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 […]
If your LeadSquared pages are not loading or appear blank/half-loaded, your network or firewall is probably blocking required domains. You might see something like this: Page loads partially UI looks broken or incomplete Sections appear blank or never finish loading In most cases, this happens because some domains required by LeadSquared are blocked. Domains that […]
1. Feature Overview The Holiday Calendar feature allows you to set up your organization’s holiday schedule in LeadSquared Sales Cloud and Service Cloud. You can apply holiday calendars to different Teams and Service Groups across regions and enable auto check-in for users based on the holiday schedule. Note: By default, you can add only up […]
1. Feature Overview Workday templates define your organization’s schedule and working hours across the Sales Cloud and Service Cloud platforms. This enables automatic user check-ins and allow you to set the timezone, working days, and office hours for your users. Once created, you can assign the templates to Teams and Service Groups. So if you […]
Activities are notable events in the lead life-cycle. LeadSquared comes built in with certain activities but also lets you create custom activities according to your business requirements. For more information on activities and how to create them, see How to add Activity to Leads and Manage Activities. With this release, you can update activities in […]
Important: There is a newer version of this connector available with additional features and benefits, see CallTrackingMetrics Telephony Connector v2. The LeadSquared CallTrackingMetrics (CTM) connector lets you integrate your CallTrackingMetrics application with LeadSquared and avail the following benefits: Prevent lead leakage by tracking phone calls as leads and activities. Ability to make outbound calls (click […]
Personalized email content fuels better engagement scores and conversion rates. You can send the same offer to all your leads and that may work for you in the short-term. However, if you learn to use dynamic content to accommodate individual preferences and needs, you’re bound to generate higher conversions and get better results from your emails. […]
The zip based lead distribution app lets you automatically assign leads, custom activities and tasks to users based on zip code. The app comes pre-built with powerful features such as round-robin lead/task/activity distribution and radial search*. *Â If the mapping isn’t found for a particular user you’re trying to assign a lead to, a radial search […]
1. Feature Overview There are measures you can take to avoid creating duplicate leads in your LeadSquared account. If you’ve already created duplicate leads, you can merge them, sanitize the existing data and avoid creating them in future. Fields you mark as unique will not accept duplicate values. You have the option of marking up […]
The user advanced search feature is helpful if you have a large number of users and want to filter them based on multiple criteria. You can access this feature by navigating to My Account>Settings>Users and Permissions>Users and clicking the Advanced Search link – Condition Groups The feature works on the basis of Conditions, Condition Groups and […]
The ‘User Access’ setting in permission templates lets you control the users shown in user/owner drop-down fields across the LeadSquared application. This will help you prevent sales users from accessing the leads of other sales users. Note: If you’re new to the permission templates feature, see LeadSquared Permission Templates. Once you implement this feature, sales […]
1. Feature Overview In some instances, you may need to create lead and activity drop-down fields with up to 1 lakh (100,000) options/values. For example – If you’re in the education industry, you may want to list down a large number of schools. If you work in healthcare, you may need a drop-down with a […]
If your leads or visitors are using Mozilla Firefox (version 59 or later) private browsing mode, we won’t be able to capture UTM parameters when they land on your website/landing pages. This is because Firefox has made changes to prevent leaking user data to third parties when users choose private browsing mode. For more information, […]
The Custom Task Actions connector lets you add new custom actions to the default list of actions (Edit, Mark Complete, View Details, Cancel, etc.) on the Manage Tasks page. These actions also reflect in task type tabs set up in Smart Views. Here are some examples of custom actions you can create – Post task-related […]
This article would help you to understand how to create a Facebook Custom Tab for Lead Capture using LeadSquared landing pages and iFrame host. This would help you capture leads from your Facebook page, when someone fills the form out. Your end product would look something like this: How to create the Facebook custom tab Here are the […]
1. Feature Overview In addition to adding activities and tasks on leads, you can now add them directly to activities (activities on activities, tasks on activities). The Activity Details Page enables you to view and add activities, notes and tasks on existing activities. This is beneficial for a variety of use cases. Let us take an […]
1. Feature Overview The Billing and Usage page displays your LeadSquared plan details and product usage. You can see the features available in your plan, their limits, and your current usage. You can also buy more items (users, leads/contacts, emails, automations, API rate limits, Forms, Processes, SMS credits) and view the purchase history for all […]
1. Overview The Telecom Regulatory Authority of India (TRAI) has made it mandatory for all entities to register on the Distributed Ledger Technology (DLT) platform. This has been done to curb Unsolicited Commercial Communication (UCC) and improve mobile subscriber privacy within the country. To read more about the new regulation, see Telecom Commercial Communications Customer […]
You can share a lead’s information with other users in your account over email. Note: To give a user temporary view or edit access to a lead, see How to Share Leads for a Limited Duration. Follow these steps to share a lead via email – On the main menu, navigate to Leads>Manage Leads. Hover your cursor […]
Here’s a quick tutorial on how to use the LeadSquared landing page designer –
1. Feature Overview The Website and Landing Page Domain settings allow you to associate your business/brand domains (and sub-domains) with your LeadSquared account. We track website visits on these domains and post them as activities against your leads. In addition, you can also host Portals and Landing Pages built with LeadSquared on sub-domains created under […]