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 […]