Basic Settings and Concepts

This is the second module of LeadSquared Product Training.

In this module, we will…

  • Comprehend the role of an admin and setup admin and organization profile
  • Get an overview of the user personas using the LeadSquared system
  • Underline the concept of Teams and user hierarchy
  • Explain the user access rights and implement the same in your LSQ system
  • Enable workday template, leave tracker, and holiday calendar
  • Create custom lead fields and dependent lead fields
  • Understand lead stages, lead sources and how to handle lead duplication

 

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