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

FeatureAndroidiOS
Log in to the LeadSquared app using the email Id and password used when signing up with LeadSquared.green tick icongreen tick icon
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.

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Sign in to the app using your Azure AD credentials. To know more, see Integrating Azure AD with LeadSquared.green tick icongreen tick icon
Sign in to the app using your Okta credentials. To know more, see LeadSquared Security Settings – Authentication Provider.green tick icongreen tick icon
Support for new user registration and sign-up directly from the mobile app.green tick iconred cross
Reset a forgotten password. To know more, see What to Do If You Forgot Password?.green tick icongreen tick icon
Login using two-factor authentication through SMS, Email or Google Authenticator.  To know more, see LeadSquared Security Settings – Two-factor Authentication.green tick icongreen tick icon
Users can set their passwords directly from the mobile app. To know more, see Configure Passwords on Mobile.green tick icongreen tick icon
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 Mobilegreen tick icongreen tick icon

 

4. Logout

FeatureAndroidiOS
Support for users to log out from the LeadSquared app.green tick icongreen tick icon
Support for users to check out and log out from the app.green tick icongreen tick icon
Users on static tokens will be auto logged out in case of deactivated account, deactivated user, password change, suspended account, and expired account.green tick icongreen tick icon
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.green tick icongreen tick icon

 

5. Check-in and Check-out

FeatureAndroid iOS
Check-in/check-out without location trackinggreen tick icongreen tick icon
Check-in/check-out with location trackinggreen tick icongreen tick icon
Location restrictions based on –

  • Latitude, longitude and radius.
  • Zipcode.
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Check-in/check-out based on time –

  • After a fixed time.
  • Before a fixed time.
  • After a fixed duration.
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Work area check-in/check-out validation.green tick icongreen tick icon
Work area field value validation.green tick icongreen tick icon
Auto check-in/check-out.green tick icongreen tick icon
Offline check-in/check-out.red crossred cross

 

6. Leads

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

 

7. Lead Details

FeatureAndroidiOS
Support to edit leads on the Lead Details page.green tick icongreen tick icon
View About, Activity History, Opportunities, Social Profile, Task and Custom tabs.green tick icongreen tick icon
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.
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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.
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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.
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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.
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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.
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Support for custom options in Lead List filter.green tick icongreen tick icon

 

8. Opportunities

FeatureAndroidiOS
View list of opportunities on the app.green tick icongreen tick icon
View default cards.green tick icongreen tick icon
Support to perform card customization for opportunities.green tick icongreen tick icon
Perform default card swipe actions (add activity, add task).green tick icongreen tick icon
Perform call action by swiping on the opportunity default card.red crossgreen tick icon
Perform customizable card swipe action (call, message, add acticity, add task).green tick icongreen tick icon
Support for the actions that can be performed when a single opportunity is selected (call, change status, change owner, message, email)green tick icongreen tick icon
Support for the actions that can be performed when multiple opportunities are selected (change status, change owner, SMS, email, custom actions configured through connectors).green tick icongreen tick icon
Add Opportunities button allows you to Quick Add opportunities in your account using default or dynamic formsgreen tick icongreen tick icon
Support to search for opportunities using their details in the Opportunities List page.green tick icongreen tick icon
Allows you to sort and filter your opportunities based on

  • Owner.
  • Status.
  • Stage.
  • Product.
  • Date range.
  • Lead stage.
  • Sales group.
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9. Opportunity Details

FeatureAndroidiOS
View tabs with the opportunities’ Details, Activity History, Tasks, Notes, Documents. Also view custom tabs on this page.green tick icongreen tick icon
Support to edit an opportunity.green tick icongreen tick icon
Perform the following actions on the bottom sheet of the page –

  • Add task.
  • Add activity.
  • Call.
  • Add notes.
  • Directions.
  • Email.
  • Message.
  • Any custom action.
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Edit the status of the opportunity.green tick icongreen tick icon
Support to change owner and delete opportunity.green tick icongreen tick icon
Support to perform long tap actions on the opportunity tab under lead details  (Edit, Add Activity, Add Task, Delete).green tick icongreen tick icon
Support to perform card swipe actions on the Opportunities page (Add Task, Add Activity).red crossgreen tick icon
View opportunities offlinered crossred cross
Record outbound call activities in opportunity cloud calling.green tick icongreen tick icon
Record inbound call activities in opportunity cloud calling.green tick iconred cross

