Features Supported on the LeadSquared Android and iOS Apps

1. Feature Overview

The majority of LeadSquared features are available across the web and mobile apps. This article lists all the features supported on the Android and iOS apps.

Note: While most of the features are supported on both platforms, there are a few exceptions (e.g., due to app/play store compliance requirements, etc.).

2. Prerequisite

You must be running the latest versions of the mobile app –

3. Login

Feature	Android	iOS
Log in to the LeadSquared app using the email Id and password used when signing up with LeadSquared.
Sign in to the app using your Google credentials. Your Gmail Id and the email Id registered on LeadSquared must be the same to use this feature. To know more, see LeadSquared Security Settings – Authentication Provider.
Sign in to the app using your Azure AD credentials. To know more, see Integrating Azure AD with LeadSquared.
Sign in to the app using your Okta credentials. To know more, see LeadSquared Security Settings – Authentication Provider.
Support for new user registration and sign-up directly from the mobile app.
Reset a forgotten password. To know more, see What to Do If You Forgot Password?.
Login using two-factor authentication through SMS, Email or Google Authenticator. To know more, see LeadSquared Security Settings – Two-factor Authentication.
Users can set their passwords directly from the mobile app. To know more, see Configure Passwords on Mobile.
After user registration, when users log in to the mobile app for the first time, they’ll receive an OTP for verification. Once verified, users can set the password for their LeadSquared account. To know more, see Configure Passwords on Mobile

4. Logout

Feature	Android	iOS
Support for users to log out from the LeadSquared app.
Support for users to check out and log out from the app.
Users on static tokens will be auto logged out in case of deactivated account, deactivated user, password change, suspended account, and expired account.
Users on dynamic tokens will be auto logged out in case of expired session, force logout, deactivated account, deactivated user, password change, suspended account, and expired account.

5. Check-in and Check-out

Feature	Android	iOS
Check-in/check-out without location tracking
Check-in/check-out with location tracking
Location restrictions based on – Latitude, longitude and radius. Zipcode.
Check-in/check-out based on time – After a fixed time. Before a fixed time. After a fixed duration.
Work area check-in/check-out validation.
Work area field value validation.
Auto check-in/check-out.
Offline check-in/check-out.

6. Leads

Feature	Android	iOS
Access to view all leads and starred leads in your LeadSquared account.
Access to perform the lead search action (Partial Search, Strict Search, etc.) on the Leads screen.
Allows you to sort all leads based on lead fields.
Allows you to filter leads based on the last update, Lead Stage, Lead Source, Lead Owner, and Activities.
Add New Lead button allows you to Quick Add leads in your account using default or dynamic forms
Support to perform default Call and Message actions when the lead card is swiped left or right.
Support to Add Task when the lead card is swiped left or right.
Support to perform customised left and right swipe actions. To know more about customising swipe actions, see Mobile App Additional Settings.
Support for lead card customization. To know more, see How to Customize the Lead Card on Mobile?
Support for the actions that can be performed when a single lead is selected (e.g., Call, Share, Add Activity, Post Note, Assign Owner, Send SMS, Email, Add Task, Add Tags, Delete, and Customs Actions).
Support for the actions that can be performed when multiple leads are selected (e.g., Assign Owner, Send SMS, Add Tag, Change Lead Stage).
Support for recording and tracking lead calls and SMS.
Lead details pop-up while making a lead call.
Unknown lead pop-up during calls.
Support for lead cloud call
Support for leads offline.

7. Lead Details

Feature	Android	iOS
Support to edit leads on the Lead Details page.
View About, Activity History, Opportunities, Social Profile, Task and Custom tabs.
Use the Notes tab to – Add notes with/without attachments. Edit notes with/without attachments. Disable Lead Notes. Enter voice inputs. Delete notes. Download and view attachments.
Use the Documents tab to – Attach files to lead Activities and Notes. Create and attach files to custom field set in Lead Details and Activities. Download and view attachments.
On the bottom of the Lead Details page, you can – Add task. Add opportunity. Add activities. Add notes. Share lead. Update lead location. Perform custom actions.
Contact cards can be used to – Update lead Stage. Contact leads through Call, Cloud call, SMS, WhatsApp, WhatsApp Business. Email Leads Find the location of the leads. Star/unstar leads.
The sections in Lead Details page is used to – View the lead metrics. View the key lead details. View the custom sections configured on the web app. View the lead tags.
Support for custom options in Lead List filter.

