Can I use both Reporting Manager and Sales Group Hierarchy Features

No, you can use only one feature. By default, LeadSquared accounts come with the Sales Group feature enabled. If you wish to change this to the Reporting Manager feature, please contact us at support@leadsquared.com.

  • The Sales Groups feature lets you manage your sales users by organizing them into different groups based on location, business unit or any other categorization of your choice. To learn more, see Manage Sales Groups.
  • The Reporting Manager feature lets you create a hierarchy of users to reflect your organization structure. To learn more see, View User Hierarchy.

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