1. Feature Overview Create and publish compelling landing pages in minutes, with Landing Pages Pro (LPP). Leverage the intuitive DIY, drag and drop designer to build pages from scratch or access ready-made industry specific templates. Publish your landing pages on custom domains or on the default LeadSquared domains and get detailed performance reports and analytics […]
These settings enable you to meet the privacy requirements of your end users and comply with data protection regulations such as GDPR. They allow your users the choice of sharing or restricting data with your organization and with LeadSquared. The settings available are – Cookie Consent Lets you customize and display a cookie consent banner on your […]
The LeadSquared Check-In and Check-Out feature lets you track the availability and attendance of your users. To learn more about this exciting feature, see Check-In and Check Out Note: This feature applies to both the LeadSquared Web and Mobile apps. You have the flexibility to configure this feature for user roles or user groups. Role […]
1. Welcome to Your New LeadSquared Experience! LeadSquared NextGen is a complete UI/UX transformation designed to enhance productivity, simplify navigation, and streamline workflows. Built with data-driven insights, it eliminates friction points in daily operations, introduces a modern, intuitive interface, and delivers faster performance for a seamless user experience. Note: The new experience is now available […]
Scenario: Users want to remove extra activity types appearing in the Add Activity dropdown on the LeadSquared Mobile App, which are not visible on the Web App. Solution: To resolve this issue, you can enable the advanced setting Remove Quick Add Activity Button. This ensures that only processes deployed on the Add Activity Button appear […]
Issue: A Sales User (User A), who is not the lead owner, can view leads assigned to another user (User B). Possible Causes: Opportunity Ownership -If User A is the opportunity owner of an opportunity associated with a lead owned by User B, User A will automatically have “View” access to that lead. This is […]
1. Feature Overview Athenahealth is an Electronic Health Record (EHR) system offering solutions for practice management, patient engagement, revenue cycle management, and more. LeadSquared’s no-code Athena connectors sync leads and activities (patients and appointments) between your Athena and LeadSquared accounts. The following Athena connectors are available – Athena Create Patient When a new lead is […]
If your iFrame isn’t loading on an external page, check the “Disable access of LSQ App in iFrame” advanced setting in LeadSquared. Navigate to Settings>Profile>Advanced Configuration and search for iFrame. Ensure the setting is disabled, as it prevents iFrames from displaying on external pages. If the setting is disabled you might get an error similar […]
You can automatically change the task owner when you change the lead owner for a lead or set of leads. This feature isn’t available on your account by default. Contact us at support@leadsquared.com to enable it. Note: The task owner must be the same as the lead owner before the lead owner is changed. If […]
1. Feature Overview The Forms (also called Dynamic Forms) and Process Designer features help your users create intelligent forms to capture lead and opportunity data that are relevant to their departments, products, or processes. You can customize forms to behave in ways specific to your use cases, and prompt users to collect the right information […]
Use the Lead Details View Customization feature to add the Sales Activity Button to the Lead Details page. Navigate to My Profile>Settings>Leads>Lead Details View. Click Create, or edit the sample view. Navigate the Actions tab, and drag the Sales Activity action to the list of action buttons. Once saved, apply the Lead Details View to a team. […]
1. Feature Overview You can host Portals built with LeadSquared on – Our default domain – lsqportal.com. For more details, see Portal Configurations. Your own custom business/brand sub-domain (e.g., applications.mybusiness.com). This article describes how you can host a portal on your own custom domain. 2. Prerequisites You must be a LeadSquared Administrator user. You […]
Consider the following example – There are 2 opportunities (Automobile Loans) posted on a lead (Ankur Singh) – Opportunity 1 – Status: Open, Owner: George Opportunity 2 – Status: Won, Owner: John On the Manage Leads Page, we’ll run an advanced search to find all leads with opportunities (of type Automobile Loan) where the Status […]
By default, activity or opportunity fields of string (text) type, support a maximum of 200 characters. To increase this limit you can create a custom field set and associate it with the activity or opportunity. When creating a custom field set, add string fields and click the gear icon alongside the field to increase the […]
This issue might be caused by filters applied on the Activity History page, a delay in syncing, or permissions settings. Try adding “&showahv1” to the URL. Alternatively, enable all activities from the filter on the Activity History page. Check the permission templates to ensure activities are not hidden from users. If you’re still unable to […]
This error may occur if the lead has been deleted. The lead details page may still be visible but when you try and edit or perform an action on the lead, you encounter the “Lead Id Doesn’t Exist” error. Try waiting for some time and then checking back later. If this doesn’t fix the issue, […]
This error may occur when your static list has more than 400,000 (4 lakh) leads. Reach out to support@leadsquared.com and share the List Id if you encounter this error. For more information on lists, see List Management – Feature Guide. Note: It is recommended to avoid creating lists with more than 400,000 leads.
