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 […]