FAQs
- How to Bulk Update Multiple Opportunity Fields?
- Can I create more than 100 Opportunity or Activity Fields?
- What are the maximum export limits for Leads, Activities, Opportunities and Tasks?
- Can I update the Created On field of an Opportunity?
- Is the Opportunity Origin updated automatically like the Lead Origin Field?
- Why did the Opportunity Capture API create a Lead but throw an error when creating the Opportunity?
- How to Filter Duplicate Opportunities of an Opportunity Type?
- Why can I see a sales user under the Modified By column in the Opportunity Settings Page?
- What Is the Maximum Character Limit Supported for Activity and Opportunity Fields?
- The Advanced Search ‘And’ Condition Is Displaying Incorrect Results for Leads - Opportunity Type Conditions
- Why Is Email Tracking Not Working for My Email Campaign?
- Why aren't emojis showing up in my email campaigns?
- Can I use my own HTML code to create an Email Campaign?
- Can I stop an Email Campaign after it is sent?
- Can I embed a video in an Email Campaign?
- Can I embed a form in an Email?
- Where is the Google API key required?
- WhatsApp Business FAQs
- Why Is the Agent Pop-up Not Showing/Visible for Phone Calls?
- Why Is the Agent Panel Not Showing/Visible for Phone Calls?
- How to Migrate to the New Email Sync connector?
- Can I have conditional access to my Landing Pages?
- The number of submissions and number of leads is different for a Landing Page. What could be the reason ?
- I have edited my Landing Page but I can’t see the changes. What could be the Reason?
- I have created a CNAME but my Landing Pages are still not showing my sub-domain. What could be the issue?
- I have changed my website hosting provider and my Landing Pages have stopped working. What could be the issue?
- Can I use a Landing Page in multiple types of marketing campaigns?
- Can I rename a Landing Page?
- Can I enable website tracking on multiple domains?
- If I have more than 1 lakh leads, what order or criteria will they be exported?
- Why can a Sales User view leads they don't own?
- How To Automatically Change the Task Owner When the Lead Owner Changes?
- I Can’t See the Sales Activity Button on the Lead Details Page
- Some Activities on a Lead Are Not Visible in the Activity History Page. Why Is This Happening?
- Why Am I Getting a "Lead ID Doesn't Exist" Error When Performing an Action on a Lead?
- Why Am I Getting a "List ID Does Not Exist" Error When I Open My Static List?
- Why Am I Still Receiving Reminders for a Task Type Even After I Disabled Reminders?
- What Are the Maximum Number of Leads That Can Be Shared with a User?
- What Are the Maximum Number of Leads I Can Bulk Update?
- What Are the Maximum Number of Leads That Can Be Added to the Static List? Why is the List Details Page Breaking?
- Can I increase the maximum characters for the Notes fields?
- What is the maximum character length supported for Lead and Activity fields?
- What are the maximum export limits for Leads, Activities, Opportunities and Tasks?
- What is the maximum number of Leads and Opportunities I can import?
- Can I create more than 100 Opportunity or Activity Fields?
- What's the difference between Prospect Creation Date and Lead Created On Date?
- Why can't I export selected/chosen leads from the Manage Leads grid?
- How to Share a Lead via Email
- How can I find leads who have been active in the past 1 week using Advanced Search?
- How to Freeze the Action Column?
- How to find Schema Name of a Lead field?
- Can I add a duplicate Lead Record in LeadSquared?
- Can I import a CSV file without email address into LeadSquared?
- How to distribute leads to users by matching lead and user properties?
- How to Preserve Historical Created On date for leads while importing them in LeadSquared?
- If I delete a list, will the leads in the list be deleted from LeadSquared?
- What errors can I encounter when importing leads?
- What is the best way to distribute leads to my users?
- Where can I find the Activity Code of an Activity?
- How to get LeadSquared Mobile App?
- Where is the Google API key required?
- How to Remove Extra Activity Types from the Add Activity Button on the Mobile App
- How to control lead export and lead delete permissions for users?
- How to schedule a LeadSquared Report?
- How to find deleted leads using Deleted Leads History Report?
- I got a notification to check-in but it doesn't work when I tap on it. Why?
- Why Am I Still Receiving Reminders for a Task Type Even After I Disabled Reminders?
- What Are the Maximum Number of Leads That Can Be Shared with a User?
- Why Is the Sales Group Manager Unable to Edit, Mark Complete, or Delete Tasks Assigned to Members of the Same Group?
- Can I use both Reporting Manager and Sales Group Hierarchy Features
- Can I Delete a User?
- How to Log Out of LeadSquared
- What to Do If You Forgot Password?
- Will the mobile app prompt me in case the location tracking settings on my device are disabled?
- I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?
- I've set up work day templates and assigned them to users/teams but I haven't set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?
- I've set up an auto check-in/check-out automation but I don't see any users entering my automation. Why?
- The internet connection on my phone isn't working. Can I still check-in and check-out from mobile?
- How can Admins Set Passwords for Other Users?
- I got auto checked out at the end of my workday but I'm working late and want check-in again. What should I do?
- I finished my workday early and checked-out from the mobile app. Will my location still be tracked?
- How to Deactivate Users
- I disabled the check-in for a user role but the auto check-in feature is still working. Why?
- I configured reminders to be delivered in my automation but my users aren't receiving them. Why?
- I checked out from the web before the end of my workday but I didn't get checked out from the mobile app. Why?
- I checked in by tapping the notification on my phone but it hasn't reflected in my account. Why?
- I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?
- I checked-in on the mobile app. Will I be checked in on web as well?
- I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?
- How to set an Administrator as the billing user?
- How to control lead export and lead delete permissions for users?
- Why are LeadSquared pages not loading? Why am I seeing blank or half loaded pages?
- Why is my iFrame not loading on an external page?
- Why Is Lead Source Not Getting Updated with the Lead Capture API?
- What is the maximum character length supported for Lead and Activity fields?
- What are the maximum export limits for Leads, Activities, Opportunities and Tasks?
- How to Configure the Refresh Interval in Smart Views?
- How Do I Raise a Support Ticket?
- How many Custom Dashlets can I add to my Dashboard?
- How to set a Dashboard as default?
- How to Do Time Comparisons in Automation?
- How do I find my LeadSquared Account Number?
- How To Find the Root Cause of Performance Issues
- How to Login to LeadSquared?
- I have deployed the website tracking script, but visitor visits are not being tracked. What could be the issue?
- How to Track the Up-time and Service Status of the LeadSquared Application and APIs
- LeadSquared Support Processes and SLA
- What is LeadSquared's Data Archival Policy?
