Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Sales User.
1. Log in to LeadSquared
Log on to LeadSquared using your username and password at login.leadsquared.com. If you do not have your login credentials, please check with your LeadSquared Administrator.
2. Manage Essential Settings
Update your Profile | Manage your personal details | Help |
Update your Password | Update your LeadSquared password | Help |
Update Email Signature | This Email signature is used in all Email communications from the LeadSquared application. | Help |
3. Manage Leads
Manage Leads | Allows you to create and manage your leads in a single place. | Help |
Quick Add Lead Form | Allows you to create leads with basic details. | Help |
Add New Lead Form | Allows you to create leads with the all the details. | Help |
Import Leads | Allows the bulk import of leads into LeadSquared | Help |
Quick Search | Allows you to quickly search for leads from any page using the Global/Simple/Quick search available on the Main Menu. | Help |
Advanced Search | Allows you to search leads, that satisfy one or more conditions. | Help |
Actions | Allows you to perform various grid and row actions from the Manage Leads window | Help |
Quick Filters | Allows you to find leads based on specific criteria quickly and easily. | Help |
Manage Lead Details | Allows you to view and manage all lead details and activities | Help |
4. Manage Tasks
Create and Manage tasks | Allows you to create and schedule tasks and reminders for leads. | Help |
5. Manage Lists
Lists | Allows you to create and manage lists for leads | Help |
Static Lists | Allows you to create lists with fixed number of Leads | Help |
Dynamic Lists | Allows you to create lists with specific criteria. | Help |
Send SMS | Allows you to SMS to leads in the list. | Help |
Send Email | Allows you to send Email to leads in the list. | Help |
Bulk Update | Allows to perform bulk update on a desired field within the list. | Help |
6. Dashboards and Reports
Dashboards | Allows you to capture the important marketing and sales indicators in a chosen time-frame. | Help |
Reports | Provides analytics around marketing and sales to help you fine tune your business processes using various reports. | Help |
7. Other Features & Settings
Manage Report Subscriptions | Allows you to manage which reports you want to subscribe | Help |
View Request History | Allows you to view history of all lead import, export, and delete request made by you. | Help |
Manage Users | Allows you to create and update other sales users. | Help |
View Blocked Email Addresses | View the Email Addresses which are blocked from Emails being sent | Help |
Block Email Domains | Allows you to block Email domains from Emails being sent. | Help |
Manage API Keys | Allows you to manage your API keys | Help |
Apps | View the add-on features, plugins and integrations available in LeadSquared. | Help |
Connect My Inbox | Allows you to capture leads and track email activities in LeadSquared. If you do not see this feature under Apps, please check with your LeadSquared Administrator. | Help |
8. Attend Training and Start Using
Our customer success team will organize a usage training for you. Attend and get started.
Any Questions?
Check help.leadsquared.com or write to support@leadsquared.com
You can also download this document in PDF format from below:
leadsquared-getting-started-guide-for-sales-users