1. Feature Overview

The Phone Control setting in LeadSquared helps standardize how phone numbers are captured across your lead forms and landing pages. When enabled for the Phone/Mobile Number field, it restricts users to enter only numeric values and allows you to define the minimum and maximum number of digits. This ensures that all phone numbers are captured in a consistent and valid format, improving data quality and reducing errors during lead capture.

The Phone Control format is applied across:

• Lead creation forms (e.g., Add New Lead)
• Landing pages

2. Prerequisites

You must be an admin of your account to access this setting.

3. Phone Control Settings

1. Navigate to My Account>Settings>Leads>Lead Fields, and search for the ‘Phone/Mobile Number’ field.
2. Hover your cursor over the Actions icon alongside the phone/mobile field and click Edit.
3. Under the Input Data Properties section, ensure the Show As option is set to Phone Control.
4. You can set a restriction on the phone number length and enter the minimum and maximum number of digits.
5. Click Save.

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1. Feature Overview

The Share via Email feature in LeadSquared allows you to quickly send a lead’s details to other users within your account via email. This helps teams collaborate more efficiently by sharing important lead information.

The email includes key lead details along with a direct link to the Lead Details page, making it easy for recipients to view the lead in context and take appropriate action.

This feature is useful for:

• Sharing updates or context before handoffs
• Keeping stakeholders informed without changing lead ownership

2. How It Works

Select a lead, click Share via Email, add recipients and any notes, then send the email. The recipients will receive an email with key lead details and a link to the Lead Details page.

3. Share A Lead Via Email

You can select and share leads via email from different pages on the LeadSquared Web App.

3.1 From Manage Leads Page

1. On the main menu, navigate to Lead Management>Leads.
2. Hover your cursor over the Actions icon alongside the relevant lead, then click Share Via Email.
3. On the Share Lead Info Via Email pop-up,
   • Use the Email to field to add more users you want to send the email to.
   • Use the Notes field to add relevant information or context to the email.

   4. Click the Send Email button when you’re done.

3.2 From Smart Views Page

Similarly, you can share leads from a specific smart view from the Smart Views page on the web app.

3.3 From Lists

To share a lead from a specific list –

1. Navigate to Lead Management>Lists and select the relevant list.
2. Click the Actions icon alongside the relevant lead in the list and select Share via Email from the dropdown.

4. Email Notification

The selected users will now receive an email like the one shown below. They can click the View Lead Detail link to navigate to the Lead Details page in LeadSquared. Note that only users with permission to view the lead will be able to see the lead details page.

• To give users temporary access to a lead, see How to Share a Lead for a Limited Duration
• To set up the view/edit users’ permissions on leads and lead fields, see Permission Templates.

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1. Feature Overview

Smart Views on LeadSquared provides a centralized workspace where users can access and manage Accounts, Leads, Opportunities, Activities, and Tasks in one place. Users can create customized tabs using filters and conditions to view only the records relevant to their work upfront. Smart Views help sales teams organize records using filters, tab-based views, and sortable grids, making it easier to track tasks, monitor engagement, and prioritize actions.

Some benefits of Smart Views:

• The feature provides a better alternative to quick filters, as you can view your saved filters as tabs and apply filters and sort the leads.
• It automatically refreshes so your tabs are always updated.
• It shows you the count of leads on each tab.

Users can also subscribe to Smart Views reports to receive daily summaries of records that match their configured views. For more details, see Subscribe to Smart Views Reports.

For more details on Smart Views, refer to the following articles –

2. How It Works

1. Create a Smart View Tab for accounts, leads, opportunities, activities, or tasks.
2. Use filters and search conditions to specify which records should appear in the tab.
3. The tab displays matching records in a grid where you can view, sort and take actions.
4. Smart Views automatically refresh to ensure the latest records appear in your tabs.

3. Permissions and Visibility

Non-admin users can create Smart View tabs from the Smart Views page for their own use. These tabs are visible only to the user who created them.