 

10. Accounts

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

 

11. Account Details

FeatureAndroidiOS
View tabs with the account’s Details, Activity History, Leads, and Sales Activity. Also view custom tabs on this page.green tick icongreen tick icon
Support to edit accounts.green tick icongreen tick icon
Support to change owner and delete the account.green tick icongreen tick icon
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.
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Support to view accounts offline.red crossred cross

 

12. Activities

12.1 Activity List

FeatureAndroidiOS
Support to view My Activities and All Activities on the Activity tab.green tick icongreen tick icon
Support to select specific activity types.green tick icongreen tick icon
Support to view default activity cards (Lead Activity Cards, Opportunity Activity Cards).green tick icongreen tick icon
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).green tick icongreen tick icon
Support to perform Assign Owner and Change Status actions when multiple activity cards are selected.green tick icongreen tick icon
Support to message leads when multiple activity cards are selected. red crossgreen tick icon
Support to search for specific activities.green tick icongreen tick icon
Support to filter activities based on –

  • Lead Stage.
  • Status.
  • Lead Owner.
  • Product (only for sales activities).
  • Date Range.
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Add Activity button allows you to Quick Add activities in your account using default or dynamic forms.green tick icongreen tick icon

 

12.2 Settings for Add Activity

FeatureAndroid iOS
Support to hide default activity form.green tick icongreen tick icon
Support to show both default and dynamic activities forms together.green tick icongreen tick icon
Support to hide the default activity form if a dynamic activity form is created with the same activity type.green tick icongreen tick icon

 

12.3 Activity Types

FeatureAndroid 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.
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Support for the following activity types –

  • Call tracking activities (with/without recording).
  • SMS tracking activities.
  • Inbound cloud call activities.
green tick iconred cross

 

13. Activity Details

FeatureAndroid iOS
View tabs with Activity Details and Attachments.green tick icongreen tick icon
Support to view cards list in the lead, account and opportunity type Activity History tab.green tick icongreen tick icon
Support to perform Edit and Delete card long tap actions.green tick icongreen tick icon
Filter leads by activity type.green tick icongreen tick icon
Support to edit activities.green tick icongreen tick icon
Support to delete or cancel activities.green tick iconred cross
Support to view Lead/Opportunity Details vCardred crossgreen tick icon
Support to perform Call and Email actions on the bottom sheet of the pagegreen tick iconred cross
Support to identify and view Activity Location.green tick icongreen tick icon
Support to view and add Activities offline.green tick iconred cross
Support for Call tracking activities with/without recording.green tick iconred cross
Support for SMS tracking activities.green tick iconred cross
View the following in the Lead Activity History tab –

  • List of lead cards.
  • Card long tap actions – edit and delete.
  • Activity type filter.
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View the following in the Opportunity Activity History tab –

  • List of lead cards.
  • Activity type filter.
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View the following in the Accounts Activity History tab –

  • List of lead cards.
  • Activity type filter.
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Perform Activity geofencinggreen tick icongreen tick icon
Support for Hide Browsed File setting.green tick icongreen tick icon

 

14. Tasks

FeatureAndroidiOS
Support for Pending, Overdue, Completed and Cancelled task cards.green tick icongreen tick icon
Support to use a navigator and select the range of the tasks (days, weeks, or months).green tick icongreen tick icon
Show Complete and Cancelled task buttons.green tick icongreen tick icon
Sort and filter tasks by –

  • Distance.
  • Due date.
  • Priority.
  • Task types.
  • Status.
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Show tasks in calendar view.green tick iconred cross
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.
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Support to create follow up task action.red crossgreen tick icon
Complete task action icon on task cards.green tick icongreen tick icon
Support for colour coded task cards.green tick icongreen tick icon
Support for these card swipe actions on Pending Tasks –

  • Edit.
  • Delete.
  • Cancel.
  • Call.
  • SMS.
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Support for these card swipe actions on Overdue Tasks –

  • Edit.
  • Delete.
  • Call.
  • SMS.
red crossgreen tick icon
Support for these card swipe actions on Completed Tasks –

  • Edit.
  • Delete.
  • Open.
  • Call.
  • SMS.
red crossgreen tick icon
Support for these card swipe actions on Cancelled Tasks –

  • Delete.
  • Call.
  • SMS.
red crossgreen tick icon
Support for these card long tap actions on Pending Tasks –

