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. […]
1. Feature Overview This connector captures leads from your CleverTap account to LeadSquared. You can configure the connector to capture leads in real-time from your CleverTap 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 […]
1. Feature Overview This connector captures leads from your Jotform account to LeadSquared. You can configure the connector to capture leads in real-time from your Jotform 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 […]
1. Feature Overview This connector captures leads from your MoEngage account to LeadSquared. You can configure the connector to capture leads in real-time from your MoEngage 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. […]
1. Feature Overview Schedule the delivery of your SIERA report to your LeadSquared email address. Admins can schedule reports for themselves or other users, while non-admin users can schedule reports for themselves. 2. Prerequisites SIERA is a paid feature. To enable it, contact your account manager or send an email to support@leadsquared.com. Users can only […]
1. Feature Overview An LSQ Form widget acts as a “lead magnet”. An example of a lead magnet is a special deal offered to customers in exchange for their contact details. It can be a discount code, webinar, white paper, ebook, template, inquiry form, or another resource. With LeadSquared, you can create and embed an […]
1. Feature Overview By default, landing pages created using Landing Pages Pro are hosted on a LeadSquared subdomain. To maintain brand consistency, you can instead publish landing pages on your own custom domain (e.g., pages.yourcompany.com). This article explains how to configure a custom domain and map it to your Landing Pages Pro environment. 2. […]
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. 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. 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 The Opportunities feature helps you manage and track your potential deals. Integrate opportunities with your cloud telephony provider through the Universal Telephony Connector (UTC) to let your agents make and receive calls directly from opportunities, and track every phone call interaction against the relevant opportunity, instead of just the lead. Once you […]
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 The Lead Details page is the complete record of a single lead in LeadSquared. It brings the lead’s profile, activity history, opportunities, tasks, tickets, documents, and notes together on one screen, so you always have the full context for the lead you’re working. Use this page to follow a lead’s journey from […]
1. Feature Overview In LeadSquared, you can add leads manually or capture them automatically from external sources. You can add leads manually using the following methods: Quick Add Lead: Add a lead instantly with minimal information. Add New Lead: Capture complete lead details, including documents and additional fields. Import Leads: Upload multiple leads in bulk […]
1. Feature Overview A Custom Field Set (CFS) is a reusable group of fields that can be added as a field type within a lead, activity, or opportunity. Instead of adding individual fields one by one, you define the group once and attach it wherever needed. Common examples include: KYC Documents — Passport, PAN Card, […]
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 […]