Help & Support - Page 6 of 8 - LeadSquared Help and Support

Manage Subscriptions – Feature Guide

September 17, 2024/0 Comments/in Admin & Settings, Profile/by Oshin Anand

1. Feature Overview

The Manage Subscriptions UI allows you to efficiently view and manage all aspects of your LeadSquared subscription. Access detailed information about your current active plan, including licenses, utilization, and any add-ons associated with your subscription. Additionally, you can review and pay invoices related to your LeadSquared licenses, ensuring your account remains up-to-date. The UI also provides a convenient way to directly purchase add-on licenses along with your subscription. Furthermore, you can view your company’s profile and billing details, as well as LeadSquared’s registration and banking information, all in one place.

Note:

You must be the Billing User on your LeadSquared account. To learn more, see How to set an Administrator as the billing user?
To understand your account’s database usage and how storage is distributed across different entities, see Database Usage of your LeadSquared Account.

2. Prerequisites

Manage Subscriptions must be enabled on your account. Reach out to support@leadsquared.com.

Note: Manage Subscriptions option will not be visible in the user account menu for non-billing users.

3. Home Page

3.1 Plan Details

The Subscription card on the homepage provides an overview of your plan. It displays the name of your current plan along with visual representations of both the contract duration and billing duration.

The Contract Duration bar represents the start date, end date, and total duration of your LeadSquared contract. The duration of the subscription is represented in percentage. By hovering over the percentage displayed on the bar, you can see how many days of the subscription have passed.

The Billing Duration bar represents the billing period for your LeadSquared subscription. The bar displays the billing start date, billing end date and total billing duration of the plan. Payments can be made on a monthly, quarterly, half-yearly or yearly basis. Hover over the green bar to view the current billing period. The bar’s progression increases as billing cycle invoices are raised for each billing period.
For example, in the screenshot below the progress bar is green till the end of August 2024, as the billing cycle invoices are raised till that date.

3.2 Subscription History

Click and navigate to Show History on the Subscription card to view the Subscription History popup. Here, you can view your past and current subscriptions with their details including the plan name, contract duration, billable duration, and payment mode with the statuses of the subscribed plans –

Active – current plan of your LeadSquared subscription
Expired – previous plan of your LeadSquared subscription

3.3 Monthly Subscription

Click on the amount shown under Monthly Subscription on the Manage Subscriptions homepage to see a detailed breakdown of your subscription which includes your plan and add-on (recurring and one-time) details.

Plan Bundle is the default set of licenses procured, that consists of base and contractual adjustments.

Recurring Add-ons are additional licenses purchased apart from the ones included in your plan bundle. They come with a monthly value based on the number of units purchased.

One-Time Add-ons are additional licenses purchased separately from the plan bundle and are charged only once.

Note:

Even if your billing frequency is quarterly or half-yearly or yearly, the payment amount is automatically divided and calculated as a monthly subscription by default.
You can buy add-on licenses in addition to the licenses available by default with their plan by clicking on Buy Add-ons.

3.4 Total Outstanding

The Total Outstanding card on the homepage shows the total amount that must be paid. This includes both due and overdue invoices. Click Review & Pay to see a detailed list of all your invoices on the Invoice & Payments page. Here, your pending invoices will be selected by default to proceed with the payment.

3.5 Billing Frequency

The Billing Details card displays your billing frequency, billing period and next bill due date.

Your billing frequency could be –

Monthly	Payment must be made every month
Quarterly	Payment must be made every 3 months
Half-Yearly	Payment must be made every 6 months
Yearly	Payment must be made every 12 months

3.6 Billing Details

The Billing Details button on the top right of your Manage Subscription homepage opens a popup with –

Customer Information – Your company details based on your country (refer table below). Here you can add email IDs of upto 20 Billing Recipients and Billing Escalation Recipients to notify the users about invoice release and updates. All the other details are non-editable. To edit these details, reach out your account owner or billing.ops@leadsquared.com.
About LeadSquared – LeadSquared company details including the Legal Entity Name, address, registration details and bank details.

The following table displays the Customer Information displayed based on different geographical settings –

Country / Legal Entity	Registration Details	Bank Details
India	PAN TAN CIN	Payee Name Bank Name Virtual Account Number Bank Code Branch
US	EIN Sales Tax Registration TRC	Payee Name Bank Name Account Number SWIFT Code Branch Fed ABA Number CHIPS ABA Number ACH Routing Number
Australia	ABN GST	Payee Name Bank Name Account Number SWIFT Code Branch
Singapore	UEN GST	Payee Name Bank Name Account Number SWIFT Code Branch
Africa	Registration Number VAT	Payee Name Bank Name Account Number SWIFT Code Branch

4. Subscription Details Page

The Subscription Details page offers an overview of all the licenses purchased and their limits. Here, you can make additional license purchases by clicking Buy Add-ons. You can also toggle between License Usage and Metered Usage, and search for a particular license using the search tab.

4.1 License Usage

The License Usage page under Subscription Details displays the usage of all the licenses in your account. Here, you can view license details including –

License Name	Name of the license
Maximum Limit	Total limit available for the customer to use
Utilization	Total limit used by the customer in percentage
Remaining Limit	Limits available for consumption after current usage

Hover over the number displayed under maximum limit of a particular license to see the breakdown of the license allocated within your plan which includes the base limit, contractual adjustments, purchased as recurring add-ons or one-time add-ons. A pop-up displays the Limit Bifurcation of each license.

4.2 Metered Usage

The Metered Usage page displays the usage of all licenses that are metered in nature. This includes licenses that can be consumed in specific transactions like API calls/messages/emails/conversations/automation executions, etc. You can monitor the usage at any point of time. On this page, you can view license details including –

License Name	Name of the license
Allowed Limits	Daily/Monthly/Yearly limit as defined in the plan
Unit	The basis on which the license is measured (e.g., Calls, Counts)
Usage	Actual usage of the units as of the previous day
Remaining Limits	Limits remaining after usage
Additional Usage	Usage exceeding the limit (Usage – Limit = Additional Usage)
Rate	Charge for additional consumption (per unit)
Additional Bill Amount	Calculated based on the additional usage and rate which is prorated as per the end date of the current billing cycle (Additional Usage x Rate)

Note: Each license has a set limit. If you go over that limit, you can continue using the feature up till 125%, but you’ll be billed for additional usage at the applicable rate. On crossing the 125% limit, the service will stop, and you won’t be able to use it until you purchase additional limits. Monitor your usage and buy more add-ons to avoid service interruption.

License Name	Limit
API Calls	Daily Limit
Executions	Yearly Limit
Email	Monthly Limit
Landing Page Submissions	Monthly Limit
Widgets Submissions	Monthly Limit
Conversations	Monthly Limit
Email Parser	Monthly Limit
Storage – Active Data	For Entire Plan Duration
File Storage	For Entire Plan Duration

You can see the Metered Usage of a particular month by clicking the box under Calendar and selecting the relevant month from the pop-up.

4.3 Monitoring Metered Usage

While using licenses that are metered in nature, there is a possibility that you exceed your limits. To drill down to a monthly/daily view of your metered usage –

Click the relevant license on the Metered Usage page.
A pop-up displays the details about the usage of the license including the usage of the month, the allocated limit, the usage, the additional usage, billed usage, rate and additional bill amount.
Click alongside the month column to view a day-wise breakdown of the usage.

4.3 Refresh Metered Usage

On the Subscription Details page, get the latest usage of your metered license by hovering over the Usage number alongside the relevant license. Click to refresh. This will display the most recent usage count.

5. Invoices & Payments Page

On the Invoice & Payments page, you can view, download and pay all your LeadSquared subscription invoices.

The page displays details of invoices including –

Invoice Date	The date on which the invoice was raised
Invoice ID	Tax Invoice Number
Invoice Amount	The invoice amount
Invoice Amount (with TAX)	The total amount including taxes
Amount Paid	The amount that has been paid by the customer
Balance Due	The remaining amount to be paid if any partial payment has been made previously (Invoice Amount (including taxes) – Partial Payment = Balance Due)
Due Date	The date by when the invoice must be paid
Invoice Status	If your invoice is issued on August 1, 2024, and the payment is due by August 15, 2024 – From August 1 to August 14, 2024, the invoice is due. On August 2, it’s due in 13 days, on August 3, it’s due in 12 days and so on. On August 15, 2024, the invoice is Due. This is the last day to make the payment on time. After August 15, 2024, if the payment hasn’t been made, the invoice becomes Overdue. All your overdue and due invoices are considered to be Outstanding. If the invoice is paid and reconciled successfully any time, it’s marked Paid. If the invoice is paid, but reconciliation is pending, it’s marked Paid-Clearing Pending. This usually occurs when partial payments are made through bank transfer.
Transaction Status	The status of the transaction as shown on the payment gateway: Success Failure Processing Pending (Payment not initiated yet)

Note: If your transaction status says Paid-Clearing Pending, reach out to billing.ops@leadsquared.com.

5.1 Search & Filter Invoices

To search for a particular invoice based on the Invoice ID –

Click Search.
Enter the relevant Tax Invoice Number and click .

To Filter and view relevant invoices –

Click Show Filters.
You can filter invoices based on the Invoice Date, Invoice Status and Transaction Status. Select the relevant filter from the dropdowns.

5.2 Pay Outstanding Invoices

The outstanding LeadSquared subscription invoices can be paid by selecting either single or multiple invoices.

To pay a single or selected number of invoices –

Navigate to Manage Subscriptions>Invoice & Payments.
Click the check box alongside the relevant invoice or invoices.
Click Review & Pay. The popup displays the breakdown of your subscription –

India – number of invoices you are paying for, amount before tax, TDS percentage, TDS amount, amount after tax and the Net Payable amount.
The US and other countries – number of invoices you are paying for, amount before tax, amount after tax and the Net Payable amount.

Click Pay on the bottom of the screen. You will be redirected to the payment gateway.

To pay all outstanding invoices –

On the Invoices & Payments page, click the number of invoices on the Total Outstanding Amount card. All the unpaid invoices will be selected.
Click Review & Pay. A popup displays the breakdown of your payment with details.
Click Pay and you will be directed to the payment gateway.

Note: The maximum single payment limit on Razorpay is ₹1 lakh. For Stripe, the limit depends on your bank’s restrictions. If you try to make a payment exceeding these limits, you will encounter an error.

5.3 Download Invoices

You can download your LeadSquared subscription invoices in single or bulk from the Invoice & Payments page.

To download a single invoice –

Navigate to Manage Subscriptions>Invoice & Payments.
Click the Invoice ID of the relevant invoice. The invoice will be downloaded.

To download multiple invoices –

Click the check box alongside all the relevant invoices.
Click Actions and select Download Invoice. All the selected invoices will be downloaded.

To download all your outstanding invoices –

Click on the number of invoices mentioned in the Total Outstanding Amount card. All the outstanding invoices will be selected.
Click Actions and select Download Invoice.

Note: A maximum of 20 invoices can be selected and downloaded in one go. If you attempt to download more than the limit, you will receive the following error message on top of your screen: “Max 20 invoices can be downloaded at once”.

6. Buy Add-ons

You can increase the limits of your recurring or one-time licenses using the Buy Add-ons page on the Manage Subscriptions UI.

You can access Buy Add-ons from the following pages –

Navigate to the Subscription Details page on Manage Subscriptions UI.
On the top right, click Buy Add-ons.

Alternatively, you can access the Buy Add-ons page –

On your Manage Subscriptions homepage, click the amount displayed below the Monthly Subscription.
On the Monthly Subscription popup, click Buy Add-ons. You will be redirected to the Manage Subscriptions page where you can purchase the add-ons.

You can also access the Buy Add-ons page –

Navigate to Purchase History page on Manage Subscriptions UI.
On the top right, click Buy Add-ons.

6.1 Buy Recurring Add-ons

The Recurring add-ons page displays details including –

License Name	Name of the license
Recurring Quantity	The allocated license limit on monthly recurring basis
Specify Bundle	Enter the quantity of bundles that you wish to purchase
Effective Quantity	Total quantity after including add-ons
Bundle Price	Price per bundle
Monthly Subscription	The amount to be paid for the specified quantity for an entire billing month
Billing Amount	Prorated amount calculated till the end of the billing cycle Billing Amount = (Number of days remaining in the billing cycle / Total days in the billing cycle) x (Monthly Subscription x Number of months in the billing cycle) For Instance, let’s take Billing Cycle – 1st January – 31st March (90 days) Date of Add-on Purchase – 1st March Number of days remaining in the billing cycle – 31 Days Monthly Subscription – 3,000/- Total cost for the billing duration – 3,000 x 3 = 9,000/- Billing Amount – (31 / 90) x 9,000 = 3,100/-

Note: In the Specify Quantity column, the number alongside Bundle Size denotes the number of units per bundle. The numbers alongside Min and Max denote the minimum number of bundles and maximum number of bundles that can be purchased, respectively.

6.2 Buy One-Time Add-ons

The Onetime add-ons page displays details including –

License Name	Name of the license
Specify Bundle	Enter the quantity of bundles that you wish to purchase
Bundle Price	Price per bundle
Billing Amount	The amount to be paid for the specified quantity

7. Purchase History Page

Purchase History page provides a comprehensive view of all add-on orders placed through the Manage Subscriptions UI. To navigate to the Purchase History page, from the left side menu on the Manage Subscriptions UI, click .

This page displays details including –

Ordered On	Date and time of order as per the user’s time zone
Order ID	Generated order ID (Clicking on the Order ID will open a pop-up with the order details)
Order Status	Indicates whether the order is – Success – order placed successfully and paid Pending – order not completely placed by the user In-progress – order placed but not processed yet Failed – order failed
Order Type	Indicates the type of order (Currently, only add-ons are available)
Ordered By	Displays the user who placed the order
Amount	Indicates the order amount
Payment Status	Indicates if the payment was successfully completed or not
Invoice ID	Shows the invoice number (Orders with failed payment status will not have an Invoice ID)

7.1 Search & Filter Orders

On the Purchase History page, you can search for specific orders by using the search tab or filters.

To search for a particular order based on the Invoice ID or Order ID-

Click the Search Tab.
Enter the relevant Order ID or Invoice ID and click .

To Filter and view relevant invoices –

Click Show Filters.
You can filter invoices based on the Transaction Date, Order Status and Order Type. Select the relevant filter from the dropdowns.

7.2 Download Invoices

To download a single invoice, click the Invoice ID of the relevant invoice. The invoice will be downloaded.

To download multiple invoices –

Click the check box alongside all the relevant invoices.
Click Actions and select Download Invoice. All the selected invoices will be downloaded.

8. Contact Us

Click to find email IDs of your Finance Owners, Account Owners and Customer Support on your Manage Subscriptions homepage. You can reach out to the relevant personnel to upgrade, downgrade or switch plans, or if you face any issues with your invoice payment. You can send emails to them individually or in bulk. You can also copy these emails to add them to your own directories.

To send an email to a single specific point of contact, click on their email address. This will open a draft in your default email application, allowing you to compose and send your mail.

To send an email to multiple points of contact, click . This will open a draft in your default email application, allowing you to compose and send mails to all the relevant POCs.

9. Usage Notifications

All admin users will receive email notifications for reaching certain limits of license usage. By clicking on the Manage Subscriptions button, they can access the Manage Subscriptions portal to review their plan and licenses.

Email Notifications will be sent when your License –

Usage reaches Critical Levels (Below 100%)

Capacity is Fully Utilized (Over 100%)

Usage stops due to Overuse (Over 125%)

10. Error

If you face the error saying “Access Denied! You do not have sufficient permission to access this page.”, it could be because

Manage Subscriptions is not enabled on your account. Reach out to support@leadsquared.com to get this enabled.

You are an administrator, but not the billing user on your account. To learn more, see How to set an Administrator as the billing user?

You are not an administrator user.

11. FAQ

1. What licenses are included in my current plan and how can I add more?

To see the licenses included in your current plan, click the amount shown on the Subscription Details page. You can toggle between Metered Usage and License Usage to view the relevant licenses. You can purchase additional licenses through Manage Subscriptions. To add more licenses to your base plan, click Buy Add-ons from your Subscription Details page. You can only buy those add-ons that are available with your plan.

2. How can I upgrade, downgrade or switch my subscription plan?

Click the email icon in the bottom left corner of the Manage Subscriptions page and contact the finance or account owner to request a change.

3. How to change the Billing User?

There can only be one billing user at any given time. To set another Administrator as the billing user –

Navigate to Settings>Users and Permissions>Users.
Along the row of the Administrator you want to set as the billing user, hover your cursor over and select Set Billing User.
On the Set Billing User pop-up, click Yes.

4. How do I track my usage of metered licenses (API calls, emails, automation executions, etc.)?

To view your usage of metered licenses –

Navigate to Manage Subscriptions>Subscription Details.
Click the Metered Usage tab.
Click the relevant license from the list of metered licenses.
A popup comprehensively displays the month-wise and day-wise breakdown of the limits, usage, additional usage, billed usage, rate and additional bill amount of the particular license.

5. What are the limits for my Metered Licenses?

The limits for your Metered Licenses are based on your plan. However, you are free to use more than the given limit at a defined rate, by incurring an additional cost.

6. How can I monitor my License Usage to avoid exceeding limits?

The Subscription Details page displays all the licenses you have purchased along with their maximum limit, your utilization, remaining limit and a bar visually representing your usage. Hover over the number displayed under maximum limit of a particular license to view a pop-up displaying the Limit Bifurcation of the license. This pop-up displays the limit of the license available –

With your Base Plan
under Contractual Adjustments
As Recurring Add-on
As One-Time Add-on

7. How is my billing calculated?

Your bill is based on your Monthly Subscription, which includes your base plan (or Plan Bundle) and any recurring add-ons. One-time licenses involve a single payment. If you exceed your plan’s limits through metered usage, additional charges will apply. When you choose to pay quarterly, half-yearly, or yearly, the Monthly Subscription rate is multiplied by the number of months in that period—three months for quarterly, six months for semi-annual, and twelve months for annual payments. Additionally, all add-ons are billed on a pro rata basis, depending on the end date of your respective billing cycles.

8. Can I view and download my invoices?

You can view and download your invoices, either individually or in bulk, from the Invoice & Payments page on Manage Subscriptions.

9. How do I update my Billing Details?

You can access your company profile and LeadSquared’s billing details on clicking the Billing Details button on the Manage Subscription homepage. You cannot edit your company’s information by yourself. Reach out to your Account Owner to change these details.

10. What happens if I exceed my usage limits? Are there any overage charges (additional billing/costs)?

You will receive email notifications about your license usage limits periodically (at 75%, 85%, 95%,100% and 125%). You will be billed additionally for extra usage and you can continue using the license. However, on crossing the 125% limit, the service will stop, and you won’t be able to use it until you purchase additional limits. Monitor your usage and buy more add-ons to avoid service interruption.

11. How quickly will new licenses be activated after purchase?

The new licenses that you purchase will be activated immediately.

12. Can I get a refund for unused licenses if I downgrade or cancel my plan?

Refund is not applicable on the licenses procured.

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!

Embed Your Call Tracking Metrics Dashboard in LeadSquared

August 3, 2018/0 Comments/in Integrations & Apps, Telephony Integrations, UI Customization/by Vir Singh

You can embed your entire Call Tracking Metrics (CTM) dashboard inside LeadSquared. Not only does this make it easier for you to access your call logs (and other dashboard functions) directly from your LeadSquared account, but you can also receive inbound phone calls via the agent pop-up simultaneously.

Prerequisites

You must be an administrator user of your LeadSquared account.
You must have your Call Tracking Metrics account login credentials.
You should integrate your Call Tracking Metrics account with LeadSquared. For more information, see LeadSquared Call Tracking Metrics Connector.
You must install the Custom Menu For Web app. For more details, see Custom Menu For Web Installation.

Note: Although you can still embed your CTM dashboard in LeadSquared without installing the LeadSquared Call Tracking Metrics Connector, we recommend completing that step first to leverage a number of other awesome features. For more information, see LeadSquared Call Tracking Metrics Connector.

Procedure

Once you’ve installed the Custom Menu for Web app, you just have to configure the URL given below and you’ll be good to go –

From the main menu, navigate to Apps>Apps Marketplace>UI Customization.
On the Custom Menu for Web app, hover your cursor over the settingswheel, then click Configure.
On the Configure Custom Menu for Web pop-up, click Add Custom Menu.
Enter a title (‘Call Tracking Metrics’ preferably), and then paste the following URL- https://app.calltrackingmetrics.com/calls/desk
You can also choose which user roles will have access to the custom menu.
Click Save.

Once the custom menu is created successfully, it’ll be visible in your account –

From your main menu, navigate to Apps>Call Tracking Metrics (Or whatever the title you gave the custom menu was).
Note: You may need to logout and then log back in to your account to see the Call Tracking Metrics tab appear under the Apps menu.
You’ll need to pass your CTM credentials and login to your account.

Once you’ve logged in, your dashboard will be visible –

CTM Dashboard

Note: Please refresh the page if the dashboard doesn’t appear.

Any Questions?

Have any feedback or questions related to this feature? We’d love to help you out! Go ahead and start a dicussion in the comments section below.

Where can I find the Activity Code of an Activity?

August 2, 2018/0 Comments/in FAQs, Lead Management/by Vir Singh

Each custom activity has a unique activity code associated with it. To find the activity code –

Navigate to My Profile>Settings>Leads>Custom Activities & Scores.
You’ll find it under the ‘Code’ column in the activity grid.

find activity codes

Lead Automation Conditions – Split Test

August 24, 2018/0 Comments/in Conditions, Workflow Automation/by Vir Singh

1. Feature Overview

A Split Test (A/B Test) lets you experiment with different email content and find what works best for your automation. You can try out different subject lines, senders, etc. and see how your leads are responding. Based on the responses, you can either manually or automatically select the best email to use going forward.

split test intro

2. Prerequisites

The Split Test feature is only available on select plans. If you want it enabled for your account, contact us at support@leadsquared.com.

3. Example Use Case

Say you want to figure out which subject line works best for your welcome emails. Either –

“Hey, we’re so glad you signed up” or
“Welcome to the <my organization> family!”.

With Split Test, you can send 2 emails (one with each subject line) to your leads and analyze which one receives more opens/clicks. Based on these results, you can select one of the emails as the ‘winner’. All new leads entering the automation will now only receive the email you chose as the ‘winner’.

4. How it Works

As described in the example use case section, a Split Test lets you send multiple emails and determine a winner based on how your leads respond.

Note: These emails are sent to your leads in round robin fashion until a winner is determined.

There are 2 ways to determine a winner – Automatically or Manually.

Automatic Split Test

Manual Split test

The winner is decided automatically by the system based on the number of email opens or clicks after a specified number of hours/days/weeks.

If the number of clicks/opens are equal after the specified time, a user will have to manually choose a winner from the automation report.

The winner must be determined manually from the Automation Report after the specified number of hours/days/weeks.

The specified user(s) will receive a notification to manually select a winner after the configured period has elapsed.

Once an email is selected as the winner (automatically or manually), it’ll be sent to all leads entering the automation from that point onward.

Note: You can test up to 5 different emails.

5. Setting Up a Split Test

On your main menu, navigate to Workflow>Automation and click Create Automation.

Select an automation trigger (New Lead Added and Lead Added to List)
At any point after selecting a trigger, click the expand icon under any automation card and choose the Split Test condition (you may have to scroll down under the Conditions section to find it).
On the Configure Split Test pop-up, choose whether you want to determine the winner Automatically or Manually.
1. If you select the Automatically option, choose whether you want to determine the winner based on the number of email opens or clicks. Next, set the number of hours/days/weeks you want the winner to be determined after. Finally, select the users you want to notify once a winner is determined.
2. If you select the Manually option, choose the user(s) you want to notify to select a winner. Then set the number of hours/days/weeks you want to wait for before you allow users to select the winner.
Click Save.
To add more emails to your split test, click the add icon under the split test card.
Click the Edit icon on each Send Email card to set the email content.
After you’re done, click Publish on the top right corner of your screen to publish the automation.

automation split test card

6. Determining a Winner

To view the results of the split test, on the automation grid (Workflow>Automation), hover your cursor over the settings wheel and click View Report.

view auto report

If you configured the split test to Automatically determine a winner, the winner will be decided by the system after the set period.
If you chose the Manuallyoption, you can view the performance of each email by clicking the stats icon on the Send Email card. Next, hover your cursor over the email card you want to pick as the winner and click the Make Winner option that appears.

Note: You can’t pick a winner for the Split Test until the configured waiting period has elapsed.
Once the waiting period has elapsed, the progress indicator on the Split Test card will turn green and you can pick a winner.

picking a split test winner

The winning email will now be sent to all leads who enter the automation from this point onward.

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 help you out!

How to Secure Sensitive Data with Field-Level Encryption

October 21, 2025/0 Comments/in Data Protection & Privacy/by Vir Singh

1. Feature Overview

LeadSquared’s Field-Level and File-Level Encryption (FLE) enhances data security by encrypting sensitive information at the individual field level. This ensures that critical data, such as identification numbers, attached documents or financial details, remain protected from everyone outside your organization.

This feature enables secure storage and access to sensitive data across Leads, Opportunities, and Activities. Encryption can be applied to both system and custom fields, as well as Lead CFS. Additionally, LeadSquared supports Bring Your Own Key (BYOK) through AWS Key Management Service (KMS), allowing organizations to manage and control their own encryption keys for advanced security and compliance.

Example

Suppose your sales team collects customers’ PAN Numbers and Bank Account Details in LeadSquared. With Field-Level Encryption enabled, when a PAN Number like ABCPD1234F is entered, it’s stored encrypted (e.g., M7p9aZ1Qw==).

Leadsquared - Field Level Encryption

2. Prerequisites

Field-Level Encryption is not available by default. Reach out to support@leadsquared.com to get it enabled.
You must be an Admin to configure Field-Level Encryption.
If you’d like to control your own Encryption Key instead of generating from LeadSquared directly, you can get it through AWS Key Management Service (KMS).

3. How It Works

The admin configures the Encryption Key in the Key Management page and selects the fields to be encrypted in the Web App Settings.
When a user enters data into an encrypted field (including fields in Leads, Opportunities, or Activities), the CRM automatically encrypts the data before saving it.
The encrypted value is securely stored in the database or storage system.
When user accesses the record, LeadSquared decrypts the data using the configured encryption key (including BYOK if enabled via AWS KMS).

4. What Can Be Encrypted

Field-Level Encryption can protect the following types of sensitive data (non-exhaustive list):

Full Name, Phone/Mobile, Email, Address, PAN, Aadhar, ABHA, DL, Voter ID, SSN, Passport, Bank & Credit Card Info, Vehicle Plate Number, etc.

Entity	Maximum Fields	Supported Fields & Data Types
Lead / Object	10 fields per type	System Fields: First Name, Last Name, Phone, Mobile, Email, Facebook, Google Plus, Google Talk User, LinkedIn, Latitude, Longitude, Skype Name, Twitter Default Custom Fields: Address 1, Address 2, City, State, Country, Zip, Job Title, Company Custom Fields: Text, Number, Email, Phone, Date, CFS
Opportunity	10 fields per type	Custom & CFS Fields: Text, Number, Email, Phone, Date
Custom Activity	10 fields per type	Custom & CFS Fields: Text, Number, Email, Phone, Date
Sales Activity	10 fields	Custom Fields: String, Number, Date
File	Maximum File Size: 2 GB	All file types

5. Field-Level Encryption Settings

To access Field-Level Encryption Settings, navigate to Settings>Data Management & Privacy>Field Level Encryption.

