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 […]
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, […]