  • Edit.
  • Delete.
  • Cancel.
green tick iconred cross
Support for these card long tap actions on Overdue Tasks –

  • Edit.
  • Delete.
green tick iconred cross
Support for these card long tap actions on Overdue Tasks –

  • Edit.
  • Delete.
  • Open.
green tick iconred cross
Support for Delete card long tap actions on Cancelled Tasks.green tick iconred cross

 

15. Task Details

FeatureAndroidiOS
Lead or Opportunity vCard on Task Details pagegreen tick icongreen tick icon
Support to edit tasks.green tick icongreen tick icon
Mark Completete button.green tick icongreen tick icon
View Lead and Opportunity Details on the task tab.green tick icongreen tick icon
Support for geofencing task completion.green tick icongreen tick icon
Support for Task-Activity association flow.green tick icongreen tick icon
View recurring tasks.green tick icongreen tick icon
Add and view tasks offline.green tick iconred cross

 

16. Lead Smart Views

FeatureAndroidiOS
Sort and filter your lead smart views based on –

  • Lead stage.
  • Lead source.
  • Owner.
  • Last updated.
  • Custom Options created via tenant setting.
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Support to search your Smart Views.green tick icongreen tick icon
Add Lead button on Smart Views page to Quick Adds leads using default or dynamic forms.green tick icongreen tick icon
Support to perform default Call and Message actions when the lead card is swiped left or right.green tick icongreen tick icon
Support to Add Task when the lead card is swiped left or right.red crossgreen tick icon
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).green tick icongreen tick icon
Support for the actions that can be performed when multiple leads are selected (Assign Owner, Send SMS, Add Tag, Change Lead Stage).green tick icongreen tick icon
View lead Smart Views offlinegreen tick iconred cross
Custom Smart Viewsgreen tick icongreen tick icon

 

17. Opportunity Smart Views

FeatureAndroid iOS
Sort and filter leads based on –

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

 

18. Account Smart Views

FeatureAndroid iOS
Filter leads based on –

  • Account stage.
  • Account owner.
  • Date range.
green tick icongreen tick icon
Support to search your Smart Views.green tick icongreen tick icon
Add Account button on Smart Views page to Quick Adds accounts using default or dynamic forms.green tick icongreen tick icon
Perform swipe actions on the account card (Add activity, Assign lead).green tick icongreen tick icon
Support for the actions that can be performed when a single account is selected (Edit, Change Owner, Change Stage, Delete).green tick icongreen tick icon
Support for the actions that can be performed when multiple accounts are selected (Change Owner, Change Stage).green tick icongreen tick icon
View account Smart Views offline.red crossred cross

 

19. Activity Smart Views

FeatureAndroidiOS
Filter activities.red crossred cross
Support to search your Smart Views.green tick icongreen tick icon
Add Activity button on Smart Views page to Quick Adds activities using default or dynamic forms.green tick icongreen tick icon
Support to view default activity cards (Lead Activity Cards, Opportunity Activity Cards).green tick icongreen tick icon
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).green tick icongreen tick icon
Support to perform Assign Owner and Change Status actions when multiple activity cards are selected.green tick icongreen tick icon
Support to message leads when multiple activity cards are selected. red crossgreen tick icon
View activity Smart Views offline.green tick iconred cross

 

20. Task Smart Views

FeatureAndroid iOS
Filter your leads based on –

  • Lead stage.
  • Task owner.
  • Date range.
green tick icongreen tick icon
Support to search your Smart Views.red crossred cross
Add Task button on Smart Views page to Quick Adds tasks using default or dynamic forms.green tick icongreen tick icon
Support for these card swipe actions on Pending Tasks –

  • Edit.
  • Delete.
  • Cancel.
  • Call.
  • SMS.
red crossgreen tick icon
Support for these card swipe actions on Overdue Tasks –

  • Edit.
  • Delete.
  • Call.
  • SMS.
red crossgreen tick icon
Support for these card swipe actions on Completed Tasks –

  • Edit.
  • Delete.
  • Open.
  • Call.
  • SMS.
red crossgreen tick icon
Support for these card swipe actions on Cancelled Tasks –

  • Delete.
  • Call.
  • SMS.
red crossgreen tick icon
Support for these card long tap actions on Pending Tasks –

  • Edit.
  • Delete.
  • Cancel.
green tick iconred cross
Support for these card long tap actions on Overdue Tasks –