Leadsquared - Field Level Encryption

5.1 Key Management

Once Field-Level Encryption is enabled, the admin can configure the encryption by entering an Encryption Key which can either be directly generated from here or be imported from any Key Management System. This key is used to convert data (like a customer’s phone number or ID) into unreadable encrypted text when stored in the database, and to decrypt it back into readable form for authorized users.

Leadsquared - Field Level Encryption

5.1.1 Key Generation

If you select the Generate Key option, then the Encryption Key will be automatically generated. If required, you can change the key periodically by clicking the Rotate Key option. Once you update the new key, the ability to make changes to the key will be restricted for 90 days.

Leadsquared - Field Level Encryption

5.1.2 Key Import

if you select the Import Key option, you can Bring Your Own Key (BYOK) through AWS Key Management Service (KMS) copied from AWS Key Management Service (KMS) and click Import Key. If required, you can import a new key periodically by clicking the Import Key option. Once you update the new key, the ability to import a new key will be restricted for 90 days.

Leadsquared - Field Level Encryption

5.2 Encryption Key History

View a log of all the updates that were made to the encryption key. Here you can see –

Key Version – The version of the key based on the number of times it was updated
Created Via – The method through which the encryption key was entered
- Key Generation – Either Key Generation or Manual Key Rotation
- Key Import – Import
Created On – The date and time when the encryption key was created
Created By – The admin user who created the encryption key

Leadsquared - Field Level Encryption

5.3 Encrypted Fields

View the Lead, Opportunity and Activity fields marked for encryption in dedicated tabs. The tabs contain grids with the following details –

Field Name – Name of the field
Schema Name – Unique identifier assigned to a field
Field Type – Either Custom or System (specific to Lead Fields)
Data Type – Text, Number, Email, Phone or Date
Encryption Status – Either Encrypted or Queued for Encryption (Encrypting)

Leadsquared -Field Level Encryption

6. Select Fields to be Encrypted

After configuring the Encryption Key, the admin must select the relevant Lead / Object, Lead CFS, Opportunity and Activity Fields to be encrypted from the Web App Settings.

Note:

There is a hard limit of 10 encrypted fields per Lead / Object, Opportunity, or Activity Type. If you attempt encrypt a field on reaching this limit, you will face an error.
When you enable encryption for an existing field, the system creates an encryption request that will be processed in the background. However, for newly created fields, encryption is applied immediately once you select the Encrypt Field option during field creation.
File Level encryption is supported only for the files stored in LeadSquared storage and it is applicable only to the files uploaded to CFS and Attachments after the enabling the encryption.

6.1 Encrypt a Lead / Object Field and Custom Field Set (CFS) Field

To secure a lead field –

Navigate to Settings>Leads>Lead Fields.
Click the Actions icon alongside the relevant system or custom lead field and select Edit.
On the Edit Lead Field page, under Lead Field Properties, check the box alongside Encrypt Field.

Similarly, to secure a Lead CFS field –

Click the Actions icon alongside the relevant custom field set and select Edit.
On the Edit Lead Field page, under Lead Field Properties, check the box alongside Encrypt Field.

Leadsquared - Field Level Encryption

6.2 Encrypt an Opportunity Field

To secure an opportunity field within an opportunity type –

Navigate to Settings>Opportunities>Opportunity Types.
Click the Actions icon alongside the relevant opportunity type and select Edit.
On the Field Configuration Tab in the Update Opportunity Type popup, click the Actions icon alongside the relevant field.
Check the box alongside Encrypt Field.

Leadsquared - Field Level Encryption

6.3 Encrypt an Activity Field

To secure an activity field –

Navigate to Settings>Leads>Custom Activities & Scores.
Click the Edit icon alongside the relevant activity type.
On the second page of the Update Custom Activity Type popup, click the Actions icon alongside the relevant field.
Check the box alongside Encrypt Field.

Leadsquared - Field Level Encryption

7. View Request History

To see the details about your existing field encryption request, navigate to Settings>Profile>Request History.

Leadsquared - Field Level Encryption

8. Limitations

Global & Quick Search: The Quick Search, Global Search, and Advanced Search features may not function correctly while encryption is in progress.
Advanced Search: Only the operators Equals, Not Equal, Contains Data, and Does Not Contain Data are supported. All other operators are not available for encrypted fields.
Search Limitations During Encryption: The Quick Search, Global Search, and Advanced Search features may not function correctly while encryption is in progress.
Sort/Filter: Sorting and filtering are disabled for encrypted fields.
Reporting: In some cases, encrypted fields may display ciphertext if the report or integration does not handle decryption.
Uniqueness: Only the system fields Email, Phone, and Mobile can be marked as unique if encrypted. Any other field marked as unique cannot be encrypted.
Uniqueness Criteria Impact: If unique fields (such as Phone, Mobile, or Email) are marked for encryption, the uniqueness validation will not work until the encryption process is complete. This can lead to duplicate records being created. It is strongly recommended to pause record creation and updates while encryption is in progress on unique fields to avoid data inconsistencies.
Audit: Historical audit records created before encryption was enabled will remain unencrypted. Encryption applies only to new audit entries generated after the field has been encrypted.

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!

Manage User Custom Fields

March 20, 2020/0 Comments/in Users & Permissions, Users, Groups and Teams/by Sri Sudhan

1. Feature Overview

When you create users, there are a number of system fields available (such as first name, last name, etc.) to store their information. You can also create custom user fields (like their work anniversaries, gender, marital status, etc.). You can choose the data types you want the fields to accept and customize them according to your preferences.
You can also setup automations on the basis of some of these fields. To know more, see How to Create a User Automation.

2. Prerequisites

You must be an Admin user to create and edit user fields. If you require more than the available number of custom fields, please write to support@leadsquared.com.

3. Create Custom Fields

To create a custom user field –

Navigate to Settings>Users and Permissions>User Fields.
Click Create.
On the Create User Field (Custom) form, enter relevant details in the following properties –

Property	Description
Display Name	Enter the display name (eg, “Birthday”, “Work Anniversary”, etc.) of the field that’s being created.
Schema Name	Enter the schema name of the field. Only alphanumeric characters and underscores are allowed.
DataType	The data type of the field. The following are the data types available, along with their limits – Text – You can add up to 20 fields, with a limit of 250 characters per field. Number – You can add up to 40 number fields. DateTime – You can add up to 10 DateTime fields. Dropdown – You can add up to 20 dropdown fields. Long Text – You can add up to 10 long text fields, with a limit of 1024 characters per field.
Is Mandatory	To make this field mandatory for your users to fill in, enable the checkbox.
Is Editable	To allow your users to edit this field on the My Profile page, after they’ve submitted the details, enable the checkbox.
Is Hidden for the User	To hide this field for the user on the My Profile page, enable this checkbox.

Once you’re done, click Save. You can now enter the details of each custom field while creating or editing a user from the Manage Users page. For more information, see Manage Users.

LeadSquared Custom User Fields

Note: Once published, you cannot change the DataType of a custom user field.

3. Edit Custom User Fields

To edit a custom user field –

Navigate to Settings>Users and Permissions>User Fields.
Against the field you want to edit, hover your cursor over the icon, and click Edit.
On the Edit User Field (Custom) form, you can edit the following fields –

Property	Description
Display Name	Edit the display name (eg, “Birthday”, “Work Anniversary”, etc.) of the field that’s being created.
Schema Name	Edit the schema name of the field. Only alphanumeric characters and underscores are allowed.
Show As	This option will show up only for a DateType field. You can choose how the field is displayed, either as a ‘Date’ field or a ‘DateType’ field.
Is Mandatory	To make this field mandatory for your users to fill in, enable the checkbox.
Is Editable	To allow your users to edit this field on the My Profile page, after they’ve submitted the details, enable the checkbox.
Is Hidden for the User	To hide this field for the user on the My Profile page, enable this checkbox.

Once you’re done, click Save.

LeadSquared Custom User Fields

4. Populate Custom Fields for Users

Once you’ve created and configured custom user fields in your account, you can populate them with data for each user.

Navigate to the Manage Users page.
When creating or editing a user, click the Other Details tab.
All the custom fields are available here. Click Edit to populate them with values.

LeadSquared User Management

5. FAQs

What is the maximum number of custom lead fields I can create?
You can create up to 260 custom lead fields in your LeadSquared account.

Any Questions?

Have any questions you’d like to voice? Or any experiences with this feature you’d like to share? Please feel free to start a discussion in the comments section.

Bulk Delete Data

December 6, 2024/0 Comments/in Activities & Tasks, Admin & Settings, Data Protection & Privacy, Manage Activities/by Oshin Anand

1. Feature Overview

The Bulk Delete Data feature allows you to delete system & core activities, and custom activities from your account in a single action. This feature lets you efficiently manage your storage by removing older data that your business no longer requires.

Note: This feature allows you to delete up to 200,000 activities in a single request.

Leadsquared - Bulk Delete Data

2. Prerequisites

To enable this feature, contact your account manager, or write to support@leadsquared.com.
You must be an admin to access this feature.

3. How it Works

In the first step, create a bulk delete request and select the custom activity you want to delete. You can either delete the activities under all entities or a particular Opportunity Type.
Select a date range (30 days, custom range, etc.) outside of which you want to delete this activity.
- Only activities modified outside the selected date range will be deleted.
- Activities modified within the date range will remain in your account.
  - For example, suppose today’s date is April 30th and you want to delete the “Document Collection” activity, and you select a 30-day date range. In that case, only activities modified before April 1st (more than 30 days ago) will be deleted. Activities modified within the last 30 days, regardless of their creation date (such as a Document Collection activity posted on February 15th but modified on April 18th), will remain in your account.

4. View Activity Distribution by Activity Type Report

Before you bulk delete the activities, you can navigate to the Activity Distribution by Activity Type report and view the count of activities in each activity type. This helps you make better decisions and avoid mistakes.

Navigate to Analytics from your LeadSquared Dashboard.
In the search bar, look for “Activity Distribution by Activity Type”.
In the report, under Activity Created On dropdown, select the relevant date range and click Apply. For instance, if today’s date is March 31, 2025 and you select Last 90 Days, all the activities created between January 1, 2025 and March 31, 2025 will be displayed.

Leadsquared - Bulk Delete Data

5. Create Bulk Delete Data Request

To export and delete data –

Navigate to My Profile>Settings>Data Management and Privacy>Bulk Export & Delete Data.
On the Bulk Delete Data grid, click New Request.
On the New Bulk Delete Request popup, from the Activity Type dropdown, select the activity type you want to delete.
From the Activities with ‘Modified On’ date older than dropdown, select the date range for which you want to delete the activities. Only activities modified outside the selected date range will be deleted.
- For instance, if the current date is April 30th and you select 30 days, activities modified before April 1st will be deleted.*
- You can also select Custom and enter a custom date range to delete activities modified outside this range.
Once you’ve entered the relevant information, click Delete.

Note:

*Activities modified within the last 30 days, regardless of their creation date (e.g., Document Collection activity posted on February 15th but modified on April 18th), will remain in your account.
You can select only one custom activity type at a time.
Core Activities, Service CRM Ticket Activities and Account Activities will not be displayed in the Activity Type dropdown.

On the Confirm popup –

You’re shown a summary of what you’ve selected to be deleted, which includes –
- The activity type you’ve selected
- The data that will be deleted (All Activity field data and All Activity & CFS Attachments)
Before proceeding with data deletion, click the checkbox.
- This is to confirm your understanding of region-specific compliance guidelines.
Then, click Confirm and Proceed.

Note: Before initiating a request, ensure you are complying with your applicable regulatory guidelines. Storage periods vary based on factors such as industry regulations, the type of data processing, and applicable legal requirements.

Leadsquared - Bulk Delete Data

Repeat Delete Request

You can set a delete request to run on a recurring basis. This allows data associated with a specific entity to be automatically deleted at regular intervals. To configure a recurring delete request –

After selecting the data you want to delete, enable the Repeat this request toggle on the New Bulk Delete Request popup.
From the Repeat every dropdown, choose how often the delete request should run.

Leadsquared - Bulk Delete Data

6. Bulk Delete Data Under a Particular Opportunity Type

You can bulk delete activity data for a specific Opportunity Type without affecting Lead data. While creating the bulk delete request, select the required Opportunity Type from the dropdown and complete the remaining steps as described earlier. Only data associated with the selected Opportunity Type will be deleted.

Leadsquared - Bulk Delete Data

7. Bulk Delete Data Grid

After creating the request, it will appear on the Bulk Delete Data Grid with the following details –

Leadsquared - Bulk Delete Data

Element	Description
Entity Name	Name of the activity.
Recurrence	Indicates whether the bulk delete request is set to run once or repeat automatically at a defined interval
Created By	The name of the user who created the request.
Created Date	The date and time when the request was created.
Status	The status of the request – Success – The request has been successfully executed. Failed – The request has failed. In Queue – The request has been created and is awaiting execution. In Progress – The request is currently being executed. Revoked – The user has cancelled the request while it was in the queue.

You can also perform the following actions from the actions grid –

7.1 View Report

Once the request is completed, you can download and view a report anytime.

On the Bulk Delete Data grid, under Actions, click the gear icon.
Select View Report. The report will be automatically downloaded as a CSV file to your device.

Leadsquared - Bulk Delete Data

7.2 Revoke Request

All requests are processed during off-business hours. You can revoke the requests you’ve made when it’s in the ‘In Queue’ status.

On the Bulk Delete Data grid, under Actions, click the gear icon.
Select Revoke, and on the Revoke Request popup, click Cancel Request.

Note: The Revoke action will only be visible for requests with the status ‘In Queue’.

Leadsquared - Bulk Delete Data

8. Errors

8.1 Another Request Already Exists

You can create only one request at a time for a single activity type. For example, in the image below, “WhatsApp Message” cannot be processed because an existing request to delete the this activity is already in the queue. Attempting to create another request for the same activity type will result in an error message – “Another request for this Activity Type already exists.”

Leadsquared - Bulk Delete Data

8.2 Access Denied

Only admins have access to the Bulk Delete Data page. If users with other roles attempt to access the page, they will see an “Access Denied” error message.

Leadsquared - Bulk Delete Data

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!

How to Select Lead Fields to view on Lead Management page?

August 20, 2013/0 Comments/in Leads, Manage Leads/by Oshin Anand

1. Feature Overview

The Column Customization feature lets you choose which columns appear on key pages such as Manage Leads, Manage Opportunities, Activities, and Tasks.
It helps you view important information at a glance, without opening individual Lead or Opportunity details. You can display both default fields (like Lead Score, Lead Owner, etc.) and custom fields (like Course Interest, Insurance Type, or Budget) directly in the grid.

Additionally, you can pin columns to keep important fields (such as Lead Name or Phone Number) fixed in place while scrolling through the grid. This ensures that critical information always remains visible.

Note: In addition to the default fields, you can also display custom lead fields on the grid. For more information, see How to Create Custom Lead Fields.

2. Customize Columns in Manage Leads Page

Navigate to Lead Management>Leads to view the list of all your leads.
Click the Manage Columns icon on the top-right corner of the lead grid. Here, you’ll see the list of available and selected lead field columns.
Hover over the relevant selected column, and drag and drop it in the desired position to reorder the grid.
To add new columns, click on the relevant checkbox alongside the relevant field under Select Lead Columns.
Once you’ve added the fields, click Update.

Leadsquared - Manage Columns

2.1 Pin Columns

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

Click the Pin icon alongside the relevant selected column to pin it. The field will move under the Pinned Columns section.
Drag and drop to reposition the field within the column as per your preference.
Once you’ve selected and pinned the columns, click Update.

Leadsquared - Manage Columns

2.2 Restore Default Columns

The default columns are Lead Name, Actions, Lead Score, Lead Stage, Lead Owner and Modified On. To view these default columns, click Restore Default and select Update.

Leadsquared - Manage Columns

3. Manage Columns in Smart Views

You can also customize columns in Smart Views. To do so, click the Manage Columns icon on the upper right corner of the lead grid and follow the same steps as described above.

Leadsquared -Manage Columns

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!

Bulk Automation Triggers

April 5, 2024/0 Comments/in Triggers, Workflow Automation/by Zaid Assadi

1. Feature Overview

The Bulk Automation Trigger feature enables Automations to trigger when entities (leads, opportunities, activities, etc.) are created or updated in bulk through Import and Bulk Update via UI or API.

Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done to prevent any potential looping.

2. Prerequisites

Once you enable an Automation Trigger (for example, the Opportunity Create trigger), you can then enable the corresponding Bulk Trigger setting on that Automation trigger. You must raise a request to enable Bulk Automation Triggers – send an email to support@leadsquared.com.
The maximum limit by default for bulk automation triggers is 10,000 – you cannot update more than 10,000 records at once. For example, if you import 15,000 leads, the Bulk Automation on all 15,000 records will fail. You can increase the limit on bulk automation triggers to 25,000 by contacting support@leadsquared.com.

3. Bulk Automation Triggers

After the Bulk Automation Trigger settings are enabled on your automation triggers, your Automations will trigger during bulk imports.

Note:

For the following triggers, you will need to enable an additional setting, Trigger on Import when configuring the trigger –
- Lead Create
- Opportunity Create
- Account Create
You must first enable the Automation Triggers (Lead Create, Opportunity Crate, Account Create) for the Trigger on Import option to be visible.

Bulk overview

Any Questions?

If you have any additional questions, please leave them in the comment section below.

I checked in by tapping the notification on my phone but it hasn’t reflected in my account. Why?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Try switching the LeadSquared mobile app from the background to the foreground of your device. If that doesn’t work, either the ‘Location Tracking’ settings are disabled for your device or the mobile app, or your internet connection is not working.

For more information, see Auto Check-In/Check-Out Guide.

I configured reminders to be delivered in my automation but my users aren’t receiving them. Why?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Ensure that notifications for the LeadSquared mobile app are enabled. Also, see if the webhooks you’ve configured have the correct ‘Request Type’.

For more information, see Auto Check-In/Check-Out Guide.

I got a notification to check-in but it doesn’t work when I tap on it. Why?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Either the ‘Location Tracking’ settings are disabled for your device or the mobile app or your internet connection is not working.

For more information, see Auto Check-In/Check-Out Guide.

I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

We only consider the first check-in time and last check-out time. Time blocks and breaks are not accounted for.

For more information, see Auto Check-In/Check-Out Guide.

Will the mobile app prompt me in case the location tracking settings on my device are disabled?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Yes (for Android), you’ll get a notification to turn your device’s location tracking settings on.

For more information, see Auto Check-In/Check-Out Guide.

I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Yes, you’ll remain checked-in in this case. Your location will still be tracked and it will reflect in your LeadSquared account as soon as you regain your connection.

For more information, see Auto Check-In/Check-Out Guide.

I got auto checked out at the end of my workday but I’m working late and want check-in again. What should I do?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

In this case, you can manually check yourself in.

For more information, see Auto Check-In/Check-Out Guide.

The internet connection on my phone isn’t working. Can I still check-in and check-out from mobile?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

No, the check-in and check-out features require an internet connection.

For more information, see Auto Check-In/Check-Out Guide.

I finished my workday early and checked-out from the mobile app. Will my location still be tracked?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

No, we don’t track your location after you check-out.

For more information, see Auto Check-In/Check-Out Guide.

I’ve set up an auto check-in/check-out automation but I don’t see any users entering my automation. Why?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Have you set up work day templates? Your automation won’t know when to check-in/check-out your users if you haven’t set up work day templates and applied them to users/teams.
Also, automations you create on a particular day won’t trigger till the following day. Our service runs once a day (at 12 a.m. for the configured timezone) and therefore you’ll only see users enter your automation they day after you publish it.

For more information, see Auto Check-In/Check-Out Guide.

I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Yes, you can manually check-in and out on holidays and leaves. However, you won’t be auto checked in or out on these days.

For more information, see Auto Check-In/Check-Out Guide.

I checked out from the web before the end of my workday but I didn’t get checked out from the mobile app. Why?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

If you checked out early from the web, you’ll get checked out on mobile only once your work day is over. However, if you check-out from mobile before the end of the workday, you will be automatically checked out of the web application as well.

For more information, see Auto Check-In/Check-Out Guide.

I disabled the check-in for a user role but the auto check-in feature is still working. Why?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

The auto check-in feature works regardless of the user role settings you’ve configured.

For more information, see Auto Check-In/Check-Out Guide.

I checked-in on the mobile app. Will I be checked in on web as well?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app.

For more information, see Auto Check-In/Check-Out Guide.

I’ve set up work day templates and assigned them to users/teams but I haven’t set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?

May 15, 2018/0 Comments/in FAQs, Users/by Vir Singh

If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well.

For more information, see Auto Check-In/Check-Out Guide.

Opportunity Distribution Automation

July 5, 2021/2 Comments/in Actions, Automation Use Cases, Workflow Automation, Working with Automations/by Sri Sudhan

1. Feature Overview

This article covers how the Distribute Opportunity card works in automations. It allows you to set conditions to distribute opportunities among your users. For example, you may want to distribute opportunities based on their location, industry type, and so on.

With the Opportunity Distribution automation card, you can build a series of rules and assign opportunities to one specific user, groups of users, or based on user properties, in a round-robin manner. When a new opportunity is created in your account (or based on any other trigger), the opportunity distribution engine executes each rule, one by one, till the conditions defined in your rule match the new opportunity. Once a rule’s conditions match the opportunity, no more rules are executed.

When no rule matches the incoming opportunity, then the default rule is executed.

Note: You can also define lead distribution quotas to limit the number of leads assigned to your users through the distribution engine. To know more, refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

2. Set Up Automation

Navigate to Workflow>Automation, and click Create Automation.
From the list of available triggers, you can set up the automation using any trigger.
After selecting a trigger, click Sales Execution, and then click Distribute Opportunity.
On the Distribute Opportunity pop-up, you can create opportunity distribution rules. Based on these rules, you can –
- Distribute opportunities to users
- Distribute opportunities to user groups
- Distribute opportunities based on user properties

Distribute LeadSquared Opportunities

3. Create Opportunity Distribution Rules

The distribute opportunity action allows you to set conditions to distribute opportunities among your users.
For example, you may want to distribute opportunities based on deal size (e.g., below ₹5,00,000, ₹5,00,000-10,00,000, etc.) to specific users. Click the Distribute Opportunity action to open the Distribute Opportunity pop-up window.
Enter a rule name in the space provided and then click the choose conditions(s) link.

Distribute LeadSquared Opportunities

On the Select Criteria pop-up, select the opportunity type, then select Actual Deal Size, and then enter the deal size as 5,00,000. Next, click Add Condition.

Distribute LeadSquared Opportunities

Your criteria will show up as highlighted below. Click Set Criteria to proceed.

Distribute LeadSquared Opportunities

Now select one of the following options from the drop-down –

Users – Select particular users to distribute the opportunities to.
Sales Groups – Select the group you want to distribute opportunities to.
User Properties – Perform an advanced search based on user attributes. For more information, see User Advanced Search.

3.1 Distribute Opportunities to Individual Users

Through this option, you can distribute opportunities to individual users. From the dropdown, select Users.

Distribute LeadSquared Opportunities

On the Select Users pop-up, choose the users and the sequence you want your distribution to follow.
You’ll see an Availability Status section at the bottom if you’ve enabled the Check In and Check Out feature for user management. You can toggle the between the All and Available options to distribute opportunities to all users or to available users only. Click Save when you’re done.

Distribute LeadSquared Opportunities

You can proceed to add multiple rules by using the New Rule link. You can name each rule and then re-order them by simply dragging and dropping. The rules will execute in the sequence you set up.

You must set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the opportunity to a user you select.

Note: If you’ve chosen the Available users option and the user is not available, the opportunity will be distributed to the user specified in your default rule.

Distribute LeadSquared Opportunities

Your automation is now set up to distribute opportunities to your users based on the Actual Deal Size field.

Distribute LeadSquared Opportunities

3.2 Distributing Opportunities to Sales Groups

You can distribute opportunities to multiple sales groups (in different regions for instance). For example, you can create two rules, such that opportunities for which deal size is below ₹5,00,000 get assigned to one sales group, and opportunities for which deal size is between ₹5,00,001 to ₹10,00,000 get assigned to another sales group –

On the Distribute Opportunity pop-up, once you’ve set up the conditions for the rule, select the Groups option and click Choose groups and assignment order.
The Select Groups pop-up will appear. Select the groups you want to distribute the opportunities to.
You can also distribute opportunities to only the available users in a group by clicking the option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
Click Save when you’re done.
Back on the Distribute Opportunity pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the opportunity to a user you select.
Click Save.

Distribute LeadSquared Opportunities

Note: If you don’t want to distribute opportunities to the managers of a sales group, click the Exclude all group managers checkbox as shown below –

Distribute LeadSquared Opportunities

3.3 Distributing Opportunities based on User Properties

You can also distribute opportunities to users based on user properties. For instance, you can distribute opportunities to users based on their designation, department, manager name, etc. You can even combine multiple properties using the All Conditions (And) and Any Condition (Or) operators. For example, you can assign opportunities to users who are from a particular department and have a particular designation.

In this example, we’re setting up the opportunity distribution such that If an opportunity is present in the Indian state of Karnataka, then we’re assigning him to users who work out of Bangalore Or Mysore (cities within that state) –

On the Distribute Opportunity pop-up, once you’ve set up the conditions for the rule, select the User Properties option and click Choose user properties.
The Select Users pop-up will appear. You can also distribute opportunities to only the available users in a group by clicking the option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
Choose the operator you want to use between condition groups (AND/OR). Select the user details from the drop-down. To add another condition within the same group click the And/Or button inside the condition group box.
If you want to add multiple condition groups, click Add Condition Group on the bottom left side of the pop-up.
When your conditions are set up, click the Set Criteria button.
Back on the Distribute Opportunity pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. This default rule will automatically distribute the opportunity to a user you select.
Click Save.

Note: In the example below, instead of entering the user’s city, you can also dynamically match the opportunity’s city with the user’s city using mail merge. Type ‘@’ to view and select the list of user attributes.

Distribute LeadSquared Opportunities

4. Assign Opportunities based on Opportunity Distribution Quota

After you have configured opportunity distribution in the previous step, you can further define quotas determining how many opportunities will be assigned to your users. You can further define quotas for different durations (daily, weekly, monthly) for each individual user. To learn more, please refer to Opportunity Assignment Quotas.

To enable this –

On the Distribute Opportunity pop-up, check the checkbox against Customize opportunity quota at user level.
Depending on your preference, choose the Custom Quota options from the dropdown. This will ensure that opportunities are distributed to only the users who fulfil the criteria of that specific quota.
- You can set quotas for the daily, weekly, and monthly durations. These quotas have to be configured on the Opportunity Assignment Quota page.
- For example, if you select a monthly duration, then the opportunities captured for that month will get distributed based on the quota you’ve set for that month.
Once you’re done, click Save.

Distribute LeadSquared Opportunities

Note: The assignment quota limit for a user will apply across all automations. For example, if a user’s quota is defined as 10, and multiple automations are set up, opportunities assigned from either automation will increase the assignment quota counter. Once the quota is exceeded, more opportunities won’t be assigned to the user from any of the automations.

