1. Feature Overview LeadSquared’s Telephony helps you integrate your cloud telephony provider with your LeadSquared account – all the major contact centers, telephony, and IVR tools like Exotel, Ozonetel, Ameyo, CTM, and more, are supported. You can capture your leads, both online and offline, and route them instantly to your internal call center reps. The […]
1. Feature Overview SuperReceptionist by Knowlarity is a cloud-based VoIP (Voice over Internet Protocol) phone system. Once you integrate your Knowlarity account with LeadSquared through the Universal Telephony Connector Generic Instance, you can – Make calls and automatically track the calls in Lead Activity History. Utilize the Agent Popup to store or view lead information […]
1. Feature Overview LeadSquared’s Report Management is aimed to help admins configure appropriate reports for their users. Each team/group/individual has their own requirements, goals, and KPIs to track. This creates a need for their own set of reports and dashboards for analysis and insights. While some reports may be common and may be needed by […]
1. Feature Overview CallGear is a cloud-based VoIP (Voice over Internet Protocol) phone system. Once you integrate your CallGear account with LeadSquared through the Universal Telephony Connector, you can – Make calls and automatically track the calls in Lead Activity History. Utilize the Agent Popup to store or view lead information during phone calls. Automatically […]
1. Feature Overview 3CX is an open-platform, VoIP (Voice over Internet Protocol) phone system that works on-premise or in the cloud. Once you integrate your 3CX account with LeadSquared, you can – Make calls and automatically track the calls in Lead Activity History. Open lead details automatically when an inbound call is received. Automatically create new […]
1. Feature Overview This connector sends leads from your LeadSquared account to your Bouncify account. The connector will verify a lead’s email address and then from the response, LeadSquared will post an activity against the lead. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Bouncify account. […]
1. Feature Overview This connector sends lead details like name, phone number, etc., to your SuperBot account. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active SuperBot account. This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com. 3. […]
1. Feature Overview When you collect sensitive information about your leads (as part of KYC processes, etc.), which may include their identification documents, address proof, credit score, etc., you need to receive consent from the lead to collect this data. Recording the lead’s consent is helpful for audits and lets you stay compliant with government […]
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 The Call Analysis Report in SIERA helps Sales Managers monitor call centre metrics and agent productivity within their teams. Sales users can use the report to track their total calls (inbound, outbound, connected, unanswered, missed) and talk time. 2. Prerequisites SIERA is a paid feature. To enable it for your account, […]
1. Feature Overview You can configure advanced settings for Telephony through the General Settings page. This article explains each of these settings in detail. 2. Prerequisites Settings on this page are only accessible by LeadSquared Admin users. Certain settings are available only if the associated feature is enabled on your account. Contact us at support@leadsquared.com if […]
1. Feature Overview This feature will help you auto-fill the Date, DateTime, or Time values on the Dynamic form. 2. Prerequisites You must enable Dynamic Forms on your account. This feature works on fields of data type: Date, DateTime, and Time. The feature is only supported on Marvin. 3. Auto-Fill Date and Time […]
1. Feature Overview When configuring the Telephony Agent pop-up, you may want to grant access to lead and opportunity details to users that are not lead/opportunity owners. This allows them to have the relevant information available on the pop-up while conversing with leads. This article will help you enable the Entity Share option through the […]
1. Feature Overview This article will show you how to view the incentive calculations, approve incentive payouts, and manage the progress of the incentive program. Note: LeadSquared’s Incentives feature lets you set up an incentive program for your sales teams. Before you continue with this article, you must first Create an Incentive Program. 2. […]
1. Feature Overview This connector captures leads from your Swipe Pages account to LeadSquared. You can configure the connector to capture leads in real-time from your Swipe Pages account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your […]
1. Feature Overview This connector captures leads and activities (such as payment data, payment status, etc.) in real time from your PayU account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. […]
1. Feature Overview This article will show you how to access the logs for payment transactions through a Form in the LeadSquared web application. 2. Prerequisites You must be the Administrator of your LeadSquared account. 3. Access Payment Logs Navigate to My Profile>Settings>API and Webhooks>Payment Logs. The logs will be displayed with a […]
1. Feature Overview With the Incentives Formula Builder, you can create tailored calculations that address complex use cases, meeting the specific needs of an enterprise. For example, you can create a program to adjust the commission through additional rewards or penalties based on the targets achieved by the users. 2. Prerequisites You must know […]
1. Feature Overview With the Trusted Devices feature, users can log into their LeadSquared account without verifying themselves through Two-Factor Authentication (2FA) each time. Trusting a device will help you save time during log-ins. Note: LeadSquared will capture the browser’s user agent, IP address, and system combination for trusting a device. LeadSquared will not store […]
1. Feature Overview In addition to the default lead capture connectors (99acres, Zendesk Chat, Google Forms, Zoom Webinars, etc.) listed on your account, you can also build your own custom connectors to capture leads and activities from other data sources. This document will show you how to map the Entity Options on Lead Capture. Note: […]
1. Feature Overview This connector captures leads from your Zoho Forms account to LeadSquared. You can configure the connector to capture leads in real-time from your Zoho Forms account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your […]
1. Feature Overview This connector captures leads from Contact Form 7 (CF7) on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress Contact Form. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must […]
1. Feature Overview SIERA’s Sales User Dashboard gives you analytics and insights into your entire sales pipeline. The dashboard will give you a birds-eye view of your Call Metrics, Activity Metrics, Lead Metrics, and Task Metrics. You can filter each of these metrics to a specific date range and click on different widgets on the […]
1. Feature Overview This connector captures leads from your Elementor Form to LeadSquared. You can configure the connector to capture leads in real-time from your Elementor account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. […]