1. Overview Iframes let you embed custom designs or external tools inside Portals or Landing Pages Pro without affecting the main layout. To ensure your embedded content works smoothly, follow the guidelines listed on this page. 2. Guidelines For Iframe or Custom Code 1. When using AI tools to generate custom designs or widgets […]
1. Feature Overview Smart Links on Portals allow you to guide customers to resume progress from where they left off. For example, if a student begins filling out an application for an online course but leaves before completing the payment process, you can send a follow-up email with a customized link for them to continue. […]
1. Feature Overview ACE Notifications help keep users and managers engaged by sending timely nudges about their progress. Notifications can be configured as time-based (pre-defined time intervals or cycle completion based) or progress-based (triggered when a percentage of the goal is achieved). 2. Prerequisites Only Admins and Super Admins can manage notifications and create […]
1. Feature Overview A Nudge sends a timely reminder to Sales Managers and Sales Users on the performance and progress of their Goals. It’s a great way to motivate users to complete their Goals. If you’re new to the Goals feature, see LeadSquared Goals. Note: This article will show you how to configure a Progress Nudge. […]
1. Overview This document outlines the Portal’s redirection rules and provides explanations to assist in debugging your implementation. 2.SmartLink Auto-Evaluation Matrix When configuring a SmartLink—a feature designed to automatically log users into the Portal—options are available to configure associated activities and opportunities. Once an activity or opportunity is configured within the SmartLink and subsequently […]
1. Overview LeadSquared Portals now support UDS-based validation for signup (registration/login) forms. This ensures that only verified and approved users can sign up on your portal When a user submits a registration form, the portal sends the form data to a UDS flow for real-time validation before the user account is created. UDS can run […]
1. Feature Overview LeadSquared’s Opportunities feature can be used to manage your potential deals. On LeadSquared Converse, Opportunities in the form of incoming messages can be automatically routed to the respective Opportunity Owners, Chat Groups, or specific users. In this article, you will learn how to set up Opportunity mapping on Converse, and how to […]
1. Feature Overview When a Lead Owner is filling a LeadSquared Dynamic Form, and if the lead already exists, the owner will now have the option to auto-populate the Form with the existing Lead Field details. The owner can also overwrite (or update) the existing Lead Field details through the Form submission. A unique identifier […]
1. Feature Overview There are cases where the existing lead might be reaching out to a different Sales User to enquire about a different product. So, a Sales User who is not the lead owner can create an Opportunity on the existing lead through LeadSquared’s Dynamic Form. Note: This functionality is also available to users […]
1. Feature Overview If a Sales User or a Lead attempts to create an Opportunity through Dynamic Forms, and the Opportunity is identified as a Duplicate (based on the configured Duplication logic for that Opportunity Type), the Form will display an error message stating “Duplicate Opportunity detected.” Now, the feature explained in this article will […]
1. Feature Overview The Bulk Automation Trigger feature enables Automations to trigger when entities (leads, opportunities, activities, etc.) are created or updated in bulk through Import and Bulk Update via UI or API. Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done […]
1. Overview This article will help you troubleshoot LeadSquared’s Automation feature. 2. Automation Triggers 1. Why didn’t the Automation trigger? Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time. If you’ve included additional conditions/inclusion criteria, the entities […]
1. Feature overview This article will help you understand the Wait Time configurations on Automation Wait Cards – Wait, Wait (Advanced), Wait Until Activity, and Wait Until Workday. Note:Â The contents of this article will take effect in the platform on 23rd April 2025. Check your existing automation. If you have wait times longer than […]
1. Feature Overview LeadSquared allows you to export up to 1 lakh (100,000) leads per export request. If your database contains more than 1 lakh leads, you must export them in multiple batches. You can achieve this by creating lists containing fewer than 1 lakh leads and exporting each list separately. Lists can be created […]
1. Feature Overview This article will help you understand the best practices to follow when configuring and running your Workflow Automations on LeadSquared. 2. Prerequisites You must be the Administrator of your LeadSquared account to create and configure an Automation. Automation is a paid feature. To enable it, reach out to your account manager, […]
1. Feature Overview This LeadSquared connector allows you to extend LeadSquared’s functionality and create Custom Actions (in addition to the actions available by default) on a lead, group of leads, or a list. For example, you can create Custom Actions to – Post/retrieve lead data from external systems. Make a phone call to a number […]
1. Feature Overview The Sales Activity feature lets you capture important information related to each sale (e.g., product sold, sales owner, date, order value, etc.). Depending on the nature of the business the Sales Activities are also known as Customer Sign-up, Order Capture, Purchase Order, Paid Subscription, New Registration, Enrollment, New Deal, etc. These activities […]
1. Feature Overview You can use Advanced Search to find leads where a custom activity field either contains or does not contain data. This is useful for identifying gaps in your activity records — for example, finding all leads whose Home Visit activities are missing a scheduled date. For a full guide to Advanced Search, […]
1. Feature Overview Lead Quality Criteria lets you define rules that evaluate leads against your ideal customer profile and assign each lead a quality score between 0 and 10. This score helps you prioritize leads most likely to convert. Rules are built around lead attributes (fields) that matter to your business. Each attribute is assigned […]
1. Feature Overview This article helps you understand your account’s database usage and how storage is distributed across different entities. Through LeadSquared’s Database Size report, you can monitor database usage to improve system performance and reduce storage costs. Note: On the Manage Subscription page, you can view your active plan and storage limits. Use the […]
1. Feature Overview LeadSquared’s Advanced Search lets you filter leads based on whether a specific activity, or any activity, has taken place within a given number of days. This is useful when you need to act on leads based on recent engagement — for example, following up with leads who had a phone call in […]
1. Feature Overview The Star feature allows you to mark important leads from the Manage Leads page for quick access later. When you star a lead, it is automatically added to the Starred Leads List, available under the Manage Lists page. This feature helps you temporarily group and track leads without modifying lead data or […]
Hello, Admin. Welcome to LeadSquared. This guide has step-by-step instructions on setting up your LeadSquared account. At the same time, you will learn how LeadSquared can help your organization. For Sales Users, see LeadSquared Getting Started Guide for Sales Users. For Marketing Users, see LeadSquared Getting Started Guide for Marketing Users Note: If you aren’t […]
1. Feature Overview Lead sources are the avenues through which you acquire leads. Common lead sources include social media, organic search, trade shows, inbound calls, etc. Here are some examples of common lead sources. Lead Source Description Organic Search When Leads come through a regular search on search engines. For example, if a person comes […]