Any Questions?

Have any questions you’d like to voice? Or any experiences with this feature you’d like to share? Please feel free to start a discussion in the comments section.

Dynamic Responses in Lead Automation Actions

March 21, 2018/0 Comments/in Automation Use Cases, Workflow Automation/by Vir Singh

1. Feature Overview

You can save the dynamic responses from webhooks or Lapps and use them to insert dynamic content through various automation actions. This article shows you how to first save a Lapps or Webhook response and then use that response in the following actions –

Update Lead
Create Activity
Update Activity
Pass to another webhook
Pass to another Lapp

You can also use dynamic responses in the emails you send your leads. For more information on this, see Dynamic Content in your Emails.

2. Saving a Lapps or Webhook Responses

You can save responses from Lapps and Webhooks in automations and then use these responses in various automation actions. Here’s how you save a response –

Access an existing automation or create a new one by navigating to Marketing>Automation.
Add a Custom automation action card and select either the Call Lapp or Webhook option.
Toggle the Save Response option to Yes and choose whether you want to save the response as
1. Plain text – Doesn’t allow you to separate out key-value pairs from the content.
2. JSON data – Allows you to separate out key-value pairs.
Click Save to add the action card to your automation.
Once the automation card is saved, click the more icon () and then click View Dynamic Responses. All the dynamic responses and the places they’ve been referenced will show up here.

3. Update Lead

Business use cases for this feature will be available soon…

Once you’ve saved a webhook or Lapp response, you can use it in the Update Lead action to update a lead field –

After creating a webhook or a Lapp and saving the response, under Lead Actions, select Update Lead.
Select the Lead Field you want to update with dynamic content.
In the Value field, type @ and scroll to the bottom of the list of auto-suggestions. You’ll find the dynamic responses you’ve saved under Mail Merge (Dynamic Responses).
Click Save.

4. Add Activity

You can use the dynamic responses from webhooks and Lapps in the Create Activity action. For example, you can populate the Comment field of a Chat Conversation activity with the dynamic response saved from a webhook or a Lapp –

After creating a webhook or a Lapp and saving the response, under Lead Actions, select Add Activity.
Select an Activity Type then click the Add an additional field link.
Select an Activity Field and the type @ to see the list of mail merge fields. You’ll find the dynamic responses you’ve saved under Mail Merge (Dynamic Responses).
Click Save.

Add activity dynamic responses

5. Update Activity

Follow these steps to use a Lapp or webhook saved response to update an activity –

After creating a webhook or a Lapp and saving the response, under Lead Actions, select Update Activity (the automation trigger must be an activity).
Select the Activity Field you want to update with dynamic content.
Click the Add Mail Merge checkbox.
In the Value field, type @ and select the webhook or Lapp saved response.
Click Save.

Update Activity

6. Pass to Another Webhook

You can pass the saved response from a Lapp or webhook as a query string to the subsequent webhook you create. The parameters you pass will be appended to the webhook URL –

After creating a webhook or a Lapp and saving the response, under Custom, select Webhook.
Enter the saved response after the webhook URL.
For instance, enter requestbin.in?id=@{PostWebhook2_Response<<node>>,} , where requestbin.in? is the webhook URL and id=@{PostWebhook2_Response<<node>>,}is the dynamic response.
Click Verify and then click Save.

Note: In the dynamic response id=@{PostWebhook2_Response<<node>>,}, <<node>> is a placeholder. You must replace <<node>> with the actual key as shown in the ‘Examples’ section (section 8) below.

Dynamic Content

7. Pass to Another Lapp

You can pass the response from a webhook or Lapp to another Lapp –

After creating a webhook or a Lapp and saving the response, under Custom, select Call Lapp.
Select the Lapp you want to call from the dropdown.
Enter the dynamic response from the previous Lapp/webhook in the Query String field. For example, id=@{PostWebhook2_Response<<node>>,}
Click Save.

Note:

You can save the response from this Lapp and then use it in further webhooks or Lapps you create.
In the dynamic response id=@{PostWebhook2_Response<<node>>,}, <<node>> is a placeholder. You must replace <<node>> with the actual key as shown in the ‘Examples’ section (section 8) below.

Call Lapps

8. Examples

Your saved response will look something like this –

@{PostWebhook13_Response<<MyDynamicNode>>,}

Note: The response names (PostWebhook2 here) will vary based the Id of the Lapps or webhook automation cards you create.

Here are some examples of how you can use <<MyDynamicNode>>

Example

If the JSON data being posted by your Lapp or Webhook looks like this –

{
“Key1”: [“Value1”, “Value2”, “Value3”],
“Key2”: {
“Key4”: “Value4”,
“Key5”: [“Value5”]
}
}

Then you can use pass <<MyDynamicNode>> as –

@{PostWebhook2_Response.Key1[0],} -> Value1

@{PostWebhook2_Response.Key2.Key4,} -> Value4

@{PostWebhook2_Response.Key2.Key5[0],} -> Value5

Example

If the JSON data being posted by your Lapp or Webhook looks like this –

[{
“Key”: “Value1”
}, {
“Key”: “Value2”
}]

Then you can use pass <<MyDynamicNode>> as –

@{PostWebhook2_Response[1].Key,} -> Value2

Example

Or you could just post all the data like this –

@{PostWebhook2_Response,}

9. Errors

If you delete a webhook or Lapp card whose saved response was being used in an email or if you turn the Save Response option Off, you’ll see the following error notification –

dynamic response missing

You can also locate the cause of the error by clicking the more icon () and then clicking View Dynamic Responses. You’ll be able to see which card is was deleted or had the saved response option turned off.

errors in dynamic responses

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 help you out!

How to Add a Dependent Field to a Custom Activity

December 14, 2017/2 Comments/in Activities & Tasks, Activity Settings/by Vir Singh

Previously, you could only add dependent fields to leads but now you can add them to custom activities as well. A simple example of dependent fields is Country>State>City.
If you’re new to dependent fields, see Dependent Lead Fields.

This article shows you how to add dependent fields to custom activities. Let’s take an example from the health and fitness industry –

Example Use Case

You run a fitness company where your sales team visits your lead’s houses to pitch your fitness services. You have 2 plans, weight gain and weight loss. Both plans have vegetarian and non-vegetarian diet options. We’re now going to –

Create a custom activity called ‘Home Visit’.
Add a field called ‘Plan’ with 2 options ‘Weight Gain’ and ‘Weight Loss’.
Create a ‘Diet’ field dependent on the ‘Plan’ field. Associate both the ‘Weight Gain’ and ‘Weight Loss’ plans with a ‘Vegetarian’ and a ‘Non-Vegetarian option.

Adding Dependent Fields

Navigate to My Account>Settings>Leads>Custom Activities & Scores and click the Add button.
On the Add Custom Activity Type pop-up, enter a name (Home Visit) and description (optional) and click Next.
Now click the Add Field button. Name the field (Plan) and set the type as Dropdown.
1. Click the wheel icon alongside the type field.
2. Enter the drop-down options (Weight Gain and Weight Loss)
Now click the Add Field button again. Name the field (Diet), set the type as Dropdown
1. Click the wheel icon alongside the type field.
2. Alongside the Is Dependent Field option, click Yes.
3. Select the parent field (Plan).
4. Enter the dependent options for each plan (Vegetarian and Non-Vegetarian for both plans)
Click Next. You’ll be directed to the final step of custom activity creation where you can drag and drop to position the fields the way you want them to appear on the activity form.
Click Save.

Add dependent field gif

Automation Actions – Activity Actions

June 9, 2020/0 Comments/in Actions, Workflow Automation/by Sri Sudhan

1. Feature Overview

Through this article, you’ll learn how to post/update an activity on activity through automation. You can follow up these actions with other automated workflows (creating tasks, distributing leads, sending emails, etc.)

For example, you can create an automation so that whenever a new activity is posted on a lead (for e.g., service ticket), another follow-up activity automatically gets posted and assigned to one of your users.

2. Prerequisites

You must be the Administrator of your LeadSquared account to access this feature.
You must enable the Details View on the Activity. To learn how to enable it, refer to Activity Details Page (Add Activities/Tasks on Activities).

3. Procedure

The Activity on Activity action can be created on any automation that is created using the following Activity triggers –

New Activity on Lead
Activity Update on Lead
New Activity on Activity

To automate the Activity on Activity action –

3.1 Create Automation

Create an automation with any of the above-mentioned Activity triggers. To know how to create an automation, refer to How to Create a Lead Automation.
On the configuration page, choose a Parent Activity and Select an Activity (a Child Activity). Once you’re done, click Save.

Note: The Parent Activity is the activity for which Activity Details Page (Add Activities/Tasks on Activities) has been enabled. The Child Activity (details view isn’t enabled) is the activity that is posted on the Parent Activity.

Automation

3.2 Add Activity Action

Through this action, you can add an activity to the Parent Activity.

Click the Yes path icon under the automation, click Lead Actions, click Activity Actions, and then click Add Activity.
On the Add Activity on Activity pop-up, select an Activity Type.
Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
Once you’re done, click Save.
Publish the automation to make it live on your account.

Automation

3.3 Update Activity Action

Through this action, you can update the Child Activity.

Click the Yes path icon under the automation, click Lead Actions, click Activity Actions, and then click Update Activity.
On the Update Activity Fields pop-up, select an Activity Type.
Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
Once you’re done, click Save.
Publish the automation to make it live on your account.

Automation

To add an activity directly to the lead, or to update an activity posted on a lead, see Activity Details Page (Add Activities/Tasks on Activities).

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!

Actions in User Automation

May 2, 2018/0 Comments/in Actions, Workflow Automation/by Vir Singh

This article elaborates on the actions available in a user automation. You can set up actions to execute after a condition is met or after a previous action.

If you’re new to the automation feature, visit the automation home page.

Actions in user automation

Call Lapp

If you’ve created a Lapp, you can call it in your automation. For more information, see Calling a Lapp from Automation.

Notify User

Send personalized emails to all your users on birthdays, anniversaries, etc. For more information, see User Automation Actions – Notify User.

User Check-In

Check-In your users automatically at the start of a workday. For more information, see User Automation Actions – User Check-In.

User Check-Out

Check-Out your users automatically at the end of a workday. For more information, see User Automation Actions – User Check-Out.

Webhook

Use webhooks to automatically post activities to a URL of your choosing. For more information, see User Automation Actions – Webhooks.

User Automation Actions – Notify User

May 2, 2018/0 Comments/in Actions, Workflow Automation/by Vir Singh

The Notify User action lets you send personalized emails to your users.

Notifying a user

Example Use Cases

Here are some of the many applications of the notify user action –

Send work anniversary emails to your users.
Send birthday wishes to users.
Remind users to check-in if they begin their workday early.
Remind users to check-out if they are working late.

Procedure

On clicking the Notify User action, the Set Email Content pop-up will appear and enable you to compose a customized email.
Compose the email and click Save when you’re done.

notify user action

Note: Be sure to insert mail merge fields to personalize your content.

User Management Features: Check-In and Check-Out

November 14, 2017/0 Comments/in Check-In/Check-Out, Users & Permissions/by Vir Singh

1. Feature Overview

The Check-In/Check-Out feature is an attendance management solution that lets you know when and where your users’ check-in and check-out, and their online statuses. You also get insights on the general attendance trends of your users through reporting.

What’s more, you can also distribute leads only to users who are available/checked-in to LeadSquared.

To automate check-in/check-out for your users, see Auto Check-In/Check-Out Guide.

2. Configuration

Note: You must be an administrator user to configure this feature.

Navigate to My Account>Settings>Users and Permissions>User Availability>User Check-In.
Click the slider alongside ‘User Check-In’.
Next, click the Configure button

check-in navigation

You can configure the feature at either the roles or the groups level.

To configure at the roles level
1. Click the Role icon then click Next.
2. Now use the sliders to enable the check-in feature for the roles you wish to include.
3. If you wish to exclude individual users within a role, click Exclude Users from selected Roles. Move the users you want excluded into the User Exceptions list and click the Add Exceptions button.
4. Finally, click Done to save your settings.

To configure at the groups level

1. Click the Groups icon, then click Next.
2. Move the Groups you want to include into the Selected Groups list.
3. You can exclude all group managers by selecting the Exclude all group managers checkbox.
4. If you wish to exclude individual users within a role, click Exclude Users from selected Groups. Move the users you want excluded into the User Exceptions list and click the Add Exceptions button.
5. Finally, click Done to save your settings.

Group Config foe checking in

3. Checking In and Out

All users you enabled the feature for will now see this pop-up when they log in to the LeadSquared web or mobile app.

Checking in on Log In

Users can choose to Check-In if say they just arrived at work or Skip if say it’s a holiday but they just wanted to quickly check on their leads. If they check-in or skip, they’ll still see this widget on the right of their screens.

Clicking the widget opens up the Check-In pop up. From here, users can change their availability status (Online/Away/Offline), the phone number they are available on, and also check out.

Note: If you select the Offline availability statues, you will be checked-out. However, you will remain checked-in if you select the Away status.

4. Lead Distribution

Once you’ve enabled and configured check-in/check-out, you can distribute leads to checked-in users only. For the detailed procedure, see the ‘Distribute Leads’ section of Automation Actions – Sales Execution.

5. Reporting

As an administrator, you want to know things like – when a user checked in/out, the location they checked in/out from and maybe even the source of they used to check-in or out (WebApp/MobileApp). The ‘User Check-in and Check-out History’ report (CICO report) gives you all the information you need. To access it –

Navigate to Reports>Reports Home>User Activity Reports>Check-in and Check-out History.
Use the drop-down to select the user whose check-in and check-out history you want to view.
Alongside the user select drop-down, click Show. You can even use the MS Excel icon on the top-right corner of your screen to export the report in CSV format.

6. Some Points to Remember

Users will not be checked out on closing either the WebApp or the Mobile App. Checking out and checking in have to be performed manually.
Users check in and check out location will only be saved for mobile app check-ins/check-outs provided the location sharing permission is granted and location services are on.
De-activated users will automatically get checked out of LeadSquared.

7. Troubleshooting

1. Only Check-out has been captured for a particular day in the Check-in and Check-out report (CICO report).

In this case, the user may have checked-in on the previous day. Change the date to yesterday and re-check the report for the previous day.

2. I set up an automation to auto check-in and check-out my user, but my user’s haven’t been checked-in/out.

In this case the automation might not have triggered. On the Manage Users page, alongside the concerned users, click the Settings icon, then click View Automation Report. Check if the automation triggered and also check if the users meet the entry conditions you set. If you still face issues, contact us at support@leadsquared.com.

3. The recorded check-out time doesn’t tally with the actual time a user checked-out.

This may be due to an auto check-in/out automation. The automation checks users in and out based on the Workday Template assigned to the user’s team. Check the timings of the workday template used in the automation. To view the automation, on the Manage Users page, alongside the concerned users, click the Settings icon , then click View Automation Report

4. Resolving Slowness in Mobile App Check-In and Check-Out

Why is there a delay in check-in and check-out on the LeadSquared mobile app?
If users are in remote areas, the app may take longer to fetch the location due to GPS limitations.
How can I fix this issue?
To improve app performance during check-in and check-out:
- Calibrate Google Maps:
  1. Open Google Maps, tap the blue location dot, and select “Calibrate Compass.”
  2. Move your phone in a figure-eight motion to improve GPS accuracy.
- Adjust Battery Saver Settings:
  1. Go to your device’s App Settings for the LeadSquared app.
  2. Set background settings to ‘No Restrictions’ to allow uninterrupted location tracking.

These steps will enhance the app’s ability to capture location data efficiently.

5. Leads are being assigned to users even though the user’s status is inactive

Issue: Sales users are receiving leads even when they are out of the office and haven’t checked in. Users who haven’t used the platform for 2-3 days are still being assigned leads, despite user availability checks in workflows.
Root Cause Analysis: Users may have checked in on their last working day but failed to check out, leaving them marked as available, which triggers the lead distribution process.
- If users have soft-closed their browser or allowed their system to sleep without actively logging out, their session may time out, but they remain listed as available.
- This can be verified via the User Audit Log.
Solution:
Ensure users consistently check in and check out to accurately reflect their availability. Communicate this requirement clearly to users, providing evidence from the User Audit Log if necessary.

Any Questions?

Run into any trouble while setting up check-in and check-out? If there’s anything you’d like to share that would help us improve this article, we’d love to hear it in the comments section below.

User Automation Actions – User Check-Out

May 2, 2018/0 Comments/in Actions, Workflow Automation/by Vir Singh

User check-out lets you automatically check-out your users at the end of a workday. It works according to the configured workday templates and allows you to track the working hours of your users.

Auto Check Out

Example Use Case

The best application of this feature is automatically checking-out your users at the end of a workday. To do this, the automation trigger must be “End of a Workday”, followed by the “User Check-Out” Action.

Procedure

checking out

Automation Conditions – If Email Open/Click

April 4, 2022/2 Comments/in Conditions, Workflow Automation/by Sri Sudhan

1. Feature Overview

On emails sent to your leads and opportunities using the Send Email action, the If Email Open/Click condition lets you set up Yes/No criteria based on the lead/opportunity’s engagement with the email.

2. Example Use Cases

If the lead opens the email, then distribute the lead to your users.
If the lead clicks on a link within the email, then add the lead to a list, or send them an offer.
If the lead opens the email, notify the opportunity owner (user) by SMS/WhatsApp.

3. Set up If Email Open/Click

First, on any lead/opportunity trigger, add the Send Email action.

LeadSquared Automations

Then, click . Under Conditions, click If Email Open/Click.

LeadSquared Automations

On the If Email Open/Click pop-up, set the conditions based on email open and/or link click. To add more than one condition, click Add another condition. Once you’re done, click Save.

LeadSquared Automations

Then, add different outcomes if the email is opened/if the email link is clicked. Once you’re done, Save and Publish the automation.

Note: When setting up this automation, we recommend adding a Wait condition of six hours or so. This ensures the lead has sufficient time to engage with the email.

LeadSquared Automations

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!

Conditions in User Automation

May 2, 2018/0 Comments/in Conditions, Workflow Automation/by Vir Singh

Conditions in User Automation are similar to those in Lead Automation with the key difference being that criteria in User Automations are set up on the basis of user (not lead and activity) fields.

Since user automation conditions depend on user fields, you can now set up criteria using the User Advanced Search feature.

So instead of setting up conditions related to Leads – If lead stage is prospect Then send welcome email.
You can now setup conditions related to Users – If user availability is Offline Then auto check-in user.

If you’re not familiar with automation conditions, see Conditions in Lead Automation.

There are 2 conditions available in User Automation –

If/Else
Wait

Conditions in user automations

If/Else

The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not. For more information, see User Automation Conditions – If/Else.

Wait

The wait condition lets you delay an action or condition for a specified period. For more information, see User Automation Conditions – Wait.

User Automation Conditions – If/Else

May 2, 2018/0 Comments/in Conditions, Workflow Automation/by Vir Singh

The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not.

Example Use Cases

Here are some examples of how you can use the If.Else condition –

If a user’s availability status in Offline then check-in the user at the start of the workday.
If a user’s availability status is Online or Away then check-out the user at the end of the workday.
If the user field ‘Is Working Today’ is set to ‘True’ then send happy birthday message.

Set Up the If/Else Condition

if else

When you click the If/Else condition, the Select Condition pop-up will open to allow you to set the conditions based on user fields. You can set multiple conditions through condition groups. For for more information, see User Advanced Search.

Selecting conditions

Data Posted by Automation Triggers

May 2, 2024/0 Comments/in Triggers, Workflow Automation/by Vir Singh

1. Feature Overview

This article contains the data posted for each automation trigger. It also specifies if the data posted for each trigger contains lead/activity/opportunity/account/user info.

2. Lead Triggers

2.1 Lead Created

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	No	No	No	Yes

Sample data –

{"After":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Origin":"Quick Add Form","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","EngagementScore":"0","ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:43:57","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_State":null,"mx_Country":null,"LastModifiedOn":"2024-04-08 12:43:57","NotableEvent":"Created","NotableEventdate":"2024-04-08 12:43:57","SourceReferrer":"","LastVisitDate":null,"LeadAge":"0","QualityScore01":null,"LeadLastModifiedOn":"2024-04-08 12:43:57","OwnerIdName":"Priyanka","OwnerIdEmailAddress":"Priyanka.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Priyanka","Owner_EmailAddress":"Priyanka.asm@lsqdev.in","Owner_FullName":"Priyanka","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"1","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":null,"ProspectActivityDate_Min":null,"Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":null,"ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:43:57","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 12:43:57","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"NotableEvent":"Created","NotableEventdate":"2024-04-08 12:43:57","SourceReferrer":"","LastVisitDate":null,"LeadAge":"0","mx_cfs2":null,"mx_Portal_IsPortalUser":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":null,"OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_Field3":null,"mx_PriyankaCFSDelete_check1":null,"LeadLastModifiedOn":"2024-04-08 12:43:57","OwnerIdName":"Priyanka","OwnerIdEmailAddress":"Priyanka.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Priyanka","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Priyanka.asm@lsqdev.in","Owner_FullName":"Priyanka","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"}}

2.2 Lead Updated

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	No	No	No	Yes

Sample Data –

{"Before":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"ProspectStage":"Prospect","Score":"5","EngagementScore":"0","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 12:44:01","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"mx_cfs2":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_PriyankaCFSDelete_check1":null,"OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in"},"After":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":"","EmailAddress":"PriyankaLappTest1@yopmail.com","Company":"","Phone":"","Mobile":"","Website":"","TimeZone":"","JobTitle":"","Source":"","SourceMedium":"","Notes":"","SourceCampaign":"","SourceContent":"","ProspectStage":"Prospect","Score":"5","EngagementScore":"0","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","mx_Street1":"address1 updated","mx_Street2":"","mx_City":"","mx_State":"","mx_Country":"","mx_Zip":"","mx_AddToList_Trigger":"","mx_Date_of_Birth":"","mx_Total_Bill":"","mx_Amount":"","mx_Tax":"","mx_Bill_Paid_Status":"","mx_auto_dateTime":"","mx_DateTime":"","mx_Cust_String_01":"","mx_Cust_String_02":"","mx_Cust_Decimal_01":"","mx_Cust_Decimal_02":"","mx_Cust_Int_01":"","mx_Cust_Int_02":"","mx_SmokeSetUpString":"","mx_SmokeSetUpBoolean":"","mx_SmokeSetUpNumber":"","mx_Date":"","mx_Date_Time":"","mx_Boolean_for_testing":"0","mx_priyanka_text":"","mx_priyanka_number":"","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"","mx_Blank_Dropdown_issue_check":"No","mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"","QualityScore01":null,"mx_field_dropdown":"","mx_Auto_Multi":"","mx_Cust_String1":"","mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"5","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityDate_Min":"2024-04-08 12:44:30","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"address1 updated","mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 12:45:51","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Modified","NotableEventdate":"2024-04-08 12:45:51","SourceReferrer":"","LastVisitDate":"2024-04-08 12:44:30","LeadAge":"0","mx_cfs2":"eeca65ca-f5a5-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"eecb4d89-f5a5-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"eec7f82c-f5a5-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 12:45:51","OwnerIdName":"Mumbai1","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Owner_FullName":"Mumbai1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"}}

2.3 Lead Added to List

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	No	No

Sample Data –

{"ListId":"7cc5722a-4a9a-11eb-9166-0a68392cb7c4","LeadIds":["325eb1ca-beed-48db-9a1e-f3b9abe963cd"]}

2.4 On Specific Date

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	No	No	No	Yes

Sample Data –

{"After":{"ProspectID":"24b1a5e6-d288-11ed-8292-02e42c58c0d4","ProspectAutoId":"144446","FirstName":"Smoke_v65_13","LastName":"LeadCreate_Rathi","EmailAddress":"Smoke_v65_13@yopmail.com","Company":"LSQ_Load_All","Origin":"Invalid","Phone":"1678460676","Mobile":null,"Source":null,"SourceMedium":"test 1","SourceCampaign":"Source Campaign updated","SourceContent":"Smoke_v65_13","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"20","EngagementScore":"0","ProspectActivityId_Min":"f4aa4aa4-51b1-4284-a8f9-24ab0b42a65b","ProspectActivityDate_Min":"4/4/2023 1:32:14 AM","ProspectActivityId_Max":"4c6dc5ec-a4c3-4ac7-a9f3-407e02791a8a","ProspectActivityName_Max":"Email Sent","ProspectActivityDate_Max":"4/5/2023 11:37:24 AM","ImportTransactionId":"35992547-e197-4cd4-8100-9505de996265","FirstLandingPageSubmissionDate":null,"OwnerId":"d41f9779-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"4/4/2023 1:30:36 AM","ModifiedBy":"f6ccc2d5-7cb9-11ec-9700-02e42c58c0d4","ModifiedOn":"6/19/2023 5:59:06 PM","LeadConversionDate":"4/4/2023 1:30:36 AM","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Silkboard","mx_Street2":"Smoke_v65_13 4/4/2023 1:30:36 AM","mx_City":"city updated","mx_State":null,"mx_Country":"India","LastModifiedOn":"6/19/2023 5:59:42 PM","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"4/5/2023 12:00:00 AM","mx_Total_Bill":"15","mx_Bill_Paid_Status":"Yes","mx_Cust_Decimal_01":"454.00","mx_SmokeSetUpString":"LeadsquaredSmokeTest","mx_SmokeSetUpBoolean":"TRUE","mx_SmokeSetUpNumber":"1003","NotableEvent":"Modified","NotableEventdate":"6/19/2023 5:59:06 PM","SourceReferrer":"","LastVisitDate":"4/5/2023 11:37:24 AM","LeadAge":"367","QualityScore01":null,"LeadLastModifiedOn":"6/19/2023 5:59:42 PM","OwnerIdName":"Hydrabad1","OwnerIdEmailAddress":"Hydrabad1.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"Ravi Sharma","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Hydrabad1","Owner_EmailAddress":"Hydrabad1.asm@lsqdev.in","Owner_FullName":"Hydrabad1","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"11","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"24b1a5e6-d288-11ed-8292-02e42c58c0d4","ProspectAutoId":"144446","FirstName":"Smoke_v65_13","LastName":"LeadCreate_Rathi","EmailAddress":"Smoke_v65_13@yopmail.com","Company":"LSQ_Load_All","Origin":"Invalid","Phone":"1678460676","Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":"test 1","Notes":null,"SourceCampaign":"Source Campaign updated","SourceContent":"Smoke_v65_13","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"25","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"f4aa4aa4-51b1-4284-a8f9-24ab0b42a65b","ProspectActivityDate_Min":"2023-04-04 01:32:14","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"8a3b1d2f-f7f7-4db6-a891-e539b8f62f1b","ProspectActivityName_Max":"Email Sent","ProspectActivityDate_Max":"2024-04-05 03:35:31","ImportTransactionId":"35992547-e197-4cd4-8100-9505de996265","RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"d41f9779-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2023-04-04 01:30:36","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-05 03:35:10","LeadConversionDate":"2023-04-04 01:30:36","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Silkboard","mx_Street2":"Smoke_v65_13 4/4/2023 1:30:36 AM","mx_City":"city updated","mx_State":null,"mx_Country":"India","mx_Zip":null,"LastModifiedOn":"2024-04-05 03:35:31","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2023-04-05 00:00:00","mx_Total_Bill":"15","mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":"Yes","mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":"454.00","mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":"LeadsquaredSmokeTest","mx_SmokeSetUpBoolean":"TRUE","mx_SmokeSetUpNumber":"1003","mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"NotableEvent":"Email Sent","NotableEventdate":"2024-04-05 03:35:31","SourceReferrer":"","LastVisitDate":"2024-04-05 03:35:31","LeadAge":"367","mx_cfs2":null,"mx_Portal_IsPortalUser":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":null,"OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_Field3":null,"mx_PriyankaCFSDelete_check1":null,"LeadLastModifiedOn":"2024-04-05 03:35:31","OwnerIdName":"Hydrabad1","OwnerIdEmailAddress":"Hydrabad1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Hydrabad1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Hydrabad1.asm@lsqdev.in","Owner_FullName":"Hydrabad1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","Total":"1","CanUpdate":"true"}}