1. Feature Overview Administrators can create Smart Views and assign them to teams to display relevant records users see in their workspace. By configuring Smart View tabs for entities such as Accounts, Leads, Opportunities, Activities, and Tasks, admins can ensure that each team accesses only the data relevant to their work. Smart Views assigned to […]
The LeadSquared app requests for Location Access, Storage and Calendar access permissions after installation. These permissions only need to be granted once and ensure that the essential features of the app run smoothly and without interruption. For settings and permissions related to features within the app, see Configure Mobile App Settings from the Web Platform. […]
Check when the task was created compared to when you turned off reminders. If the task was created before you turned off reminders, you might still get reminders. But if the task was created after, you shouldn’t get reminders. This helps make sure reminders match your current settings and you don’t get notified for tasks […]
Using the lead share feature, you can share a maximum of 2,000 leads with a user. To know more, see How to Share Leads with Users.
If the lead was created earlier with a previous call to the Lead Capture API, the source field won’t get updated in subsequent calls. We prevent the source field from being updated to maintain the original lead source. To learn more, see Capture Leads API.
You can bulk update a maximum of 25,000 leads at a go. Increasing this limit may cause performance issues, but if you require the functionality, reach out to us at support@leadsquared.com. For more information on bulk updates, see How to Bulk Update Lead Fields.
A maximum of 400,000 (4 lakh) leads can be added to a static list. If you add more than 400,000 leads to a static list, the list details page may break due to a time-out error while retrieving the list of leads. To learn more about lists, see List Management – Feature Guide.
By default, even if Sales Group Managers have ‘modify lead’ privileges, they cannot alter any tasks. If you wish to allow them to update tasks (edit, delete, mark complete) of their group members, reach out to us at support@leadsquared.com and we can enable this functionality through a back-end setting. To learn more about Sales Groups, […]
No, you can use only one feature. By default, LeadSquared accounts come with the Sales Group feature enabled. If you wish to change this to the Reporting Manager feature, please contact us at support@leadsquared.com. The Sales Groups feature lets you manage your sales users by organizing them into different groups based on location, business unit […]
In order to preserve the integrity of your account history, we don’t allow you to delete users. However, you can deactivate users after which they’ll no longer be able to log into LeadSquared. You can even mark de-activated users obsolete and then re-use their email addresses to create new users. To learn more, see How […]
No, the maximum limit (2,000 characters) can’t be increased for the Notes Lead field or the Notes Activity field. For more information see, How to Create a Lead Fields and How to Create an Activity Field.
Only admins can access the Opportunity Types Configuration page. However there are instances when sales users appear under the Modified By column on the Opportunity settings page – This occurs when the allow auto update setting is enabled for a drop-down field within an Opportunity Type. With the Allow Auto Update setting enabled, when a […]
There is no direct way to filter duplicate opportunities of a particular opportunity type through advanced search. However, you can export the opportunities and compare them in the CSV file. To know more, see Export Opportunities.
This is the expected behaviour. In the opportunity capture flow, a lead is created first, and then an opportunity is created. So even if opportunity creation fails, a lead is still created. To know more, see Opportunity Capture API.
No, the opportunity origin field is not updated automatically. It’s a string field that takes the value sent via the API payload or via CSV import. For more information, see Opportunity API and Import Opportunities.
