overview This connector captures leads in real-time from your Shiksha.com account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Shiksha.com account. This is a paid feature. […]
1. Feature Overview This connector captures leads and activities in real-time from your LiveChat account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active LiveChat account. This […]
1. Feature Overview This connector captures leads in real-time from your MagicBricks account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active MagicBricks account. This is a paid […]
To integrate your Kaleyra SMS with LeadSquared, refer to Kaleyra SMS with LeadSquared.
If you forgot your LeadSquared password, you can easily reset it, and log in back to your account. Before you begin the Reset Password process, ensure you have access to the email address registered with LeadSquared. Web App Navigate to https://login.leadsquared.com/, and click Forgot Password. Then, open the email sent to your registered email […]
1. Feature Overview In addition to the default lead capture connectors (99acres, Zendesk Chat, Google Forms, Zoom Webinars, etc.) listed on your account, you can also build your own custom connectors to capture leads and activities from other data sources (e.g., HubSpot, Zohodesk, etc.) through the Universal Lead Capture Connector (ULC). You can use the […]
You can freeze (lock) the Actions columns to ensure it’s are visible at all times, when scrolling horizontally and viewing other lead details on the page. On the Manage Leads or Smart Views pages, the Freeze Action Column icon is present on the Lead Grid, next to Actions.
1. Feature Overview If you have common leads across multiple LeadSquared accounts, use the Activity History Tab Connector to view their activity history in the same account in real-time (without switching between different accounts). The connector fetches and displays Phone Call activities and Custom Activities posted on common leads across your LeadSquared accounts. You can […]
Error Notifications When capturing leads from a thrid-party application, if your leads are not being captured as intended, we’ll notify you via email, about the reasons behind this failure. Sync Job Failed – In this instance, the Sync API or the Transformation API have failed, and no leads have been pulled from the data source. […]
1. Feature Overview This connector captures leads periodically from your IndiaMART account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active IndiaMART account. This is a paid feature. […]
1. Feature Overview This connector captures leads periodically from your Commonfloor account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Commonfloor account. This is a paid feature. […]
1. Feature Overview This connector captures leads periodically from your Housing.com account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Housing.com account. This is a paid feature. […]
1. Feature Overview This connector captures leads from your 99acres account to LeadSquared. You can configure the connector to capture leads periodically or in real-time, from your 99acres account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of […]
If you use Salestrail for automated call tracking, you can access the LeadSquared Salestrail integration documentation.
1. Feature Overview Education institutions and publishers can use LeadSquared to maintain transparency on lead delivery and track leads in real-time. There are two features available – The Publisher Connector gives education institutions a dashboard to view and compare the performance of different publishers. The Publisher Portal helps publishers analyze the outcomes and real-time statuses […]
1. Feature Overview The LeadSquared Nudges Connector sends nudges (push notifications) to your user’s desktop and mobile devices for various events, such as Lead Creation, Upcoming Tasks, Opportunity Creation, Activity Completion, etc. Additionally, you can create custom nudge templates and add images to them for custom events such as policy update announcements, upcoming holidays, etc. […]
1. Feature Overview The LeadSquared Mobile Cloud Calling connector allows you to make calls to your leads over the internet, through the LeadSquared mobile app. The features of this connector are – You can enable mobile cloud calling through your existing telephony provider by configuring APIs. You can initiate cloud calling to your leads via […]
Yes, Logic Cards enable you to display different variations of the same portal page to different users. Logic cards can be applied directly to content blocks in the Portals Designer. For example, let’s say you want to display different credit cards on your homepage to different users based on their interests. So for example, you […]
1. Feature Overview The ‘Preview’ content block in the Portal Designer allows your users to preview a non-editable version of a form. You can use it to display application forms that have been submitted, or acceptance/acknowledgement forms once an application is received. You can also add and configure a button to allow users to download […]
1. Feature Overview This email setting allows you to CC email addresses of contacts that aren’t leads in your system. Once you send a mail to any such contact, a lead with that email address will be automatically created in your system. Once enabled, users can add non-lead email addresses in the CC field when […]
1. Feature Overview By default, LeadSquared’s landing pages work on https, and on our internal viewpage.co domain. But if you’ve hosted your landing pages on custom domains (outside of LeadSquared), this article will help you obtain SSL Certificates to support these domains. The certificates are also extended to email links (see Email Link Domain Settings). We […]
1. Feature Overview You can customize the Opportunity card on the mobile app to show the opportunity details you want to see. Here’s what the default opportunity card looks like – It can be customized to include the fields and identifiers your users need to see. 2. Prerequisites You must be the Administrator of […]
