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Basic Settings

New to LeadSquared? – Awesome!!

Here are a few Settings to be done to get started with Using LeadSquared for your business.

Prerequisites:

You must be an Admin User of your LeadSquared account.

Overview:

For your convenience we have classified the settings in to a few categories

  1. Basic Settings – Essential and good enough to start off.
  2. Connect your Apps. (Third Party and Inhouse)
  3. Additional Settings –  A few more settings To make the Best Use of LeadSquared.

 

Let’s have a look a the basic overview of these before we take a closer look at each:

A. Basic Settings – to get started:

Create Users:

Lead Tracking Setup:

Lead Stage Management: Define and Set up Stages to move your leads through the Lead Funnel

Create Custom Notable Activities:

Create Custom Lead Fields required:

 

B. Additional Settings – to make the most of LeadSquared:

Lead Prioritization:

Sales Activity Settings:

Task Settings:

Email Settings:

 

C. Connect your business Apps:

LeadSquared integrates with various applications you must be using for your business like:

Chat Tool on Website,

Cloud Telephony Services,

Email Apps & More.