2.4 At Regular Intervals

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	No	No	No	Yes

Sample Data –

{"After":{"ProspectID":"69517b1b-6d08-11eb-8ec5-0ace817c465a","ProspectAutoId":"16","FirstName":"EuropiumPatch2_16","LastName":"Cron updates","EmailAddress":"EuropiumPatch2_16@lsqdev.in","Company":"Leadsquared_Cron","Origin":"Lead Import","Phone":"+91-5869476451","Mobile":null,"JobTitle":"Leadsquared QA","Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"57402","EngagementScore":"0","ProspectActivityId_Min":"0993c2ea-894c-11ee-8292-02e42c58c0d4","ProspectActivityDate_Min":"2021-02-12 08:02:03","ProspectActivityId_Max":"aba317d0-999a-4a50-904a-4ac7e0027c37","ProspectActivityName_Max":"SMS Sent","ProspectActivityDate_Max":"2024-04-08 01:21:20","ImportTransactionId":"b407c2c7-0681-4d86-95cf-99bf1ed4c9fd","FirstLandingPageSubmissionDate":null,"OwnerId":"71190b48-4b47-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-02-12 08:01:52","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:21:03","LeadConversionDate":"2021-02-12 08:01:52","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_City":"Mumbai","mx_State":null,"mx_Country":null,"LastModifiedOn":"2024-04-08 01:21:21","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2021-10-26 00:00:00","mx_Total_Bill":"15","mx_Amount":"1123","mx_Bill_Paid_Status":"yes","mx_Cust_String_01":"test2","mx_Boolean_for_testing":"0","mx_Eligible":"Yes","mx_Product":"creditcards","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"SMS Sent","NotableEventdate":"2024-04-08 01:21:20","SourceReferrer":"","LastVisitDate":"2024-04-08 01:21:20","LeadAge":"1150","mx_cfs2":"b05faa1f-8ce8-11ed-9700-02e42c58c0d4","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1","QualityScore01":null,"CurrentOptInStatus":"Unknown","mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"b061085b-8ce8-11ed-9700-02e42c58c0d4","mx_PriyankaCFSDelete_check1":"8ac50607-7d0d-11ee-8292-02e42c58c0d4","LeadLastModifiedOn":"2024-04-08 01:21:21","OwnerIdName":"Mumbai2","OwnerIdEmailAddress":"Mumbai2.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Mumbai2","Owner_EmailAddress":"Mumbai2.asm@lsqdev.in","Owner_FullName":"Mumbai2","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"3","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"69517b1b-6d08-11eb-8ec5-0ace817c465a","ProspectAutoId":"16","FirstName":"EuropiumPatch2_16","LastName":"Cron updates","EmailAddress":"EuropiumPatch2_16@lsqdev.in","Company":"Leadsquared_Cron","Origin":"Lead Import","Phone":"+91-5869476451","Mobile":null,"Website":null,"TimeZone":null,"JobTitle":"Leadsquared QA","Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"57412","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"0993c2ea-894c-11ee-8292-02e42c58c0d4","ProspectActivityDate_Min":"2021-02-12 08:02:03","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"c783bb39-a9d9-4e32-8484-229c6fcf6050","ProspectActivityName_Max":"Had a Phone Conversation","ProspectActivityDate_Max":"2024-04-08 04:21:30","ImportTransactionId":"b407c2c7-0681-4d86-95cf-99bf1ed4c9fd","RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"71190b48-4b47-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-02-12 08:01:52","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 04:21:30","LeadConversionDate":"2021-02-12 08:01:52","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":"Mumbai","mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 04:21:30","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2021-10-26 00:00:00","mx_Total_Bill":"15","mx_Amount":"1123","mx_Tax":null,"mx_Bill_Paid_Status":"yes","mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":"test2","mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Modified","NotableEventdate":"2024-04-08 04:21:30","SourceReferrer":"","LastVisitDate":"2024-04-08 04:21:30","LeadAge":"1150","mx_cfs2":"b05faa1f-8ce8-11ed-9700-02e42c58c0d4","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1","QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"b061085b-8ce8-11ed-9700-02e42c58c0d4","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"8ac50607-7d0d-11ee-8292-02e42c58c0d4","LeadLastModifiedOn":"2024-04-08 04:21:30","OwnerIdName":"Mumbai2","OwnerIdEmailAddress":"Mumbai2.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai2","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai2.asm@lsqdev.in","Owner_FullName":"Mumbai2","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","Total":"1","CanUpdate":"true"}}

3. Activity Triggers

3.1 On Activity Added

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	Yes	No	No	No	Yes

Sample Data –

{"ProspectActivityId":"39897aa9-13ca-498a-a69d-418766526ec2","RelatedProspectId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ActivityEvent":"207","ActivityEventName":"Act 1","ActivityType":"2","Score":0,"CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 13:00:00","Data":{"Note":"","ActivityEvent_Note":"","Status":"Active","Owner":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"{\"CustomObjectProspectActivityId\":\"1e1df20c-4f32-4718-8313-0d5f3d207136\",\"RelatedProspectActivityId\":\"39897aa9-13ca-498a-a69d-418766526ec2\",\"RelatedCustomObjectId\":\"f1ddc7f2-5a0c-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"325eb1ca-beed-48db-9a1e-f3b9abe963cd\",\"CustomObjectRelationType\":0,\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":null,\"Longitude\":null,\"FileStorageVersion\":-1,\"mx_CustomObject_1\":null,\"mx_CustomObject_2\":null,\"mx_CustomObject_3\":null,\"mx_CustomObject_4\":null,\"mx_CustomObject_5\":\"drop1\",\"mx_CustomObject_6\":null,\"mx_CustomObject_7\":null,\"mx_CustomObject_8\":null,\"mx_CustomObject_9\":null,\"mx_CustomObject_10\":null,\"mx_CustomObject_11\":null,\"mx_CustomObject_12\":null,\"mx_CustomObject_13\":null,\"mx_CustomObject_14\":null,\"mx_CustomObject_15\":null,\"mx_CustomObject_16\":null,\"mx_CustomObject_17\":null,\"mx_CustomObject_18\":null,\"mx_CustomObject_19\":null,\"mx_CustomObject_20\":null,\"mx_CustomObject_21\":null,\"mx_CustomObject_22\":null,\"mx_CustomObject_23\":null,\"mx_CustomObject_24\":null,\"mx_CustomObject_25\":null,\"mx_CustomObject_26\":null,\"mx_CustomObject_27\":null,\"mx_CustomObject_28\":null,\"mx_CustomObject_29\":null,\"mx_CustomObject_30\":null,\"mx_CustomObject_31\":null,\"mx_CustomObject_32\":null,\"mx_CustomObject_33\":null,\"mx_CustomObject_34\":null,\"mx_CustomObject_35\":null,\"mx_CustomObject_36\":null,\"mx_CustomObject_37\":null,\"mx_CustomObject_38\":null,\"mx_CustomObject_39\":null,\"mx_CustomObject_40\":null,\"mx_CustomObject_41\":null,\"mx_CustomObject_42\":null,\"mx_CustomObject_43\":null,\"mx_CustomObject_44\":null,\"mx_CustomObject_45\":null,\"mx_CustomObject_46\":null,\"mx_CustomObject_47\":null,\"mx_CustomObject_48\":null,\"mx_CustomObject_49\":null,\"mx_CustomObject_50\":null,\"mx_CustomObject_51\":null,\"mx_CustomObject_52\":null,\"mx_CustomObject_53\":null,\"mx_CustomObject_54\":null,\"mx_CustomObject_55\":null,\"mx_CustomObject_56\":null,\"mx_CustomObject_57\":null,\"mx_CustomObject_58\":null,\"mx_CustomObject_59\":null,\"mx_CustomObject_60\":null,\"mx_CustomObject_61\":null,\"mx_CustomObject_62\":null,\"mx_CustomObject_63\":null,\"mx_CustomObject_64\":null,\"mx_CustomObject_65\":null,\"mx_CustomObject_66\":null,\"mx_CustomObject_67\":null,\"mx_CustomObject_68\":null,\"mx_CustomObject_69\":null,\"mx_CustomObject_70\":null,\"mx_CustomObject_71\":null,\"mx_CustomObject_72\":null,\"mx_CustomObject_73\":null,\"mx_CustomObject_74\":null,\"mx_CustomObject_75\":null,\"mx_CustomObject_76\":null,\"mx_CustomObject_77\":null,\"mx_CustomObject_78\":null,\"mx_CustomObject_79\":null,\"mx_CustomObject_80\":null,\"mx_CustomObject_81\":null,\"mx_CustomObject_82\":null,\"mx_CustomObject_83\":null,\"mx_CustomObject_84\":null,\"mx_CustomObject_85\":null,\"mx_CustomObject_86\":null,\"mx_CustomObject_87\":null,\"mx_CustomObject_88\":null,\"mx_CustomObject_89\":null,\"mx_CustomObject_90\":null,\"mx_CustomObject_91\":null,\"mx_CustomObject_92\":null,\"mx_CustomObject_93\":null,\"mx_CustomObject_94\":null,\"mx_CustomObject_95\":null,\"mx_CustomObject_96\":null,\"mx_CustomObject_97\":null,\"mx_CustomObject_98\":null,\"mx_CustomObject_99\":null,\"mx_CustomObject_100\":null,\"CreatedOn\":\"2024-04-08T13:00:21\",\"CreatedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedOn\":\"2024-04-08T13:00:21\",\"ModifiedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedByName\":\"Priyanka \",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"CreatedByName\":\"Priyanka \",\"CreatedByEmail\":\"Priyanka.asm@lsqdev.in\"}","mx_Custom_4":"{\"CustomObjectProspectActivityId\":\"3296f8f3-9cf2-4c4b-b806-d6fde323c5b9\",\"RelatedProspectActivityId\":\"39897aa9-13ca-498a-a69d-418766526ec2\",\"RelatedCustomObjectId\":\"f04250c8-9041-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"325eb1ca-beed-48db-9a1e-f3b9abe963cd\",\"CustomObjectRelationType\":0,\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":null,\"Longitude\":null,\"FileStorageVersion\":-1,\"mx_CustomObject_1\":null,\"mx_CustomObject_2\":null,\"mx_CustomObject_3\":null,\"mx_CustomObject_4\":null,\"mx_CustomObject_5\":null,\"mx_CustomObject_6\":null,\"mx_CustomObject_7\":null,\"mx_CustomObject_8\":null,\"mx_CustomObject_9\":null,\"mx_CustomObject_10\":null,\"mx_CustomObject_11\":null,\"mx_CustomObject_12\":null,\"mx_CustomObject_13\":null,\"mx_CustomObject_14\":null,\"mx_CustomObject_15\":null,\"mx_CustomObject_16\":null,\"mx_CustomObject_17\":null,\"mx_CustomObject_18\":null,\"mx_CustomObject_19\":null,\"mx_CustomObject_20\":null,\"mx_CustomObject_21\":null,\"mx_CustomObject_22\":null,\"mx_CustomObject_23\":null,\"mx_CustomObject_24\":null,\"mx_CustomObject_25\":null,\"mx_CustomObject_26\":null,\"mx_CustomObject_27\":null,\"mx_CustomObject_28\":null,\"mx_CustomObject_29\":null,\"mx_CustomObject_30\":null,\"mx_CustomObject_31\":null,\"mx_CustomObject_32\":null,\"mx_CustomObject_33\":null,\"mx_CustomObject_34\":null,\"mx_CustomObject_35\":null,\"mx_CustomObject_36\":null,\"mx_CustomObject_37\":null,\"mx_CustomObject_38\":null,\"mx_CustomObject_39\":null,\"mx_CustomObject_40\":null,\"mx_CustomObject_41\":null,\"mx_CustomObject_42\":null,\"mx_CustomObject_43\":null,\"mx_CustomObject_44\":null,\"mx_CustomObject_45\":null,\"mx_CustomObject_46\":null,\"mx_CustomObject_47\":null,\"mx_CustomObject_48\":null,\"mx_CustomObject_49\":null,\"mx_CustomObject_50\":null,\"mx_CustomObject_51\":null,\"mx_CustomObject_52\":null,\"mx_CustomObject_53\":null,\"mx_CustomObject_54\":null,\"mx_CustomObject_55\":null,\"mx_CustomObject_56\":null,\"mx_CustomObject_57\":null,\"mx_CustomObject_58\":null,\"mx_CustomObject_59\":null,\"mx_CustomObject_60\":null,\"mx_CustomObject_61\":null,\"mx_CustomObject_62\":null,\"mx_CustomObject_63\":null,\"mx_CustomObject_64\":null,\"mx_CustomObject_65\":null,\"mx_CustomObject_66\":null,\"mx_CustomObject_67\":null,\"mx_CustomObject_68\":null,\"mx_CustomObject_69\":null,\"mx_CustomObject_70\":null,\"mx_CustomObject_71\":null,\"mx_CustomObject_72\":null,\"mx_CustomObject_73\":null,\"mx_CustomObject_74\":null,\"mx_CustomObject_75\":null,\"mx_CustomObject_76\":null,\"mx_CustomObject_77\":null,\"mx_CustomObject_78\":null,\"mx_CustomObject_79\":null,\"mx_CustomObject_80\":null,\"mx_CustomObject_81\":null,\"mx_CustomObject_82\":null,\"mx_CustomObject_83\":null,\"mx_CustomObject_84\":null,\"mx_CustomObject_85\":null,\"mx_CustomObject_86\":null,\"mx_CustomObject_87\":null,\"mx_CustomObject_88\":null,\"mx_CustomObject_89\":null,\"mx_CustomObject_90\":null,\"mx_CustomObject_91\":null,\"mx_CustomObject_92\":null,\"mx_CustomObject_93\":null,\"mx_CustomObject_94\":null,\"mx_CustomObject_95\":null,\"mx_CustomObject_96\":null,\"mx_CustomObject_97\":null,\"mx_CustomObject_98\":null,\"mx_CustomObject_99\":null,\"mx_CustomObject_100\":null,\"CreatedOn\":\"2024-04-08T13:00:21\",\"CreatedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedOn\":\"2024-04-08T13:00:21\",\"ModifiedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedByName\":\"Priyanka \",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"CreatedByName\":\"Priyanka \",\"CreatedByEmail\":\"Priyanka.asm@lsqdev.in\"}","mx_Custom_5":"0001-01-01 00:00:00","mx_Custom_6":"0001-01-01 00:00:00","mx_Custom_7":""},"Attachments":null,"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"5","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityDate_Min":"2024-04-08 12:44:30","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"39897aa9-13ca-498a-a69d-418766526ec2","ProspectActivityName_Max":"Act 1","ProspectActivityDate_Max":"2024-04-08 13:00:00","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"address1 updated","mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 13:00:21","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Act 1","NotableEventdate":"2024-04-08 13:00:00","SourceReferrer":"","LastVisitDate":"2024-04-08 13:00:00","LeadAge":"0","mx_cfs2":"eeca65ca-f5a5-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"eecb4d89-f5a5-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"eec7f82c-f5a5-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 13:00:21","OwnerIdName":"Mumbai1","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Owner_FullName":"Mumbai1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"},"RelatedOpportunityEvent":null,"RelatedOpportunityId":null}

3.2 On Activity Updated

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	Yes	No	No	No	Yes

Sample Data –

{"Before":{"ProspectActivityId":"39897aa9-13ca-498a-a69d-418766526ec2","RelatedProspectId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","ActivityEvent":"207","ActivityType":"2","CreatedOn":"2024-04-08 13:00:00","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByName":"Priyanka ","ActivityEvent_Note":"","ModifiedOn":"2024-04-08 13:00:21","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedByName":"Priyanka","Status":"Active","Owner":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"drop1\",\"mx_CustomObject_6\":\"\"}","mx_Custom_4":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","Activity_Score":"0","Activity_CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Activity_CreatedOn":"2024-04-08 13:00:00","Name":"Act 1","SessionTrafficSource":null,"Activity_ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","Activity_ModifiedOn":"4/8/2024 1:00:23 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13:00:21","OwnerIdName":"Mumbai1","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Owner_FullName":"Mumbai1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"},"ChangedFields":[{"SchemaName":"ActivityEvent_Note","PreValue":"","PostValue":"notes added","DisplayName":"Notes"}]}

3.3 On Activity on Activity Added

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	Yes	No	No	No	Yes

Sample Data –

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\"}","ParentActivity_mx_Custom_5":null,"ParentActivity_mx_Custom_6":null,"ParentActivity_mx_Custom_7":null,"ParentActivity_mx_Custom_8":null,"ParentActivity_mx_Custom_9":null,"ParentActivity_mx_Custom_10":null,"ParentActivity_mx_Custom_11":null,"ParentActivity_mx_Custom_12":null,"ParentActivity_mx_Custom_13":null,"ParentActivity_mx_Custom_14":null,"ParentActivity_mx_Custom_15":null,"ParentActivity_mx_Custom_16":null,"ParentActivity_mx_Custom_17":null,"ParentActivity_mx_Custom_18":null,"ParentActivity_mx_Custom_19":null,"ParentActivity_mx_Custom_20":null,"ParentActivity_mx_Custom_21":null,"ParentActivity_mx_Custom_22":null,"ParentActivity_mx_Custom_23":null,"ParentActivity_mx_Custom_24":null,"ParentActivity_mx_Custom_25":null,"ParentActivity_mx_Custom_26":null,"ParentActivity_mx_Custom_27":null,"ParentActivity_mx_Custom_28":null,"ParentActivity_mx_Custom_29":null,"ParentActivity_mx_Custom_30":null,"ParentActivity_mx_Custom_31":null,"ParentActivity_mx_Custom_32":null,"ParentActivity_mx_Custom_33":null,"ParentActivity_mx_Custom_34":null,"ParentActivity_mx_Custom_35":null,"ParentActivity_mx_Custom_36":null,"ParentActivity_mx_Custom_37":null,"ParentActivity_mx_Custom_38":null,"ParentActivity_mx_Custom_39":null,"ParentActivity_mx_Custom_40":null,"ParentActivity_mx_Custom_41":null,"ParentActivity_mx_Custom_42":null,"ParentActivity_mx_Custom_43":null,"ParentActivity_mx_Custom_44":null,"ParentActivity_mx_Custom_45":null,"ParentActivity_mx_Custom_46":null,"ParentActivity_mx_Custom_47":null,"ParentActivity_mx_Custom_48":null,"ParentActivity_mx_Custom_49":null,"ParentActivity_mx_Custom_50":null,"ParentActivity_mx_Custom_51":null,"ParentActivity_mx_Custom_52":null,"ParentActivity_mx_Custom_53":null,"ParentActivity_mx_Custom_54":null,"ParentActivity_mx_Custom_55":null,"ParentActivity_mx_Custom_56":null,"ParentActivity_mx_Custom_57":null,"ParentActivity_mx_Custom_58":null,"ParentActivity_mx_Custom_59":null,"ParentActivity_mx_Custom_60":null,"ParentActivity_mx_Custom_61":null,"ParentActivity_mx_Custom_62":null,"ParentActivity_mx_Custom_63":null,"ParentActivity_mx_Custom_64":null,"ParentActivity_mx_Custom_65":null,"ParentActivity_mx_Custom_66":null,"ParentActivity_mx_Custom_67":null,"ParentActivity_mx_Custom_68":null,"ParentActivity_mx_Custom_69":null,"ParentActivity_mx_Custom_70":null,"ParentActivity_mx_Custom_71":null,"ParentActivity_mx_Custom_72":null,"ParentActivity_mx_Custom_73":null,"ParentActivity_mx_Custom_74":null,"ParentActivity_mx_Custom_75":null,"ParentActivity_mx_Custom_76":null,"ParentActivity_mx_Custom_77":null,"ParentActivity_mx_Custom_78":null,"ParentActivity_mx_Custom_79":null,"ParentActivity_mx_Custom_80":null,"ParentActivity_mx_Custom_81":null,"ParentActivity_mx_Custom_82":null,"ParentActivity_mx_Custom_83":null,"ParentActivity_mx_Custom_84":null,"ParentActivity_mx_Custom_85":null,"ParentActivity_mx_Custom_86":null,"ParentActivity_mx_Custom_87":null,"ParentActivity_mx_Custom_88":null,"ParentActivity_mx_Custom_89":null,"ParentActivity_mx_Custom_90":null,"ParentActivity_mx_Custom_91":null,"ParentActivity_mx_Custom_92":null,"ParentActivity_mx_Custom_93":null,"ParentActivity_mx_Custom_94":null,"ParentActivity_mx_Custom_95":null,"ParentActivity_mx_Custom_96":null,"ParentActivity_mx_Custom_97":null,"ParentActivity_mx_Custom_98":null,"ParentActivity_mx_Custom_99":null,"ParentActivity_mx_Custom_100":null,"ParentActivity_Status":null,"ParentActivity_Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","ParentActivity_Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","MappingEntityId":"c822c312-8c30-4519-a3a0-3d6952a88d27","MappingTypeId":"211","ParentEntityType":"Activity","Family":"Activity"}

3.4 On Activity on Activity Updated

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	Yes	No	No	No	Yes

Sample Data –

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PM","ProspectActivityAutoId":"356376","IsLandingPage":"0","RelatedLandingPageId":null,"Web_PageName":null,"Web_PageHash":null,"Web_PageTitle":null,"Web_PageURL":null,"Web_Referrer":null,"Web_RefKeyword":null,"RelatedCampaignActivityId":null,"RelatedCampaignActivityRecordId":null,"LandingPageName":null,"EmailCampaignName":null,"EmailType":null,"EmailObjectId":null,"EmailObjectType":null,"EmailFrom":null,"EmailSubject":null,"Activity_Owner_FirstName":"Yathish","Activity_Owner_MiddleName":null,"Activity_Owner_LastName":"","Activity_Owner_FullName":"Yathish ","Activity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ProspectAutoId":"177185","FirstName":"DND_Yathish Lapp Test","LastName":"LN","EmailAddress":"Testabc1@zz.com","Company":"abc","Origin":"Lead origin","Phone":"+91-9345345345","Mobile":"+91-9612361239","Website":"web1","TimeZone":null,"JobTitle":"test","Source":"Referral Sites","SourceMedium":"wewe","Notes":"Lead Notes","SourceCampaign":"Source Campaign","SourceContent":"sdd","DoNotEmail":"0","DoNotCall":"1","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId1":null,"ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityDate_Min":"2024-04-08 14:26:00","Web_Referrer1":null,"Web_RefKeyword1":null,"ProspectActivityId_Max":"c6b4eca6-7be0-4387-9856-8062af92b832","ProspectActivityName_Max":"CustAct01","ProspectActivityDate_Max":"2024-04-08 14:58:00","ImportTransactionId":null,"RelatedLandingPageId1":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 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14:17:00","mx_Boolean_for_testing":"1","mx_priyanka_text":"test","mx_priyanka_number":"1","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"1","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"CustAct01","NotableEventdate":"2024-04-08 14:58:00","SourceReferrer":null,"LastVisitDate":"2024-04-08 14:58:00","LeadAge":"0","mx_cfs2":"4873e95b-f5b3-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"1","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":"Cold","mx_Auto_Multi":"Auto_Multi;Auto_Multi1","mx_Cust_String1":"test","mx_lead_los":"Option10","mx_Test_Boolean_Field":"1","mx_Smoke_CFS":"48743ce8-f5b3-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"4872c50c-f5b3-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 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\"}","ParentActivity_mx_Custom_5":null,"ParentActivity_mx_Custom_6":null,"ParentActivity_mx_Custom_7":null,"ParentActivity_mx_Custom_8":null,"ParentActivity_mx_Custom_9":null,"ParentActivity_mx_Custom_10":null,"ParentActivity_mx_Custom_11":null,"ParentActivity_mx_Custom_12":null,"ParentActivity_mx_Custom_13":null,"ParentActivity_mx_Custom_14":null,"ParentActivity_mx_Custom_15":null,"ParentActivity_mx_Custom_16":null,"ParentActivity_mx_Custom_17":null,"ParentActivity_mx_Custom_18":null,"ParentActivity_mx_Custom_19":null,"ParentActivity_mx_Custom_20":null,"ParentActivity_mx_Custom_21":null,"ParentActivity_mx_Custom_22":null,"ParentActivity_mx_Custom_23":null,"ParentActivity_mx_Custom_24":null,"ParentActivity_mx_Custom_25":null,"ParentActivity_mx_Custom_26":null,"ParentActivity_mx_Custom_27":null,"ParentActivity_mx_Custom_28":null,"ParentActivity_mx_Custom_29":null,"ParentActivity_mx_Custom_30":null,"ParentActivity_mx_Custom_31":null,"ParentActivity_mx_Custom_32":null,"ParentActivity_mx_Custom_33":null,"ParentActivity_mx_Custom_34":null,"ParentActivity_mx_Custom_35":null,"ParentActivity_mx_Custom_36":null,"ParentActivity_mx_Custom_37":null,"ParentActivity_mx_Custom_38":null,"ParentActivity_mx_Custom_39":null,"ParentActivity_mx_Custom_40":null,"ParentActivity_mx_Custom_41":null,"ParentActivity_mx_Custom_42":null,"ParentActivity_mx_Custom_43":null,"ParentActivity_mx_Custom_44":null,"ParentActivity_mx_Custom_45":null,"ParentActivity_mx_Custom_46":null,"ParentActivity_mx_Custom_47":null,"ParentActivity_mx_Custom_48":null,"ParentActivity_mx_Custom_49":null,"ParentActivity_mx_Custom_50":null,"ParentActivity_mx_Custom_51":null,"ParentActivity_mx_Custom_52":null,"ParentActivity_mx_Custom_53":null,"ParentActivity_mx_Custom_54":null,"ParentActivity_mx_Custom_55":null,"ParentActivity_mx_Custom_56":null,"ParentActivity_mx_Custom_57":null,"ParentActivity_mx_Custom_58":null,"ParentActivity_mx_Custom_59":null,"ParentActivity_mx_Custom_60":null,"ParentActivity_mx_Custom_61":null,"ParentActivity_mx_Custom_62":null,"ParentActivity_mx_Custom_63":null,"ParentActivity_mx_Custom_64":null,"ParentActivity_mx_Custom_65":null,"ParentActivity_mx_Custom_66":null,"ParentActivity_mx_Custom_67":null,"ParentActivity_mx_Custom_68":null,"ParentActivity_mx_Custom_69":null,"ParentActivity_mx_Custom_70":null,"ParentActivity_mx_Custom_71":null,"ParentActivity_mx_Custom_72":null,"ParentActivity_mx_Custom_73":null,"ParentActivity_mx_Custom_74":null,"ParentActivity_mx_Custom_75":null,"ParentActivity_mx_Custom_76":null,"ParentActivity_mx_Custom_77":null,"ParentActivity_mx_Custom_78":null,"ParentActivity_mx_Custom_79":null,"ParentActivity_mx_Custom_80":null,"ParentActivity_mx_Custom_81":null,"ParentActivity_mx_Custom_82":null,"ParentActivity_mx_Custom_83":null,"ParentActivity_mx_Custom_84":null,"ParentActivity_mx_Custom_85":null,"ParentActivity_mx_Custom_86":null,"ParentActivity_mx_Custom_87":null,"ParentActivity_mx_Custom_88":null,"ParentActivity_mx_Custom_89":null,"ParentActivity_mx_Custom_90":null,"ParentActivity_mx_Custom_91":null,"ParentActivity_mx_Custom_92":null,"ParentActivity_mx_Custom_93":null,"ParentActivity_mx_Custom_94":null,"ParentActivity_mx_Custom_95":null,"ParentActivity_mx_Custom_96":null,"ParentActivity_mx_Custom_97":null,"ParentActivity_mx_Custom_98":null,"ParentActivity_mx_Custom_99":null,"ParentActivity_mx_Custom_100":null,"ParentActivity_Status":null,"ParentActivity_Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","ParentActivity_Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","MappingEntityId":"c822c312-8c30-4519-a3a0-3d6952a88d27","MappingTypeId":"211","ParentEntityType":"Activity","Family":"Activity"}

