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Customizing Lead Data on Mobile

LeadSquared Mobile App can be customized to show only selected lead  fields in specified order. This article will help you in doing the customization.

Prerequisite:
  • You must be admin user of LeadSquared.

 

Customizing Lead Data on Mobile

Login to LeadSquared and navigate to My Account -> Settings -> Customization -> Lead Forms. Select “Create Lead Form on Mobile” in “Select Form to Edit” as shown below:

 

You can add field to the form, remove fields from it, change field order, create new sections etc as shown in image below:

 

Save the changes.  Once you save, the changes will be effective immediately on mobile app. The mobile app user just needs to logout an login again.