1. Feature Overview The Merge Lead action helps you to avoid creating duplicate leads. 2. Prerequisites The Merge Leads action must be preceded by an If Lead Exists condition, and must follow the Yes path under the condition. 3. Set Up Merge Leads Click the Yes path icon under the If Lead Exists condition, […]
Feature Overview The wait condition lets you delay an action or condition for a specified period. A few of the many applications of this feature are listed here – Delay sending emails to avoid flooding a lead’s inbox. Wait till a lead score exceeds ‘x’ number and then change the lead stage. Wait a certain […]
With account automation, you can create workflows around your B2B relationships. You can notify account owners to take action when new accounts are added, when an account’s stage changes or when important events such as renewals or stakeholder meetings are due. If you’re new to the accounts feature, see Account Settings. For basic information on […]
1. Feature Overview As an alternative to logging in with your LeadSquared credentials, you can configure your account to enable log-in through the following third-party authentication providers – Google Active Directory Federation Services (ADFS) Azure Okta API Note: This article contains instructions on setting up Google, API or Okta as your authentication provider. For instructions […]
1. Feature Overview LeadSquared offers sign-in integration with a self-hosted Active Directory Federation Services (ADFS) server. ADFS is a Microsoft service that allows you to log-in to web applications using your Active Directory (AD) credentials. After integration, you won’t need to manage a separate set of credentials for LeadSquared, and can log-in directly with your […]
1. Feature Overview Two-factor authentication (also known as 2FA or Multi-factor authentication) lets you add an additional layer of security to your account. With 2FA, you’ll need to provide another form of authentication in addition to your username and password to access your account. It’s a great way to protect yourself against brute force attacks and […]
You can import accounts to LeadSquared through a CSV* file. Here are some things you need to consider before beginning the import process – You can only import accounts pertaining to one account type (e.g., colleges, partners, vendors, etc.). For example, you can import multiple entries of a ‘College’ account type activity but you can’t […]
Important: Effective from Android v20.6 and above, Call & SMS Tracking features are available directly on the LeadSquared Mobile App (downloadable from the Google Play Store). However, to enable the Call Recording feature, the Call & SMS Tracker App described in this article must be installed separately. 1. Feature Overview Previously, the Call and SMS […]
Our emails (campaigns or 1 to 1 emails) don’t support emojis. If you’ve added emojis to an email campaign, either by copy-pasting it from a different application or through your HTML code, they won’t show up on your live email campaigns. Although they may show up on the test emails you send, we suggest you remove […]
The Distribute Lead card in automation lets you choose the users you want to distribute leads to in one of 3 ways – Users Groups User Properties Options 1. and 2., let you directly select the users or groups of users you want to distribute leads to. Option 3 lets you select user properties like city, […]
1. Feature Overview All files uploaded through custom field sets are securely stored in the LeadSquared Amazon S3 account and are not publicly available. However, if you prefer, you can configure the custom field set to store files in your own Amazon S3 account. To learn more about CFS fields, see Custom Field Sets. […]
1. Feature Overview You can verify phone numbers entered in your landing page forms using the SMS Verification/One Time Password (OTP) feature. It’ll help you reduce erroneous form submissions as well as junk leads in your LeadSquared account. If you’re new to landing pages and the LeadSquared landing page designer, see Video Tutorial on Responsive […]
1. Feature Overview Note: This article will soon be removed. We launched a new Call TrackingMetrics SMS Connector for quicker and easier SMS integration. We have a number of apps to help you integrate with Call Tracking Metrics (CTM) telephony services. You can find these apps and more in the Apps Marketplace. First, you need […]
1. Feature Overview If you have multiple partners, vendors, suppliers, etc., you can create accounts for them and manage all your B2B relationships in one place. The process is simple – Enable the accounts feature Create and configure account types Add or Import accounts under each account type Add leads to your accounts Add activities on […]
The ‘Wait Until Activity’ condition lets you wait until activities are performed before taking an action. You can choose to wait until a single activity occurs or you can set and/or conditions to include multiple activities. Business Use Cases To illustrate this feature, imagine you have 2 teams – sales and legal. You want […]
You can embed your entire Call Tracking Metrics (CTM) dashboard inside LeadSquared. Not only does this make it easier for you to access your call logs (and other dashboard functions) directly from your LeadSquared account, but you can also receive inbound phone calls via the agent pop-up simultaneously. Prerequisites You must be an administrator […]
Each custom activity has a unique activity code associated with it. To find the activity code – Navigate to My Profile>Settings>Leads>Custom Activities & Scores. You’ll find it under the ‘Code’ column in the activity grid.