Admins, on the other hand, can create Smart View tabs from the Smart Views Settings page and assign them to specific teams, making them visible to all users within those teams. To learn more, see Smart Views for Administrators.

4. Default Tabs

You’ll see the following tabs on the Smart Views page by default – My New Leads, My Leads with Pending Tasks, My Engaged Leads and My Customers. You can search for leads and apply filters within each tab, edit the search conditions and also hide or delete the tabs you don’t want to see.

5. Create a New Tab

Create custom Smart View tabs to organize and view records based on specific filters, conditions, and business needs. This allows you to focus on relevant data, segment records effectively, and streamline your daily workflows.

1. Navigate to Lead Management>Smart Views.
2. Click the plus icon on the top right corner of the Smart Views page, alongside the Smart View tab headers.
3. In the Add New Tab popup enter –
   • Name – Enter a name for the tab.
   • Description – Describe what the tab displays.
   • Type – Set the tab up to display accounts, leads, opportunities, activities, or tasks. Select the colour of the tab.
   • Condition – Set up conditions according to your use case (E.g., leads who opened a particular email campaign, leads who visited a particular webpage, etc.).
4. Click Add. You can set multiple conditions if required.
5. Click Create Tab.

This example shows you how to set up a lead tab where the ‘Lead Activity’ is ‘Email Link Clicked’ –

6. Edit or Delete Smart Views Tab

Additionally, to Edit or Delete your Smart Views tab, alongside the relevant tab name heading, click the Tab Info icon.

7. Switch Panel Views

On the Smart Views page, you can switch between Top and Side views of tabs. The tabs are in top view by default.

1. Click the  Side View icon alongside the leftmost tab to view all the Smart Views tabs in a list form.
2. Drag and drop the relevant tab to reposition it within the list.
3. Once switched to the Side view, click the  Collapse/Expand Menu icon to toggle the visibility of the Smart Views tabs list.
4. To switch back to the top view, click the  Top View icon.

8. Quick View Entity Details

Get a view of entity details instantly without opening the Entity Details page fully. Click anywhere on the row of the relevant entity to open a Quick View tab on the right side of the screen. From here, you can quickly get a glimpse of the entity and also take relevant actions including adding Activity, Note, Task, sending Email, Editing or Deleting the entity, etc.

If you want to open the Entity Details page, click the Go To Entity Details icon on top of the Quick View tab.

9. Select Columns

You can customize the Smart Views grid to display relevant columns in the lead grid.

1. On the Smart Views page, click the Manage Columns icon on the top-right corner of the lead grid.
2. On the Select Columns pop-up, click the checkboxes alongside the relevant fields in Available Columns.
3. The selected fields will be displayed on the Selected Columns section of the pop-up.
4. Click Save.
5. The selected field will now show up on the grid.

You can pin columns to move them to the front of the grid and freeze them in place. Pinned columns remain visible and do not move or get hidden when scrolling through the grid. You can pin up to four columns, with two primary columns pinned by default.

1. Click the Pin icon alongside the relevant selected column to pin it. The field will move under the Pinned Columns section.
2. Click and hold the Move icon to reposition the field within the column as per your preference. This can also be done in the Scrollable Columns section to rearrange the fields in the grid.
3. Once you’ve selected and pinned the columns, click Update.

Click Restore Default if you want to bring back the default view.

10. Manage Filters

You can also add your own filters to any Smart Views tab. Note that only dropdown type fields can be used as filters. Dependent dropdown fields are also supported.

1. On the Smart Views page, click the Filter button above the lead grid.
2. Select the relevant default filter or click Configure Fields to add more filters to the list. Click Update to add the fields as filters.
3. To search for entities based on the filter, click the Filter icon and select the relevant filter.
4. Then select the value from the dropdown. Once the value is selected, click anywhere outside the dropdown to retrieve the results.

You can also pin your frequently used filters. Pinned filters appear next to the Filter icon. You can pin upto five filters by clicking the Pin icon alongside the relevant filter. Search for entities with this filter any time.