  • Edit.
  • Delete.
green tick iconred cross
Support for these card long tap actions on Overdue Tasks –

  • Edit.
  • Delete.
  • Open.
green tick iconred cross
Support for Delete card long tap actions on Cancelled Tasks.green tick iconred cross
View task Smart Views offlinegreen tick iconred cross

 

21. Dashboards

FeatureAndroidiOS
Non customizable default dashboard.green tick icongreen tick icon
Support to create custom dashboards with web pages and reports.green tick icongreen tick icon
Support for the following dashlets –

  • New lead added dashlet.
  • Pending task dashlet.
  • Overdue task dashlet.
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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.
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View Key Lead metrics or My Lead metrics.green tick icongreen tick icon
Apply filters on your dashlets.green tick icongreen tick icon
Support for a notification icon in the title bar.green tick icongreen tick icon
Support for a Near Me icon in the title bar.green tick icongreen tick icon
Offline dashboard.red crossred cross
Offline homepage.red crossred cross

 

22. Settings and Navigation

FeatureAndroid iOS
Customize side menu and bottom bar through tenant settings.green tick icongreen tick icon
Add/change user profile picture.green tick iconred cross
View profile information.green tick icongreen tick icon
Set app language.green tick icongreen tick icon
Access battery usage settings.green tick icongreen tick icon
Make calls and send SMS.green tick iconred cross
Receive notifications.green tick icongreen tick icon
Use app offline.green tick iconred cross
Use SMS templates.green tick icongreen tick icon
Set your homescreengreen tick icongreen tick icon
Sync your data.green tick iconred cross
Apply tags.green tick icongreen tick icon
Apply for leaves.green tick icongreen tick icon
Settings for Other Details.green tick iconred cross
Add or change the company logo.green tick icongreen tick icon
Menu options for –

  • Leads.
  • Tasks.
  • Activities.
  • Accounts.
  • Opportunities.
  • Notifications.
  • Leads Near Me.
  • Reports.
  • Custom App.
  • Smart Views.
  • Dashboard.
  • Goals.
  • Pending recording.
  • Help and feedback.
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Menu options for –

  • Day plan.
  • Sync.
green tick iconred cross
Check-in/check-out button.green tick icongreen tick icon
Mobile settings customization.green tick icongreen tick icon

 

23. Notifications and Nudges

FeatureAndroidiOS
Push Notifications configured via the old Notification connector.green tick icongreen tick icon
Push notifications for Lead Created event with actions – Call and Add task.green tick icongreen tick icon
Push notifications for Lead Assigned event with actions – Call and Add task.green tick icongreen tick icon
Push notifications for Task Created event with actions – View Task.green tick icongreen tick icon
Push notifications for Task Reminders with actions – Call and Add task.green tick icongreen tick icon
Filter these options in push notifications screen within the app – 

  • Lead.
  • Task.
  • Show All.
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Filter these options in push notifications screen within the app – 

  • Shared Leads.
  • Task Summary.
green tick iconred cross
Delete option in the notification screen within the appgreen tick icongreen tick icon
In other notifications not configured through a connector –

  • Display leads shared.
  • Auto check-in and auto check-out.
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Overdue task summary in local notifications.green tick icongreen tick icon
Task completion reminder in local notifications.green tick icongreen tick icon
Nudges connector.green tick icongreen tick icon

 

24. Near Me

FeatureAndroidiOS
 Leads Near Me.green tick icongreen tick icon
Territory management.green tick icongreen tick icon
Explore tenant settings.green tick icongreen tick icon
Search.green tick icongreen tick icon
Default and custom filter options.green tick icongreen tick icon
Add lead.green tick icongreen tick icon
Change location.green tick icongreen tick icon
Pin view and cluster view.green tick icongreen tick icon
‘Search this area’ option.green tick icongreen tick icon
Offline Near Me features.red crossred cross

 

25. Reports

FeatureAndroidiOS
View reports list.green tick icongreen tick icon
Bookmark reports.green tick icongreen tick icon
Remove bookmarked reports.green tick icongreen tick icon
View custom built user-specific Location History Report.green tick icongreen tick icon
View users’ real-time location reports.green tick icongreen tick icon
View users’ location history reports.green tick icongreen tick icon
View field sales activity tracker reports.green tick icongreen tick icon

 

