Make Calls and Send SMS Using the Mobile App

1. Feature Overview

Make outbound calls and send SMS to leads directly from the LeadSquared Mobile App. Select pre-existing SMS templates to be used or write your own message.

2. Prerequisite

• You must install the latest version of the LeadSquared mobile app
• You must be logged into the LeadSquared mobile app.

3. Make Outbound Calls

On the LeadSquared mobile app, you can make calls using these methods –

3.1 Through Swipe Action

1. Tap Leads.
2. Once you can view the Leads page, swipe right on the relevant lead name card.
3. Select Call.

3.2 On Lead Details Page

• On the mobile app –
  1. Tap Leads.
  2. Tap on a name card to view the Lead Details page.
  3. Tap Contact and select Call.

• Alternatively –
  1. Tap Leads.
  2. Tap on a name card to view the Lead Details page.
  3. On the bottom of the screen, tap .
  4. Tap Make a Call.

4. Send SMS

4.1 Through Swipe Action

On the LeadSquared mobile app –

1. Tap Leads.
2. Once you can view the Leads page, swipe left on the relevant lead name card.
3. Select Message.
4. On the Messaging screen, you can either type your own message or choose from the available templates. To use an SMS template, tap .
5. Alongside the relevant template, tap View. Then, tap Select.
6. Tap .
7. You will receive a notification about carrier charges that may be applied. Click Ok.

4.2 On Lead Details Page

1. Tap Leads.
2. Tap on a name card to view the Lead Details page.
3. Tap Contact and select Send SMS.

Alternatively –

1. On the bottom of the screen, tap .
2. Then, tap Send SMS.
3. To use an SMS template, tap Select a template.
4. Tap Send SMS.

5. Send SMS to Multiple Leads

To send SMS to multiple leads –

1. Once you’re on the Manage Leads or Smart Views page, long press on a lead card to select it.
2. Then, tap all the lead cards you wish to select.
3. Tap .
4. Select Send SMS.
5. Type your message and tap .
6. You will receive a notification about carrier charges that may be applied. Click Ok.

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.