8. Opportunities

Feature	Android	iOS
View list of opportunities on the app.
View default cards.
Support to perform card customization for opportunities.
Perform default card swipe actions (add activity, add task).
Perform call action by swiping on the opportunity default card.
Perform customizable card swipe action (call, message, add acticity, add task).
Support for the actions that can be performed when a single opportunity is selected (call, change status, change owner, message, email)
Support for the actions that can be performed when multiple opportunities are selected (change status, change owner, SMS, email, custom actions configured through connectors).
Add Opportunities button allows you to Quick Add opportunities in your account using default or dynamic forms
Support to search for opportunities using their details in the Opportunities List page.
Allows you to sort and filter your opportunities based on Owner. Status. Stage. Product. Date range. Lead stage. Sales group.

9. Opportunity Details

Feature	Android	iOS
View tabs with the opportunities’ Details, Activity History, Tasks, Notes, Documents. Also view custom tabs on this page.
Support to edit an opportunity.
Perform the following actions on the bottom sheet of the page – Add task. Add activity. Call. Add notes. Directions. Email. Message. Any custom action.
Edit the status of the opportunity.
Support to change owner and delete opportunity.
Support to perform long tap actions on the opportunity tab under lead details (Edit, Add Activity, Add Task, Delete).
Support to perform card swipe actions on the Opportunities page (Add Task, Add Activity).
View opportunities offline
Record outbound call activities in opportunity cloud calling.
Record inbound call activities in opportunity cloud calling.

10. Accounts

Feature	Android	iOS
Support to view accounts type lists on the app.
Allow default view of account cards.
Perform swipe actions on the account card (Add activity, Assign lead).
Support for the actions that can be performed when a single account is selected (Edit, Change Owner, Change Stage, Delete).
Support for the actions that can be performed when multiple accounts are selected (Change Owner, Change Stage).
Perform default, strict and partial search on accounts.
Support to sort and filter accounts based on Stage, Owner and Date Range.
Add Account button allows you to Quick Add opportunities in your account using default forms.

11. Account Details

Feature	Android	iOS
View tabs with the account’s Details, Activity History, Leads, and Sales Activity. Also view custom tabs on this page.
Support to edit accounts.
Support to change owner and delete the account.
Support to perform the following actions on the bottom sheet of the page – Add Task. Add Activity. Add Lead. Assign Lead. Add Sales Activity. Change Stage.
Support to view accounts offline.

12. Activities

12.1 Activity List

Feature	Android	iOS
Support to view My Activities and All Activities on the Activity tab.
Support to select specific activity types.
Support to view default activity cards (Lead Activity Cards, Opportunity Activity Cards).
Support for the actions that can be performed when a single activity card is selected (Call, Email, Send SMS, Assign Owner, Change Status, Cancel/Delete).
Support to perform Assign Owner and Change Status actions when multiple activity cards are selected.
Support to message leads when multiple activity cards are selected.
Support to search for specific activities.
Support to filter activities based on – Lead Stage. Status. Lead Owner. Product (only for sales activities). Date Range.
Add Activity button allows you to Quick Add activities in your account using default or dynamic forms.

12.2 Settings for Add Activity

Feature	Android	iOS
Support to hide default activity form.
Support to show both default and dynamic activities forms together.
Support to hide the default activity form if a dynamic activity form is created with the same activity type.

12.3 Activity Types

Feature

Android

iOS

Support for the following activity types –

System activities.
Custom activities.
Sales activities.
Accounts activities (this activity is account specific).
Activity Audio Recording through default forms.
Cloud Call Activities for inbound/outbound calls.

