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 After you post a custom activity on a lead, you can lock the activity to prevent users from updating or deleting it. This is useful for activities that contain computed values, such as incentives, loans, or interest rates, or critical customer data, such as passport or Aadhaar copies. When required, you can […]
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 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 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 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 […]