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 […]
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 […]
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 […]