Support for the following activity types –

Call tracking activities (with/without recording).
SMS tracking activities.
Inbound cloud call activities.

13. Activity Details

Feature	Android	iOS
View tabs with Activity Details and Attachments.
Support to view cards list in the lead, account and opportunity type Activity History tab.
Support to perform Edit and Delete card long tap actions.
Filter leads by activity type.
Support to edit activities.
Support to delete or cancel activities.
Support to view Lead/Opportunity Details vCard
Support to perform Call and Email actions on the bottom sheet of the page
Support to identify and view Activity Location.
Support to view and add Activities offline.
Support for Call tracking activities with/without recording.
Support for SMS tracking activities.
View the following in the Lead Activity History tab – List of lead cards. Card long tap actions – edit and delete. Activity type filter.
View the following in the Opportunity Activity History tab – List of lead cards. Activity type filter.
View the following in the Accounts Activity History tab – List of lead cards. Activity type filter.
Perform Activity geofencing
Support for Hide Browsed File setting.

14. Tasks

Feature	Android	iOS
Support for Pending, Overdue, Completed and Cancelled task cards.
Support to use a navigator and select the range of the tasks (days, weeks, or months).
Show Complete and Cancelled task buttons.
Sort and filter tasks by – Distance. Due date. Priority. Task types. Status.
Show tasks in calendar view.
Add Task button allows you to Quick Add tasks in your account using default or dynamic forms. You can also – Use Location field google search ability. Map Lead location to task.
Support to create follow up task action.
Complete task action icon on task cards.
Support for colour coded task cards.
Support for these card swipe actions on Pending Tasks – Edit. Delete. Cancel. Call. SMS.
Support for these card swipe actions on Overdue Tasks – Edit. Delete. Call. SMS.
Support for these card swipe actions on Completed Tasks – Edit. Delete. Open. Call. SMS.
Support for these card swipe actions on Cancelled Tasks – Delete. Call. SMS.
Support for these card long tap actions on Pending Tasks – Edit. Delete. Cancel.
Support for these card long tap actions on Overdue Tasks – Edit. Delete.
Support for these card long tap actions on Overdue Tasks – Edit. Delete. Open.
Support for Delete card long tap actions on Cancelled Tasks.

15. Task Details

Feature	Android	iOS
Lead or Opportunity vCard on Task Details page
Support to edit tasks.
Mark Completete button.
View Lead and Opportunity Details on the task tab.
Support for geofencing task completion.
Support for Task-Activity association flow.
View recurring tasks.
Add and view tasks offline.

16. Lead Smart Views

Feature	Android	iOS
Sort and filter your lead smart views based on – Lead stage. Lead source. Owner. Last updated. Custom Options created via tenant setting.
Support to search your Smart Views.
Add Lead button on Smart Views page to Quick Adds leads using default or dynamic forms.
Support to perform default Call and Message actions when the lead card is swiped left or right.
Support to Add Task when the lead card is swiped left or right.
Support for the actions that can be performed when a single lead is selected (Call, Share, Add Activity, Post Note, Assign Owner, Send SMS, Email, Add Task, Add Tags, Delete, and Customs Actions).
Support for the actions that can be performed when multiple leads are selected (Assign Owner, Send SMS, Add Tag, Change Lead Stage).
View lead Smart Views offline
Custom Smart Views

17. Opportunity Smart Views

Feature	Android	iOS
Sort and filter leads based on – Custom Options. Owner. Status. Stage. Product. Date Range. Lead Stage. Sales group.
Support to search your Smart Views.
Add Opportunity button on Smart Views page to Quick Adds opportunities using default or dynamic forms.
Perform default card swipe actions (add activity, add task).
Perform call action by swiping on the opportunity card.
Perform customizable card swipe action (call, message, add acticity, add task).
Support for the actions that can be performed when a single opportunity is selected (call, change status, change owner, message, email)
Support for the actions that can be performed when multiple opportunities are selected (change status, change owner, SMS, email, custom actions configured through connectors).
View opportunities Smart Views offline.

