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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