The settings on the Session Management page let you configure – Login Expiration Time When enabled, users will be required to log in again, after the configured time elapses. Session Timeout When enabled, a user who remains idle for the configured time will be automatically logged out. Note: The user will also be checked-out […]
Custom Field Sets allow you to create a group of fields to capture data on a lead or an activity. If you’re new to the feature, see Custom Field Sets. This article shows you how to use custom field sets to associate individual leads in your LeadSquared account. Example Use Cases Using this feature […]
If you’re not familiar with the custom activities feature, see How to Add a Custom Activity. You can track changes or updates to custom activities from the Lead Details page. All you have to do is enable the configuration for the custom activities you want to track – Navigate to My Profile>Settings>Leads>Custom Activities and Scores, then […]
Incident Support SLA Already have a LeadSquared account? Reach us on our support channels below. 1. Support Channels Official Channels Details Support over Email support@leadsquared.com ; mobile.support@leadsquared.com Submit ticket via web https://help.leadsquared.com/ > Contact Support Support Over Call India: 080-468-01265; North America: +1-732-385-3546 Note: Writing to support@leadsquared.com is the fastest way to get support. […]
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, […]