26. Mobile App Web Settings

FeatureAndroidiOS 
Allow access, override settings and data on –

  • Offline Leads.
  • Offline Activities.
  • Offline Tasks.
  • Offline Smart Views.
green tick iconred cross
Track and record your calls.green tick iconred cross
Track your SMS.green tick iconred cross
Override call and SMS settings on your device.green tick iconred cross
Track your lead’s real time location.green tick icongreen tick icon
Track location on lead up.green tick icongreen tick icon
View navigation to the lead location on your device.green tick icongreen tick icon
Customise lead and opportunity cards on your device.green tick icongreen tick icon
Support for navigation on the device.green tick icongreen tick icon

 

27. Mobile App Additional Settings

27.1 App Related

FeatureAndroidiOS
Take screenshots while using the LeadSquared mobile app.green tick iconred cross
Enforce secure lock in your mobile app.green tick icongreen tick icon
Enforce strict address look-up.green tick iconred cross
Hide the menu options on the mobile app.green tick icongreen tick icon
Use Nudge connector.green tick icongreen tick icon
Perform SFDC SSO Configuration.green tick icongreen tick icon
View all items using an action in the side menu.green tick icongreen tick icon
Apply check-in/check-out time and location restrictionsgreen tick icongreen tick icon

 

27.2 Attachments

FeatureAndroidiOS
Compress your images.green tick icongreen tick icon
Restrict file uploads on the mobile app.green tick icongreen tick icon

 

27.3 Forms

FeatureAndroidiOS
Activity Audio Recording.green tick icongreen tick icon
Open i-frame link on Forms.green tick icongreen tick icon
Perform OTP verification on Forms.green tick icongreen tick icon
Perform geofencing.green tick icongreen tick icon
Set ‘current location’ option in lead address section.green tick icongreen tick icon
Perform text recognition.green tick icongreen tick icon
Work area validation.green tick icongreen tick icon

 

27.4 Gesture Actions

FeatureAndroidiOS
Swipe left and right on lead cards.green tick icongreen tick icon
Swipe left and right on opportunity cards.green tick icongreen tick icon

 

27.5 Lead

FeatureAndroidiOS
Hide lead age on the mobile app.green tick icongreen tick icon

 

27.6 Near Me

FeatureAndroidiOS
Explore Google Key.green tick icongreen tick icon
Explore Keywords.green tick icongreen tick icon
Explore Suggestive Search.green tick icongreen tick icon
Apply custom filters on leads.green tick icongreen tick icon
Switch to v2.green tick icongreen tick icon

 

27.7 Search

FeatureAndroidiOS
Perform partial search on leads.green tick icongreen tick icon
Set your Search Preference.green tick icongreen tick icon

 

28. Other Modules

FeatureAndroidiOS
Access custom apps configured via connectors.green tick icongreen tick icon
View Goals.green tick icongreen tick icon
View Day Plans.green tick icongreen tick icon
Perform manual sync or auto sync (every 4-8 hours).green tick icongreen tick icon
Enfore app lock.green tick icongreen tick icon
Allow optional (scheduled) or forced (immediate) app updates.green tick icongreen tick icon
Set Permission Templates for –

  • Lead.
  • Activity.
  • Task.
  • Opportunity.
  • Accounts.
  • Bulk Action Restrictions.
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Support for default or dynamic forms in mobile app to –

  • Import contacts.
  • Perform text recognition.
green tick icongreen tick icon

 

29. Offline Features

29.1 Lead Details

FeatureAndroidiOS
Edit leads through default forms.green tick iconred cross
View the following tabs on the Lead Details page –

  • About.
  • Activity History (if offline activity history is enabled).
  • Tasks (if offline tasks are enabled).
green tick iconred cross
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.
green tick iconred cross
View the following on the Contact Card –

  • Contact.
  • Star/Unstar.
  • Directions.
  • Update lead stage option.
green tick iconred cross
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.
green tick iconred cross

 

29.2 Lead List

FeatureAndroidiOS
View leads offline (limit can be customised through Tenant setting).green tick iconred cross
Star/Unstar leads.green tick iconred cross
Add and edit leads through default forms.green tick iconred cross
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.
green tick iconred cross
Support for these actions that can be performed when multiple leads are selected –

  • Assign owner.
  • Change stage.
  • Send SMS.
green tick iconred cross
Search for leads(only using email, first name and last name).green tick iconred cross
Apply lead filters.green tick iconred cross

 

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