3.5 Sub Automation

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	No	No	No	Yes

4. Task Triggers

4.1 Task Create

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	No	No	Yes

Sample Data –

{"After":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"2024-04-08 13:30:00","DueDateLocalTime":"2024-04-08 19:00:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTime":"","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":"Priyanka.asm@lsqdev.in","CreatedOn":"2024-04-08 13:12:51","EndDateUTCTime":"2024-04-08 14:00:00","EndDateLocalTime":"2024-04-08 19:30:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"","Latitude":"0.00000000","Longitude":"0.00000000","PercentCompleted":"0","Priority":"","mx_Custom_1":"","Prospect_ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","Prospect_ProspectAutoId":"177184","Prospect_FirstName":"PriyankaLappTest1","Prospect_LastName":null,"Prospect_EmailAddress":"PriyankaLappTest1@yopmail.com","Prospect_Company":null,"Prospect_Origin":"Quick Add Form","Prospect_Phone":null,"Prospect_Mobile":null,"Prospect_Website":null,"Prospect_TimeZone":null,"Prospect_JobTitle":null,"Prospect_Source":null,"Prospect_SourceMedium":null,"Prospect_Notes":null,"Prospect_SourceCampaign":null,"Prospect_SourceContent":null,"Prospect_DoNotEmail":"0","Prospect_DoNotCall":"0","Prospect_ProspectStage":"Prospect","Prospect_Score":"5","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","Prospect_ProspectActivityDate_Min":"4/8/2024 12:44:30 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"39897aa9-13ca-498a-a69d-418766526ec2","Prospect_ProspectActivityName_Max":"Act 1","Prospect_ProspectActivityDate_Max":"4/8/2024 1:00:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","Prospect_CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_CreatedOn":"4/8/2024 12:43:57 PM","Prospect_ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_ModifiedOn":"4/8/2024 12:45:51 PM","Prospect_LeadConversionDate":"4/8/2024 12:43:57 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"address1 updated","Prospect_mx_Street2":null,"Prospect_mx_City":null,"Prospect_mx_State":null,"Prospect_mx_Country":null,"Prospect_mx_Zip":null,"Prospect_LastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_mx_AddToList_Trigger":null,"Prospect_mx_Date_of_Birth":null,"Prospect_mx_Total_Bill":null,"Prospect_mx_Amount":null,"Prospect_mx_Tax":null,"Prospect_mx_Bill_Paid_Status":null,"Prospect_mx_auto_dateTime":null,"Prospect_mx_DateTime":null,"Prospect_mx_Cust_String_01":null,"Prospect_mx_Cust_String_02":null,"Prospect_mx_Cust_Decimal_01":null,"Prospect_mx_Cust_Decimal_02":null,"Prospect_mx_Cust_Int_01":null,"Prospect_mx_Cust_Int_02":null,"Prospect_mx_SmokeSetUpString":null,"Prospect_mx_SmokeSetUpBoolean":null,"Prospect_mx_SmokeSetUpNumber":null,"Prospect_mx_Date":null,"Prospect_mx_Date_Time":null,"Prospect_mx_Boolean_for_testing":"0","Prospect_mx_priyanka_text":null,"Prospect_mx_priyanka_number":null,"Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":null,"Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"Act 1","Prospect_NotableEventdate":"4/8/2024 1:00:00 PM","Prospect_SourceReferrer":"","Prospect_LastVisitDate":"4/8/2024 1:00:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"0","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":null,"Prospect_mx_Auto_Multi":null,"Prospect_mx_Cust_String1":null,"Prospect_mx_lead_los":null,"Prospect_mx_Test_Boolean_Field":"0","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_OwnerIdName":"Mumbai1","Prospect_OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Priyanka","Prospect_ModifiedByName":"Priyanka","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

4.2 Task Update

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	No	No	Yes

Sample Data –

{"After":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","Name":"LeadUpdat_Trigger: PriyankaLappTest1","Description":"Desc updated","RelatedEntity":"Lead","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","DueDate":"4/8/2024 1:30:00 PM","Reminder":"15","ReminderAcknowledged":"False","NotifyBy":"1000","StatusCode":"Open","StatusReason":"Open","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","OwnerName":"Priyanka","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByName":"Priyanka","CreatedOn":"4/8/2024 1:12:51 PM","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedByName":"Priyanka","ModifiedOn":"4/8/2024 1:12:51 PM","RelatedEntityIdName":"PriyankaLappTest1 ","CompletedOn":"1/1/0001 12:00:00 AM","UserTaskAutoId":"T122725","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeName":"LeadUpdat_Trigger","TaskTypeCategory":"Appointment","Validate":"False","CanUpdate":"True","SendCalenderInvite":"","TaskCompletedOn":"0001-01-01 00:00:00","Status":"Open","ValidateDate":"","OwnerEmailAddress":"Priyanka.asm@lsqdev.in","ExecutionDelay":"","RelatedEntityIdSchemaName":"Name","HasUpdatePermission":"True","HasDeletePermission":"True","TaskTypeId":"8d945086-4a82-11eb-9166-0a68392cb7c4","OrganiserCalendarInviteEmailAddress":"","Location":"","EndDate":"2024-04-08 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Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

4.3 Task Reminder

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	No	No	Yes

Sample Data –

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1:00:21 PM","Prospect_OwnerIdName":"Mumbai1","Prospect_OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Priyanka","Prospect_ModifiedByName":"Priyanka","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

4.4 Task Complete

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	No	No	Yes

Sample Data –

{"After":{"Prospect_SourceContent":null,"UserTaskAutoId":"122725","Name":"LeadUpdat_Trigger: PriyankaLappTest1","Description":"Desc updated","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","Prospect_SourceCampaign":null,"RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","TimeZone":"Asia/Kolkata","DueDate":"4/8/2024 1:30:00 PM","EndDate":"4/8/2024 2:00:00 PM","EffortEstimate":"","EffortEstimateUnit":"","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Reminder":"15","ReminderBeforeDays":"","ReminderTime":"","Prospect_Notes":null,"Prospect_TimeZone":null,"Prospect_SourceMedium":null,"Prospect_Source":null,"Prospect_JobTitle":null,"Prospect_Mobile":null,"Prospect_Origin":"Quick Add Form","Prospect_Company":null,"Prospect_LastName":null,"CompletedOn":"4/8/2024 1:20:10 PM","RelatedEntityType":"Lead","TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","Location":"","Latitude":"0.00000000","Longitude":"0.00000000","PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","LastModifiedOn":"4/8/2024 1:20:10 PM","Prospect_FirstName":"PriyankaLappTest1","Prospect_ProspectAutoId":"177184","Prospect_Website":null,"Prospect_ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","Prospect_Phone":null,"Prospect_EmailAddress":"PriyankaLappTest1@yopmail.com","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","TaskName":"LeadUpdat_Trigger","TaskCategory":"0","Color":"#c3cae9","OpenCompletedTasks":"1","IsTimerEnabled":"0","RelatedUserRecurringTaskId":"","DueDateLocalTime":"2024-04-08 19:00:00","EndDateLocalTime":"2024-04-08 19:30:00","CompletedOnLocalTime":"2024-04-08 18:50:10","RelatedActivityId":"","MappingTypeId":"","Prospect_DoNotEmail":"0","Prospect_DoNotCall":"0","Prospect_ProspectStage":"Prospect","Prospect_Score":"5","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","Prospect_ProspectActivityDate_Min":"4/8/2024 12:44:30 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"39897aa9-13ca-498a-a69d-418766526ec2","Prospect_ProspectActivityName_Max":"Act 1","Prospect_ProspectActivityDate_Max":"4/8/2024 1:00:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","Prospect_CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_CreatedOn":"4/8/2024 12:43:57 PM","Prospect_ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_ModifiedOn":"4/8/2024 12:45:51 PM","Prospect_LeadConversionDate":"4/8/2024 12:43:57 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"address1 updated","Prospect_mx_Street2":null,"Prospect_mx_City":null,"Prospect_mx_State":null,"Prospect_mx_Country":null,"Prospect_mx_Zip":null,"Prospect_LastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_mx_AddToList_Trigger":null,"Prospect_mx_Date_of_Birth":null,"Prospect_mx_Total_Bill":null,"Prospect_mx_Amount":null,"Prospect_mx_Tax":null,"Prospect_mx_Bill_Paid_Status":null,"Prospect_mx_auto_dateTime":null,"Prospect_mx_DateTime":null,"Prospect_mx_Cust_String_01":null,"Prospect_mx_Cust_String_02":null,"Prospect_mx_Cust_Decimal_01":null,"Prospect_mx_Cust_Decimal_02":null,"Prospect_mx_Cust_Int_01":null,"Prospect_mx_Cust_Int_02":null,"Prospect_mx_SmokeSetUpString":null,"Prospect_mx_SmokeSetUpBoolean":null,"Prospect_mx_SmokeSetUpNumber":null,"Prospect_mx_Date":null,"Prospect_mx_Date_Time":null,"Prospect_mx_Boolean_for_testing":"0","Prospect_mx_priyanka_text":null,"Prospect_mx_priyanka_number":null,"Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":null,"Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"Act 1","Prospect_NotableEventdate":"4/8/2024 1:00:00 PM","Prospect_SourceReferrer":"","Prospect_LastVisitDate":"4/8/2024 1:00:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"0","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":null,"Prospect_mx_Auto_Multi":null,"Prospect_mx_Cust_String1":null,"Prospect_mx_lead_los":null,"Prospect_mx_Test_Boolean_Field":"0","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_OwnerIdName":"Mumbai1","Prospect_OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Priyanka","Prospect_ModifiedByName":"Priyanka","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

4.5 Sub Automation

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	No	No	Yes

5. Opportunity Triggers

5.1 On Opportunity Added

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	No	Yes	No	Yes

Sample Data –

{"ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","RelatedProspectId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ActivityEvent":"12000","ActivityEventName":"Opportunity","ActivityType":"2","Score":0,"CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 14:26:00","Data":{"Note":"Test opp","ActivityEvent_Note":"Test opp","Status":"Open","Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","mx_Custom_1":"DND_Yathish Lapp - Opportunity","mx_Custom_2":"Prospecting","mx_Custom_3":"Test opp","mx_Custom_20":"Test opp","mx_Custom_21":"Test opp","mx_Custom_22":"Test opp","mx_Custom_23":"Test opp","mx_Custom_5":"Test opp","mx_Custom_6":"100","mx_Custom_7":"","mx_Custom_8":"2024-04-08 14:26:00","mx_Custom_9":"0001-01-01 00:00:00","mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","mx_Custom_11":"","mx_Custom_19":"","ModifiedOn":"2024-04-08 14:27:04","ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 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5.2 On Opportunity Updated

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	No	Yes	No	Yes

Sample Data –

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opp","PostValue":"Test opp 1","DisplayName":""}],"AdditionalData":{"ProcessFormId":"none","ProcessDesignerId":""}}

5.3 On Activity Added on Opportunity

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	Yes	No	Yes	No	Yes

Sample Data –

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","Activity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ProspectAutoId":"177185","FirstName":"DND_Yathish Lapp Test","LastName":"LN","EmailAddress":"Testabc1@zz.com","Company":"abc","Origin":"Lead origin","Phone":"+91-9345345345","Mobile":"+91-9612361239","Website":"web1","TimeZone":"","JobTitle":"test","Source":"Referral Sites","SourceMedium":"wewe","Notes":"Lead Notes","SourceCampaign":"Source Campaign","SourceContent":"sdd","DoNotEmail":"0","DoNotCall":"1","ProspectStage":"Prospect","Score":"0","Revenue":"","EngagementScore":"0","TotalVisits":"","PageViewsPerVisit":"","AvgTimePerVisit":"","RelatedProspectId1":"","ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityDate_Min":"2024-04-08 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14:34:00","LeadAge":"0","mx_cfs2":"4873e95b-f5b3-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":"","DoNotTrack":"0","DoNotSMS":"1","MailingPreferences":"","QualityScore01":"","TwitterId":"","FacebookId":"","LinkedInId":"","SkypeId":"","GTalkId":"","GooglePlusId":"","PhotoUrl":"","CurrentOptInStatus":"Unknown","OptInDate":"","OptInDetails":"","LastOptInEmailSentDate":"","ConversionReferrerURL":"","SourceReferrerURL":"","SourceIPAddress":"","Latitude":"","Longitude":"","mx_delete_field1":"","mx_field_dropdown":"Cold","mx_Auto_Multi":"Auto_Multi;Auto_Multi1","mx_Cust_String1":"test","mx_lead_los":"Option10","mx_Test_Boolean_Field":"1","mx_Smoke_CFS":"48743ce8-f5b3-11ee-99db-02a61b7dbd7d","mx_Field3":"","mx_PriyankaCFSDelete_check1":"4872c50c-f5b3-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 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\"}","mx_Custom_7":"04160d3e-d0f7-4254-baa7-87f74b61c35b","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"","mx_Custom_24":"","mx_Custom_25":"","mx_Custom_26":"","mx_Custom_27":"","mx_Custom_28":"","mx_Custom_29":"","mx_Custom_30":"","mx_Custom_31":"","mx_Custom_32":"","mx_Custom_33":"","mx_Custom_34":"","mx_Custom_35":"","mx_Custom_36":"","mx_Custom_37":"","mx_Custom_38":"","mx_Custom_39":"","mx_Custom_40":"","mx_Custom_41":"","mx_Custom_42":"","mx_Custom_43":"","mx_Custom_44":"","mx_Custom_45":"","mx_Custom_46":"","mx_Custom_47":"","mx_Custom_48":"","mx_Custom_49":"","mx_Custom_50":"","mx_Custom_51":"","mx_Custom_52":"","mx_Custom_53":"","mx_Custom_54":"","mx_Custom_55":"","mx_Custom_56":"","mx_Custom_57":"","mx_Custom_58":"","mx_Custom_59":"","mx_Custom_60":"","mx_Custom_61":"","mx_Custom_62":"","mx_Custom_63":"","mx_Custom_64":"","mx_Custom_65":"","mx_Custom_66":"","mx_Custom_67":"","mx_Custom_68":"","mx_Custom_69":"","mx_Custom_70":"","mx_Custom_71":"","mx_Custom_72":"","mx_Custom_73":"","mx_Custom_74":"","mx_Custom_75":"","mx_Custom_76":"","mx_Custom_77":"","mx_Custom_78":"","mx_Custom_79":"","mx_Custom_80":"","mx_Custom_81":"","mx_Custom_82":"","mx_Custom_83":"","mx_Custom_84":"","mx_Custom_85":"","mx_Custom_86":"","mx_Custom_87":"","mx_Custom_88":"","mx_Custom_89":"","mx_Custom_90":"","mx_Custom_91":"","mx_Custom_92":"","mx_Custom_93":"","mx_Custom_94":"","mx_Custom_95":"","mx_Custom_96":"","mx_Custom_97":"","mx_Custom_98":"","mx_Custom_99":"","mx_Custom_100":"","Status":"Active","Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ActivityEvent":"12000","Opportunity_ActivityType":"2","Opportunity_Activity_Score":"0","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_CreatedOn":"2024-04-08 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","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":"","Opportunity_Web_Referrer1":"","Opportunity_Web_RefKeyword1":"","Opportunity_ImportTransactionId":"","Opportunity_RelatedLandingPageId1":"","Opportunity_IsLead":"1","Opportunity_LastModifiedOn":"2024-04-08 14:34:58","Opportunity_Account_CompanyName":"Automation_Smoke_Mumbai","Opportunity_Account_ShortName":"asm","Opportunity_Account_TimeZone":"Asia/Kolkata","Opportunity_Account_Website":"www.knowprospect.com","Opportunity_Account_Street1":"hello","Opportunity_Account_Street2":"new","Opportunity_Account_City":"San Francisco","Opportunity_Account_State":"CA","Opportunity_Account_Country":"India","Opportunity_Account_Zip":"12432","Opportunity_Account_Fax":"","Opportunity_Account_Phone":"","Opportunity_Org_ShortCode":"52092","Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":"","Opportunity_mx_Custom_8":"2024-04-08 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opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":"","Opportunity_mx_Custom_14":"","Opportunity_mx_Custom_15":"","Opportunity_mx_Custom_16":"","Opportunity_mx_Custom_17":"","Opportunity_mx_Custom_18":"","Opportunity_mx_Custom_19":"","Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test opp","Opportunity_mx_Custom_24":"","Opportunity_mx_Custom_25":"","Opportunity_mx_Custom_26":"","Opportunity_mx_Custom_27":"","Opportunity_mx_Custom_28":"","Opportunity_mx_Custom_29":"","Opportunity_mx_Custom_30":"","Opportunity_mx_Custom_31":"","Opportunity_mx_Custom_32":"","Opportunity_mx_Custom_33":"","Opportunity_mx_Custom_34":"","Opportunity_mx_Custom_35":"","Opportunity_mx_Custom_36":"","Opportunity_mx_Custom_37":"","Opportunity_mx_Custom_38":"","Opportunity_mx_Custom_39":"","Opportunity_mx_Custom_40":"","Opportunity_mx_Custom_41":"","Opportunity_mx_Custom_42":"","Opportunity_mx_Custom_43":"","Opportunity_mx_Custom_44":"","Opportunity_mx_Custom_45":"","Opportunity_mx_Custom_46":"","Opportunity_mx_Custom_47":"","Opportunity_mx_Custom_48":"","Opportunity_mx_Custom_49":"","Opportunity_mx_Custom_50":"","Opportunity_mx_Custom_51":"","Opportunity_mx_Custom_52":"","Opportunity_mx_Custom_53":"","Opportunity_mx_Custom_54":"","Opportunity_mx_Custom_55":"","Opportunity_mx_Custom_56":"","Opportunity_mx_Custom_57":"","Opportunity_mx_Custom_58":"","Opportunity_mx_Custom_59":"","Opportunity_mx_Custom_60":"","Opportunity_mx_Custom_61":"","Opportunity_mx_Custom_62":"","Opportunity_mx_Custom_63":"","Opportunity_mx_Custom_64":"","Opportunity_mx_Custom_65":"","Opportunity_mx_Custom_66":"","Opportunity_mx_Custom_67":"","Opportunity_mx_Custom_68":"","Opportunity_mx_Custom_69":"","Opportunity_mx_Custom_70":"","Opportunity_mx_Custom_71":"","Opportunity_mx_Custom_72":"","Opportunity_mx_Custom_73":"","Opportunity_mx_Custom_74":"","Opportunity_mx_Custom_75":"","Opportunity_mx_Custom_76":"","Opportunity_mx_Custom_77":"","Opportunity_mx_Custom_78":"","Opportunity_mx_Custom_79":"","Opportunity_mx_Custom_80":"","Opportunity_mx_Custom_81":"","Opportunity_mx_Custom_82":"","Opportunity_mx_Custom_83":"","Opportunity_mx_Custom_84":"","Opportunity_mx_Custom_85":"","Opportunity_mx_Custom_86":"","Opportunity_mx_Custom_87":"","Opportunity_mx_Custom_88":"","Opportunity_mx_Custom_89":"","Opportunity_mx_Custom_90":"","Opportunity_mx_Custom_91":"","Opportunity_mx_Custom_92":"","Opportunity_mx_Custom_93":"","Opportunity_mx_Custom_94":"","Opportunity_mx_Custom_95":"","Opportunity_mx_Custom_96":"","Opportunity_mx_Custom_97":"","Opportunity_mx_Custom_98":"","Opportunity_mx_Custom_99":"","Opportunity_mx_Custom_100":"","Opportunity_Status":"Open","Opportunity_Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d"}

5.4 On Activity Updated on Opportunity

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	Yes	No	Yes	No	Yes

Sample Data –

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PM","ProspectActivityAutoId":"356374","IsLandingPage":"0","RelatedLandingPageId":null,"Web_PageName":null,"Web_PageHash":null,"Web_PageTitle":null,"Web_PageURL":null,"Web_Referrer":null,"Web_RefKeyword":null,"RelatedCampaignActivityId":null,"RelatedCampaignActivityRecordId":null,"LandingPageName":null,"EmailCampaignName":null,"EmailType":null,"EmailObjectId":null,"EmailObjectType":null,"EmailFrom":null,"EmailSubject":null,"Activity_Owner_FirstName":"Yathish","Activity_Owner_MiddleName":null,"Activity_Owner_LastName":"","Activity_Owner_FullName":"Yathish ","Activity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ProspectAutoId":"177185","FirstName":"DND_Yathish Lapp Test","LastName":"LN","EmailAddress":"Testabc1@zz.com","Company":"abc","Origin":"Lead origin","Phone":"+91-9345345345","Mobile":"+91-9612361239","Website":"web1","TimeZone":null,"JobTitle":"test","Source":"Referral Sites","SourceMedium":"wewe","Notes":"Lead Notes","SourceCampaign":"Source Campaign","SourceContent":"sdd","DoNotEmail":"0","DoNotCall":"1","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId1":null,"ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityDate_Min":"2024-04-08 14:26:00","Web_Referrer1":null,"Web_RefKeyword1":null,"ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","ProspectActivityName_Max":"CustAct01","ProspectActivityDate_Max":"2024-04-08 14:34:00","ImportTransactionId":null,"RelatedLandingPageId1":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 14:21:25","ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","ModifiedOn":"2024-04-08 14:21:25","LeadConversionDate":"2024-04-08 14:21:25","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"sads","mx_Street2":"Address 2","mx_City":"Blr","mx_State":"Karnataka","mx_Country":"Albania","mx_Zip":"dsds","LastModifiedOn":"2024-04-08 14:34:58","mx_AddToList_Trigger":"test","mx_Date_of_Birth":"2024-04-08 00:00:00","mx_Total_Bill":"1","mx_Amount":"1","mx_Tax":"1","mx_Bill_Paid_Status":"test","mx_auto_dateTime":"14:18:00","mx_DateTime":"2024-04-08 00:00:00","mx_Cust_String_01":"test","mx_Cust_String_02":"test","mx_Cust_Decimal_01":"1.00","mx_Cust_Decimal_02":"1.00","mx_Cust_Int_01":"1","mx_Cust_Int_02":"1","mx_SmokeSetUpString":"test","mx_SmokeSetUpBoolean":"test","mx_SmokeSetUpNumber":"1","mx_Date":"2024-04-08 00:00:00","mx_Date_Time":"2024-04-08 14:17:00","mx_Boolean_for_testing":"1","mx_priyanka_text":"test","mx_priyanka_number":"1","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"1","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"CustAct01","NotableEventdate":"2024-04-08 14:34:00","SourceReferrer":null,"LastVisitDate":"2024-04-08 14:34:00","LeadAge":"0","mx_cfs2":"4873e95b-f5b3-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"1","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":"Cold","mx_Auto_Multi":"Auto_Multi;Auto_Multi1","mx_Cust_String1":"test","mx_lead_los":"Option10","mx_Test_Boolean_Field":"1","mx_Smoke_CFS":"48743ce8-f5b3-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"4872c50c-f5b3-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 14:34:58","OwnerIdName":"Yathish","OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Groups":"","CreatedByName":"Yathish","ModifiedByName":"Yathish","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Yathish","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Owner_FullName":"Yathish","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","mx_Custom_1":"Activity","mx_Custom_2":"1","mx_Custom_3":"Activity","mx_Custom_4":"1","mx_Custom_5":"f87b307f-3a33-11ed-9700-02e42c58c0d4","mx_Custom_6":"{\"CustomObjectProspectActivityId\":\"8846f53a-fb1c-4039-9024-d14cbaf90e7f\",\"RelatedProspectActivityId\":\"03bf7021-b86c-4dce-ba5b-0ab142cfe751\",\"RelatedCustomObjectId\":\"f8279b46-7045-11eb-8ec5-0ace817c465a\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"Activity\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:34:00\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"mx_CustomObject_8\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:34:58 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:34:58 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","mx_Custom_7":"04160d3e-d0f7-4254-baa7-87f74b61c35b","mx_Custom_8":null,"mx_Custom_9":null,"mx_Custom_10":null,"mx_Custom_11":null,"mx_Custom_12":null,"mx_Custom_13":null,"mx_Custom_14":null,"mx_Custom_15":null,"mx_Custom_16":null,"mx_Custom_17":null,"mx_Custom_18":null,"mx_Custom_19":null,"mx_Custom_20":null,"mx_Custom_21":null,"mx_Custom_22":null,"mx_Custom_23":null,"mx_Custom_24":null,"mx_Custom_25":null,"mx_Custom_26":null,"mx_Custom_27":null,"mx_Custom_28":null,"mx_Custom_29":null,"mx_Custom_30":null,"mx_Custom_31":null,"mx_Custom_32":null,"mx_Custom_33":null,"mx_Custom_34":null,"mx_Custom_35":null,"mx_Custom_36":null,"mx_Custom_37":null,"mx_Custom_38":null,"mx_Custom_39":null,"mx_Custom_40":null,"mx_Custom_41":null,"mx_Custom_42":null,"mx_Custom_43":null,"mx_Custom_44":null,"mx_Custom_45":null,"mx_Custom_46":null,"mx_Custom_47":null,"mx_Custom_48":null,"mx_Custom_49":null,"mx_Custom_50":null,"mx_Custom_51":null,"mx_Custom_52":null,"mx_Custom_53":null,"mx_Custom_54":null,"mx_Custom_55":null,"mx_Custom_56":null,"mx_Custom_57":null,"mx_Custom_58":null,"mx_Custom_59":null,"mx_Custom_60":null,"mx_Custom_61":null,"mx_Custom_62":null,"mx_Custom_63":null,"mx_Custom_64":null,"mx_Custom_65":null,"mx_Custom_66":null,"mx_Custom_67":null,"mx_Custom_68":null,"mx_Custom_69":null,"mx_Custom_70":null,"mx_Custom_71":null,"mx_Custom_72":null,"mx_Custom_73":null,"mx_Custom_74":null,"mx_Custom_75":null,"mx_Custom_76":null,"mx_Custom_77":null,"mx_Custom_78":null,"mx_Custom_79":null,"mx_Custom_80":null,"mx_Custom_81":null,"mx_Custom_82":null,"mx_Custom_83":null,"mx_Custom_84":null,"mx_Custom_85":null,"mx_Custom_86":null,"mx_Custom_87":null,"mx_Custom_88":null,"mx_Custom_89":null,"mx_Custom_90":null,"mx_Custom_91":null,"mx_Custom_92":null,"mx_Custom_93":null,"mx_Custom_94":null,"mx_Custom_95":null,"mx_Custom_96":null,"mx_Custom_97":null,"mx_Custom_98":null,"mx_Custom_99":null,"mx_Custom_100":null,"Status":"Active","Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ActivityEvent":"12000","Opportunity_ActivityType":"2","Opportunity_Activity_Score":"0","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_CreatedOn":"2024-04-08 14:26:00","Opportunity_Name":"Opportunity","Opportunity_ActivityEvent_Note":"Test opp","Opportunity_SessionTrafficSource":null,"Opportunity_Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_ModifiedOn":"4/8/2024 2:31:28 PM","Opportunity_ProspectActivityAutoId":"356373","Opportunity_IsLandingPage":"0","Opportunity_Web_PageName":null,"Opportunity_Web_PageHash":null,"Opportunity_Web_PageTitle":null,"Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 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2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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5.5 On Opportunity Task Created