18. Account Smart Views

Feature	Android	iOS
Filter leads based on – Account stage. Account owner. Date range.
Support to search your Smart Views.
Add Account button on Smart Views page to Quick Adds accounts using default or dynamic forms.
Perform swipe actions on the account card (Add activity, Assign lead).
Support for the actions that can be performed when a single account is selected (Edit, Change Owner, Change Stage, Delete).
Support for the actions that can be performed when multiple accounts are selected (Change Owner, Change Stage).
View account Smart Views offline.

19. Activity Smart Views

Feature	Android	iOS
Filter activities.
Support to search your Smart Views.
Add Activity button on Smart Views page to Quick Adds activities using default or dynamic forms.
Support to view default activity cards (Lead Activity Cards, Opportunity Activity Cards).
Support for the actions that can be performed when a single activity card is selected (Call, Email, Send SMS, Assign Owner, Change Status, Cancel/Delete).
Support to perform Assign Owner and Change Status actions when multiple activity cards are selected.
Support to message leads when multiple activity cards are selected.
View activity Smart Views offline.

20. Task Smart Views

Feature	Android	iOS
Filter your leads based on – Lead stage. Task owner. Date range.
Support to search your Smart Views.
Add Task button on Smart Views page to Quick Adds tasks using default or dynamic forms.
Support for these card swipe actions on Pending Tasks – Edit. Delete. Cancel. Call. SMS.
Support for these card swipe actions on Overdue Tasks – Edit. Delete. Call. SMS.
Support for these card swipe actions on Completed Tasks – Edit. Delete. Open. Call. SMS.
Support for these card swipe actions on Cancelled Tasks – Delete. Call. SMS.
Support for these card long tap actions on Pending Tasks – Edit. Delete. Cancel.
Support for these card long tap actions on Overdue Tasks – Edit. Delete.
Support for these card long tap actions on Overdue Tasks – Edit. Delete. Open.
Support for Delete card long tap actions on Cancelled Tasks.
View task Smart Views offline

21. Dashboards

Feature	Android	iOS
Non customizable default dashboard.
Support to create custom dashboards with web pages and reports.
Support for the following dashlets – New lead added dashlet. Pending task dashlet. Overdue task dashlet.
Customizable homepage – Support for Task Counter widgets as a Speedometer, Fuel Bar or Numeric data. Support for Task List widgets. Support for Web views widgets. Support for Launcher widgets. Support for Banner widgets. Support for Lead List widgets. Support for Lead Shortcut widgets. Support for team based homepage distribution.
View Key Lead metrics or My Lead metrics.
Apply filters on your dashlets.
Support for a notification icon in the title bar.
Support for a Near Me icon in the title bar.
Offline dashboard.
Offline homepage.

22. Settings and Navigation

Feature	Android	iOS
Customize side menu and bottom bar through tenant settings.
Add/change user profile picture.
View profile information.
Set app language.
Access battery usage settings.
Make calls and send SMS.
Receive notifications.
Use app offline.
Use SMS templates.
Set your homescreen
Sync your data.
Apply tags.
Apply for leaves.
Settings for Other Details.
Add or change the company logo.
Menu options for – Leads. Tasks. Activities. Accounts. Opportunities. Notifications. Leads Near Me. Reports. Custom App. Smart Views. Dashboard. Goals. Pending recording. Help and feedback.
Menu options for – Day plan. Sync.
Check-in/check-out button.
Mobile settings customization.

23. Notifications and Nudges

Feature	Android	iOS
Push Notifications configured via the old Notification connector.
Push notifications for Lead Created event with actions – Call and Add task.
Push notifications for Lead Assigned event with actions – Call and Add task.
Push notifications for Task Created event with actions – View Task.
Push notifications for Task Reminders with actions – Call and Add task.
Filter these options in push notifications screen within the app – Lead. Task. Show All.
Filter these options in push notifications screen within the app – Shared Leads. Task Summary.
Delete option in the notification screen within the app
In other notifications not configured through a connector – Display leads shared. Auto check-in and auto check-out.
Overdue task summary in local notifications.
Task completion reminder in local notifications.
Nudges connector.

