Lead Management
- 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?
- If I have more than 1 lakh leads, what order or criteria will they be exported?
- Why can’t I export selected/chosen leads from the Manage Leads grid?
- How to Freeze the Action Column?
- How to distribute leads to users by matching lead and user properties?
- Where can I find the Activity Code of an Activity?
- What’s the difference between Prospect Creation Date and Lead Created On Date?
- What is the best way to distribute leads to my users?
- How to Preserve Historical Created On date for leads while importing them in LeadSquared?
- How to Share a Lead via Email
- How to find Schema Name of a Lead field?
- What errors can I encounter when importing leads?
- How can I find leads who have been active in the past 1 week using Advanced Search?
- If I delete a list, will the leads in the list be deleted from LeadSquared?
- Can I import a CSV file without email address into LeadSquared?
- Can I add a duplicate Lead Record in LeadSquared?