1. Feature Overview From your LeadSquared account, you can schedule Google Meet meetings through the Google Meet Connector. With the LeadSquared Google Meet connector, you can directly create meetings with your leads, as well as add internal and external users to your meetings. Additionally, this connector will help you – Join Google Meet meetings with […]
1. Feature Overview The Facebook Retargeting Connector enables you to push lists of leads (interested in a particular product or service) directly to your retargeting campaign on Facebook Ads. This will help you identify the lead’s Facebook profile, and show relevant ads through Facebook Remarketing. The features of this connector are – Create Audience List […]
1. Feature Overview In addition to the ability to create Zoom meetings from LeadSquared, the LeadSquared Zoom Meeting Connector also has a webinars feature. This enables you to host webinars, classes and sessions, depending on your business requirements. You can add up to 50,000 participants in a single webinar (depending on your Zoom webinar license), […]
1. Feature Overview Mavis DB enables you to create databases to store master data (for courses, programs, projects, etc.) directly within your LeadSquared account. Integrating Mavis DB with LeadSquared portals makes this data easily accessible to your customers. Doing this lets you pull data from Mavis based on rules and real-time lead inputs to populate […]
1. Feature Overview LeadSquared offers sign-in integration with Azure Active Directory services, using OpenId Connect. After the integration, you won’t need to manage a separate set of credentials for LeadSquared, and can log in directly with your AD credentials. This integration will also enable you to seamlessly sign in to the LeadSquared mobile app as […]
We no longer support the existing QuikrHomes connector. This won’t affect your integration if it’s already installed. But if you’re looking to build a new integration to capture leads from QuikrHomes, please refer to Integrate Your Custom Data Source with LeadSquared.
1. Feature Overview When a lead interacts and shows interest in your product or service, on your website or landing pages, LeadSquared captures these leads, along with their details (such as name, phone number, email Id, etc.). Google retargeting (or remarketing) enables you to mount a sustained marketing campaign that shows only relevant ads to […]
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 LeadSquared offers sign-in integration with Azure Active Directory services, using the Resource Owner Password Credential (ROPC) approach. After integration, you won’t need to manage a separate set of credentials for LeadSquared, and can log-in directly with your AD credentials. This integration will also enable you to seamlessly sign in to the LeadSquared […]
1. Feature Overview The Opportunities feature can be used to manage your potential deals. Opportunities can now be integrated with the LeadSquared Generic Telephony Connector, Ozonetel v2 Connector and the Ameyo Connector. Additionally, you can also integrate opportunities with the Universal Telephony Connector, by adding an instance of the LeadSquared Generic Telephony Connector or the Ozonetel […]
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 On the Lead Details page for any lead, you can view all the interactions (including activities, tasks, opportunities and notes) you’ve had with the lead, from when the lead was created, all the way to conversion. You can track the lead through various stages, and also create and modify multiple actions on […]
1. Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with opportunities. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with activities, see Adding Custom Field Sets to Activities. If you […]
1.Feature Overview In LeadSquared, you can add leads manually or capture them automatically from external sources. Manual lead creation is supported across multiple pages such as Manage Leads, Smart Views, List Details, Activities, and Opportunities. You can add leads using the following methods: Quick Add Lead – Add a lead instantly with minimal information. Add […]
1. Feature Overview The Google Ads Lead Forms connector allows you to collect leads directly from your Google Ads. Attach a form to your campaigns and generate leads for your business in real-time on LeadSquared, by setting up webhooks and field mapping for each form. View detailed analytics and reports to measure the effectiveness of […]
1. Feature Overview Gupshup’s WhatsApp self-serve solutions help you engage your customers in a simple, secure, and reliable way. Gupshup facilitates customer support and other marketing efforts through WhatsApp. To know more, visit Gupshup. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through different solution providers like Infobip, Kaleyra, […]
1. Feature Overview The LeadSquared Custom User and List Action connector allows you to create and enable Custom Actions (apart from the default actions enabled by LeadSquared) on a user or group of users. It allows you to extend LeadSquared’s featured actions to support a variety of use-cases, such as – Fetch user data from […]
1. Feature Overview From your LeadSquared account, you can directly make Zoom calls to your leads, using the LeadSquared Zoom Connector. The connector integrates your Zoom account with your LeadSquared account, and once integrated, you’ll be able to – Make Zoom calls directly from your LeadSquared account. Access call recordings, which are posted to leads […]
1. Feature Overview LeadSquared Sandbox enables you to create a test environment from scratch or duplicate your existing Live Production account, to test and evaluate LeadSquared features before subscribing to them. Once the Sandbox is created, you can continue to sync your Production Account with it, to copy over the latest configurations. Changes made in […]