11. Subscribe to Smart Views Reports

You can subscribe to the Smart Views Daily Report that summarizes the latest accounts, leads, activities and tasks added to your smart views filters.

1. Navigate to My Profile>Settings>Profile>My Report Subscriptions and click the checkbox alongside Smart Views Summary.
2. Click the Select Views link to choose which smart views filters you want to be displayed in your report.

Any Questions?

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1. Feature Overview

Risk Containment Units (RCUs) are specialised teams that verify the authenticity of loan application documents, including KYC, KYB, income, and collateral documents. RCU checks form a standard part of the loan origination process, especially for high-ticket products (such as Home Loans, Loan Against Property, and Commercial Vehicle loans). They act as an independent review layer on top of the checks the internal credit teams perform.

Depending on the lending organisation, RCUs can be internal teams or third-party verification agencies. They detect forged or tampered documents, prevent fraud and money laundering, and ensure the applicant’s profile is genuine before disbursal.

In LeadSquared’s Loan Origination System (LOS), the RCU process enables teams to systematically screen each document, place items on hold for later review, or send them to verification agencies, while tracking all actions, remarks, and agency reports against the opportunity.

2. Prerequisites

• The Loan Origination Workflow (LOS) Workflow app must be enabled on your account. To do this, contact your account manager or write to support@leadsquared.com.
• You must be an Admin user to configure this feature.
• The following Mavis DB tables must be configured –
  • Checklist table – Add the documents and fields to be verified, and map each item to the activity field where the document is uploaded. This displays the fields that appear on the RCU screen.
  • Agency table – Add the list of verification agencies, and associate it with the agency dropdown. This shows up during the sampling process.
• Create an Opportunity Type to associate with an LOS workflow.
  • The associated opportunity type must contain a custom field with the display name “Workflow Version”, the schema name “mx_Custom_100”, and the type “Number – Decimal”. This is mandatory.
• Create a custom activity that is posted on the opportunity when the workflow is executed.

3. How it Works

This document is to help Admin users configure the RCU process on the account. Before you begin, ensure a custom activity and opportunity types are created with the necessary fields, along with the Mavis database.

On the LOS workflow screen –

1. Create a workflow and associate it with the opportunity type on which the RCU process should be initiated.
2. Create a stage, sub-stage, and link the RCU action.
3. Link the two Mavis DB tables, one defining the document checklist and one listing the verification agencies.
   • The document checklist defines the documents to verify and maps each item to the field where the document is uploaded.
   • The agency table lists the external agencies that will complete the RCU process.
4. Once you’re done, publish the workflow.
5. The RCU process is available on the Opportunity Details page of the selected opportunity type, where agents can initiate it.

4. Create a Custom Activity

Before you set up the LOS workflow, create a Custom Activity with the following fields –

1. Navigate to My Profile>Settings>Leads>Custom Activities and Scores, and click Add.
2. In addition to the required custom activity details, create the following fields –
   • A string field that stores the applicant’s name. Use a display name that conveys this (for example, “Applicant’s Name”).
   • A dropdown field that lists applicant types as options. Add all applicant types your business offers (for example, Primary Applicant, Co-applicant, Joint Applicant, and Guarantor). Use a display name that conveys this (for example, “Applicant Type”).
3. Once you add all mandatory details, click Save. The custom activity is created in your account.

5. Create a Workflow

Create an LOS workflow where you must link the custom activity and an opportunity type.

1. Navigate to Apps>LOS Workflow, and alongside Workflows, click the Add icon.
2. On the Workflow Details screen, enter the following details –
   • Workflow Name – An internal name that identifies the workflow.
   • Opportunity Type – The LeadSquared opportunity type* you want to associate with the workflow.
   • Applicant Activity Type – The custom activity you created.
   • Applicant Name – The custom activity field that stores the lead’s name.
   • Applicant Type – The applicant type dropdown field associated with the custom activity.
   • Select Primary Applicant Identifier – The primary applicant type your business follows.
     • For example, if the options are Primary, Co-applicant, and Guarantor, select Primary.
3. Click Save & Next.
4. On the Configure Stage screen, add a new stage using the Add Stage Tab button.
   • This stage appears on the Opportunity Details page for the selected Opportunity Type.
5. Enter the display name for the tab, and click Save.

