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 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 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. You can add leads manually using the following methods: Quick Add Lead: Add a lead instantly with minimal information. Add New Lead: Capture complete lead details, including documents and additional fields. Import Leads: Upload multiple leads in bulk […]
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 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 […]