1. Feature Overview A Split Test (A/B Test) lets you experiment with different email content and find what works best for your automation. You can try out different subject lines, senders, etc. and see how your leads are responding. Based on the responses, you can either manually or automatically select the best email to use […]
1. Feature Overview LeadSquared’s Field-Level and File-Level Encryption (FLE) enhances data security by encrypting sensitive information at the individual field level. This ensures that critical data, such as identification numbers, attached documents or financial details, remain protected from everyone outside your organization. This feature enables secure storage and access to sensitive data across Leads, Opportunities, […]
Try switching the LeadSquared mobile app from the background to the foreground of your device. If that doesn’t work, either the ‘Location Tracking’ settings are disabled for your device or the mobile app, or your internet connection is not working. For more information, see Auto Check-In/Check-Out Guide.
Ensure that notifications for the LeadSquared mobile app are enabled. Also, see if the webhooks you’ve configured have the correct ‘Request Type’. For more information, see Auto Check-In/Check-Out Guide.
Either the ‘Location Tracking’ settings are disabled for your device or the mobile app or your internet connection is not working. For more information, see Auto Check-In/Check-Out Guide.
We only consider the first check-in time and last check-out time. Time blocks and breaks are not accounted for. For more information, see Auto Check-In/Check-Out Guide.
Yes (for Android), you’ll get a notification to turn your device’s location tracking settings on. For more information, see Auto Check-In/Check-Out Guide.
Yes, you’ll remain checked-in in this case. Your location will still be tracked and it will reflect in your LeadSquared account as soon as you regain your connection. For more information, see Auto Check-In/Check-Out Guide.
In this case, you can manually check yourself in. For more information, see Auto Check-In/Check-Out Guide.
No, the check-in and check-out features require an internet connection. For more information, see Auto Check-In/Check-Out Guide.
No, we don’t track your location after you check-out. For more information, see Auto Check-In/Check-Out Guide.
Have you set up work day templates? Your automation won’t know when to check-in/check-out your users if you haven’t set up work day templates and applied them to users/teams. Also, automations you create on a particular day won’t trigger till the following day. Our service runs once a day (at 12 a.m. for the configured […]
Yes, you can manually check-in and out on holidays and leaves. However, you won’t be auto checked in or out on these days. For more information, see Auto Check-In/Check-Out Guide.
If you checked out early from the web, you’ll get checked out on mobile only once your work day is over. However, if you check-out from mobile before the end of the workday, you will be automatically checked out of the web application as well. For more information, see Auto Check-In/Check-Out Guide.
The auto check-in feature works regardless of the user role settings you’ve configured. For more information, see Auto Check-In/Check-Out Guide.
Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app. For more information, see Auto Check-In/Check-Out Guide.