6. Configure Stage

On the Configure Stage screen, create a stage as follows. This stage appears as a tab on the Opportunity Details page.

1. Click the Stage tab, add a Display Name*, and click Save.
2. Click the Sub-stage button, add a Display Name*, and click Save.
3. Alongside the sub-stage, click the Process button, and on the Create Process screen, configure the following Basic Details –
   1. Select Process to Map – Select RCU.
   2. Display Name* – Enter a display name for the activity.
   3. Create Activity Type – Click the Create Activity Type button. This creates an activity type for the RCU check. This activity is posted on the Opportunity Details page when the RCU process is initiated.
   4. Create Task Type – Click the Create Task Type button to create task types for Sampling, Screening, and Re-screening. These tasks are assigned to your RCU team.

7. Sub-stage Settings

This setting determines which applicants appear in the RCU process based on their application status. From the Show Applicants with Status dropdown, select the applicant statuses that appear. For example, if you select “Active” and “Partially Active”, only applicants with those statuses appear.

8. Agency Master Mapping

This setting links the Agency dropdown to the Mavis DB table that stores the list of external verification agencies. These are the agencies that carry out the RCU checks on behalf of your business. These agencies are shown to your users during the RCU checks.

1. Database – Select the Mavis Database that hosts the agency details table.
2. Table – Select the Mavis Table that hosts the agency details.
3. Agency – In the RCU process, select whether to show the –
   • Agency – The external verification agency name from the table.
   • Region – The region where the agency operates.
4. Attribute Mapping – Link queryable fields in the Mavis table to opportunity or lead fields that contain the same values. When you select a value in the opportunity field, the system fetches the corresponding data from the table.
   For example, if the Mavis table has a queryable Region column (with values North, South, East, West) mapped to a “Region” custom opportunity field, the Region dropdown during sampling shows only agencies tagged to the selected region. If you select “West” in the opportunity field, only agencies tagged to West in the Mavis table appear.

9. Document Master Mapping

This setting links the Document Checklist in the RCU process to the Mavis DB table that defines the list of documents to verify.

1. Database – Select the Mavis Database that hosts the checklist table.
2. Table – Select the Mavis Table that hosts the checklist.
3. Document Column – Select the table column that hosts the documents uploaded.
4. Map Schema for Attributes – Link queryable fields in the Mavis table to opportunity or lead fields that contain the same values. When you select a value in the opportunity field, the system fetches the corresponding data from the table. This is optional.
   For example, if the Mavis table has a queryable Employment Type column (with values Salaried, Self-Employed, Retired, etc.) mapped to an “Employment Type” custom opportunity field, the Employment Type dropdown during sampling shows only documents tagged to the selected type. If you select “Self Employed” in the opportunity field, only documents uploaded by Self Employed applicants appear.

10. Pre-rendering Validation

This is optional. You can link a Lapp with the RCU process. The system executes this Lapp before the RCU process starts. For example, you can use a Lapp to validate that all mandatory KYC documents have been uploaded against the opportunity before the RCU process begins. If any are missing, the Lapp can block the RCU initiation and prompt the user to complete the uploads first. To do this –

1. Lapp Name – Select a Lapp from your account.
2. Loader Message – Enter the message shown to the agent while the Lapp runs in the background.
3. Once you’re done, click Save.

11. Stage Submission Action

This section is optional. Here, you can link a LeadSquared form that appears to the RCU agent when they complete the stage action and click Submit.

1. Enable the slider to configure the actions that occur when a lead submits this stage of the loan application.
2. Click the pencil icon, and on the Submission Action pop-up, enter the following details –
   • Submit Button Label – The display name for the submission button on the loan application form.
   • Button on Click Event – The action performed when the button is clicked.
   • Map Dynamic Form – Select the LeadSquared form where you want to capture this data.
3. Once you’re done, click Save.

