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 […]
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, […]
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 […]
User check-in lets you automatically check-in your users at the start 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-in your users at the start of a workday. To do this, the […]
1. Feature Overview You can upload CSV files to create and update users in bulk. This article also covers exporting users and bulk updates through the UI. These features are available under the Actions tab on the Manage Users page (My Profile>Settings>Users and Permissions>Users). Note: These features are only available to administrator users. 2. […]
The wait condition lets you delay an action or another condition for a specified period. Example Use Case If you trigger an automation to start, say, half an hour before a work day, you can send the user a notification (your work day starts soon) and then wait half an hour before auto checking in the […]
Yes, but to do so you’ll have to – Deploy the LeadSquared Tracking Script on all domains. Reach out to our support team at support@leadsquared.com to enable the back-end settings.
You can set a dashboard as default by navigating to a dashboard page and clicking the tick icon alongside the dashboard title –
There is no limit on the number of Custom Dashlets you can create but you can only add 12 Custom Dashlets to your dashboard. For more information on Custom Dashlets, see Custom Dashlet Builder App.
The best way to distribute leads to your users is through automation. To know more, see Lead Distribution Automation in LeadSquared. However, if you want to distribute leads based on Zipcode, use the Zip Based Lead Distribution App. Note: The Lead Distribution App in the apps marketplace has now been deprecated. All lead distribution functionality […]
If you’re new to the groups feature, see Managing Lead Access for Sales Users – Groups. Here’s a quick video on how you can manage lead access rights across different groups and setup hierarchies –
There are 2 ways you can login to your account – By accessing the https://login.leadsquared.com URL By logging in from the LeadSquared website. If you forgot the email address or password of your account, contact your manager or LeadSquared administrator.
There are a few ways you can raise a support ticket – From the help portal – Use the Submit a Ticket button. Access the https://help.leadsquared.com/support URL. From your LeadSquared account. By sending an email to support@leadsquared.com
1. Feature Overview The Custom Menu for Web connector lets you create custom menu tabs in your LeadSquared web application. These tabs appear in your navigation menu and let you access external URLs or third-party websites directly from your LeadSquared account. Say you use GoToMeeting to schedule meetings with your leads. Using this connector, you […]
Group managers can create lead automations for their own sales groups. This is beneficial for organizations that want their managers to create automations as well, instead of reserving the permission solely for admins. If you’re new to the new automation feature, Automation Home is the best place to start. Note:Â This feature is available on demand. […]
1. Feature Overview You can import your leads into LeadSquared through a CSV (Comma Separated Value) file. If you’re storing your lead data in a spreadsheet, database application or any other software, you’ll first have to export the leads to a CSV file and then follow the steps listed here. Note: You can’t stop or undo […]
1. Feature Overview LeadSquared’s Lead Share feature lets you share a lead with a sales user for a specific period of time. This feature is especially useful in scenarios where collaboration is required for a limited time without permanently transferring ownership or access to the lead. You can also control whether the user has view […]
The My Location History report allows you to track your route on the go, the distance you have covered and the activities you have posted along the route. To access this report: From the default dashboard menu, go to Reports -> User Productivity Reports -> My Location History. The My Location History report appears: Here, by default, the […]
The LeadSquared mobile app comes with real-time location tracking capabilities. This feature is available on both Android and iOS platforms and enables you to – Geo track your entire field sales team. Get real-time location insights and metrics. Find leads closest to you and plan tasks accordingly. Prerequisites (on your device) You must have a working […]
1. Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with activities. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with leads, see Adding Custom Field Sets to Leads. […]
Use webhooks to automatically post activities to a URL of your choosing. Note: We have ready-made webhooks available to send notifications and enable auto check-in or check-out on the LeadSquared mobile app. For more information, see Auto Check-In/Check-Out for Mobile. Click Webhook and the Webhook Properties pop-up box will appear. Attribute Description Name Enter any name for the webhook. […]
If you’ve used the New Account or Update Account triggers (see How to Create an Account Automation) in your automation, the following actions are available to you – Account Actions Notify Account Owner Update Account Custom Call Lapp Webhook Note: If you’re new to the automation feature, visit Automation Home. Use cases for these actions […]
1. Feature Overview Forms and Processes are now available on LeadSquared mobile. You can set up customized forms and processes on web (loan applications, education applications, KYC collection), and then push them to your mobile users. This makes it extremely easy for your on-field teams to capture the exact information required from your leads. […]
The Leave Tracker enables you to manage the leaves of all your users in one place. Users can create their own leaves while administrators can create leaves for all users. The following sections tell you how you can fill in your own leaves if you’re not an administrator user (or sales group manager) and how […]