Video Title | Topics Covered |
LeadSquared Overview | - Understand leads and other terminology used in LeadSquared.
- Comprehend Sales Lifecycle
- Get an overview of LeadSquared
- List down our clients and industries we cater to
- Understand the business use case for our LeadSquared training
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Basic Settings and Concepts | - Comprehend the role of an admin and setup admin and organization profile
- Get an overview of the user personas using the LeadSquared system
- Underline the concept of Teams and user hierarchy
- Explain the user access rights and implement the same in your LSQ system
- Enable workday template, leave tracker, and holiday calendar
- Create custom lead fields and dependent lead fields
- Understand lead stages, lead sources, and how to handle lead duplication
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LeadSquared for Sales | - Working with Leads – Lead Capture, Lead Stages, Lead Distribution, Lead Score, Lead List, and Smart Views, Lead Forms, Lead Prioritization
- Activities: System and Custom Activities for Sales
- Sales Activity
- Tasks
- List
- Forms & Process Designer
- Process Automation
- Sales Reports
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Forms and Process Designer | The Forms and Process Designer features help your users create intelligent forms to capture lead and opportunity data that are relevant to their departments, products, or processes. |
Email Campaign | - How to set up email campaigns
- How to use templates, lists, and split testing
- How to personalize your email content
- Detailed reports on click rate, open rate, device open rate, and more
- Advanced email analytics to improve your campaigns
- Learnings from sending over 5 million emails
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Landing Page | - What landing pages are and how they work
- How to create beautiful landing pages with LeadSquared
- Pro tips and tricks
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Website Widgets | LeadSquared Topbar Widget is a lead conversion tool that you can put on your website and landing pages to get the distinguished attention of web visitors on your marketing offers. |
LeadSquared Marketing Features | A quick summary of LeadSquared marketing features. |
Opportunity Management | - Capture opportunities across all marketing channels
- Define & automate customized processes for every opportunity type you offer
- Define criteria to automatically assign opportunities to relevant sales teams & users
- Identify & capture duplicate opportunities within your system
- Track every interaction through activities, tasks & notes
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Opportunity Management on Mobile | - Opportunities on the LeadSquared iOS and Android apps, to manage potential deals
- Opportunity forms for seamless data capture
- Opportunity lists for different product/service offerings
- Managing opportunities against a lead
- Smart Views to help users focus on only important opportunities
- The following quick actions to improve efficiency while using opportunities
- Set opportunity as homepage
- Swipe actions
- Long press actions
- Bottom bar
- Custom actions & tasks in opportunities to customize your workflow
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Overview of the New Account Management Feature | - How to categorize business relationships with different account types
- Setup different account types like customer, partner, etc.
- Adding accounts in a different account types
- View & manage accounts
- Know what stages accounts are in
- Group leads using accounts
- Add leads to accounts
- Account-based sales group permissions
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