12. Publish the Workflow

Once it’s fully configured, click Save as Draft, then Publish the workflow.

13. Next Steps

Once the set-up is complete, your agents can initiate the RCU process for customers, and complete the process on the Opportunity Details page.

Any Questions?

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1. Feature Overview

By default, you can export up to 100,000 opportunities in a single request. To export more than 100,000 (and up to one million) opportunities, enable the Auto ID field on your Opportunity Type.

This lets you segment opportunities using Auto ID ranges and export them in smaller, manageable batches, ensuring you don’t miss any records.

2. Prerequisites

• You must be an admin to export up to one million opportunities from your account.
• To increase the export limit to 1,000,000 opportunities, contact your account manager or write to support@leadsquared.com. This is mandatory.

3. How it Works

1. To export up to a million opportunities, create and configure the Auto ID Opportunity Field for the opportunity type you want to export.
   • When configured, a unique and sequential number (1, 2, 3, and so on) is assigned to each opportunity in your account.
2. On the Manage Opportunities page, set up an Advanced Search to find opportunities with the Auto ID between 1 and 1,000,000.
3. Then, export these opportunities out of LeadSquared.
4. Repeat this with the next range for larger datasets (where the Auto ID is between 1,000,001 to 2,000,000, and so on).

4. What are Auto IDs

Auto IDs are system-generated numbers assigned to every opportunity in a single, global sequence for opportunities across all Opportunity Types in your account. They are not sequential within a single opportunity type, so IDs may appear skipped because some are assigned to opportunities under other types.

For example, the Auto ID for the first five “Home Loan” opportunities could be 2, 3, 5, 7, 10, and for the first five “Personal Loan” opportunities could be 1, 4, 6, 8, 9.

This remains the most reliable way to segment and export large volumes of data.

5. Configure the Auto ID Field

1. Navigate to My Profile>Settings>Opportunities>Opportunity Types.
2. Alongside the Opportunity Type you want to export, hover over the settings icon and click Edit.
3. On the Field Configurations tab, click Add Field.
4. Choose the data type Auto ID and set a display name (e.g., “Opportunity Number”).
5. Click Next, and then click Save.

6. Display the Auto ID Column

1. Go to Lead Management>Opportunities>Opportunity Type you want to export.
2. Click the Manage Columns icon.
3. Enable the checkbox for the Auto ID field (which was named “Opportunity Number” in the previous section).
4. You can now sort opportunities by Auto ID.

7. Filter and Export Opportunities Using Auto ID

1. On the Manage Opportunities page, click Filter, and then click Advanced Filters.
2. On the Advanced Search tab, add a condition: Auto ID is between 1 and 1000000.
3. Click Add Condition, and then Show Results.
4. The page now displays all the opportunities between 1 and 1,00,000.
5. To export these opportunities, hover over the three-dots menu and click Export Opportunities.

8. Export Beyond the first Million Opportunities

1. To export more than 1,000,000 opportunities, update the Advanced Search Auto ID range to Auto ID is between 1000001 and 2000000, then export the results.
2. Then: 2000001 to 3000000, and export the results and so on.

9. FAQs

Q. Why are some Auto ID numbers missing from my export?
Auto IDs are globally assigned across all opportunity types. So, within a single opportunity type, some numbers might be skipped if other opportunity types used them.

Q. Can I export opportunities with filters other than Auto ID?
Yes, but for large exports across millions of records, Auto ID is the most efficient way to paginate without missing any data.

Q. I don’t see the Auto ID option while adding a field. Why?
Make sure you select the correct data type (Auto ID) when creating the field. If it’s missing, reach out to support@leadsquared.com for help.

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!

1. Feature Overview

Opportunities represent potential deals for products or services a lead shows interest in. Opportunity Types are the different products and services a business offers. For example, a bank may configure Opportunity Types such as Home Loan, Education Loan, Personal Loan, and Vehicle Loan.