Yes. First, reach out to us at support@leadsquared.com to enable this feature. Once enabled, you can use the following API endpoints to updated the Created On opportunity date field – Update an Opportunity Bulk Update Opportunities
The maximum character limit for custom lead fields is 1,000 characters (for ‘Text’ type fields displayed as ‘Text Areas’). However, the Notes system lead field supports 2,000 characters. For Activity fields of text type, the maximum limit is 200 characters. For more information, see How to Create a Custom Lead Field and How to Create […]
By default, you can export a maximum of 100,000 (1 lakh) Leads, Activities, Opportunities and Tasks. This limit can be extended to 500,000 (5 lakh). To increase the limit contact us at support@leadsquared.com. Note that increasing this limit may incur additional charges due to the required infrastructure changes. For more information, see Export your Data […]
By default, you can import a maximum of 25,000 leads or opportunities at a time. This limit can be increased to 300,000. To increase the limit, contact us at support@leadsquared.com. Note that increasing this limit may incur additional charges due to the required infrastructure changes. For more information, see How to Import Leads and How […]
No, you cannot create more than 100 Activity or opportunity fields. We suggest creating Custom Field Sets and associating them with Opportunities or Activities if you need more fields.
Only the first 1 lakh leads will be exported based on the sorted column on the grid. For more information on lead export, see How to Export Your Leads/Lead Details.
You can’t export selected leads. All leads on the Manage Leads grid are exported in keeping with the export limits. To export specific leads, instead of selecting them randomly from the grid – Apply a filter or perform an advanced search or a quick search and then try to export. Only the results of the […]
1. Feature Overview A trigger defines when leads enter your automation. Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done to prevent any potential looping. For information on data posted by each trigger, see Automation Triggers – Data Posted. The User Trigger […]
The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort. Here are some examples of what you can achieve […]
A trigger is the starting point of your automation. You can start an automation when – A New Account is Added An Account is Updated A New Activity is Posted on an Account An Activity is Updated on an Account If you’re new to account automation, see How to Create an Account Automation. New […]
1. Feature Overview Once you’ve published an automation, you can check its performance in real-time by accessing the automation report. You’ll get insights into leads who’ve – Entered the automation. Transitioned through the various steps (action cards) or taken a certain course of action. Exited the automation successfully or stalled at a certain step. You […]
The accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for all your partners, vendors, third-party services, etc., store all the data you need (account details, account owners, stages, etc.) and add and manage your leads under these different accounts. Note: If you’re new to the accounts feature, Account Settings is […]
1. Feature Overview The LeadSquared Teams feature reflects the structure of different teams/departments in your organization. This feature is not to be confused with the Organisation Hierarchy feature that lets you leverage features like LeadSquared Goals, Reporting, and Automation on the hierarchy of users. Once you create teams in your LeadSquared account, you can assign […]
1. Feature Overview The process designer lets you organize your forms into workflows. You can create workflows for any business process such as loan/insurance application, KYC collection, education applications, medical applications, etc. After you’ve created one or more forms, use the process designer to – Choose the work area (Manage Forms page, Manage Activities page, […]
You can track updates made to your automations through Automation Audit Logs. Not only can you see who changed what and when, you can also see visual representations of previous versions. Navigation To view automation audit logs, from the main menu, navigate to Reports>Reports Home>Audit Logs. Next, select Audit Logs and then click Automation […]
You use this procedure to deploy Visitor Tracking Script on your website
1. Feature Overview You can create leads, opportunities, activities, and tasks all through the same dynamic form. Including tasks in your forms will help you create a task on the go while simultaneously creating a lead and/or activity. Create both to-do and appointment type tasks through forms View the task calendars of users while creating […]
The Account Details page is where you’ll find all information related to a specific account. You can perform actions on the account, see all associated leads, create tasks, add activities and lots more… If you’re new to the accounts feature, these articles will help – Account Settings Manage Accounts Account Access for Sales Groups […]
1. Feature Overview This feature enables you to add a signature field to your form and collect online signatures from your users. It can be used to collect signatures on forms for applications, registrations, terms of service agreements, etc. To know more about LeadSquared forms, see How to Create a Form. 2. Prerequisite You […]