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	Yes	No	Yes

Sample Data –

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Meeting\",\"IsDefault\":true}]}},\"Duration\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":null,\"CreatedOn\":\"2020-12-30T05:58:34\",\"ModifiedBy\":null,\"ModifiedByEmail\":null,\"ModifiedOn\":\"2020-12-30T06:30:43\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"Description\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"ColSpan\\\":2}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"ColSpan\\\":1}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Task 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Meeting","TaskOpportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ActivityEvent":"12000","Opportunity_ActivityType":"2","Opportunity_Activity_Score":"0","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_CreatedOn":"2024-04-08 14:26:00","Opportunity_Name":"Opportunity","Opportunity_ActivityEvent_Note":"Test opp","Opportunity_SessionTrafficSource":null,"Opportunity_Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_ModifiedOn":"4/8/2024 2:31:28 PM","Opportunity_ProspectActivityAutoId":"356373","Opportunity_IsLandingPage":"0","Opportunity_Web_PageName":null,"Opportunity_Web_PageHash":null,"Opportunity_Web_PageTitle":null,"Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","Prospect_ProspectActivityName_Max":"CustAct01","Prospect_ProspectActivityDate_Max":"4/8/2024 2:34:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedOn":"4/8/2024 2:21:25 PM","Prospect_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ModifiedOn":"4/8/2024 2:21:25 PM","Prospect_LeadConversionDate":"4/8/2024 2:21:25 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"sads","Prospect_mx_Street2":"Address 2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

5.6 On Opportunity Task Complete

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	Yes	No	Yes

Sample Data –

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invitation.</p><spanclass=\\\"mx-html-variable\\\"unselectable=\\\"on\\\">@{TaskOrganiser:Signature ,}</span>&nbsp;<br/>\",\"Subject\":null,\"IsSent\":null},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":true,\"Status\":{\"Label\":\"Meeting Status\",\"Values\":[{\"Text\":\"Joined Meeting\",\"IsDefault\":true}]}},\"Duration\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":null,\"CreatedOn\":\"2020-12-30T05:58:34\",\"ModifiedBy\":null,\"ModifiedByEmail\":null,\"ModifiedOn\":\"2020-12-30T06:30:43\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"Description\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"ColSpan\\\":2}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"ColSpan\\\":1}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","Opportunity_Web_PageHash":null,"RelatedEntityId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","TimeZone":"Asia/Kolkata","DueDate":"4/8/2024 2:50:00 PM","EndDate":"4/8/2024 3:20:00 PM","EffortEstimate":"","EffortEstimateUnit":"","OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Reminder":"15","ReminderBeforeDays":"","ReminderTime":"","Opportunity_Web_PageName":null,"Opportunity_Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_IsLandingPage":"0","Opportunity_ProspectActivityAutoId":"356373","Opportunity_Activity_ModifiedOn":"4/8/2024 2:31:28 PM","Opportunity_ActivityEvent_Note":"Test opp","Opportunity_Activity_CreatedOn":"2024-04-08 14:26:00","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_ActivityType":"2","CompletedOn":"4/8/2024 2:48:22 PM","RelatedEntityType":"Lead","TaskId":"38aa9268-f5b6-11ee-99db-02a61b7dbd7d","Location":"Task Location","Latitude":"0.00000000","Longitude":"0.00000000","PercentCompleted":"0","Priority":"","mx_Custom_1":"Joined Meeting","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","LastModifiedOn":"4/8/2024 2:48:22 PM","Opportunity_ActivityEvent":"12000","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_SessionTrafficSource":null,"TaskOpportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_Name":"Opportunity","Opportunity_Activity_Score":"0","CreatedByEmail":"Yathish.MUM.Smoke.52092@lsqdev.in","ModifiedByEmail":"Yathish.MUM.Smoke.52092@lsqdev.in","TaskName":"Meeting","TaskCategory":"0","Color":"#F8BBD0","OpenCompletedTasks":"1","IsTimerEnabled":"0","RelatedUserRecurringTaskId":"","DueDateLocalTime":"2024-04-08 20:20:00","EndDateLocalTime":"2024-04-08 20:50:00","CompletedOnLocalTime":"2024-04-08 20:18:22","RelatedActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","MappingTypeId":"12000","Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

5.7 On Opportunity Task Updated

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	Yes	No	Yes

Sample Data –

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00:00:00","Status":"Open","ValidateDate":"","OwnerEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","ExecutionDelay":"","RelatedEntityIdSchemaName":"Name","HasUpdatePermission":"True","HasDeletePermission":"True","TaskTypeId":"0d12d0fc-4a64-11eb-9166-0a68392cb7c4","OrganiserCalendarInviteEmailAddress":"","Location":"Task Location","EndDate":"2024-04-08 15:20:00","PercentCompleted":"0","Priority":"","mx_Custom_1":"Joined Meeting","DueDateLocalTime":"2024-04-08 20:20:00","EndDateLocalTime":"2024-04-08 20:50:00","CompletedOnLocalTime":"0001-01-01 00:00:00","Latitude":"0","Longitude":"0","Category":"Appointment","ReminderBeforeDays":"0","ReminderTime":"","EffortEstimate":"","EffortEstimateUnit":"","HasMarkCompletePermission":"True","TimeZone":"Asia/Kolkata","RecurringTaskId":"","IsRecurring":"False","RelatedSubEntityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","RelatedSubEntityName":"DND_Yathish Lapp - Opportunity","RelatedSubEntityEvent":"12000","RelatedSubEntityIsOpportunity":"True","RelatedSubEntityStatus":"Open","Distance":"0","CompletedBy":"","CompletedByName":"","EntityAccessInfo":"","RestrictOperationsOnOpportunity":"False","SendInvite":"","CreatedByEmail":"Yathish.MUM.Smoke.52092@lsqdev.in","ModifiedByEmail":"Yathish.MUM.Smoke.52092@lsqdev.in","CompletedByEmail":"","StartedOn":"","TaskStartedOn":"","StartedOnLocalTime":"","TaskDuration":"0","LeadFields":"","TaskOpportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ActivityEvent":"12000","Opportunity_ActivityType":"2","Opportunity_Activity_Score":"0","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_CreatedOn":"2024-04-08 14:26:00","Opportunity_Name":"Opportunity","Opportunity_ActivityEvent_Note":"Test opp","Opportunity_SessionTrafficSource":null,"Opportunity_Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_ModifiedOn":"4/8/2024 2:31:28 PM","Opportunity_ProspectActivityAutoId":"356373","Opportunity_IsLandingPage":"0","Opportunity_Web_PageName":null,"Opportunity_Web_PageHash":null,"Opportunity_Web_PageTitle":null,"Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test 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2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

5.8 On Opportunity Task Reminder

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	Yes	No	Yes

Sample Data –

{"TaskId":"38aa9268-f5b6-11ee-99db-02a61b7dbd7d","TaskName":"Meeting : DND_Yathish Lapp Test LN","TaskType":"{\"Id\":\"0d12d0fc-4a64-11eb-9166-0a68392cb7c4\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":true,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null},\"Owner\":{\"IsEnabled\":true,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null},\"Lead\":{\"IsEnabled\":true,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":true,\"Status\":{\"Label\":\"Meeting Status\",\"Values\":[{\"Text\":\"Joined Meeting\",\"IsDefault\":true}]}},\"Duration\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":null,\"CreatedOn\":\"2020-12-30T05:58:34\",\"ModifiedBy\":null,\"ModifiedByEmail\":null,\"ModifiedOn\":\"2020-12-30T06:30:43\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"Description\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"ColSpan\\\":2}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"ColSpan\\\":1}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Task Descriptio","LeadId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","RelatedEntityId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","RelatedEntityType":"Lead","RelatedOpportunityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","RelatedOpportunityType":"12000","DueDateUTCTime":"2024-04-08 14:50:00","DueDateLocalTime":"2024-04-08 20:20:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTimeUTC":"","OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","EndDateUTCTime":"2024-04-08 15:20:00","EndDateLocalTime":"2024-04-08 20:50:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"Task Location","PercentCompleted":"0","Priority":"","mx_Custom_1":"Joined Meeting","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","MappingTypeId":"12000","TaskOpportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ActivityEvent":"12000","Opportunity_ActivityType":"2","Opportunity_Activity_Score":"0","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_CreatedOn":"2024-04-08 14:26:00","Opportunity_Name":"Opportunity","Opportunity_ActivityEvent_Note":"Test opp","Opportunity_SessionTrafficSource":null,"Opportunity_Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_ModifiedOn":"4/8/2024 2:31:28 PM","Opportunity_ProspectActivityAutoId":"356373","Opportunity_IsLandingPage":"0","Opportunity_Web_PageName":null,"Opportunity_Web_PageHash":null,"Opportunity_Web_PageTitle":null,"Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test opp","Opportunity_mx_Custom_24":null,"Opportunity_mx_Custom_25":null,"Opportunity_mx_Custom_26":null,"Opportunity_mx_Custom_27":null,"Opportunity_mx_Custom_28":null,"Opportunity_mx_Custom_29":null,"Opportunity_mx_Custom_30":null,"Opportunity_mx_Custom_31":null,"Opportunity_mx_Custom_32":null,"Opportunity_mx_Custom_33":null,"Opportunity_mx_Custom_34":null,"Opportunity_mx_Custom_35":null,"Opportunity_mx_Custom_36":null,"Opportunity_mx_Custom_37":null,"Opportunity_mx_Custom_38":null,"Opportunity_mx_Custom_39":null,"Opportunity_mx_Custom_40":null,"Opportunity_mx_Custom_41":null,"Opportunity_mx_Custom_42":null,"Opportunity_mx_Custom_43":null,"Opportunity_mx_Custom_44":null,"Opportunity_mx_Custom_45":null,"Opportunity_mx_Custom_46":null,"Opportunity_mx_Custom_47":null,"Opportunity_mx_Custom_48":null,"Opportunity_mx_Custom_49":null,"Opportunity_mx_Custom_50":null,"Opportunity_mx_Custom_51":null,"Opportunity_mx_Custom_52":null,"Opportunity_mx_Custom_53":null,"Opportunity_mx_Custom_54":null,"Opportunity_mx_Custom_55":null,"Opportunity_mx_Custom_56":null,"Opportunity_mx_Custom_57":null,"Opportunity_mx_Custom_58":null,"Opportunity_mx_Custom_59":null,"Opportunity_mx_Custom_60":null,"Opportunity_mx_Custom_61":null,"Opportunity_mx_Custom_62":null,"Opportunity_mx_Custom_63":null,"Opportunity_mx_Custom_64":null,"Opportunity_mx_Custom_65":null,"Opportunity_mx_Custom_66":null,"Opportunity_mx_Custom_67":null,"Opportunity_mx_Custom_68":null,"Opportunity_mx_Custom_69":null,"Opportunity_mx_Custom_70":null,"Opportunity_mx_Custom_71":null,"Opportunity_mx_Custom_72":null,"Opportunity_mx_Custom_73":null,"Opportunity_mx_Custom_74":null,"Opportunity_mx_Custom_75":null,"Opportunity_mx_Custom_76":null,"Opportunity_mx_Custom_77":null,"Opportunity_mx_Custom_78":null,"Opportunity_mx_Custom_79":null,"Opportunity_mx_Custom_80":null,"Opportunity_mx_Custom_81":null,"Opportunity_mx_Custom_82":null,"Opportunity_mx_Custom_83":null,"Opportunity_mx_Custom_84":null,"Opportunity_mx_Custom_85":null,"Opportunity_mx_Custom_86":null,"Opportunity_mx_Custom_87":null,"Opportunity_mx_Custom_88":null,"Opportunity_mx_Custom_89":null,"Opportunity_mx_Custom_90":null,"Opportunity_mx_Custom_91":null,"Opportunity_mx_Custom_92":null,"Opportunity_mx_Custom_93":null,"Opportunity_mx_Custom_94":null,"Opportunity_mx_Custom_95":null,"Opportunity_mx_Custom_96":null,"Opportunity_mx_Custom_97":null,"Opportunity_mx_Custom_98":null,"Opportunity_mx_Custom_99":null,"Opportunity_mx_Custom_100":null,"Opportunity_Status":"Open","Opportunity_Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","Prospect_ProspectAutoId":"177185","Prospect_FirstName":"DND_Yathish Lapp Test","Prospect_LastName":"LN","Prospect_EmailAddress":"Testabc1@zz.com","Prospect_Company":"abc","Prospect_Origin":"Lead origin","Prospect_Phone":"+91-9345345345","Prospect_Mobile":"+91-9612361239","Prospect_Website":"web1","Prospect_TimeZone":null,"Prospect_JobTitle":"test","Prospect_Source":"Referral Sites","Prospect_SourceMedium":"wewe","Prospect_Notes":"Lead Notes","Prospect_SourceCampaign":"Source Campaign","Prospect_SourceContent":"sdd","Prospect_DoNotEmail":"0","Prospect_DoNotCall":"1","Prospect_ProspectStage":"Prospect","Prospect_Score":"0","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","Prospect_ProspectActivityDate_Min":"4/8/2024 2:26:00 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","Prospect_ProspectActivityName_Max":"CustAct01","Prospect_ProspectActivityDate_Max":"4/8/2024 2:34:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedOn":"4/8/2024 2:21:25 PM","Prospect_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ModifiedOn":"4/8/2024 2:21:25 PM","Prospect_LeadConversionDate":"4/8/2024 2:21:25 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"sads","Prospect_mx_Street2":"Address 2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

5.9 On Specific Date (Opportunity)

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	Yes	No	Yes

Sample Data –

{"ProspectActivityId":"2aaabe76-fd00-4b6f-b3b1-95454bd48e53","RelatedProspectId":"ad1989c0-1eaf-11ed-94e4-120cab83a541","ActivityEvent":"12015","ActivityType":"2","Activity_Score":"0","Activity_CreatedBy":"19be9f73-4c28-11ec-94e4-120cab83a541","Activity_CreatedOn":"2022-09-19 02:34:00","Name":"Smoke Opp","ActivityEvent_Note":"Notes updated from Opportunity on specific date Trigger","SessionTrafficSource":"","Activity_ModifiedBy":"5ab2cf2a-942e-11ea-8dd7-029e1407a868","Activity_ModifiedOn":"3/11/2024 8:00:59 AM","ProspectActivityAutoId":"622872","IsLandingPage":"0","RelatedLandingPageId":"","Web_PageName":"","Web_PageHash":"","Web_PageTitle":"","Web_PageURL":"","Web_Referrer":"","Web_RefKeyword":"","RelatedCampaignActivityId":"","RelatedCampaignActivityRecordId":"","LandingPageName":"","EmailCampaignName":"","EmailType":"","EmailObjectId":"","EmailObjectType":"","EmailFrom":"","EmailSubject":"","Activity_Owner_FirstName":"Sale5","Activity_Owner_MiddleName":"","Activity_Owner_LastName":"","Activity_Owner_FullName":"Sale5 ","Activity_Owner_EmailAddress":"sale5@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"ad1989c0-1eaf-11ed-94e4-120cab83a541","ProspectAutoId":"18905","FirstName":"Smoke_v41_1","LastName":"NONEWNAMe","EmailAddress":"Smoke_v41_1@mailinator.com","Company":"LeadUpdateTrigger","Origin":"Lead Import","Phone":"+91-9776650522","Mobile":"","Website":"","TimeZone":"","JobTitle":"UNAPPRECIATED","Source":"","SourceMedium":"Smoke_v41_1","Notes":"<span style=\"color: rgb(69, 69, 69); font-family: &quot;Segoe UI Semibold&quot;; font-size: 12px;\">&lt;span&gt;Lead Notes updated from Task Reminder on Opportunity Trigger&lt;/span&gt;</span><br />\n<br />\n<br />\n&nbsp;","SourceCampaign":"","SourceContent":"","DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"58","Revenue":"0","EngagementScore":"0","TotalVisits":"0","PageViewsPerVisit":"","AvgTimePerVisit":"","RelatedProspectId1":"","ProspectActivityId_Min":"37f3724e-c402-11ee-b3b1-12309150b985","ProspectActivityDate_Min":"2022-08-18 04:41:55","Web_Referrer1":"","Web_RefKeyword1":"","ProspectActivityId_Max":"76ada428-7c07-4ff3-acb3-514942e6c0ae","ProspectActivityName_Max":"OppOnSpecificDate_Activity","ProspectActivityDate_Max":"2024-03-11 08:02:04","ImportTransactionId":"d132a155-e08c-4b9d-bcc7-a9af6345d0bc","RelatedLandingPageId1":"","FirstLandingPageSubmissionId":"","FirstLandingPageSubmissionDate":"","OwnerId":"c43bc17d-2fe1-11eb-b39f-122cab85b441","CreatedBy":"1cea6839-2a8e-11eb-b39f-122cab85b441","CreatedOn":"2022-08-18 04:39:59","ModifiedBy":"5ab2cf2a-942e-11ea-8dd7-029e1407a868","ModifiedOn":"2024-03-11 08:02:20","LeadConversionDate":"2022-08-18 04:39:59","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"IfElse_LoadTest21","mx_Street2":"Smoke_v41_1 8/18/2022 4:39:59 AM","mx_City":"Pune","mx_State":"","mx_Country":"India","mx_Zip":"","LastModifiedOn":"2024-03-11 08:02:20","mx_slide_image":"","mx_Testing_for_the_CFS_file":"","mx_Hello_world_test_data":"55fab248-79c7-11ed-94e4-120cab83a541","mx_MAkbook_testing_for_DOCS":"55fa793c-79c7-11ed-94e4-120cab83a541","mx_Boo":"c01ca5ab-1eb1-11ed-94e4-120cab83a541","mx_Test":"","mx_Total_Bill":"","mx_Total_Bill_new":"","mx_Date_of_Birth":"2022-08-19 00:00:00","mx_Bill_Paid_status":"","mx_Number1":"55f99cf0-79c7-11ed-94e4-120cab83a541","mx_number2":"55f9675e-79c7-11ed-94e4-120cab83a541","mx_Number5":"55f84b3f-79c7-11ed-94e4-120cab83a541","mx_tue":"55f784fe-79c7-11ed-94e4-120cab83a541","mx_Monday":"","mx_Friday":"","mx_hello_delhi":"","mx_sleppy":"","mx_go_to_hello":"55f721b1-79c7-11ed-94e4-120cab83a541","mx_dsyudsuy":"55f6c5e7-79c7-11ed-94e4-120cab83a541","mx_Dubai":"55f69369-79c7-11ed-94e4-120cab83a541","mx_US_Visa":"55f6420f-79c7-11ed-94e4-120cab83a541","mx_Cust_String_01":"","mx_Cust_String_02":"","mx_Cust_Num_01":"45","mx_Cust_num_02":"","mx_Cust_Decimal_01":"","mx_Cust_decimal_02":"99.00","mx_CFS":"55f61943-79c7-11ed-94e4-120cab83a541","mx_SmokeSetUpString":"LeadsquaredSmokeTest","mx_SmokeSetUpBoolean":"1","mx_SmokeSetUpNumber":"1003","mx_To_delete":"","mx_Sub_Stage":"1","mx_Sub_Stage2":"","mx_pab_bool_1":"0","mx_pab_bool_2":"0","mx_DateTime_1":"2023-06-16 11:32:00","mx_DateTime_2":"","mx_DateTime_3":"","mx_DateTime_4":"","mx_Custom_Phone_Number":"","mx_xssField":"","mx_Jazz_dropdown":"","mx_octo":"","mx_Ravi_Doc_User":"55f4c390-79c7-11ed-94e4-120cab83a541","mx_TestNum":"","mx_Num_jazz":"","mx_Jazz_number":"","mx_JazzNumber":"","mx_NumberField2":"","mx_Check_text_int":"54","mx_Dropdown_searchable":"","mx_Dropdown_SR":"","mx_Dropdown_OT":"123.56>><<<>34","mx_homely":"Debate","mx_Time":"","mx_Date":"","mx_Text":"","mx_test_interest":"","mx_oooop":"","mx_Postman":"","mx_Student":"","mx_Parent":"","mx_High_School":"","mx_High_School_POC":"","NotableEvent":"Modified","NotableEventdate":"2024-03-11 08:02:20","SourceReferrer":"","LastVisitDate":"2024-03-11 08:02:04","LeadAge":"571","mx_Number10":"","mx_LAC":"","mx_X_subjects":"55f3f8db-79c7-11ed-94e4-120cab83a541","mx_Original_Start":"","mx_Orientation_Attendance":"","mx_Disposition":"","mx_dummy":"dummy","mx1_lili1":"","mx_CFS_whatsApp_new":"55f2eaa2-79c7-11ed-94e4-120cab83a541","LeadType":"LT_0","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1,2","QualityScore01":"10","TwitterId":"","FacebookId":"","LinkedInId":"","SkypeId":"","GTalkId":"","GooglePlusId":"","PhotoUrl":"","CurrentOptInStatus":"Unknown","OptInDate":"","OptInDetails":"","LastOptInEmailSentDate":"","ConversionReferrerURL":"","SourceReferrerURL":"","SourceIPAddress":"","Latitude":"","Longitude":"","mx_Portal_IsPortalUser":"","mx_LOSET":"","mx_Webinar_Previous_Day_5_pm":"","mx_TestD1":"","mx_verify":"","LeadLastModifiedOn":"2024-03-11 09:54:29","OwnerIdName":"Sale5","OwnerIdEmailAddress":"sale5@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"US62RP2","Account_ShortName":"us62rp2","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.lsqstaging.co.in","Account_Street1":"de","Account_Street2":"","Account_City":"dd","Account_State":"","Account_Country":"Afghanistan","Account_Zip":"","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Sale5","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sale5@lsqdev.in","Owner_FullName":"Sale5","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"49025","Account_Address":"US62RP2{mxnewline}de,{mxnewline},dd,{mxnewline} {mxnewline}Afghanistan.","mx_Custom_1":"Opportunity Smoke_v49_1@mailinator.com","mx_Custom_2":"Close","mx_Custom_3":"SourceName","mx_Custom_4":"Bestringer","mx_Custom_5":"sdfsdfsd","mx_Custom_6":"1","mx_Custom_7":"10","mx_Custom_8":"2020-11-10 18:30:00","mx_Custom_9":"2020-11-10 18:30:00","mx_Custom_10":"","mx_Custom_11":"vhd","mx_Custom_12":"12","mx_Custom_13":"2023-08-08 06:38:00","mx_Custom_14":"1","mx_Custom_15":"","mx_Custom_16":"{\"CustomObjectProspectActivityId\":\"14da726d-4173-435d-b9d4-e03d916b6b87\",\"RelatedProspectActivityId\":\"2aaabe76-fd00-4b6f-b3b1-95454bd48e53\",\"RelatedCustomObjectId\":\"048dfb24-4482-11eb-b39f-122cab85b441\",\"RelatedProspectId\":\"ad1989c0-1eaf-11ed-94e4-120cab83a541\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"string updated from opp on specific date\",\"mx_CustomObject_2\":\"12\",\"mx_CustomObject_3\":\"2020-12-27 11:15:00\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"19be9f73-4c28-11ec-94e4-120cab83a541\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"9/19/2022 2:34:01 AM\",\"CreatedBy\":\"19be9f73-4c28-11ec-94e4-120cab83a541\",\"ModifiedOn\":\"5/9/2023 5:05:28 AM\",\"ModifiedBy\":\"5ab2cf2a-942e-11ea-8dd7-029e1407a868\",\"ModifiedByName\":\"System \",\"CreatedByName\":\"Ravi Kumar\"}","mx_Custom_17":"","mx_Custom_18":"2024-03-11 11:09:00","mx_Custom_19":"","mx_Custom_20":"Mega sale 2020","mx_Custom_21":"sdsad","mx_Custom_22":"New Term","mx_Custom_23":"check1","mx_Custom_24":"","mx_Custom_25":"","mx_Custom_26":"","mx_Custom_27":"","mx_Custom_28":"","mx_Custom_29":"","mx_Custom_30":"","mx_Custom_31":"","mx_Custom_32":"","mx_Custom_33":"","mx_Custom_34":"","mx_Custom_35":"","mx_Custom_36":"","mx_Custom_37":"","mx_Custom_38":"","mx_Custom_39":"","mx_Custom_40":"","mx_Custom_41":"","mx_Custom_42":"","mx_Custom_43":"","mx_Custom_44":"","mx_Custom_45":"","mx_Custom_46":"","mx_Custom_47":"","mx_Custom_48":"","mx_Custom_49":"","mx_Custom_50":"","mx_Custom_51":"","mx_Custom_52":"","mx_Custom_53":"","mx_Custom_54":"","mx_Custom_55":"","mx_Custom_56":"","mx_Custom_57":"","mx_Custom_58":"","mx_Custom_59":"","mx_Custom_60":"","mx_Custom_61":"","mx_Custom_62":"","mx_Custom_63":"","mx_Custom_64":"","mx_Custom_65":"","mx_Custom_66":"","mx_Custom_67":"","mx_Custom_68":"","mx_Custom_69":"","mx_Custom_70":"","mx_Custom_71":"","mx_Custom_72":"","mx_Custom_73":"","mx_Custom_74":"","mx_Custom_75":"","mx_Custom_76":"","mx_Custom_77":"","mx_Custom_78":"","mx_Custom_79":"","mx_Custom_80":"","mx_Custom_81":"","mx_Custom_82":"","mx_Custom_83":"","mx_Custom_84":"","mx_Custom_85":"","mx_Custom_86":"","mx_Custom_87":"","mx_Custom_88":"","mx_Custom_89":"","mx_Custom_90":"","mx_Custom_91":"","mx_Custom_92":"","mx_Custom_93":"","mx_Custom_94":"","mx_Custom_95":"","mx_Custom_96":"","mx_Custom_97":"","mx_Custom_98":"","mx_Custom_99":"","mx_Custom_100":"","Status":"Won","Owner":"c43bc17d-2fe1-11eb-b39f-122cab85b441","Activity_OwnerId":"c43bc17d-2fe1-11eb-b39f-122cab85b441"}

