1. Feature overview Distribution Engine is a simple, rules-based way to automatically assign Leads (Objects), Opportunities, and Tasks to the right users. It replaces complex automation-based assignment with an easy-to-manage setup that helps you distribute records fairly, reduce manual effort, and meet response SLAs. You can use Distribute Engine to: Automatically assign new records as soon as […]
1. Feature overview LeadSquared does not have a dedicated currency data type. To capture and display monetary values such as budgets, fees, or loan amounts, you create a Number field through a Custom Field Set (CFS) and display it in currency format. This article explains how to set up a currency-formatted field for leads. […]
1. Feature Overview Telephony troubleshooting lets administrators diagnose and resolve common telephony configuration issues from within the LeadSquared Application. It runs real-time checks against a connector instance for a chosen event (such as agent popup or click to call), shows what is blocking the event from working, and either corrects the problem directly or names […]
1. Feature Overview LeadSquared’s Dynamic Forms feature lets you create intelligent lead capture Forms relevant to your processes and products and build out entire journeys for loan applications, college applications, etc. For example – You can build single or multi-step Forms. Choose to capture Leads, Opportunities, Activities, and Tasks in the same Form. Customize the […]
1. Feature Overview LeadSquared Pulse is an AI-powered assistant embedded directly into LeadSquared. With Pulse, you can perform CRM actions, retrieve information, and get answers to product questions through natural-language prompts, without navigating to specific pages or opening API documentation. Pulse is available as a chat panel that opens from the Pulse AI button in […]
1. Feature Overview Weighted distribution lets you assign leads to users in a configured ratio rather than equally. For example, a senior rep with a weight of 8 receives more leads than a junior rep with a weight of 2, in proportion to their weights. This article explains how the algorithm distributes leads under normal […]
Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Marketing User. 1. Log in to LeadSquared Log on to LeadSquared using your username and password at app.leadsquared.com. If you do not have your login credentials, please check […]
1. Feature Overview Use the LeadSquared CRM connector to manage leads, tasks, opportunities, activities, and users directly from Claude. Ask Claude to look up a lead, create a task, update an opportunity, or review your team’s activity, all through natural conversation. Once connected, Claude can perform 77 CRM actions on your behalf across five modules: […]
1. Feature Overview Linked Insights lets you connect a source report to a target report on Analytics Report Builder. When a user clicks a measure value in the source, the target report opens with matching dimension context and filters applied automatically. Unlike drill down, which is limited to the source report’s own data source, Linked […]
1. Feature Overview Universal Data Sync (UDS) enables effortless no code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. With UDS, you can create an application and setup multiple data flows within it, enabling you to consolidate and manage all data flows for a […]
1. Feature Overview UDS (Universal Data Sync) includes usage limits and restrictions based on your account’s plan. This article will help you understand the plan details associated with the Universal Data Sync (UDS) App. Note: To increase the limits on your current plan, contact your account manager or reach out to support@leadsquared.com. Additional charges may […]
1. Feature Overview Sales Intelligence and Efficiency through Reports and Analytics (SIERA) is LeadSquared’s new-gen self-service reporting tool. Through SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Additionally, SIERA helps you – Customize reports and apply relevant filters to display crucial data Make informed decisions using real-time analytics and actionable insights […]
1. Feature Overview By default, the Distribution Engine assigns Leads, Opportunities, and Tasks to a fixed list of users, teams, or sales groups. With performance-based distribution, you assign records based on how your users are performing instead. You select an Ace goal or leaderboard, and the engine auto-selects the users mapped to it for the […]
1. Feature Overview FloStack is a lead-qualification and routing layer that connects multiple lead intake channels to the appropriate conversion paths—such as personalized microsites, event microsites, and booking links—and applies routing and prioritization logic to ensure the right leads reach the right advisor at the right time. It addresses the routing gap in acquisition workflows, […]
1. Feature Overview This article will help Administrators set up their workspace settings on FloStack. Workspace settings will let the administrator configure their company profile, add members, create routing forms, and integrate their CRM with FloStack. 2. Prerequisites You must be an Admin user on FloStack to configure workspace settings. To learn more about […]
1. Feature Overview This article will help you set up your profile and calendar on FloStack. Setting up your profile and calendar lends credibility, makes you presentable, and helps FloStack efficiently assign leads to you while displaying your availability to inbound leads. 2. Prerequisites You must be a member or admin on FloStack. To […]
1. Feature Overview Universal Data Sync (UDS) enables effortless, no-code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. To integrate your third-party data sources with LeadSquared, create an app for each service (e.g., Razorpay, Outlook, Calendly, etc.). An App serves as a container where […]
1. Feature Overview When setting up your flows, you may need to use credentials or tokens that remain consistent across flows. UDS supports this through Global Variables, which can be defined within an App. Global Variables provide a secure space to store and reuse values like authentication tokens, API keys, or passwords across multiple flows and […]
1. Feature Overview The SIERA report builder allows admins to create customized reports using existing data (such as leads, activities, etc.) in their accounts, and determine which users should have access to them. 2. How it Works In this article, we will demonstrate how to create SIERA reports using predefined templates. These templates include pre-joined data […]
1. Feature Overview With UDS (Universal Data Sync), you can create an application and set up multiple data flows within it—allowing you to consolidate and manage all data flows related to a single provider or use case in one unified workspace. This article will guide you through creating and managing data flows within a UDS […]
1. Feature Overview To create a report using the SIERA Report Builder, admins must first select a data source. SIERA stores data separately in multiple tables, which offer the following features – Designed for superior performance during report generation. Simplify reporting by joining multiple tables in LeadSquared to create a mega-table, streamlining the report creation […]
1. Feature Overview With UDS, you can create an application and configure multiple data flows within it. Each data flow consists of two key components: Trigger Action A trigger is the starting point of a data flow—it initiates execution whenever a specific event occurs and then actions are performed. This document provides an overview of the […]
1. Feature Overview In Universal Data Sync (UDS), Actions are the building blocks of a workflow. When a trigger initiates a workflow, one or more actions are executed sequentially or conditionally to perform tasks such as API calls, transformations, or returning a custom response to the API caller. 2. Prerequisites You must be an […]
1. Feature Overview This action allows you to make a call to any REST API within your UDS workflow. Configuration Includes: Endpoint URL and HTTP method (GET, POST, PUT, etc.) Request headers, query parameters, and body Dynamic value mapping using variables from previous steps Transform data as needed using LiquidJS filters. Handling responses and errors […]