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 Quick Search feature allows you to search for leads from the Manage Leads page using text-based queries. You can find leads by entering full words, partial words, multiple keywords, or excluded terms. Quick Search supports multiple search formats to help retrieve leads based on names, email addresses, locations, company names, or […]
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 The Lead Clone feature lets you copy selected lead fields into a new lead. This is useful when several leads share the same details, such as city, company, or lead source. For example, if you’re adding multiple leads from the same organization, they’re likely to share details like company name and lead […]
1. Feature Overview Your account can sometimes have more than one lead record for the same person. Merge these duplicate leads into a single lead to keep your lead data clean and accurate. Merging leads helps you: Get a complete view of the lead – See all of a lead’s details, activities, tasks, and notes […]
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 […]