Once you create these, you can set up workflows and assign user permissions to create opportunities under each type. Each opportunity type has its own Manage Opportunities page where you can view the list of opportunities for that type and create new opportunities. For example, if a lead shows interest in Home Loan and Personal Loan, the system creates two opportunities (e.g., “James Joyce – Home Loan” and “James Joyce – Personal Loan”) under each opportunity type.

Having different Opportunity Types helps you streamline the sales process for each offering, identify top-performing products, track pipeline performance more accurately, and assign opportunities to the right sales teams. To know more about opportunities, refer to Opportunity Management – Feature Guide.

2. Prerequisites

You must be the Administrator of your LeadSquared account to configure Opportunity Types.

3. How it Works

This article helps you create Opportunity Types in your account, and the steps to create them are –

1. Basic Details – Name the opportunity type and configure basic permissions for your users for this opportunity type.
2. Fields & Statuses – Define what data to capture in opportunity fields, and configure opportunity statuses across the pipeline (Open → Won/Lost), with optional stages for granular tracking.
3. Forms – Configure the manual opportunity capture form and choose which fields appear on it. Also configure the Opportunity vCard and the Associated Lead form on the Opportunity Details page.

Once done, you can create opportunities under each type (manually or through automations, APIs, forms, and portals), and your users can work on them and take them to completion.

4. Access Opportunity Types

To view and create Opportunity Types in you account –

1. Navigate to My Profile>Settings>Opportunities.
2. Under Opportunity Types, you can view the opportunity types in your account.
3. To create a new one, click Create.

The following sections show how to configure these Opportunity Types.

5. Basic Details

First, on the Create Opportunity Type pop-up, add basic details for the Opportunity Type –

1. Name – The internal display name for your opportunity (e.g., Home Loan, Vehicle Loan, etc.). This field is mandatory.
2. Plural Name – The plural name for your opportunity (e.g., Car Loans, Courses, etc.). This field is mandatory.
3. Description – A description to help your team understand the product or service being offered.
4. Allow Delete – When enabled, all users can delete opportunities created under this opportunity type.
5. Restrict Operations on Closed Opportunities – When enabled, no user can make changes to any closed opportunity.
6. Once you’re done, click Next.

6. Field Configuration

Configure opportunity fields where the system stores opportunity data (such as Status, Deal Size, etc.). You can edit existing system fields or create custom fields.

6.1 Opportunity Fields

By default, a few opportunity fields are listed in your account. In addition to these, you can add custom fields. You can perform the following actions when configuring opportunity fields –

• Add Field – Click this to add a custom opportunity field. From the dropdown, select the data type for the field. You can choose from LeadSquared data types (like String, DateTime, Auto ID, Number, etc.) or a CFS-type Opportunity Field.
• Rename – You can rename all the opportunity fields (except “Notes”).
• Mandatory – You can mark eligible fields as mandatory. Marking a field mandatory doesn’t let you add an opportunity unless the mandatory field contains relevant data.

6.2 Status Configuration

The Status field shows the current state of the opportunity in the sales funnel. To customise the available options, click the gear icon.

• The three statuses available by default are “Open”, “Won”, and “Lost”. You cannot edit or delete these options or add new ones.
• Stages are sequential levels within a status. Under Stage, you can add a list of stages for each status. Users can select a stage from this list when they update an opportunity’s status, which helps stakeholders track the opportunity more effectively. Each Status comes with a default list of Stages. To add additional Stages –
  1. Select the status for which you want to add stages, and click Add at the bottom-left of the page.
  2. Add new stages, and once done, click the save icon.
  3. Repeat the same process to add multiple stages.
  4. Stages are listed in the order of priority. To change their order, use the up and down arrows.
• To allow users to post comments when they change the opportunity status, check the Enable Comments checkbox.*
• To set a default status for new opportunities, select the status from the Default Status dropdown.
• To set a default stage for new opportunities, select the status from the Default Stage dropdown.
• Once you’re done, click Save.

