1. Overview This article will help you troubleshoot LeadSquared’s Automation feature. 2. Automation Triggers 1. Why didn’t the Automation trigger? Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time. If you’ve included additional conditions/inclusion criteria, the entities […]
1. Feature Overview The Lead vCard displays key lead information on the Lead Details page, including Lead Details, Lead Quality Metrics, and Lead Properties. It provides a quick snapshot of important lead data to help users review and update records efficiently. You can customize the Metrics and Lead Properties sections to control which fields appear […]
1. Feature overview Capture addresses on a map in Forms removes manual address entry for field teams and agents, so location data is captured faster and with fewer typos. Any workflow that relies on location data benefits from the cleaner, quicker input. Users can search for an address or set a location on the interactive […]
1. Feature overview This article will help you understand the Wait Time configurations on Automation Wait Cards – Wait, Wait (Advanced), Wait Until Activity, and Wait Until Workday. Note:Â The contents of this article will take effect in the platform on 23rd April 2025. Check your existing automation. If you have wait times longer than […]
1. Feature Overview LeadSquared allows you to export up to 1 lakh (100,000) leads per export request. If your database contains more than 1 lakh leads, you must export them in multiple batches. You can achieve this by creating lists containing fewer than 1 lakh leads and exporting each list separately. Lists can be created […]
1. Feature Overview This article will help you understand the best practices to follow when configuring and running your Workflow Automations on LeadSquared. 2. Prerequisites You must be the Administrator of your LeadSquared account to create and configure an Automation. Automation is a paid feature. To enable it, reach out to your account manager, […]
1. Feature Overview This LeadSquared connector allows you to extend LeadSquared’s functionality and create Custom Actions (in addition to the actions available by default) on a lead, group of leads, or a list. For example, you can create Custom Actions to – Post/retrieve lead data from external systems. Make a phone call to a number […]
1. Feature Overview The Sales Activity feature lets you capture important information related to each sale (e.g., product sold, sales owner, date, order value, etc.). Depending on the nature of the business the Sales Activities are also known as Customer Sign-up, Order Capture, Purchase Order, Paid Subscription, New Registration, Enrollment, New Deal, etc. These activities […]
1. Feature Overview Using LeadSquared’s Custom Lead and List Actions connector, you can view all the images uploaded to a lead’s Custom Field Sets (CFS) as a slideshow. This is useful when your teams collect multiple documents from leads (e.g., KYC documents like PAN cards, passports, etc.) and want to review them quickly in one […]
1. Feature Overview You can use Advanced Search to find leads where a custom activity field either contains or does not contain data. This is useful for identifying gaps in your activity records — for example, finding all leads whose Home Visit activities are missing a scheduled date. For a full guide to Advanced Search, […]
1. Feature Overview Lead Quality Criteria lets you define rules that evaluate leads against your ideal customer profile and assign each lead a quality score between 0 and 10. This score helps you prioritize leads most likely to convert. Rules are built around lead attributes (fields) that matter to your business. Each attribute is assigned […]
1. Feature Overview This article helps you understand your account’s database usage and how storage is distributed across different entities. Through LeadSquared’s Database Size report, you can monitor database usage to improve system performance and reduce storage costs. Note: On the Manage Subscription page, you can view your active plan and storage limits. Use the […]
1. Feature Overview LeadSquared’s Advanced Search lets you filter leads based on whether a specific activity, or any activity, has taken place within a given number of days. This is useful when you need to act on leads based on recent engagement — for example, following up with leads who had a phone call in […]
1. Feature Overview The Star feature allows you to mark important leads from the Manage Leads page for quick access later. When you star a lead, it is automatically added to the Starred Leads List, available under the Manage Lists page. This feature helps you temporarily group and track leads without modifying lead data or […]
1. Feature Overview Sales Activity Management in LeadSquared lets you configure, capture, and manage revenue-related transactions against your leads. Each sales activity records the information your organization needs to track a sale, such as the product sold, order value, sales owner, and transaction date. You can rename the sales activity to match your business. For […]
1. Feature Overview LeadSquared provides five built-in lead forms to help sales and marketing users capture and manage lead data without navigating across multiple pages. Each form is designed for a specific context, from detailed desktop entry to quick mobile capture and agent call pop-ups. Note: For more advanced form functionality, the Forms and Process […]
1. Feature Overview The Bulk Update feature lets you update a single lead field across multiple leads at once. This is useful when you need to apply the same change to many leads, such as reassigning a Lead Owner, updating a Status, or modifying a custom field. 2. Prerequisites You must have permission to […]
1. Feature overview LeadSquared provides a set of default lead fields out of the box, but every business captures unique information about its leads. Custom lead fields let you extend the standard lead profile with fields specific to your industry or workflow, such as a credit score for financial services, a property budget for real […]
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 Lead sources are the avenues through which you acquire leads. Common lead sources include social media, organic search, trade shows, inbound calls, etc. Here are some examples of common lead sources. Lead Source Description Organic Search When Leads come through a regular search on search engines. For example, if a person comes […]
1. Feature Overview Email Campaigns let you design, personalize, send, and track marketing emails to your leads from a single place in LeadSquared. Instead of emailing leads one at a time, you build a campaign once, target it at one or more lead lists, and let the system handle delivery, tracking, and reporting. To get […]