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 […]