If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well. For more information, see Auto Check-In/Check-Out […]
1. Feature Overview You can save the dynamic responses from webhooks or Lapps and use them to insert dynamic content through various automation actions. This article shows you how to first save a Lapps or Webhook response and then use that response in the following actions – Update Lead Create Activity Update Activity Pass to […]
Previously, you could only add dependent fields to leads but now you can add them to custom activities as well. A simple example of dependent fields is Country>State>City. If you’re new to dependent fields, see Dependent Lead Fields. This article shows you how to add dependent fields to custom activities. Let’s take an example from the […]
This article elaborates on the actions available in a user automation. You can set up actions to execute after a condition is met or after a previous action. If you’re new to the automation feature, visit the automation home page. Call Lapp If you’ve created a Lapp, you can call it in your automation. For […]
The Notify User action lets you send personalized emails to your users. Example Use Cases Here are some of the many applications of the notify user action – Send work anniversary emails to your users. Send birthday wishes to users. Remind users to check-in if they begin their workday early. Remind users to check-out […]
1. Feature Overview The Check-In/Check-Out feature is an attendance management solution that lets you know when and where your users’ check-in and check-out, and their online statuses. You also get insights on the general attendance trends of your users through reporting. What’s more, you can also distribute leads only to users who are available/checked-in to […]
User check-out lets you automatically check-out your users at the end of a workday. It works according to the configured workday templates and allows you to track the working hours of your users. Example Use Case The best application of this feature is automatically checking-out your users at the end of a workday. To do this, the […]
Conditions in User Automation are similar to those in Lead Automation with the key difference being that criteria in User Automations are set up on the basis of user (not lead and activity) fields. Since user automation conditions depend on user fields, you can now set up criteria using the User Advanced Search feature. So […]
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. Example Use Cases Here are some examples of how you can use the If.Else condition – If a user’s availability status in Offline then check-in the user […]
1. Feature Overview This article contains the data posted for each automation trigger. It also specifies if the data posted for each trigger contains lead/activity/opportunity/account/user info. 2. Lead Triggers 2.1 Lead Created Lead data Activity data Task data Opportunity data User data Account data Yes No No No No Yes Sample data – {“After”:{“ProspectID”:”325eb1ca-beed-48db-9a1e-f3b9abe963cd”,”ProspectAutoId”:”177184″,”FirstName”:”PriyankaLappTest1″,”LastName”:null,”EmailAddress”:”PriyankaLappTest1@yopmail.com”,”Origin”:”Quick […]
1. Feature Overview With user automation, you can automatically check-in and check-out your users. You can create tasks and alerts based on their availability and even send them automated messages on special occasions. If you’re new to the automation feature, visit the automation home page. 2. Quick Start You can create an automation from […]
1. Feature Overview The Universal Telephony Connector (UTC) enables you to integrate your cloud telephony service provider(s) with LeadSquared – Integrate multiple instances/accounts of your telephony provider – If you have multiple contact centers in different regions (E.g., northern region, southern region, etc.), you can configure each of them as separate tabs. Integrate multiple telephony […]
You can now give your leads the choice to opt-out of being tracked by LeadSquared. This is possible through the ‘Do Not Track’ system lead field. The functionality is part of a list of other settings* aimed at helping you remain compliant with GDPR. *See Data Protection and Privacy Settings. Default Behaviour The ‘Do […]
You can set up time comparison conditions through LeadSquared automation. This will help you solve a variety of use cases, like – Distribute leads to users within their working hours. If the time is later than their working hours, add the leads to a list for the next day. Let’s say an appointment is scheduled […]
You can automatically check-in/check-out your users across both web and mobile platforms. If you’ve set up automated lead distribution and enabled auto check-in/check-out, leads will be seamlessly distributed to your users without any need for manual intervention. The feature is also part of a complete attendance management solution where you can track the working hours, […]
Feature Overview The default templates for auto check-in and auto check-out don’t extend to the mobile app. If you want to set up notifications/reminders and auto check-in/check-out on your LeadSquared mobile app, you have to configure webhooks as instructed in this article. If you’re new to the auto check-in/check-out feature, see Auto Check-In/Check-Out Guide. Adding Webhooks […]
User check-in lets you automatically check-in your users at the start of a workday. It works according to the configured workday templates and allows you to track the working hours of your users. Example Use Case The best application of this feature is automatically checking-in your users at the start of a workday. To do this, the […]
1. Feature Overview You can upload CSV files to create and update users in bulk. This article also covers exporting users and bulk updates through the UI. These features are available under the Actions tab on the Manage Users page (My Profile>Settings>Users and Permissions>Users). Note: These features are only available to administrator users. 2. […]
The wait condition lets you delay an action or another condition for a specified period. Example Use Case If you trigger an automation to start, say, half an hour before a work day, you can send the user a notification (your work day starts soon) and then wait half an hour before auto checking in the […]
Yes, but to do so you’ll have to – Deploy the LeadSquared Tracking Script on all domains. Reach out to our support team at support@leadsquared.com to enable the back-end settings.