6.3 Field Data Types

The following data types are available by default, which can be used to configure custom opportunity fields –

• Number
• String
• DateTime
• Dropdown
• User
• AutoID is a unique ID the system automatically generates for each opportunity. You can use this ID to bulk update, import, retrieve, and delete opportunities through Opportunity Management APIs.
• Geolocation stores geographic locations. Any location (e.g., MG Road, Indira Nagar, etc.) entered in this field can be previewed on the Opportunity Details page

6.4 Dropdown Fields

Add dropdown options for the corresponding opportunity fields. To do this –

1. Alongside a dropdown field, click the gear icon.
2. On the Enter Dropdown Options pop-up, choose if this is a Dependent Field.
   1. A Dependent Field is a field whose values depend on the value selected in another field. For example, if the Parent field is Grade (Grade V, Grade VI, etc.), the Child field (Subjects) updates based on the selected grade, such as English and History for Grade V, and Physics and Chemistry for Grade VI.
3. Alongside Enter Options, add the list of options you want to display. The top-most option becomes the default option.
   • Click Import to add dropdown options using a CSV file.
4. To automatically add new values sent through APIs, opportunity imports, and the Update Opportunity card in Automation, enable the checkbox next to Allow Auto Update.
5. To allow leads to select multiple dropdown options, enable the checkbox next to Is Multi-Select Dropdown?
6. Once you’re done, click Save, and click Next to continue the configuration process.

7. Form Configuration

Opportunities are manually created through Opportunity Forms. Once you configure opportunity fields, add them to these forms on the Form Configuration tab.

There are two types of forms: the Default Form, available on the Manage Opportunities page, and the Left Panel form, available on the vCard and the Associated Lead card on the Opportunity Details page.

7.1 Default Form

1. From the Select Form to Edit dropdown, choose  Create “Opportunity Name”.
2. Created On, Opportunity Name, Owner, and Status are mandatory and cannot be removed.
   • The same logic applies to all other fields you mark as mandatory.
3. From the list of Available Fields, drag and drop additional fields to the form.
   • Use the drag and drop feature to also remove existing fields from the form. You can also use the “minus” icon to remove these fields.
4. To add multiple sections to the form, scroll to the bottom of the page and click Add Section. Then, add fields to this section using the steps listed above.
5. Once you’re done, click Save.

To view this form, navigate to Lead Management>Opportunities>Opportunity Type, and click the Add Opportunity button.

7.2 Left Panel Form

Here, configure the form that’s displayed on the Opportunity Details vCard and Associated Lead section.

1. From the Select Form to Edit dropdown, choose  Create “Opportunity Name”.
2. On the vCard, the Opportunity Name and Status fields are mandatory and cannot be removed.
   • Select a background display colour for th vCard.
   • Along with the vCard, this colour appears for all activities associated with the opportunity on the Activity History tab on the Lead Details page.
3. On the Associated Lead section, the Owner and Modified On fields are mandatory and cannot be removed.
4. From the list of Available Fields, drag and drop additional fields to the form.
   • Use the drag and drop feature to also remove existing fields from the form. You can also use the “minus” icon to remove these fields.
5. Once you’re done, click Save.

To view the vCard and Related Lead form, open the Opportunity Details page and view them on the left side of the page.

8. Other Actions

On the Opportunity Types page, perform the following actions on an existing opportunity by hovering your cursor on the settings gear –

• Edit – Edit the configurations of the opportunity type.
• Delete – Delete the selected opportunity type.
• Clone – Duplicate the selected opportunity type. Once it’s cloned, you can update the configurations accordingly.

9. Next Steps

• Once you configure Opportunity Types, users can start posting opportunities on your leads from the Manage Opportunities and Opportunity Details page.
• Set up automations, LeadSquared Forms, Portals, and APIs to automatically create opportunities.
• Create tickets in LeadSquared to address issues faced by leads when they’re purchasing the opportunity offered.

