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 […]
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 […]
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 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, […]
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.