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 […]
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: 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 Advanced Search lets you find records that match one or more conditions. Use it when a single filter isn’t enough, and you want to combine lead details, activities, tasks, and opportunity details into one search. For example, you can find leads from California who work in the education industry and who submitted […]
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, […]