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. […]
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. […]