1. Feature Overview The WhatsApp Cloud API (hosted by Meta) enables you to send and receive WhatsApp messages without the cost of hosting your own servers. If you’re using WhatsApp Cloud API, this article will help you integrate with LeadSquared to avail WhatsApp messaging functionality right within the platform. We also support WhatsApp integrations through […]
A trigger is the starting point of an automation. Users can enter the automation based on 3 triggers – On a Specific Date Start of a Workday End of a Workday On a Specific Date Use this trigger to initiate your automation on a specific date. It works best for sending greetings on special […]
1. Feature Overview The advanced configuration page enables you to manage settings related to key features for your organization. Once enabled, settings are applied globally (for all users) across your LeadSquared account. This article explains each of these settings in detail. 2. Prerequisites Settings on this page are only accessible by LeadSquared Admin users. […]
1. Feature Overview Karza Technologies offers Know Your Client (KYC) verification solutions for commercial, retail, financial, and banking services. Integrate LeadSquared with Karza to leverage their KYC verification services directly from your LeadSquared account. Once integrated, you can use LeadSquared Forms and LeadSquared Portals to seamlessly verify KYC details like PAN, Aadhar, GST, Address, Mobile, […]
1. Feature Overview LeadSquared forms support Optical Character Recognition (OCR), Barcode, and QR code functionality. These features enable you to extract data from physical documents, scan product information, track delivery packages, and lots more. While Barcode and QR code operations are handled by us, the OCR feature requires you to integrate with an OCR third-party […]
1. Feature Overview LeadSquared comes pre-built with a number of core or system activities like email bounced, email link clicked, website page visited, lead captured, etc. We automatically post these activities against your Leads or Opportunities, whenever they are performed. The activities then appear in the Manage Activites page or on the lead’s detail page. Example […]
Feature Overview All events related to your telephony integration are logged and stored in the Telephony Logs section of your account settings. For more details on Telephony integrations, see – Universal Telephony Connector Generic Telephony Connector 1. Search and Filter Logs To navigate to the telephony logs section, from the main menu, go to […]
1. Feature Overview You can configure your LeadSquared account to reflect the hierarchy/reporting structure of your organization. Once set up, you can use the hierarchy to leverage features like LeadSquared Goals, Reporting, and Automation (for automated escalations). 2. Prerequisites You must first create all the required users in your LeadSquared account (see Manage Users). […]
1. Feature Overview The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not. You can set up If/Else conditions on lead, activity and task fields. A few of the many applications of this condition are mentioned here – […]
1. Feature Overview Goals is LeadSquared’s sales performance tracking tool, designed to measure and improve business outcomes across your organization. It empowers teams to set, track and achieve their targets, and provides managers with insights into collective and individual performance. With Goals, you can create company-wide objectives that trickle down your organization’s hierarchy into team-level […]
1. Feature Overview Rulesets are the fundamental building blocks of the LeadSquared Ace feature. They enable organizations to define and measure a variety of sales performance metrics for Goals, Incentives, and Leaderboards. Before you create a Ruleset, identify – What you want to measure (the performance metric – sales revenue, new leads added, etc.) How […]
What are Sticky and Non-Sticky Rulesets? Sticky and Non-Sticky are two distinct types of Rulesets you can create to configure Goals. They determine how the goal achievements are calculated and attributed to your sales reps/users. Each type of Ruleset caters to a specific kind of use case. As a general rule of thumb, Non-Sticky Rulesets […]
If the Agent pop-up is not showing up when receiving calls, there are a few settings you may need to check – 1. Verify if the agent popup is enabled on the connector configuration page. This will vary depending on the telephony provider (CallTrackingMetrics, Ozonetel, RingCentral, Super Receptionist, etc.) configured in your account. Ensure that […]
Feature Overview Here you’ll learn to trigger lead actions through automation. Define criteria and then set up lead actions to automatically execute when that criteria is met – Add Activity Add Lead to List Add Opportunity Remove Lead from List Star Lead Tag Lead Unstar Lead Update Lead Add Activity Click Add Activity and the […]
1. Feature Overview Automate the entire process of contacting your leads! Send emails and SMS to leads at the opportune moment. For example, Send a warm welcome message when a lead signs up on your website. A nurturing email to engage a lead who visited a pricing page. A thank you note after you’ve made […]
By default, you can export up to 100,000 opportunities in a single request. This limit can be increased to 1,000,000 by writing to us at support@leadsquared.com. If you need to export more than 1,000,000 opportunities, you can use a simple workaround by enabling the Auto ID field on your Opportunity Type. This lets you segment […]