10. FAQs

Unable to Edit or Perform Activities on Opportunities

• Issue: I’m unable to update opportunities or perform activities on them, even though I have the necessary permissions via permission templates.
• Possible Causes:
  • Closed Opportunity: The issue may arise if the opportunity is in a Closed status (Won or Lost), and operations are disabled on closed opportunities.
  • Advanced Configuration Settings:
    • If the Advanced Configuration setting for restricting updates on closed opportunities is enabled, users will be unable to update or post activities/tasks on closed opportunities.
• Solution:
  • Disable the Restrict operations on closed opportunities advanced configuration setting.

• • Disable the Restrict Operations on Closed Opportunities setting in the opportunity type configuration

Any Questions?

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1. Feature Overview

In addition to opportunities users add manually and via automations, you can also import opportunities into LeadSquared using a CSV file. This helps you create opportunities in bulk, such as for leads interested in term insurance, medical insurance, home insurance, automobile insurance, and accidental insurance.

2. How it Works

1. On a CSV file, add opportunity fields with data, along with a lead or opportunity identifier field.
2. Upload it to your LeadSquared account and map it to the relevant opportunity fields.
3. Create opportunity import rules to define how the system handles duplicates.
4. A Validation Report displays whether the import was successful.
5. After a successful import, the opportunities are created in your account.

3. Upload the CSV File

1. Navigate to Lead Management>Opportunities, and from the left-tab, select the Opportunity Type you want to import.
2. Hover your cursor on the three dots menu on the top-right corner, and click Import Opportunity Type.
3. On the Import Opportunity via CSV pop-up, under the Upload File tab, download the sample CSV file, and populate it with the relevant opportunity fields#.
   • Alternatively, you can use a blank file and populate it with relevant data in the format available on the sample file.
4. Once done, upload the file to LeadSquared and click Next.

4. Map Fields

On the Map Fields tab –

1. Map the CSV fields (under the Field in CSV file column) to the LeadSquared opportunity fields (under Mapped With).
   • The first row, marked in grey, is the lead identifier.
2. Once you’re done, click Next.

5. Validation Report

A Validation Report is generated, and it displays the status of your field mapping.

1. If there are errors, fix them in the file and re-upload it.
2. Once there are no errors and all your rows are valid, click Next.

6. Opportunity Import Rules

Set import rules to handle duplicate opportunities –

1. Ignore Duplicates – The system ignores duplicates in the file, and no new duplicate opportunities are created.
2. Overwrite Duplicates – The system overwrites existing duplicates with data from the new opportunities.
   • Do not update owner of existing opportunities – Updates existing opportunities without changing the opportunity owner.
   • Do not create new opportunities – Overwrites duplicate opportunities but does not create new duplicate opportunities.
3. Update empty fields of duplicates – The system ignores existing duplicate fields that contain data and updates only empty fields with data from the new opportunity.
4. Post Duplicate Detected Activity – The system posts a duplicate detected activity on the Opportunity Details and Lead Details page when it detects a duplicate.
5. Default Owner – Select a LeadSquared user as the default Opportunity Owner. If your CSV does not contain an Opportunity Owner, the system marks this user as the owner by default.
6. Once you’re done, click Import.
7. Then, you receive an email confirmation, and the system creates a new opportunity.
   • You can also view the status from the Request History page.
     • You can view the Opportunity Import Summary here, which shows the status of the fields imported.
     • You can also download the summary as a CSV file.

7. Troubleshooting

While importing opportunities, you may encounter the error “Creation of new opportunities is restricted” in the ‘Import Message’ column of the Opportunity Import Summary file. This error occurs when the system does not identify existing opportunities as duplicates during import. To update opportunities, ensure the system identifies them as duplicates by following the duplicate detection rules set for that opportunity type.

To fix this error:

• Ensure all fields used in the duplicate detection rules are included in the CSV file.
• Ensure the fields you want to update are included in the CSV file.

The import then processes successfully, and the system updates the opportunities.

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!