1. Feature Overview Custom Apps will now enable you to build, release and host UI apps inside LeadSquared. You can use any UI framework to build a single page/static website (the default page is index.html). The key benefits are – Efficiently manage all your customizations. Easily add your apps without having to depend on external […]
1. Feature Overview On your Landing Page, for form submission, you can now use Google reCAPTCHA instead of a number-based captcha. This will reduce spam submissions on your website. 2. Prerequisites You should have access to a Google account, to generate reCAPTCHA keys. All your Landing Page domains should be registered in your LeadSquared […]
1. Feature Overview The Custom Opportunities Actions connector allows you to create and add custom actions (actions apart from the default ones provided by LeadSquared) on a single opportunity or on multiple opportunities. It allows you to extend LeadSquared’s featured actions to support a variety of use-cases, such as – Add an action to call […]
1. Overview Performance issues may have any number of underlying causes. These may be at the level of the entire LeadSquared application or a specific feature or service. When reporting an issue, it’s important to be clear on whether the issue is the result of genuine slowness, or the result of an error. This article […]
1. Feature Overview Admins can create customized dashboards to track and analyze key performance metrics across teams within the organization. Dashboards can be configured to display data from external analytics and BI tools (Tableau, PowerBI, Logi, etc.) to LeadSquared users. Note: Only admins can share dashboards with other teams. However, all user roles (marketing users, […]
1. Feature Overview Marking a custom field as unique helps you easily identify and differentiate leads from one another. Unique custom fields also prevent duplicate leads in the system. As an example, assume you run an educational institution, and every student in your database has a unique student Id. In this case, you create a […]
1. Feature Overview Export tasks from LeadSquared directly from the Tasks page in an Excel file. This makes it easy to analyse data, share updates, and track your users’ performance offline. Note: All user roles, including Sales users, can export tasks by default. Admins can restrict export access using Permission Templates. 2. Prerequisite Any […]
1. Feature Overview The custom opportunity tab allows you to fetch and display data from external sources on the Opportunity Details page. Here are some examples of what you can achieve with custom tabs – Show all support tickets associated with an opportunity stored in external systems (e.g., Zendesk, FreshDesk, etc.) Display the list of […]
1. Feature Overview You can enable your users and leads to preview and download forms. A special ‘Preview’ field is available in the form builder, that allows them to view the information they’ve entered before form submission. It also enables them to download a PDF version of the form, to ensure all the details entered […]
1. Feature Overview This article explains how to configure and use different task types in LeadSquared. You’ll also learn how to create custom task types based on your business needs. For example, you can add a “Collect KYC Documents” task to a lead or an “Inspect Vehicle for Motor Insurance” task to an opportunity. You […]
This automation action enables you to update account fields. You can directly choose a value or use the mail merge option. For example, you can automatically change the stage of an account (from say, ‘Prospect’ to ‘Customer’) when a lead’s stage changes. Prerequisites You must be the Administrator of your LeadSquared account. Account actions […]
1. Feature Overview Mavis DB enables you to create databases where you can store master data (for courses, programs, projects, etc.) right inside your LeadSquared account. Integrating Mavis DB with our dynamic forms makes all the data within these databases easily available in your lead/customer-facing forms. By integrating Mavis DB with your LeadSquared forms, you […]
1. Feature Overview The Sales Activity Management feature lets you capture key details about each sale (e.g., product sold, sales owner, date, order value, etc.). This article shows you how to disable user access to this feature. This prevents users from adding new sales activities while allowing them to view and edit existing ones. It […]
1. Feature Overview When you create users, there are a number of system fields available (such as first name, last name, etc.) to store their information. You can also create custom user fields (like their work anniversaries, gender, marital status, etc.). You can choose the data types you want the fields to accept and customize […]
1. Feature Overview This article covers how the Distribute Opportunity card works in automations. It allows you to set conditions to distribute opportunities among your users. For example, you may want to distribute opportunities based on their location, industry type, and so on. With the Opportunity Distribution automation card, you can build a series of […]
1. Feature Overview Through this article, you’ll learn how to post/update an activity on activity through automation. You can follow up these actions with other automated workflows (creating tasks, distributing leads, sending emails, etc.) For example, you can create an automation so that whenever a new activity is posted on a lead (for e.g., service […]
1. Feature Overview On emails sent to your leads and opportunities using the Send Email action, the If Email Open/Click condition lets you set up Yes/No criteria based on the lead/opportunity’s engagement with the email. 2. Example Use Cases If the lead opens the email, then distribute the lead to your users. If the […]
1. Feature Overview Once your users post a Custom Activity, you can lock that activity to prevent anyone from making changes to it. Some use cases where the Lock Activity setting can be applied are when there’s a custom activity that collects customer data or contains some computed value like incentives, loans, interest rates, etc. […]
