I got auto checked out at the end of my workday but I’m working late and want check-in again. What should I do?
In this case, you can manually check yourself in. For more information, see Auto Check-In/Check-Out Guide.
Entries by Vir Singh
The internet connection on my phone isn’t working. Can I still check-in and check-out from mobile?
No, the check-in and check-out features require an internet connection. For more information, see Auto Check-In/Check-Out Guide.
I finished my workday early and checked-out from the mobile app. Will my location still be tracked?
No, we don’t track your location after you check-out. For more information, see Auto Check-In/Check-Out Guide.
I’ve set up an auto check-in/check-out automation but I don’t see any users entering my automation. Why?
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 […]
I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?
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.
I checked out from the web before the end of my workday but I didn’t get checked out from the mobile app. Why?
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.
I disabled the check-in for a user role but the auto check-in feature is still working. Why?
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.
I checked-in on the mobile app. Will I be checked in on web as well?
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.
I’ve set up work day templates and assigned them to users/teams but I haven’t set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?
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 […]
Dynamic Responses in Lead Automation Actions
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 […]
How to Add a Dependent Field to a Custom Activity
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 […]
Actions in User Automation
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 […]
User Automation Actions – Notify User
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 […]
User Management Features: Check-In and 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 Automation Actions – User Check-Out
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
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 […]
User Automation Conditions – If/Else
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 […]
Data Posted by Automation Triggers
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 […]
How to Create a User Automation?
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 […]
Universal Telephony Connector – UTC
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 […]
Data Privacy – ‘Do Not Track’ Lead Field
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 […]
How to Do Time Comparisons in Automation?
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 […]
Auto Check-In/Check-Out Guide
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, […]
Auto Check-In/Check-Out for Mobile
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 […]