You can set a dashboard as default by navigating to a dashboard page and clicking the tick icon alongside the dashboard title –
There is no limit on the number of Custom Dashlets you can create but you can only add 12 Custom Dashlets to your dashboard. For more information on Custom Dashlets, see Custom Dashlet Builder App.
The best way to distribute leads to your users is through automation. To know more, see Lead Distribution Automation in LeadSquared. However, if you want to distribute leads based on Zipcode, use the Zip Based Lead Distribution App. Note: The Lead Distribution App in the apps marketplace has now been deprecated. All lead distribution functionality […]
If you’re new to the groups feature, see Managing Lead Access for Sales Users – Groups. Here’s a quick video on how you can manage lead access rights across different groups and setup hierarchies –
There are 2 ways you can login to your account – By accessing the https://login.leadsquared.com URL By logging in from the LeadSquared website. If you forgot the email address or password of your account, contact your manager or LeadSquared administrator.
There are a few ways you can raise a support ticket – From the help portal – Use the Submit a Ticket button. Access the https://help.leadsquared.com/support URL. From your LeadSquared account. By sending an email to support@leadsquared.com
1. Feature Overview The Custom Menu for Web connector lets you create custom menu tabs in your LeadSquared web application. These tabs appear in your navigation menu and let you access external URLs or third-party websites directly from your LeadSquared account. Say you use GoToMeeting to schedule meetings with your leads. Using this connector, you […]
Group managers can create lead automations for their own sales groups. This is beneficial for organizations that want their managers to create automations as well, instead of reserving the permission solely for admins. If you’re new to the new automation feature, Automation Home is the best place to start. Note: This feature is available on demand. […]
1. Feature Overview You can import your leads into LeadSquared through a CSV (Comma Separated Value) file. If you’re storing your lead data in a spreadsheet, database application or any other software, you’ll first have to export the leads to a CSV file and then follow the steps listed here. Note: You can’t stop or undo […]
1. Feature Overview The Lead Share feature lets you share a lead with a sales user for a configurable period. It also lets you control whether the user can perform read or edit actions on the lead. The functionality is not to be confused with Sales Groups, which let you segment your users into groups […]
The My Location History report allows you to track your route on the go, the distance you have covered and the activities you have posted along the route. To access this report: From the default dashboard menu, go to Reports -> User Productivity Reports -> My Location History. The My Location History report appears: Here, by default, the […]
The LeadSquared mobile app comes with real-time location tracking capabilities. This feature is available on both Android and iOS platforms and enables you to – Geo track your entire field sales team. Get real-time location insights and metrics. Find leads closest to you and plan tasks accordingly. Prerequisites (on your device) You must have a working […]
Important: The Ozonetel V2 connector is no longer listed on the Apps Marketplace. Customers onboarded after 28th Feb will be unable to install it, but we’ll continue to provide support for existing installations. For new installations, please use the Universal Telephony Connector instead. The Ozonetel v2 connector lets you integrate your Ozonetel account with LeadSquared. […]
1. Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with activities. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with leads, see Adding Custom Field Sets to Leads. […]
Use webhooks to automatically post activities to a URL of your choosing. Note: We have ready-made webhooks available to send notifications and enable auto check-in or check-out on the LeadSquared mobile app. For more information, see Auto Check-In/Check-Out for Mobile. Click Webhook and the Webhook Properties pop-up box will appear. Attribute Description Name Enter any name for the webhook. […]
If you’ve used the New Account or Update Account triggers (see How to Create an Account Automation) in your automation, the following actions are available to you – Account Actions Notify Account Owner Update Account Custom Call Lapp Webhook Note: If you’re new to the automation feature, visit Automation Home. Use cases for these actions […]
The Leave Tracker enables you to manage the leaves of all your users in one place. Users can create their own leaves while administrators can create leaves for all users. The following sections tell you how you can fill in your own leaves if you’re not an administrator user (or sales group manager) and how […]