1. Feature Overview You can integrate a payment gateway directly into your forms to process transactions from leads. We currently support the following payment gateways – Razorpay PayUMoney Paytm PayUBiz Easebuzz Authorize.Net Stripe PayFast If you’re new to the forms feature, see How to Create a Form. 2. Prerequisites You must be an administrator […]
1. Feature Overview Use the ‘If Lead Exists’ condition to check if a lead with a defined set of parameters exists in the system. You can follow up with an action such as Merge Leads, to avoid creating duplicate leads in your account. 2. Set Up If Lead Exists You can set up the […]
To create an email signature for all the email communications you’re sending from LeadSquared – Navigate to Settings>Profile>My Email Signature. You’ll see an HTML signature box and a Text signature box. In the HTML signature box, you can include an image, attach a file, use different fonts and styles, and even use HTML code. The text signature […]
1. Feature Overview The Compare automation action lets you compare the values of lead and activity fields and set up different courses of action based on the results. You can also use saved responses from webhooks and Lapps in your comparisons. 2. Set Up the Compare Condition You can set up the compare condition […]
1. Feature Overview Here you’ll learn about sales related automation actions. These actions are all directed towards your sales users. Use this feature to – Notify users when certain criteria are met. Create tasks for users. Automate lead and activity distribution among your users. 2. Notify Users Allows you to send a notification email […]
1. Feature Overview This article takes you through custom actions in automation. 2. Webhooks Use webhooks to automatically post activities to a URL of your choosing. They can be used to push data to third-party applications directly from an automation. Click Webhook and the Webhook Properties pop-up box will appear. Attribute Description Name Enter any name for the […]
1. Feature Overview Dashboards present important marketing and sales metrics related to your account. Your dashboard is the first page you see when you log in to your LeadSquared account. Each dashboard is customizable and comprises – A number of dashlets (default and custom) or, A custom report (configured using an external URL) All users […]
1. Feature Overview This article explores the ‘Send to Sub-Automation’ action. Use it to – Keep your main automation brief and simple by sending additional steps to a sub-automation. Re-use a standard sequence of steps across different automations. Build a large network of automations without running out of automation cards/nodes (Only 50 nodes are allowed […]
1. Feature Overview The CallTrackingMetrics texting 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. Track incoming and outgoing SMS logs as activities. Eliminate the need to switch between multiple applications to manage SMS activities. Analyze […]
1. Feature Overview A Custom Field Set (CFS) is a reusable group of fields that can be added as a field type within a lead, activity, or opportunity. Instead of adding individual fields one by one, you define the group once and attach it wherever needed. Common examples include: KYC Documents — Passport, PAN Card, […]
You can view the logs of all your API calls in the LeadSquared web application. This includes successful responses, as well as errors (provided the access key and secret key are correct). Navigate to My Profile>Settings>API and Webhooks>API logs. Use the search bar, or filter by API type, status, and date range. To view data […]
1. Feature Overview You can set up multiple organizations in LeadSquared and seamlessly switch between them (Agency Switch). While setting up, it’s imperative to designate one organization as the master and the others (client organizations) as children. You can control the organization switch feature by mapping users in the master organization with respective users in […]
1. Feature Overview Today, businesses communicate with customers through many different channels (SMS, Voice, Email, Mobile Messaging, Chat, etc.). Infobip offers scalable, fast and flexible solutions to help customers build and manage a single contact center platform. To learn more about Infobip, visit https://www.infobip.com LeadSquared offers WhatsApp integration to help users communicate with their leads. […]
1. Feature Overview You can customize the lead card on the mobile app to show the lead details you want to see. Here’s what the default lead card looks like – It can be customized to include the fields and identifiers your users need to see. 2. Customize the Lead Card To customize the […]
1. Feature Overview This article covers how the Distribute Lead card works in automations. The distribute lead action allows you to set conditions to distribute leads among your users. Example – You may want to distribute leads based on their location, interest, industry type and so on. If you’re new to the lead distribution feature […]
1. Feature Overview LeadSquared is ISO 27001:2022 certified and HIPAA compliant. LeadSquared was built to deliver a robust and secure experience. In addition to our process and infrastructure-level safeguards, the LeadSquared application itself has a number of security-related features. This article summarizes the list of available features and describes how you can use them to […]