24. Near Me

Feature	Android	iOS
Leads Near Me.
Territory management.
Explore tenant settings.
Search.
Default and custom filter options.
Add lead.
Change location.
Pin view and cluster view.
‘Search this area’ option.
Offline Near Me features.

25. Reports

Feature	Android	iOS
View reports list.
Bookmark reports.
Remove bookmarked reports.
View custom built user-specific Location History Report.
View users’ real-time location reports.
View users’ location history reports.
View field sales activity tracker reports.

26. Mobile App Web Settings

Feature	Android	iOS
Allow access, override settings and data on – Offline Leads. Offline Activities. Offline Tasks. Offline Smart Views.
Track and record your calls.
Track your SMS.
Override call and SMS settings on your device.
Track your lead’s real time location.
Track location on lead up.
View navigation to the lead location on your device.
Customise lead and opportunity cards on your device.
Support for navigation on the device.

27. Mobile App Additional Settings

27.1 App Related

Feature	Android	iOS
Take screenshots while using the LeadSquared mobile app.
Enforce secure lock in your mobile app.
Enforce strict address look-up.
Hide the menu options on the mobile app.
Use Nudge connector.
Perform SFDC SSO Configuration.
View all items using an action in the side menu.
Apply check-in/check-out time and location restrictions

27.2 Attachments

Feature	Android	iOS
Compress your images.
Restrict file uploads on the mobile app.

27.3 Forms

Feature	Android	iOS
Activity Audio Recording.
Open i-frame link on Forms.
Perform OTP verification on Forms.
Perform geofencing.
Set ‘current location’ option in lead address section.
Perform text recognition.
Work area validation.

27.4 Gesture Actions

Feature	Android	iOS
Swipe left and right on lead cards.
Swipe left and right on opportunity cards.

27.5 Lead

Feature	Android	iOS
Hide lead age on the mobile app.

27.6 Near Me

Feature	Android	iOS
Explore Google Key.
Explore Keywords.
Explore Suggestive Search.
Apply custom filters on leads.
Switch to v2.

27.7 Search

Feature	Android	iOS
Perform partial search on leads.
Set your Search Preference.

28. Other Modules

Feature	Android	iOS
Access custom apps configured via connectors.
View Goals.
View Day Plans.
Perform manual sync or auto sync (every 4-8 hours).
Enfore app lock.
Allow optional (scheduled) or forced (immediate) app updates.
Set Permission Templates for – Lead. Activity. Task. Opportunity. Accounts. Bulk Action Restrictions.
Support for default or dynamic forms in mobile app to – Import contacts. Perform text recognition.

29. Offline Features

29.1 Lead Details

Feature	Android	iOS
Edit leads through default forms.
View the following tabs on the Lead Details page – About. Activity History (if offline activity history is enabled). Tasks (if offline tasks are enabled).
Perform the following actions on the bottom sheet – Add Task (if offline tasks are enabled). Add Activity Add task (if offline activitiesare enabled). Update lead location.
View the following on the Contact Card – Contact. Star/Unstar. Directions. Update lead stage option.
View the following sections on the Lead Details page – Lead metrics section. Key details section. Custom sections (configured in default form from web). Tags section.

29.2 Lead List

Feature	Android	iOS
View leads offline (limit can be customised through Tenant setting).
Star/Unstar leads.
Add and edit leads through default forms.
Support for these actions that can be performed when a single lead is selected – Call. Add activity through default forms. Assign owner. Send SMS. Add tasks through default forms.
Support for these actions that can be performed when multiple leads are selected – Assign owner. Change stage. Send SMS.
Search for leads(only using email, first name and last name).
Apply lead filters.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Submit a Ticket
First Name
Last Name
Email
Subject
Issue Description
Priority
Attachment	Attach files Each of your file(s) can be up to 20MB in size.
Captcha	Refresh

	powered by