1. Feature Overview This article will help you troubleshoot issues relating to the LeadSquared Telephony feature. 2. Prerequisites You must be an Administrator user to access connector configurations and settings. Some technical experience is required to understand the format of the data and configure the connector with your telephony provider. The table below outlines […]
1. Feature Overview This article helps you understand the process behind writing Expression through the SIERA Expression Builder. Admins can create custom expressions that can be used to easily retrieve and manipulate data on any report. Note: This article will only explain the expression-building process. To find a list of expressions you can use, read […]
1. Feature Overview LeadSquared’s Landing Pages Pro (LPP) Designer enables you to build customized landing pages to capture leads and opportunities. You can create a landing page without writing a single line of code. 2. Prerequisites This feature is specifically for Landing Pages Pro. Landing Pages Pro is a paid feature. To enable it, […]
1. Feature Overview This article will help you configure your Landing Page or Portals to display multiple variations of the same page to different target audiences. In the example below, the landing page is designed for students enrolling in a full-stack developer course. However, the same page can dynamically display content for a front-end developer […]
1. Overview This article will help you set up Ozonetel Cloud Agent with LeadSquared Mobile Cloud Calling connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set up for Ozonetel Cloud Agent Sample APIs for […]
1. Overview This article will help you set up Ozonetel CCaaS with LeadSquared Mobile Cloud Calling connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set Up for Ozonetel Sample APIs for Ozonetel are listed […]
1. Overview This article will help you set up MCube with LeadSquared Mobile Cloud Calling connector. Note: International calling is not supported on this connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set Up […]
1. Overview This article will help you set up Knowlarity with LeadSquared Cloud Calling. 2. Set up Knowlarity To configure Knowlarity as the telephony provider, please refer to Knowlarity Set-up.
1. Feature Overview With the enhanced Portals and Landing Pages Pro (LPP) designer, you can now create professional, responsive pages much faster. The new designer includes ready-made and reusable sections and design elements, so you spend less time designing from scratch and more time focusing on content and conversions. 2. Prerequisite You must be […]
1. Feature Overview You can create Custom Columns in the Data Source section of SIERA reports. A custom column lets you build new fields by writing expressions that combine existing columns, apply conditions, or transform values. This makes your reports more flexible by allowing you to model business-specific logic without altering the underlying data. Once […]
1. Feature Overview This article lists the various mail merge fields available in the Universal Telephony Connector (UTC). 2. Prerequisites The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com. You must be an Administrator user to access the connector configuration. 3. Click2Call Mail Merge Fields Note: The following click […]
1. Feature Overview The SIERA Report Builder supports advanced data modeling capabilities through Joins and Sub-Query Joins. These features allow users to combine multiple data sources, apply cross-entity filters, and build complex expressions across nested queries. Use Joins to merge fields across related entities such as Leads, Tasks, Activities, Opportunities, and more. Use Sub-Query Joins […]
1. Feature Overview The Union and Union All options in the Analytics Report Builder allow you to combine the results of two or more queries into a single dataset by stacking rows vertically. Unlike Joins, which merge related tables side-by-side (column-wise), Union combines datasets that share the same structure and appends them together (row-wise). Union […]
1. Feature Overview The Large Exportable Reports (LER) feature can be used to export large data sets from LeadSquared, for example, large volumes of lead, activity, and opportunity data. 2. Prerequisites To enable Large Exportable Reports, reach out to your account manager, or contact support@leadsquared.com. You must have access to the reports you’re exporting. […]
1. Feature Overview Use LeadSquared’s Incentives feature to set up program criteria and rewards to incentivize your sales teams. Once set up, LeadSquared will track and automatically calculate payouts based on each sales rep’s achievements toward their targets. Once the rewards have been calculated, managers can review and approve or reject the rewards through the […]
1. Feature Overview This article will help you add external videos on LeadSquared Landing Pages. You can link audio, video, and slide shows hosted outside LeadSquared by providing the embedded HTML code. 2. Prerequisites You should be an Administrator or Marketing User of your LeadSquared account. 3. Procedure For instance, let’s consider adding a YouTube […]
1. Feature Overview Leadsquared’s Approvals Flow Connector lets Admins set up seamless approval workflows between users and their respective managers, based on specific criteria. For example, an Admin can configure conditions necessitating approval for loan applications exceeding a threshold. In such cases, when a user inputs an amount surpassing this threshold, the relevant manager(s) will […]
1. Feature Overview The FloStack–UDS integration lets you automatically sync key lead interactions—such as appointments, reschedules, cancellations, callback requests, and microsite information—from FloStack into LeadSquared. All FloStack actions are pre-configured in UDS, so you only need to authenticate and complete field mappings. Once configured, new appointment bookings, updates, and microsite events flow directly into LeadSquared […]
1. Feature Overview The Ace Dashboard serves as a central hub for tracking key performance metrics across all Goals, Incentives, and Leaderboards within the ACE suite. It provides a comprehensive, real-time view of individual and team performance, ensuring managers and users can easily track progress without navigating multiple sections. 2. Prerequisites Ace is a paid […]
1. Feature Overview Use LeadSquared Leaderboards to increase the overall productivity and revenue of your organization. The Leaderboards feature revolves around gamification – mundane tasks like calling prospects, setting meetings, and closing deals turn into fun activities for your sales users. Based on the criteria and targets you have set (for example, revenue targets), your […]
1. Feature Overview This article will show you how to view the Leaderboards calculations, approve payouts, and manage the progress of the Leaderboards. Note: LeadSquared Leaderboards helps you increase the overall productivity and revenue of your organization through gamification. Before you continue with this article, you must first Create a Leaderboard. 2. Prerequisites You […]
1. Feature Overview Incoming messages on Converse and Chatbot can be routed to a Chat Group (that consists of several users) through a Routing Rule. On LeadSquared Chatbot, You can create a Chat Group to set up a Handover Node and transfer the chat conversation to a group of agents in your organization. 2. […]
1. Feature Overview Routing management will route the incoming message on Converse and Chatbot to the relevant Lead Owner, Opportunity Owner, Chat Group, Admin, or Specific User. On LeadSquared Chatbot, you can create a Routing Rule to set up a Handover Node and transfer the chat conversation to a group of agents in your organization. […]
1. Feature Overview This article will help you add Buttons to your Dynamic Form. 2. Prerequisites To create a Dynamic Form, refer to How to Create a Form. The Button Special Field can be rendered only in NextGen and LeadSquared Mobile Application. 3. Use Case Buttons on a Dynamic Form can be used […]