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 […]
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 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 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 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 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 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 […]