1. Feature Overview The Lead Field Audit helps you keep track of all the changes that have been made to your leads, by your users or the system (Automation, Rules, etc.). When enabled, you can view an Audit Trails tab on the lead details page where you can view the particular lead fields that have […]
1. Feature Overview The Lead Assignment Quota feature gives you granular control over lead distribution. You can set limits on the number of leads that can be assigned to users based on quotas defined at the user role level (such as Sales User, etc.), or individual user level. This will help prevent overburdening your users […]
Use the ‘If Opportunity Exists’ condition to check if an opportunity with a defined set of parameters exists in the system. For example, when a new opportunity is created, you can use this card to check if another opportunity of the same type exists in your account. You can follow this up with an action […]
Important: The Wait Until Workday Condition’s workday hours are defined as your Workday end minus 15-minutes. For e.g., if your workday is set up as 8AM to 6PM, the Wait Until Workday Condition will stop executing at 5:45PM. 1. Feature Overview The Wait Until Workday condition allows you to distribute work to users only on […]
1. Feature Overview Here you’ll learn to create opportunity actions through automation. Define criteria and then set up opportunity actions to automatically execute when that criteria is met – Post activities to the opportunity Update an opportunities Update the activity fields added to an opportunity. Share an opportunity Stop sharing an opportunity 2. Add […]
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 IP whitelisting is a security enhancement feature that enables you to regulate and limit LeadSquared product and LeadSquared APIs access only to trusted users. By whitelisting user IP addresses, you’ll be creating a list of trusted and secure IP addresses from which your users will be able to access their LeadSquared accounts. […]
1. Feature Overview Zapier is a web automation app which allows you to connect apps you use every day to automate tasks and save time. The LeadSquared Zapier integration allows you to integrate LeadSquared with over 500+ third-party web services available on Zapier. Zapier allows you to create what thye call ‘Zaps’. Zaps are workflows […]
1. Feature Overview A ‘lead’ in LeadSquared refers to both an individual (a person, a contact, etc.) and an enquiry (What are the services the lead is looking for? Through which marketing channel did the lead find us?). The ‘leads’ terminology works best for businesses whose objective is to acquire customers for a single product […]
1. Feature Overview Using this feature, you can enable users without access to email inboxes to log in to your LeadSquared account. Let’s say you have vendors, delivery partners, or third-party service providers that don’t have access to email inboxes. You can first create users for them in LeadSquared using dummy email addresses (example.vendor1@gmail.com, example.vendor2@gmail.com, […]
1. Feature Overview Advanced Search feature of the LeadSquared application allows you to search for leads that satisfy one or more conditions. This feature is useful when you want to make a list of Leads that satisfy multiple criteria. For example, Leads coming from California, Leads from the education industry and Leads who submitted a […]
1. Feature Overview You can now view a slideshow of all the images that have uploaded to a lead in the Custom Field Sets (CFS). To know more, see Custom Field Sets. 2. Creating Custom Field Sets You will have to create a CFS for your lead. To do this, navigate to My Profile>Settings>Leads>Manage Custom Field […]
1. Feature Overview This setting allows you to block certain domains from receiving your emails. Note: To block individual leads from receiving emails, see Email Settings – Blocked Email Address List. To opt-out all leads from receiving emails by default, and send emails only to leads that manually opt-in, see Data Protection and Privacy Settings. For […]
1. Feature Overview Merge duplicate leads in your account into a single lead. This feature enables you to choose the lead details you want to retain versus those you want to overwrite. Note: You can also set up automations to merge leads programmatically. For details, see How to Merge Leads through Automation. 2. Prerequisite […]
1. Feature Overview You can set daily, weekly and monthly limits on the number of opportunities that can be assigned to users through opportunity distribution automations. Once set up, you’ll have to configure the Distribute Opportunity card of an Automation to execute the opportunity assignment quotas defined here. To know how to do this, please […]
1. Feature Overview In order to preserve the integrity of your LeadSquared account history, we don’t allow you to delete users. Instead, you can deactivate them. Users who’ve been deactivated won’t be able to log into LeadSquared. Note: You cannot deactivate A billing user A user who is part of a live automation (for example, […]
1. Feature Overview There are 3 major entities in LeadSquared – Leads, Opportunities, and Accounts. Let’s use a College as an example – Accounts – The college effectively manages its business (B2B) relationships by creating individual accounts for each affiliated high school, referral partner, and vendor, using Account Management. Leads – Students interested in enrolling in the college’s […]
1. Feature Overview LeadSquared’s Referral Portal is a simple online portal for your users, resellers, affiliates, and partners to refer and track leads through the different stages of the sales funnel. You can also build models for incentives and rewards for your referrers, and display this on the portal. All portals are responsive and can […]