1. Feature Overview You can restrict users from checking-in and checking-out from the mobile app based on location and time preferences. The feature is available on both Android and iOS. Allow users to check-in/out within a defined radius around a particular latitude and longitude. Prevent users from checking-in/out before a certain time or before a […]
1. Feature Overview The RingCentral texting 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. Track incoming and outgoing SMS logs as activities. Eliminate the need to switch between multiple applications, and manage your SMS activities […]
1. Feature Overview Administrator users can configure LeadSquared login settings for their users. To access these settings, navigate to My Profile>Settings>Security>Login Settings. For information on other security-related settings, see – LeadSquared Security Settings – Authentication Provider LeadSquared Security Settings – Session Management 2. Enable Password Encryption To enable this setting, click the slider . […]
1. Feature Overview In the usual set up, LeadSquared users can have one of four roles – Administrator (Admin) User, Marketing User, Sales Manager and Sales User (for details, see User Roles and Access Rights). In addition, we also support a Super Administrator user role that can control permissions given to LeadSquared admins. If you […]
1. Feature Overview The RingCentral Telephony Connector lets you integrate your RingCentral account with LeadSquared. Once integrated, you’ll be able to – Make calls directly from your LeadSquared account. Automatically create new leads through incoming phone calls from unknown numbers. Utilize the agent pop-up to store or view lead information during phone calls. View your […]
You can integrate your Mcube cloud telephony account with LeadSquared using the Mcube Connector. Once installed and configured, you’ll be able to – Create new leads through incoming phone calls. Track incoming and outgoing calls as activities against leads. Access call recordings for all phone calls. Automatically view a lead’s details through the agent pop-up […]
This article lists some frequently asked questions related to LeadSquared-WhatsApp integration. To start integrating WhatsApp into your LeadSquared account, see WhatsApp Business Messaging Connector. What are the requirements for a business to be approved for WhatsApp? WhatsApp requires businesses to be compliant with the WhatsApp Business Solution Terms, the WhatsApp Business Solution Policy and the […]
1. Feature Overview The WhatsApp Messaging Connector enables you to integrate your WhatsApp business account with LeadSquared. Once integrated, you’ll be able to – Convert more leads through WhatsApp messaging Add multiple WhatsApp numbers Engage in real-time conversations through LeadSquared Converse Set up Automations to send notifications and reminders Send personalized messages based on a […]
Lead activities capture B2C activities performed on leads. You can similarly capture B2B related activities performed on your accounts. These activities help you log your interactions and track your overall journey with a particular business partner/vendor/associate. If you’re new to the accounts feature, see Account Settings. Example Use Cases Here are some examples of account […]
If you’re having trouble accessing LeadSquared APIs, web or mobile applications, there’s a chance we’re currently experiencing a temporary problem. You can check for outages and downtime on our status site – https://status.leadsquared.com Be sure ‘Subscribe to Updates’ to get notifications whenever incidents are encountered and resolved – Click the Subscribe to Updates button. Choose […]
You can access Google Analytics reports right from the reports section of your LeadSquared account. They are available at Reports>Reports Home>Website and Landing Pages. A one-time set up is required to access these reports. You must complete the following configurations in both the Google Developer Console as well as the LeadSquared web application – Create […]
Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with leads. 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 […]
The settings on the Session Management page let you configure – Login Expiration Time When enabled, users will be required to log in again, after the configured time elapses. Session Timeout When enabled, a user who remains idle for the configured time will be automatically logged out. Note: The user will also be checked-out […]
Custom Field Sets allow you to create a group of fields to capture data on a lead or an activity. If you’re new to the feature, see Custom Field Sets. This article shows you how to use custom field sets to associate individual leads in your LeadSquared account. Example Use Cases Using this feature […]
If you’re not familiar with the custom activities feature, see How to Add a Custom Activity. You can track changes or updates to custom activities from the Lead Details page. All you have to do is enable the configuration for the custom activities you want to track – Navigate to My Profile>Settings>Leads>Custom Activities and Scores, then […]
Incident Support SLA Already have a LeadSquared account? Reach us on our support channels below. 1. Support Channels Official Channels Details Support over Email support@leadsquared.com ; mobile.support@leadsquared.com Submit ticket via web https://help.leadsquared.com/ > Contact Support Support Over Call India: 080-468-01265; North America: +1-732-385-3546 Note: Writing to support@leadsquared.com is the fastest way to get support. […]