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 […]
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 […]