5.10 At Regular Interval (Opportunity)

Lead data	Activity data	Task data	Opportunity data	User data	Account data
Yes	No	Yes	Yes	No	Yes

Sample Data –

{"ProspectActivityId":"da6a78a4-d5ba-48b3-9ecb-fb5809cfa2fc","RelatedProspectId":"0470a6c6-54a0-45da-968d-59c163cf4728","ActivityEvent":"12000","ActivityType":"2","Activity_Score":"0","Activity_CreatedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","Activity_CreatedOn":"2024-03-19 01:37:36","Name":"Opportunity","ActivityEvent_Note":"AddedViaNewOppTrigger Bleh","SessionTrafficSource":"","Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Activity_ModifiedOn":"4/8/2024 2:11:26 PM","ProspectActivityAutoId":"355134","IsLandingPage":"0","RelatedLandingPageId":"","Web_PageName":"","Web_PageHash":"","Web_PageTitle":"","Web_PageURL":"","Web_Referrer":"","Web_RefKeyword":"","RelatedCampaignActivityId":"","RelatedCampaignActivityRecordId":"","LandingPageName":"","EmailCampaignName":"","EmailType":"","EmailObjectId":"","EmailObjectType":"","EmailFrom":"","EmailSubject":"","Activity_Owner_FirstName":"MPUser2","Activity_Owner_MiddleName":"","Activity_Owner_LastName":"","Activity_Owner_FullName":"MPUser2 ","Activity_Owner_EmailAddress":"MPUser2.asm@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"0470a6c6-54a0-45da-968d-59c163cf4728","ProspectAutoId":"177181","FirstName":"AutoSmoke_V61_2","LastName":"LeadCreate_Rathi","EmailAddress":"AutoSmoke_V61_2@mailinator.com","Company":"updated via upd act on act","Origin":"API","Phone":"8820833854","Mobile":"","Website":"","TimeZone":"","JobTitle":"","Source":"","SourceMedium":"","Notes":"Desc updated from task reminder on Opp trigger","SourceCampaign":"Source Campaign updated","SourceContent":"","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"126","Revenue":"","EngagementScore":"3","TotalVisits":"0","PageViewsPerVisit":"0","AvgTimePerVisit":"0","RelatedProspectId1":"","ProspectActivityId_Min":"50deb3af-5f67-4f34-a506-a4bf56359ef7","ProspectActivityDate_Min":"2024-03-19 01:31:48","Web_Referrer1":"","Web_RefKeyword1":"","ProspectActivityId_Max":"c978b66d-897a-44ec-888e-38abfcfb2674","ProspectActivityName_Max":"CustAct02","ProspectActivityDate_Max":"2024-03-19 01:50:07","ImportTransactionId":"","RelatedLandingPageId1":"","FirstLandingPageSubmissionId":"","FirstLandingPageSubmissionDate":"","OwnerId":"9f67c441-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"f6ccc2d5-7cb9-11ec-9700-02e42c58c0d4","CreatedOn":"2024-03-19 01:31:06","ModifiedBy":"f69a931d-5b35-11ed-9700-02e42c58c0d4","ModifiedOn":"2024-04-05 11:18:25","LeadConversionDate":"2024-03-19 01:31:06","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Hsr","mx_Street2":"AutoSmoke_V61_2 3/19/2024 1:31:06 AM","mx_City":"city updated","mx_State":"","mx_Country":"India","mx_Zip":"","LastModifiedOn":"2024-04-05 15:55:26","mx_AddToList_Trigger":"","mx_Date_of_Birth":"2024-04-09 00:00:00","mx_Total_Bill":"40","mx_Amount":"","mx_Tax":"","mx_Bill_Paid_Status":"No","mx_auto_dateTime":"","mx_DateTime":"","mx_Cust_String_01":"UpdatedViaAddOpp","mx_Cust_String_02":"Bestringer","mx_Cust_Decimal_01":"0.99","mx_Cust_Decimal_02":"12.00","mx_Cust_Int_01":"234","mx_Cust_Int_02":"12","mx_SmokeSetUpString":"","mx_SmokeSetUpBoolean":"","mx_SmokeSetUpNumber":"","mx_Date":"","mx_Date_Time":"","mx_Boolean_for_testing":"","mx_priyanka_text":"","mx_priyanka_number":"","mx_Eligible":"","mx_Product":"","mx_GST_Number":"","mx_Blank_Dropdown_issue_check":"","NotableEvent":"Modified","NotableEventdate":"2024-04-05 11:18:25","SourceReferrer":"","LastVisitDate":"2024-03-19 01:50:07","LeadAge":"20","mx_cfs2":"","mx_Portal_IsPortalUser":"","DoNotTrack":"","DoNotSMS":"","MailingPreferences":"","QualityScore01":"","TwitterId":"","FacebookId":"","LinkedInId":"","SkypeId":"","GTalkId":"","GooglePlusId":"","PhotoUrl":"","CurrentOptInStatus":"","OptInDate":"","OptInDetails":"","LastOptInEmailSentDate":"","ConversionReferrerURL":"","SourceReferrerURL":"","SourceIPAddress":"","Latitude":"","Longitude":"","mx_delete_field1":"","mx_field_dropdown":"","mx_Auto_Multi":"","mx_Cust_String1":"","mx_lead_los":"","mx_Test_Boolean_Field":"","mx_Smoke_CFS":"","mx_Field3":"","mx_PriyankaCFSDelete_check1":"","LeadLastModifiedOn":"2024-04-05 15:55:26","OwnerIdName":"MPUser2","OwnerIdEmailAddress":"MPUser2.asm@lsqdev.in","Groups":"","CreatedByName":"Ravi Sharma","ModifiedByName":"Sushma VB","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"MPUser2","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"MPUser2.asm@lsqdev.in","Owner_FullName":"MPUser2","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","mx_Custom_1":"AutoSmoke_V61_2 LeadCreate_Rathi - Opportunity","mx_Custom_2":"Prospecting","mx_Custom_3":"","mx_Custom_4":"2024-04-09 14:11:00","mx_Custom_5":"","mx_Custom_6":"56","mx_Custom_7":"","mx_Custom_8":"2021-02-17 14:19:00","mx_Custom_9":"","mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"OppCampaign","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"SourceContent","mx_Custom_24":"","mx_Custom_25":"","mx_Custom_26":"","mx_Custom_27":"","mx_Custom_28":"","mx_Custom_29":"","mx_Custom_30":"","mx_Custom_31":"","mx_Custom_32":"","mx_Custom_33":"","mx_Custom_34":"","mx_Custom_35":"","mx_Custom_36":"","mx_Custom_37":"","mx_Custom_38":"","mx_Custom_39":"","mx_Custom_40":"","mx_Custom_41":"","mx_Custom_42":"","mx_Custom_43":"","mx_Custom_44":"","mx_Custom_45":"","mx_Custom_46":"","mx_Custom_47":"","mx_Custom_48":"","mx_Custom_49":"","mx_Custom_50":"","mx_Custom_51":"","mx_Custom_52":"","mx_Custom_53":"","mx_Custom_54":"","mx_Custom_55":"","mx_Custom_56":"","mx_Custom_57":"","mx_Custom_58":"","mx_Custom_59":"","mx_Custom_60":"","mx_Custom_61":"","mx_Custom_62":"","mx_Custom_63":"","mx_Custom_64":"","mx_Custom_65":"","mx_Custom_66":"","mx_Custom_67":"","mx_Custom_68":"","mx_Custom_69":"","mx_Custom_70":"","mx_Custom_71":"","mx_Custom_72":"","mx_Custom_73":"","mx_Custom_74":"","mx_Custom_75":"","mx_Custom_76":"","mx_Custom_77":"","mx_Custom_78":"","mx_Custom_79":"","mx_Custom_80":"","mx_Custom_81":"","mx_Custom_82":"","mx_Custom_83":"","mx_Custom_84":"","mx_Custom_85":"","mx_Custom_86":"","mx_Custom_87":"","mx_Custom_88":"","mx_Custom_89":"","mx_Custom_90":"","mx_Custom_91":"","mx_Custom_92":"","mx_Custom_93":"","mx_Custom_94":"","mx_Custom_95":"","mx_Custom_96":"","mx_Custom_97":"","mx_Custom_98":"","mx_Custom_99":"","mx_Custom_100":"","Status":"Open","Owner":"9f67c441-4b3d-11eb-9166-0a68392cb7c4","Activity_OwnerId":"9f67c441-4b3d-11eb-9166-0a68392cb7c4"}

6. User Triggers

6.1 On Specific Date (User)

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	Yes	No

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-03-12 02:31:05","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-03-12 02:31:05","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-03-12","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-03-12 10:30:17","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-03-12 10:30:16","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-03-12","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

6.1 On Workday Start

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	Yes	No

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-07 01:01:58","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-07 01:01:57","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 01:00:37","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 01:00:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

6.2 On Workday End

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	Yes	No

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:45:36","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"online","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"true","LastCheckedOn":"2024-04-08 00:45:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 01:00:37","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 01:00:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

6.4 At Regular Interval (User)

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	Yes	No

Sample Data –

{"After":{"UserId":"a27c2cec-4e78-11eb-9166-0a68392cb7c4","FirstName":"Taskuser1","LastName":"","EmailAddress":"Taskuser1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-01-04 10:35:59","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:19:09","IsBillingUser":"false","ManagerUserId":null,"Groups":null,"IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Pune","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"17","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 00:19:09","LastCheckedIpAddress":null,"WorkDayTemplateId":"0d318f0c-4a64-11eb-9166-0a68392cb7c4","WorkDayTemplateName":"Default Template","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2022-08-30","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"","CustomAppRole":null},"Current":{"UserId":"a27c2cec-4e78-11eb-9166-0a68392cb7c4","FirstName":"Taskuser1","LastName":"","EmailAddress":"Taskuser1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-01-04 10:35:59","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 04:21:19","IsBillingUser":"false","ManagerUserId":null,"Groups":null,"IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"online","OfficeLocationName":null,"Address":null,"City":"Pune","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"17","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"true","LastCheckedOn":"2024-04-08 04:21:19","LastCheckedIpAddress":null,"WorkDayTemplateId":"0d318f0c-4a64-11eb-9166-0a68392cb7c4","WorkDayTemplateName":"Default Template","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2022-08-30","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"","CustomAppRole":null}}

7. Account Triggers

7.1 Account Created

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	No	Yes

Sample Data –

{"Before":null,"After":{"CompanyName":"TA 01 2/9/24","Stage":"Prospect","CompanyIdentifier":"","Website":"","Phone":"","Currency":null,"Description":"","Industry":null,"Employees":"","Address1":"hi","Address2":"hello","City":"","State":"","Country":null,"PinCode":"","OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"mx_Custom_1":"","mx_Custom_2":"","DoNotEmail":"false","DoNotCall":"false","FacebookUrl":"","TwitterUrl":"","LinkedInUrl":"","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001"},"Current":{"Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"City":"Bangalore","CompanyAutoId":"64","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Country":"India","CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"Description":null,"DoNotCall":"0","DoNotEmail":"0","EmailAddress":null,"Employees":null,"Entity":"5001","FacebookUrl":null,"Industry":null,"Language":null,"LastActivityOn":null,"LinkedInUrl":null,"ModifiedBy":"94de257f-dfbb-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-02-09 06:09:33","mx_Custom_1":null,"mx_Custom_2":null,"Notes":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Phone":null,"PinCode":null,"Source":null,"Stage":"Prospect","State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"OwnerName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in","CreatedByName":"Ravi ","CreatedByEmail":"ravi.aas@lsqdev.in","ModifiedByName":"System ","ModifiedByEmail":"aas@leadsquared.com"}}

7.2 Account Updated

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	No	Yes

Sample Data –

{"Before":{"LastActivityOn":null,"PrimaryContact":"","Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"City":null,"Country":null,"CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"EmailAddress":null,"CompanyAutoId":"64","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"Stage":"Prospect","Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"17044123-113b-11ed-a554-026414e56464","ModifiedOn":"2024-02-09 06:09:28","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"PinCode":null,"mx_Custom_1":null,"mx_Custom_2":null,"OwnerName":"Ravi ","CreatedByName":"Ravi ","ModifiedByName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001"},"After":{"City":"Bangalore","CompanyTypeId":"5001","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","LastActivityOn":null,"PrimaryContact":"","Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"Country":null,"CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"EmailAddress":null,"CompanyAutoId":"64","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"Stage":"Prospect","Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"17044123-113b-11ed-a554-026414e56464","ModifiedOn":"2024-02-09 06:09:28","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"PinCode":null,"mx_Custom_1":null,"mx_Custom_2":null,"OwnerName":"Ravi ","CreatedByName":"Ravi ","ModifiedByName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in"},"Current":null}

7.3 Account Activity Added

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	No	Yes

Sample Data –

{"Before":null,"After":{"Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","Status":"Active","mx_Custom_5":"10","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001","ActivityEvent":"10001","ActivityType":"2","CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b"},"Current":{"CompanyType":null,"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyAuditId":null,"RelatedCompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":10001,"ActivityNote":"","ActivityDateTime":"2024-04-08 14:00:00","Score":null,"ActivityOwnerEmail":null,"ActivityDate":"2024-04-08T14:00:00","AssociatedOwnerId":null,"ActivityType":2,"CreatedByName":"Priyanka ","ActivityDisplayName":"NewActivity1","CreatedOn":"2024-04-08 14:01:01","ModifiedOn":"2024-04-08 14:01:01","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka","SearchByValue":null,"EmailAddress":null,"Origin":null,"ActivityEventName":"NewActivity1","FormLayout":null,"ActivityTypeProperties":null,"CanUpdate":false,"ActivityFields":{"Status":"Active","Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","mx_Custom_5":"10"},"Data":null,"Status":"Active","Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","EventDirection":0,"CanDeleteActivity":false,"AuditActivity":false,"PreDatedActivity":false}}

7.4 Account Activity Added

Lead data	Activity data	Task data	Opportunity data	User data	Account data
No	No	No	No	No	Yes

Sample Data –

{"Before":{"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-04-08 14:00:00","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","CreatedByName":"Priyanka ","ActivityEvent_Note":"","ModifiedOn":"2024-04-08 14:01:01","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka","mx_Custom_4":"","CompanyTypeId":"5001"},"After":{"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-04-08 14:00:00","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","CreatedByName":"Priyanka ","ActivityEvent_Note":"hhjkkk","ModifiedOn":"2024-04-08 14:37:28","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka ","mx_Custom_4":"2024-04-09 14:37:00","CompanyTypeId":"5001"},"Current":null}

How to Create a User Automation?

May 2, 2018/0 Comments/in Automation Overview, Workflow Automation/by Vir Singh

1. Feature Overview

With user automation, you can automatically check-in and check-out your users. You can create tasks and alerts based on their availability and even send them automated messages on special occasions. If you’re new to the automation feature, visit the automation home page.

2. Quick Start

You can create an automation from scratch but the quickest way to get started is to select a ready-made template.

Template	Description
Auto Check-In Users	Track work hours by automatically reminding and checking-in your users according to the workday templates you define.
Auto Check-Out Users	Automatically remind and checks-out your users according to the workday templates you define.
Work Anniversary Wishes	Works on the basis of the ‘Joining Date’ user field. Automatically wishes users on their work anniversaries.
Birthday Wishes	Works on the basis of the ‘Birthday’ user field. Automatically wishes users on their birthdays.

Note – The default auto check-in and auto check-out templates are not configured for the mobile app. You need to use webhooks to display notifications and enable auto check-in/check-out on mobile. For more information, see Auto Check-In/Check-Out for Mobile.

To select a template –

From your Dashboard, navigate to Marketing>Automation and click Create Automation.
On the Choose a Template pop-up, navigate to the Internal User Engagement section.
Choose a template and edit it according to your needs.

Templates

3. Automation Basics

Like lead automation, user automation also operates on triggers, conditions and actions –

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!

Automation FAQ & Troubleshooting

May 2, 2024/2 Comments/in Automation Overview, Workflow Automation/by Zaid Assadi

1. Overview

This article will help you troubleshoot LeadSquared’s Automation feature.

2. Automation Triggers

1. Why didn’t the Automation trigger?

Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time.

run once

If you’ve included additional conditions/inclusion criteria, the entities must match the criteria for the Automation to trigger.

additional condition

The Automation will only trigger on entities that enter the system after the Automation has been Published.

published

When an Indirect loop is created, it leads to multiple duplicate automation triggers. For example, when you set up automation with the Lead Update trigger, which triggers when the City field is updated, and then set up a Custom Action to Call a Lapp to update the City Field, this leads to an indirect loop (because when the City lead field is updated, a Lapp is called, which will, in turn, update the City lead field, leading to an infinite loop). These scenarios have been addressed by ensuring that the automation will terminate after 50 triggers of automation on a lead in a day.

The automation entry in the Lead Automation Report will display the Terminated status.

The Automation Termination Report will reflect the same entry.

A Lead Update trigger that updates the Owner will not trigger when the lead owner is changed through the distributed lead card. This is done to improve performance and avoid looping.

2. Why didn’t the Automation trigger from Bulk Import or Bulk Update?

You must enable the Bulk Automation Trigger settings by writing an email to support@leadsquared.com.
- Once the Bulk Automation Trigger setting is enabled, by default, it will only be enabled on the Lead Create and Activity Create trigger. To enable the setting on other triggers (for example, Opportunity Create), you must raise a request by writing to support@leadsquared.com.
For the following triggers, you will need to enable an additional setting, Trigger on Import when configuring the trigger –
- Lead Create
- Opportunity Create
- Account Create

trigger on import

The maximum limit by default for bulk automation triggers is 10,000. For example, if you import 15,000 leads, the Bulk Automation on all 15,000 records will fail. You can increase the limit on bulk automation triggers to 25,000 by contacting support@leadsquared.com.

3. Why didn’t the Automation trigger from the Update Lead API?

You must pass an additional query parameter, postUpdatedLead=true in the Update a Lead API request.

3. Send Email Card

1. Why isn’t the Send Email card functioning properly (Send Email Card Failure)?

When using a Send Email action, make sure the email address of the lead field has a valid email address. Navigate to Manage Leads>Lead Details to edit or verify the lead’s email address.

automation email id check

Make sure the Do Not Email flag is disabled (“No“) for the lead. To find this option, navigate to Manage Leads>Lead Details Page>Lead Details Tab.

automation do not email

Verify if they have unsubscribed from emails or a specific email category. Navigate to Manage Leads>Lead Details>Activity History. Under Activity Type select the unsubscribed filters to check the Unsubscribe activities.

unsubscribe

4. Distribute Card

1. Why isn’t the round-robin lead Distribution functioning properly?

If user availability is enabled, then based on the different timings that users check in the round-robin distribution may not be uniform. For more details, you can watch this video.

2. Why isn’t the lead Distribution functioning properly?

If there’s parallel execution of more than 1 distribute card, then a user might have gotten more leads from one of the other distribute cards.

3. Why are users being assigned leads past their permitted quotas?

If you have parallel Distribute cards executing on the same user, there might be cases where they are assigned more leads. To resolve this issue, please contact support@leadSquared.com.
Check if leads have been assigned to the user manually. For example, if a manager manually updates the lead owner to a particular user, the lead distribution quota will not apply.

4. What happens when a lead satisfies multiple rules in a Distribute card?

If a lead satisfies multiple rules, then the first rule which is satisfied serially will be considered and the lead will be assigned as per that rule. For example, if a lead satisfies both Rule 1 (City) and Rule 2 (Language), the lead will be assigned as per Rule 1 (City).

5. After the Rules are being satisfied why is the Default Rule being executed?

If Evaluate on latest data is enabled, then the Automation assesses the distribution rule on the current lead data in your account. For example, you set a lead distribution rule where the ‘Stage is Prospect’. A lead, whose stage is ‘Prospect’, enters the automation. While passing through the automation, the lead’s stage changes to ‘Disqualified’.
- If ‘Evaluate on latest data’ is enabled, the lead won’t be considered by the lead distribution rule (Stage is Prospect), because according to the latest data, the lead’s stage is now ‘Disqualified’.
- If ‘Evaluate on latest data’ isn’t enabled, the lead will be considered by the lead distribution rule (Stage is Prospect), because only the data at the time the lead entered the automation will be considered (and at that time the lead’s stage was ‘Prospect’).

eval latest data

Verify extra whitespace isn’t present in the entity level fields or the Distribute card.
Verify the configured users in the Distrubite card are not deactivated. You can navigate to the Manager Users page and search & filter for deactivated users.

5. If/Else Card

1. Why are the If/Else conditions being evaluated as False?

Evaluation here will always happen on the latest data. Verify if the data has changed after the Trigger Data through the Automation audit log (You will need to contact support@leadsquared.com to enable the lead audit log on Automation).
Verify extra whitespace isn’t present.

2. Why are the Multi If/Else conditions being evaluated as False?

The Multi If/Else evaluation flow will be from left to right. Whichever condition is evaluated as True first, will be considered and the rest will be ignored.

multi if else example

If Evaluate on latest data is selected, then the Automation will evaluate the current lead data in your account. A lead, whose stage is ‘Prospect’, enters the automation. While passing through the automation, the lead’s stage changes to ‘Disqualified’.
- If ‘Evaluate on latest data’ is enabled, the lead won’t be considered (Stage is Prospect), because according to the latest data, the lead’s stage is now ‘Disqualified’.
- If ‘Evaluate on latest data’ isn’t enabled, the lead will be considered (Stage is Prospect), because only the data at the time the lead entered the automation will be considered (and at that time the lead’s stage was ‘Prospect’).

6. Share Lead

1. Whom can you share a lead with?

You can only share a lead with the Activity Owner.

2. Why can’t I unshare a lead?

Verify if the activity ID used to unshare the lead matches the activity ID used to share the lead.

unshare

7. Publishing an Automation

1. What happens to leads in an Automation when I unpublish, modify, and republish it?

Question: If I unpublish an automation, add a new action (e.g., a “Send Email” node), and then republish it while keeping existing leads in the automation, will those leads be processed through the newly added action?
Answer: Yes. When you unpublish an automation, modify it by adding new nodes, and then republish it, the following behavior applies:
- Leads currently in the Wait Card of the automation will be processed through the newly added nodes when they reach the relevant step.
- New leads entering the automation after republishing will also follow the updated automation flow, including the newly added actions.

If a lead has already passed the point where the new node was added, it will not go back and be processed through the new action.

8. Automation Report

1. Why is there a count mismatch on the Automation Report?

Verify if duplicate leads were ignored (or if leads have been merged).
Verify the lead wasn’t deleted from the system.

2. Why can’t I see the automation report for a specific lead or opportunity? / Automation report missing for lead or opportunity / Can’t find triggered automation for a lead

If you’re unable to find the automation report for a specific lead or opportunity, it’s usually due to one of the following reasons:

Mismatch in trigger type and details page
Automations are triggered either by leads or by opportunities:
- If the automation has a lead-based trigger, its report will appear on the Lead Details page.
- If it has an opportunity-based trigger, it will appear on the Opportunity Details page.
  Check that you’re viewing the report on the correct entity page.

Data older than 90 days is not retained
Automation reports are only available for automations that were triggered in the last 90 days from today. If the automation ran before that, its report will no longer be visible.

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!

Universal Telephony Connector – UTC

April 25, 2018/38 Comments/in Integrations & Apps, Telephony Integrations/by Vir Singh

1. Feature Overview

The Universal Telephony Connector (UTC) enables you to integrate your cloud telephony service provider(s) with LeadSquared –

Integrate multiple instances/accounts of your telephony provider –
If you have multiple contact centers in different regions (E.g., northern region, southern region, etc.), you can configure each of them as separate tabs.
Integrate multiple telephony providers –
If you’re using two or more telephony service providers, you can now integrate all of them in one place.
Assign to teams –
Assign different instances of one telephony provider or even different providers to teams in your account. For example, you can now assign a northern region telephony instance to your northern region team, a western instance to your western team, and so on. For more information on teams, see LeadSquared Teams.

Note:

The connector acts as a shell or umbrella under which you can create and configure multiple instances, using either of the following-
For a list of mail-merge parameters on Click2Call, Agent Panel, and Call Log, refer to this article.

To learn more about LeadSquared telephony integrations, read LeadSquared Telephony – Feature Guide.

2. Prerequisites

You must be an Administrator user to access the connector configuration.
Developer experience is required to understand the format of the data and configure the connector with your telephony provider.

The table below outlines the distinction between APIs/URLs provided by LeadSquared and those provided by your telephony provider. LeadSquared’s APIs/URLs are accessible through the UTC configuration page, while your telephony provider’s APIs must be obtained directly from them. If you encounter any issues with an API, please get in touch with the respective API owner.

LeadSquared APIs	Telephony Provider APIs
Call Route API (Lead/Opportunity routing) – The Call Route API directs incoming calls from existing leads to the corresponding Lead or Opportunity owner in your LeadSquared account. Note: LeadSquared does not automatically route calls to owners. Instead, it provides the Lead/Opportunity Owner details to your telephony provider, who then routes the call accordingly	Click2Call API – The Click2Call feature allows your sales reps or agents to initiate outbound calls by simply clicking on a lead’s phone number in the Manage Leads or Lead Details pages
Agent Popup API – This API logs all inbound and outbound calls made through your telephony account into LeadSquared, ensuring comprehensive call tracking.	Agent Panel URL – Agent Panel URL allows you to embed your provider’s Softphone into LeadSquared.
Call Log API – All inbound and outbound calls made through your Telephony account can be logged in LeadSquared by setting up Call Logs	Call Disposition – Call disposition allows users to record specific information related to a phone call once it ends.
Single Sign–On API – This API enables embedding LeadSquared within your telephony provider’s portal.

3. Installation

Navigate to Apps>Apps Marketplace, search for the Universal Telephony Connector and click Install.

Installing the connector

4. Configuration

Next, hover the cursor over the settingsicon and click Configure.
Click the Add New Connector button.
Select the Connector Type (LeadSquared Generic Telephony Connector, Ozonetel V2, etc.).
Name the connector, then click Add.

LeadSquared Telephony

Note: You can add a new instance, clone an existing one or delete an instance using the options highlighted below.

Adding a new connector

5. Virtual Numbers

Use this section to add one or more virtual numbers (also called DIDs/CLI) for the connector you’re configuring. You can also tag them if you like. Click the Saveicon to save a virtual number and click Add to add another number.

Note:

By default, you can add up to 10 Virtual Numbers/DID. To increase this limit, contact your account manager or write to support@leadsquared.com.
If the virtual number is entered in the correct format <+91-number>, only the tag name will be displayed in the the outbound phone call activity.

virtual number utc

6. Call Route API

The Call Route API automatically routes incoming calls from existing leads to the respective Lead owner/Opportunity owner in your LeadSquared account. The API must be configured as a hook on your telephony provider’s end.

Copy the Call Route API (will resolve to Lead, Opportunity, or Tickets) and deploy it in your cloud telephony account.
Use HTTP GET to send the data. Please refer to the ‘Usage’ section to understand how to send the data.