If your LeadSquared pages are not loading or appear blank/half-loaded, your network or firewall is probably blocking required domains. You might see something like this: Page loads partially UI looks broken or incomplete Sections appear blank or never finish loading In most cases, this happens because some domains required by LeadSquared are blocked. Domains that […]
1. Feature Overview The Holiday Calendar feature allows you to set up your organization’s holiday schedule in LeadSquared Sales Cloud and Service Cloud. You can apply holiday calendars to different Teams and Service Groups across regions and enable auto check-in for users based on the holiday schedule. Note: By default, you can add only up […]
1. Feature Overview Workday templates define your organization’s schedule and working hours across the Sales Cloud and Service Cloud platforms. This enables automatic user check-ins and allow you to set the timezone, working days, and office hours for your users. Once created, you can assign the templates to Teams and Service Groups. So if you […]
Activities are notable events in the lead life-cycle. LeadSquared comes built in with certain activities but also lets you create custom activities according to your business requirements. For more information on activities and how to create them, see How to add Activity to Leads and Manage Activities. With this release, you can update activities in […]
Important: There is a newer version of this connector available with additional features and benefits, see CallTrackingMetrics Telephony Connector v2. The LeadSquared CallTrackingMetrics (CTM) connector lets you integrate your CallTrackingMetrics application with LeadSquared and avail the following benefits: Prevent lead leakage by tracking phone calls as leads and activities. Ability to make outbound calls (click […]
Personalized email content fuels better engagement scores and conversion rates. You can send the same offer to all your leads and that may work for you in the short-term. However, if you learn to use dynamic content to accommodate individual preferences and needs, you’re bound to generate higher conversions and get better results from your emails. […]
The zip based lead distribution app lets you automatically assign leads, custom activities and tasks to users based on zip code. The app comes pre-built with powerful features such as round-robin lead/task/activity distribution and radial search*. * If the mapping isn’t found for a particular user you’re trying to assign a lead to, a radial search […]
1. Feature Overview Forms and Processes are now available on LeadSquared mobile. You can set up customized forms and processes on web (loan applications, education applications, KYC collection), and then push them to your mobile users. This makes it extremely easy for your on-field teams to capture the exact information required from your leads. […]
1. Feature Overview There are measures you can take to avoid creating duplicate leads in your LeadSquared account. If you’ve already created duplicate leads, you can merge them, sanitize the existing data and avoid creating them in future. Fields you mark as unique will not accept duplicate values. You have the option of marking up […]
The user advanced search feature is helpful if you have a large number of users and want to filter them based on multiple criteria. You can access this feature by navigating to My Account>Settings>Users and Permissions>Users and clicking the Advanced Search link – Condition Groups The feature works on the basis of Conditions, Condition Groups and […]
The ‘User Access’ setting in permission templates lets you control the users shown in user/owner drop-down fields across the LeadSquared application. This will help you prevent sales users from accessing the leads of other sales users. Note: If you’re new to the permission templates feature, see LeadSquared Permission Templates. Once you implement this feature, sales […]
1. Feature Overview In some instances, you may need to create lead and activity drop-down fields with up to 1 lakh (100,000) options/values. For example – If you’re in the education industry, you may want to list down a large number of schools. If you work in healthcare, you may need a drop-down with a […]
If your leads or visitors are using Mozilla Firefox (version 59 or later) private browsing mode, we won’t be able to capture UTM parameters when they land on your website/landing pages. This is because Firefox has made changes to prevent leaking user data to third parties when users choose private browsing mode. For more information, […]
The Custom Task Actions connector lets you add new custom actions to the default list of actions (Edit, Mark Complete, View Details, Cancel, etc.) on the Manage Tasks page. These actions also reflect in task type tabs set up in Smart Views. Here are some examples of custom actions you can create – Post task-related […]
