1. Feature Overview You can organize your sales users into different groups based on location, business unit or any other categorization of your choice. This makes it easier for you to manage your users and leads in keeping with your business use case. Let’s say you have a business that operates in two regions – […]
1. Feature Overview The Bulk Update feature lets you update a single lead field across multiple leads at once. This is useful when you need to apply the same change to many leads, such as reassigning a Lead Owner, updating a Status, or modifying a custom field. 2. Prerequisites You must have access permission […]
Business Use Case LeadSquared captures two important dates related to visitors (prospects) and leads – Prospect Creation Date – The date when someone visits your website/landing page for the first time. Lead Created On date – The date a visitor (prospect) is converted into a lead by filling in a website form for example. What […]
Webhooks are HTTP callback requests sent to a URL of the your choice in response to some Event occurring. You can add webhooks to LeadSquared to achieve several things like capturing lead data in your own database, triggering SMS/email notifications, triggering a mail order etc.
1. Feature Overview If you submit a ticket to LeadSquared our support representatives may request temporary access to your account. Don’t fret! We only need access for troubleshooting purposes. Our support representatives can’t export your leads. Rest assured, the confidentiality of your data is important to us. 2. Prerequisite You must be an administrator […]
General Email Tracking For email tracking to work correctly, you must ensure all CNAME records provided by us are added correctly in your DNS provider settings. These include the Domain Settings for Email Links and DKIM/SPF Settings. On our end, the sender domain must be whitelisted in the email provider sub account. If you’ve checked […]
1. Feature Overview In the LeadSquared NextGen Web Experience, you may sometimes see a banner at the top of your screen and a badge in the header indicating: “⚠️ Slow connectivity detected. This may take a little while longer.” This feature appears whenever there’s a network drop that may slow down page loads or actions […]
1. Feature Overview Admins can create Mavis Smart View tabs to display data stored in Mavis DB. They can also configure permissions, to enable users to add, update and delete data from the Mavis Smart Views tabs. For example, you can empower users to manage data on your inventories, properties, courses, etc., or, you can […]
1. Feature Overview LeadSquared’s Landing Pages offer a powerful set of features to design and publish high-conversion landing pages. You can create responsive landing pages for different devices (web, mobile, tablet, etc.) and optimize them for search engines (SEO). Whether you’re starting from scratch or using the built-in templates, the Landing Page Editor makes customization […]