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 brings your Goals, Incentives, and Leaderboards together on one page. Instead of opening each module separately, you can track targets, incentive payouts, and leaderboard ranks in a single view that updates in real time. Managers can also track the same metrics for everyone who reports to them. The dashboard […]
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 […]
1. Feature Overview MDT Marketing has made it simple to deliver personalized videos to your prospective students to boost engagement and optimize conversion rates. When a new lead is created in LeadSquared, this connector pushes the lead data to MDT Marketing. MDT Marketing renders a coordinating personalized video, and the video URL is automatically appended […]
1. Feature Overview This article provides a feasibility checklist for integrating the customer’s telephony provider using LeadSquared’s Universal Telephony Connector. The article details a checklist questionnaire for UTC features, namely: Outbound Calls, Agent Popup, Agent Panel, Call Log, Call Disposition, and Call Routing. It also includes a checklist for certain general questions. Note: The most […]
1. Feature Overview You can now import external data stored in Mavis into SIERA and use it in your SIERA reports and dashboards. This enhancement allows you to combine third-party campaign data (e.g., from Facebook Ads, Google Ads) with your LeadSquared data for deeper performance insights. 2. Prerequisites SIERA is a paid feature. To […]
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. […]