This article would help you to understand how to create a Facebook Custom Tab for Lead Capture using LeadSquared landing pages and iFrame host. This would help you capture leads from your Facebook page, when someone fills the form out. Your end product would look something like this: How to create the Facebook custom tab Here are the […]
1. Feature Overview In addition to adding activities and tasks on leads, you can now add them directly to activities (activities on activities, tasks on activities). The Activity Details Page enables you to view and add activities, notes and tasks on existing activities. This is beneficial for a variety of use cases. Let us take an […]
1. Feature Overview The Billing and Usage page displays your LeadSquared plan details and product usage. You can see the features available in your plan, their limits, and your current usage. You can also buy more items (users, leads/contacts, emails, automations, API rate limits, Forms, Processes, SMS credits) and view the purchase history for all […]
1. Overview The Telecom Regulatory Authority of India (TRAI) has made it mandatory for all entities to register on the Distributed Ledger Technology (DLT) platform. This has been done to curb Unsolicited Commercial Communication (UCC) and improve mobile subscriber privacy within the country. To read more about the new regulation, see Telecom Commercial Communications Customer […]
You can share a lead’s information with other users in your account over email. Note: To give a user temporary view or edit access to a lead, see How to Share Leads for a Limited Duration. Follow these steps to share a lead via email – On the main menu, navigate to Leads>Manage Leads. Hover your cursor […]
Here’s a quick tutorial on how to use the LeadSquared landing page designer –
1. Feature Overview The Website and Landing Page Domain settings allow you to associate your business/brand domains (and sub-domains) with your LeadSquared account. We track website visits on these domains and post them as activities against your leads. In addition, you can also host Portals and Landing Pages built with LeadSquared on sub-domains created under […]
1. Feature Overview You can organize your sales users into different groups based on location, business unit or any other categorization of your choice. This makes it easier for you to manage your users and leads in keeping with your business use case. Let’s say you have a business that operates in two regions – […]
1. Feature Overview The Bulk Update feature lets you update a single lead field across multiple leads at once. This is useful when you need to apply the same change to many leads, such as reassigning a Lead Owner, updating a Status, or modifying a custom field. 2. Prerequisites You must have access permission […]
Business Use Case LeadSquared captures two important dates related to visitors (prospects) and leads – Prospect Creation Date – The date when someone visits your website/landing page for the first time. Lead Created On date – The date a visitor (prospect) is converted into a lead by filling in a website form for example. What […]
Webhooks are HTTP callback requests sent to a URL of the your choice in response to some Event occurring. You can add webhooks to LeadSquared to achieve several things like capturing lead data in your own database, triggering SMS/email notifications, triggering a mail order etc.
1. Feature Overview If you submit a ticket to LeadSquared our support representatives may request temporary access to your account. Don’t fret! We only need access for troubleshooting purposes. Our support representatives can’t export your leads. Rest assured, the confidentiality of your data is important to us. 2. Prerequisite You must be an administrator […]
General Email Tracking For email tracking to work correctly, you must ensure all CNAME records provided by us are added correctly in your DNS provider settings. These include the Domain Settings for Email Links and DKIM/SPF Settings. On our end, the sender domain must be whitelisted in the email provider sub account. If you’ve checked […]
1. Feature Overview In the LeadSquared NextGen Web Experience, you may sometimes see a banner at the top of your screen and a badge in the header indicating: “⚠️ Slow connectivity detected. This may take a little while longer.” This feature appears whenever there’s a network drop that may slow down page loads or actions […]
1. Feature Overview Admins can create Mavis Smart View tabs to display data stored in Mavis DB. They can also configure permissions, to enable users to add, update and delete data from the Mavis Smart Views tabs. For example, you can empower users to manage data on your inventories, properties, courses, etc., or, you can […]