Note:

In existing instances, the deprecated Lead Route API has been replaced with Call Route API. In new instances, only the Call Route API will be displayed.
To add an extra layer of security you can Enable Additional Authentication and pass the generated key-value pair in the request header when calling the API. These additional authentication headers can also be generated for the Agent Popup API and Call Log API.

new call route UI UTC

7. Agent Popup API

Enable real-time call notifications to users in the form of an Incoming Call Popup during an inbound call from a lead (made to your virtual number). The pop-up displays the lead’s details if the lead exists in your account, or displays an empty form that agents can use to capture the new lead.

Note:

When you select Enable, it allows admin users to enable the Show Phone Call Popup setting for all users in the account. Disabling this setting does not turn it off for all users.
Incoming calls matching a lead’s secondary phone number will be tracked without creating a duplicate lead.
If you have multiple leads with the same phone number, you can pass the LeadId in the Agent Popup API. This will ensure that the correct lead details appear in the agent popup. For e.g., "LeadId": "4c70ce73-0732-4977-85a2-fb49a978b85c".
To enable client-side logging, which allows browser events, messages, and errors to be logged to a log stream (e.g., Loggly), contact your account manager or write to support@leadsquared.com.
You can disable the close icon on the Agent Popup form by enabling Hide Close Option “X”. This feature ensures that agents adhere to specific workflows and processes by preventing accidental popup closures.

Agent Pop-Up API Details

Copy the Agent Popup API URL from the Agent popup tab and deploy it in your cloud telephony account.
Use the HTTP POST method to send the data to LeadSquared in JSON format.
Enable Agent Popup by selecting the checkbox.

Refer to the ‘Usage’ section to understand how to send the data.

show phone call pop up telephony

Custom Mapping
Telephony providers send us varying data using the Agent pop-up API. Enable custom mapping to map the variables received in the JSON file to the corresponding LeadSquared parameters.

Property	Sample Value	Description
SourceNumber	+919611795983	For Inbound Call- Lead’s contact number For Outbound Call- User’s Number or Agent’s number. A Hyphen separator is expected in the outbound call number if a country code is being passed; for example, +91-9611795983.
DestinationNumber	+919611795980	For Inbound Call- User’s Number or Agent’s number. A Hyphen separator is expected in the inbound call number if a country code is being passed; for example, +91-9611795983. For outbound Call- Lead’s contact number
DisplayNumber	+919020897874	Virtual(DID) Number provided by the provider
StartTime	2015-08-20 18:26:38	Start time of the call in IST
Status	Answered	Status of the call, can be Answered, Missed, Voicemail
IVR	1	IVR option to be passed for Opportunity-Virtual Number mapping
Opportunity-Telephony MappingId	O$a7131527-55c8-4871-a3bb-7ff74b55555	Mapping ID passed for Opportunity-based click2calls.
Opportunity ID	83uhd8-uendur-83ehdn	When passed in call log details, activity is posted on the Opportunity.
CallSession Id	080673309211440075398	Unique Identifier for a call provided by the telephony provider. In case the provider does not provide the identifier, a default identifier will be generated.
Agent Id	Test.user@lsqdev.in	Unique Identifier at the provider’s end for identifying an agent. For example, the agent’s phone extension, email ID, or SIP extension.
Lead Id	293847-dhcnj-12333-48fn	Pass to identify the lead directly. this will be given preference over the phone number.
Entity Id		Pass to identify the entity directly, takes precedence over the lead or opportunity or ticket ID when resolved.

LeadSquared Telephony

Agent Panel Settings
The agent panel enables you to embed a softphone and manage your call center actions directly from your LeadSquared account. Add a custom URL and append mail merge parameters (click the help icon) to configure the agent panel.

Note:

When you Enable Agent Panel, it allows admin users to enable the Is Soft phone Enabled option for all sales users in the account. Disabling this setting does not turn it off for all sales users.
Agents will be presented with only the relevant Angent Panels based on the team-mapping configuration. If team-mapping has not been configured across any instance, then the mapping from the default instance will be applicable.
For available Mail Merge fields, read this article.

is softphone enabled telephony

Setting	Description
Show on Top	Displays the agent panel over any overlapping window (including the agent pop-up).
Hide Scale Button	Hides the maximize/minimize buttons on the panel.
Panel URL	The source iFrame URL for the panel. Click the help icon to learn how to append mail merge parameters.
Panel Permissions	Configure iFrame permissions like microphone, camera, geolocation, etc.
Panel Title	Customize the display text on the panel title bar.
Panel Height	Adjust the default height of the panel (in pixels).
Panel Width	Adjust the default width of the panel (in pixels).

8. Call Log API

All inbound and outbound calls made through your Telephony account can be logged in LeadSquared by setting up Call Logs. These logs will be posted to LeadSquared as incoming/outgoing phone call activities.

You can also enable custom mapping functionality, to map and capture data about each phone call in the relevant LeadSquared activity fields. There are also custom fields available to map additional data provided by your telephony service.

Note:

When your Telephony provider calls the LeadSquared API, data can be pushed into LeadSquared using POST method in JSON format.
For this API, the Content-Type has to be set to application/JSON, and the Body should be passed in the raw JSON format.
The Content-Type application/x-www-form-urlencoded is deprecated but is supported on legacy versions.
In Custom Mapping, when you select the Custom option (below required, additional), you can use the fields mx_Custom_10 till mx_Custom 14 to store additional data sent by the telephony provider.

Once you’ve finished the configurations, you can check your telephony logs by navigating to My Account>Settings>API and Webhooks>Telephony Logs.

LeadSquared Telephony Integrations

Note: Under custom mapping, on the ‘Custom’ tab (for the default connector instance

), you can change the display names of the custom fields/parameters.

Here are the parameters you can post –

{

"SourceNumber":"9611232123",

"DestinationNumber":"9876543210",

"DisplayNumber":"1000001000",

"StartTime":"2015-08-20 18:26:38",

"EndTime":"2015-08-20 18:26:38",

"Duration":"12",

"Status":"Answered",

"CallNotes":"Enquired about product",

"ResourceURL":"server/filename.extension",

"Direction":"Inbound",

"CallSessionId":"080673309211440075398",

}

Property	Sample Value	Description	Mandatory
SourceNumber	+919611795983	For Inbound Call- Lead’s contact number For Outbound Call- User’s Number or Agent’s number. A Hyphen separator is expected in the outbound call number if a country code is being passed; for example, +91-9611795983.	Yes
DestinationNumber	+919611795980	For Inbound Call- User’s Number or Agent’s number. A Hyphen separator is expected in the inbound call number if a country code is being passed; for example, +91-9611795983. For outbound Call- Lead’s contact number	Yes
Duration	12	Duration of call in seconds	Yes
DisplayNumber	+919020897874	Virtual(DID) Number provided by the provider	Yes
Status	Answered	Status of the call, can be Answered, Missed, Voicemail	Yes
StartTime	2015-08-20 18:26:38	Start time of the call in IST	Yes
*StartTimeUTC	Tue, 05 Jul 2022 10:30:30 GMT	Start time of the call in UTC	No
CallSessionId	080673309211440075398	Unique Identifier for a call provided by the telephony provider. In case the provider does not provide the identifier, a default identifier will be generated.	Yes
EndTime	2015-08-20 18:26:50	End time of the call	No
CallNotes	Enquired about a product	Additional notes about the call	No
ResourceURL	Server/filename.extension	URL of the file with a recording of the conversation	No
Direction	Inbound	Inbound or Outbound	Yes
IVR	1	IVR option to be passed for Opportunity-Virtual Number mapping	No
Opportunity-Telephony MappingId	O$a7131527-55c8-4871-a3bb-7ff74b555555	Mapping ID passed for Opportunity-based click2calls.
Opportunity ID	83uhd8-uendur-83ehdn	When passed in call log details, activity is posted on the Opportunity.	No
Agent Id	Test.user@lsqdev.in	Unique Identifier at the provider’s end for identifying an agent. For example, the agent’s phone extension, email ID, or SIP extension.	No
Lead Id	293847-dhcnj-12333-48fn	Pass to identify the lead directly. this will be given preference over the phone number.	No
Call Origin	Web	Specify the lead origin.	No
mx_Custom_10		Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.	No
mx_Custom_11		Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.	No
mx_Custom_12		Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.	No
mx_Custom_13		Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.	No
mx_Custom_14		Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.	No

9. Click 2 Call API

The Click2Call feature enables your sales reps/agents to place an outbound phone call just by clicking the lead’s phone number (on the Manage Leads or Lead Details pages). If you use the Opportunities feature, click 2 call can be used to call leads from the Opportunity Management and Opportunity Details pages as well.

Depending on the capabilities of your telephony provider, it can be configured using either a server-side API or a client-side script.

Server-side API

This is the default configuration option.

Your telephony provider’s Click2Call API is configured here, and you can append mail-merge parameters (like agent phone number, lead phone number, etc.) to the API URL to facilitate the calling functionality.

1. Pass the Click2Call API in the URL textbox.
2. You may optionally pass custom headers to the API for authentication.
3. Select the HTTP method needed by the telephony operators Click2Call API.
4. Map a keyword from the response of the Click2Call API. Typically we use a keyword like “success”. This lets our system know that the API request fired correctly and a response was received.
5. Choose the format of the API response data (Text, JSON).
6. Admins should configure their telephony provider’s email address in the Provider Support Email field. This ensures that agents receive clear guidance when encountering call failures due to either UTC configuration issues or provider-side technical problems.
7. You can filter virtual numbers for users by toggling the Enable Virtual Number Filter option. Read this article for more details.
8. Click the Enable checkbox.

Note: For available Mail Merge fields, read this article.

c2c filtering custom field

Client-side Script

For telephony providers with JavaScript SDKs, the Click2Call functionality can be configured using a client-side script. The outbound phone call functionality will be handled by the script and the call will be initiated via the browser to the telephony provider.

Enter the URL of the Javascript file, which must be hosted on the LeadSquared domain (external domains are not supported). The JS file will be published only after an internal review process.
You can pass data to the script using mail-merge parameters (like agent phone number, lead phone number, etc.).

click 2 call utc client side

Note:

For a sample JS file template, please reach out to your account manager
Additionally, a flag called Is Softphone Enabled must be checked for each agent, in the user settings UI. This also disables the “Agent Panel” for the agents.

LeadSquared User Settings

10. Call Disposition

Call disposition lets users enter certain information related to a phone call once it ends.

call disposition utc

Note:

To use this feature, you must first create a Custom lead field in LeadSquared (say ‘Disposition’). For more information, see How to Create Custom Lead Fields.
Disposition is available only on Lead Fields.
Only 1 <string> value can be sent to the provider as disposition.
User Fields can also be mail-merged in the URL and Data Template – contact support@leadsquared.com to enable this feature.
For available Mail Merge fields, read this article.

When a call has ended the agent can select an appropriate disposition value on the Call/Agent-Notification Popup, dispose of the call, and get ready to receive the next upcoming call.

Deploy the URL provided by your telephony service in the URL field with the necessary parameters.
- @callSessionId – Call session Id passed by the telephony provider in the agent popup request
- @customerNumber – Lead Phone number
- @virtualNumber – The virtual number of your telephony account
- @dispositionValue – Selected disposition value in the agent popup form*
- @agentNumber – Agent’s phone number
- @agentId – User Id of the agent
- @notes – Notes on the call
- @comments – Comments on the call
- @date – The date of the call
Select the HTTP method in which your telephony service accepts the data.
You can initiate the following actions (and make them mandatory if required) once a call is disposed of –
- Create a task
- Create a custom activity
- Update a lead field

*On Default Lead Field you must map the custom field you have created to capture the disposition value (refer to the Note above). This field can then be mapped with @dispositionValue in the URL (GET request), or in the Data Template (POST request).

call disposition field

11. Single Sign-on API

This API will help you embed LeadSquared within your telephony application. Use the API and the HTTP POST method to send data to LeadSquared in JSON format. To get the leads details, use the Lead Details API.

Please refer to the ‘Usage’ section to understand how to send the data.

single sign on api utc

Lead/Opportunity Sharing via SSO APIs
Lead or Opportunity Sharing allows agents to temporarily view/edit the information of a lead or Opportunity (during an inbound phone call) that they don’t have access to. For integrations that don’t support the Agent Pop-up functionality, SSO APIs are used for Sharing. Previously, SSO APIs only supported the lead’s phone number to facilitate the identification and sharing of the lead to the agent. Now, the Lead Id is also supported. This will help customers who have leads in their accounts with the same phone number.

Note:

leadId can be passed in the Lead Details API URL instead of leadphonenumber.
Lead sharing can also be enabled through Telephony Settings.

12. Team Assignment

You can assign an instance to one or more teams. While making an outbound phone call (using click2 call), the users in those teams will see the instance(s) assigned to them and can choose to place the calls from any of the virtual numbers created for an instance.

So for example, you can create 2 connector tabs, say ‘Bangalore’ and ‘Chennai’, and assign them to your Bangalore and Chennai teams respectively. Your Bangalore team will then only see the virtual numbers associated with the Bangalore instance tab.

team assignment utc

Note: If you haven’t assigned any of the instance tabs to any teams, while making outbound phone calls your users will see the virtual numbers that are configured in the default instance tab (the one marked with the tick). You set a tab as default by navigating to that tab and clicking Mark As Default under the Settings

icon –

team assignement utc mark default

13. User Agent Mapping

Here, you can map each agent/user to a unique identifier. This will be used to identify the correct agent when the ‘Agent’s Phone Number’ or ‘Source Number’ is not stored in LeadSquared.

You may enter any string/alphanumeric value for the Agent Identifier. When calling the Call Log API or Agent Popup API pass this value in the post body like "AgentId":"abcd1234" . The call log posted for the phone call will be updated with the agent/user associated with the Agent Identifier value, even if the source number is not available. Similarly, the user/agent to display the agent popup to will be identified based on the Agent Id value.

Note: You can track all additions, updates, and deletions in the User-Agent Mapping section through the audit log.

LeadSquared Telephony Integrations

14. Call Status Mapping

UTC supports mapping provider-specific call statuses to LeadSquared-specific statuses. Admins can customize call status mappings and configure multiple statuses as a comma-separated list for Inbound and Outbound calls.

For example, let’s specify Attended as the Provider Status Code for Answered.

telephony custom call status mapping

Then, the Raw Call Status in the call log will show this mapping after the call ends.

telephony raw call status

15. Integrate with Opportunities

You can integrate the Universal Telephony Connector (UTC) connector with LeadSquared Opportunities. To know how to do this, please refer to Opportunity Integrations in Telephony.

This will enable you to track phone call interactions with your leads, for each opportunity or potential deal. Completed calls will get posted as activities, against the respective opportunities, on the Opportunity Details page.

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!

Data Privacy – ‘Do Not Track’ Lead Field

June 18, 2018/0 Comments/in Admin & Settings, Data Protection & Privacy/by Vir Singh

You can now give your leads the choice to opt-out of being tracked by LeadSquared. This is possible through the ‘Do Not Track’ system lead field.
The functionality is part of a list of other settings* aimed at helping you remain compliant with GDPR.

*See Data Protection and Privacy Settings.

Default Behaviour

The ‘Do Not Email’ field is empty (contains no value) by default for all leads.

Since the data type is Boolean, the field can have 2 possible values –

True

Web and email activities for the lead will not be tracked.

However, form submissions will still be tracked.
Unsubscribed, re-subscribe, mailing preferences and bounce activities will still be posted against the lead.

False

Web and email activities are tracked and posted on the respective leads.

Updating the ‘Do Not Track’ Value

Whenever the ‘Do Not Track’ field gets updated, an activity will be posted. This will reflect in the activity history on the lead details page.

activity history do not track

There are a few ways you can update the ‘Do Not Track’ field –

1. Lead add and edit forms
By default, the ‘Do Not Track’ field will be in the hidden section. You can drag and drop it into your forms by navigating to My Account>Settings>Leads>Lead Forms. For more information, see Lead Form Customization.

do not track

Once you add the field to a form and create or edit a lead, the field will automatically be marked ‘False’.

2. APIs, lead import, landing pages, automation and rules
Like other lead fields, the ‘Do Not Track’ field can be updated in any of these ways.

3. Cookie consent banner
The cookie consent banner will only be shown to leads with the ‘Do Not Track’ field empty.

When a lead clicks the ‘Accept Cookies’ option on the banner, the ‘Do Not Track’ field will be updated to ‘False’ and web and email activities will be tracked.
The ‘Deny Cookies’ option will update ‘Do Not Track’ to ‘True’, in which case web and email activities won’t be tracked for that lead.

4. When a lead submits a personal data protection request
You can configure personal data protection settings by navigating to My Account>Settings>Data Protection & Privacy>Personal Data Protection. This setting creates a landing page in your account through which leads can choose to view, edit or delete their personal information. They can also choose a ‘Do Not Track” option on the landing page form – this option automatically updates the ‘Do Not Track’ lead fields to ‘Yes’.
For more information, see the personal data protection section of Data Protection and Privacy Settings.

How to Make the Phone Number field Unique

May 10, 2017/2 Comments/in Lead Settings, Leads/by Sanjana Krishnamurthy

1. Feature Overview

Unique fields help you prevent junk/duplicate leads from being created in your system. When you make the phone number a unique field, users will not able to create a lead record with a duplicate phone number. It helps you keep your system clean by only allowing real leads to be created.

Note: You can create a maximum of three unique fields at a time. The Email, Phone, and Mobile fields are set as the default unique fields.

2. Prerequisite

You should be an Administrator to make the phone number a unique field.

3. Process

Navigate to My Account>Settings>Leads>Lead Fields.
In the search box type “phone number”.
Click and choose Mark Unique.
A pop appears showing you the current unique lead fields. If there are already three existing unique fields you will have to remove one of them. Click Mark Unique.
Select the following settings-
- The length of the phone number: Select a minimum and a maximum number of digits that are required to recognize the number as a phone number. E.g., if you want to include the country code for a phone number registered in India, your minimum number of digits will be 10 and a maximum number of digits will be 12 depending on whether you want to make the country code mandatory or not.
- Country code: Check the box if you want to make the country code mandatory.
- If the user does not put in the country code you can set your account to use the default country code or throw an error.
- Select the default country code.
Once you are done with defining the phone number format click Save.

Note: You can create a maximum of three unique fields at a time.

Unique fields are marked by “ ” icon.

LeadSquared Unique fields

You can also find Unique fields by filtering fields by Type on the Lead Fields page.

LeadSquared

4. Next Steps

To know more about maintaining phone number format refer to Control Phone number format while capturing leads.

5. Any Questions?

Let us know if you have any questions related to this article. We’ll get back to you ASAP.

How to Use and Customize the Lead Details vCard?

November 11, 2016/2 Comments/in Leads, Manage Leads/by Dharshana Santhanam

1. Feature Overview

The Lead vCard displays key lead information on the Lead Details page, including Lead Details, Lead Quality Metrics, and Lead Properties. It provides a quick snapshot of important lead data to help users review and update records efficiently.

You can customize the Metrics and Lead Properties sections to control which fields appear on the vCard, allowing teams to focus on the most relevant information for their workflow. The vCard can also be shared with other LeadSquared users via email, making it easier to collaborate and exchange lead information.

2. Prerequisites

You need to be an Admin user to customize details on the vCard.

3. Access vCard

To view a Lead vCard:

Navigate to Lead Management>Leads.
Click on the required lead to open the Lead Details page.
The vCard appears on the left of the Lead Details view.

navigating to the vCard

4. Customise vCard

Navigate to Settings>Leads>Lead Forms.
Under Select to edit drop-down field select Lead vCard.
To add lead fields in your v-card, drag-drop fields from the Hidden section to the Metric section or Lead Properties section.
Once you’re done click Save.

Note:

The Metric section only accepts number type fields. A maximum of four fields are allowed at a time.
The Lead Properties section can accommodate any number of lead fields and accepts all values.
You can use filters to find all Numeric fields in the Hidden fields section.
To reset the customizations made to the vCard click Reset to default. This will reset the vCard to the default lead fields.

edit lead form for vcard

5. Edit and Share the Lead vCard

On the Lead Details page:

Edit lead details

Hover over the three-dotted menu.
Click the Edit VCard option.
Update the required lead fields and click Save.

editing the vcard

Share the vCard

Hover over the vCard.
Click the Share option.
Enter the name or email address of the users in the pop-up.
Optionally, add Notes.
Click Send Email to send the lead information.

Note: When sharing a Lead vCard, only the fields that are configured in the “Edit vCard Fields” section and configured in the Lead Form will be included — and only if those fields contain values.

sharing the vcard

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!

How to Do Time Comparisons in Automation?

February 24, 2020/0 Comments/in Automation Use Cases, FAQs, Others, Workflow Automation/by Vir Singh

You can set up time comparison conditions through LeadSquared automation. This will help you solve a variety of use cases, like –

Distribute leads to users within their working hours. If the time is later than their working hours, add the leads to a list for the next day.
Let’s say an appointment is scheduled for today. Do a time comparison to check whether the appointment time has passed and create follow up tasks or notify users about the appointment accordingly.

Note: If you’re new to the automation feature, see Automation Home.

Here’s how to do it –

In your automation, select the Compare condition. For more details see, Lead Automation Conditions – Compare.
In the textbox on the left, enter the date/time you want to use as the basis for your comparison.
In the text box on the right, type ‘@’ and select the date, date & time, or time field you want to compare the value on the left with.
Click Save.
Proceed to defining the action required based on the evaluation of the compare card.

compare in automation

In the example above, the current time in the account/UTC will be compared with the value we provided.

compare card details

Auto Check-In/Check-Out Guide

May 15, 2018/0 Comments/in Automation Use Cases, Check-In/Check-Out, Users & Permissions, Workflow Automation/by Vir Singh

You can automatically check-in/check-out your users across both web and mobile platforms. If you’ve set up automated lead distribution and enabled auto check-in/check-out, leads will be seamlessly distributed to your users without any need for manual intervention.
The feature is also part of a complete attendance management solution where you can track the working hours, holidays and leaves of your users.

Note:

Auto Check-in/Check-out on mobile is a paid feature and available only on certain plans. For more information, contact support@leadsquared.com.
To auto check-in/out your users when they log in/log out of LeadSquared, enable the Organization Settings – Advanced Configuration.

Benefits

Here are some of the major benefits of setting up auto check-in/checkout –

Regularize working hours through workday templates and also manage holidays and leaves.
Sales managers can track the location of their field sales users throughout the work day.
Sales users don’t have to remember to check-in or check-out. They’ll automatically be checked in and their locations will be tracked during working hours.
Auto check-out ensures that users aren’t tracked after working hours, even if they forget to manually check out.
Avoid distributing leads to users who are on leave or checked-out.
Managers will not only get access to user-level automation reports, but also real-time tracking and location history reports.

Setup

Follow these steps to setup automated check-in/check-out functionality –

Enable User Check-In
Ensure that the Check-In/Check-Out feature is enabled for your users. You can enable it from My Acccount>Settings>Users and Permissions>User Check-In. For more information, see User Management Features: Check-In and Check-Out.
Enable Location Tracking
- Make sure the ‘Track real-time location’ setting is turned on for your users under My Account>Settings>Mobile App>Permissions>Location Tracking.
- Also, ensure that location the GPS and Location Services on your Android or iOS devices are turned on.
- Runtime permissions for LeadSquared must be enabled.
- For more information, see Location Tracking on LeadSquared Mobile.
Setup Work Day Templates
Create work day templates and assign them to teams or individual users. Users will be automatically checked-in and out at the timings you define in your work day templates*. For more information, see Work Day Templates.

- You can also set up holiday calendars and apply it to users/teams. This allows you to prevent auto check-in on holidays. For details, see Holiday Calendar.
- Stop auto check-in for users who’ve applied for leave with the Leave Tracker.
Create a User Automation
Create a new user automation either from scratch, or use a ready-made check-in or check-out template. If you’re creating one from scratch, use the ‘Start of a Workday’ or ‘End of a Workday’ trigger and be sure to include the user check-in or check-out action. For detailed information on setting up these automations, see How to Create a User Automation.
Include Webhooks in the Automation for Mobile (Optional)
If you want check-in/check-out reminders and notifications on your mobile phone, you must include webhooks in your user automation. To learn how to do it, see Auto Check-In/Check-Out for Mobile.

*Work day templates work in accordance with the time zone you select.

How It Works

Once you’ve followed the instructions above, you’ll have the following things in place –

Work day templates assigned to teams/users.
User automation to automatically check in your users at the start of a workday and/or check-out your users at the end of a workday.

The automation you’ve set up will pull data from the work day templates you’ve created. For instance, when the check-in automation runs, your users will be notified that their work day is about to begin (if you’ve setup notifications before the actual start time of the workday) and that they should check-in.
If they don’t check-in by the time the work day begins, they’ll be auto-checked in by the automation (this is the auto check-in action card in your automation).
Similarly, they’ll be notified and auto checked-out by the auto check-out automation you set up.

Reports

Here’s the list of reports relevant to the auto check-in/check-out feature –

User Check-in and Check-Out History
Shows when and where your users have checked in and out either manually or through automation.
Field Sales Activity Tracker
Shows when and where your users are checking in and out, the activities they’re posting and also their last known location.
User Location History Report
Shows the travel path your users have taken on the map.
My Location History Report
This report is available on each user’s mobile device. It shows them their own travel history on the map.

Feel free to contact us at support@leadsquared.com if you need assistance.

FAQs

I’ve set up work day templates and assigned them to users/teams but I haven’t set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?
If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well.

I checked-in on the mobile app. Will I be checked in on web as well?
Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app.

I disabled the check-in for a user role but the auto check-in feature is still working. Why?
The auto check-in feature works regardless of the user role settings you’ve configured.

I checked out from the web before the end of my workday but I didn’t get checked out from the mobile app. Why?
If you checked out early from the web, you’ll get checked out on mobile only once your work day is over. However, if you check-out from mobile before the end of the workday, you will be automatically checked out of the web application as well.

I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?
Yes, you can manually check-in and out on holidays and leaves. However, you won’t be auto checked in or out on these days.

I’ve set up an auto check-in/check-out automation but I don’t see any users entering my automation. Why?
Have you set up work day templates? Your automation won’t know when to check-in/check-out your users if you haven’t set up work day templates and applied them to users/teams.
Also, automations you create on a particular day won’t trigger till the following day. Our service runs once a day (at 12 a.m. for the configured timezone) and therefore you’ll only see users enter your automation the day after you publish it.

I finished my workday early and checked-out from the mobile app. Will my location still be tracked?
No, we don’t track your location after you check-out.

The internet connection on my phone isn’t working. Can I still check-in and check-out from mobile?
No, the check-in and check-out features require an internet connection.

I got auto checked out at the end of my workday but I’m working late and want check-in again. What should I do?
In this case, you can manually check yourself in.

I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?
Yes, you’ll remain checked-in in this case. Your location will still be tracked and it will reflect in your LeadSquared account as soon as you regain your connection.

Will the mobile app prompt me in case the location tracking settings on my device are disabled?
Yes (for Android), you’ll get a notification to turn your device’s location tracking settings on.

I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?
We only consider the first check-in time and last check-out time. Time blocks and breaks are not accounted for.

I got a notification to check-in but it doesn’t work when I tap on it. Why?
Either the ‘Location Tracking’ settings are disabled for your device or the mobile app or your internet connection is not working.

I configured reminders to be delivered in my automation but my users aren’t receiving them. Why?
Ensure that notifications for the LeadSquared mobile app are enabled. Also, see if the webhooks you’ve configured have the correct ‘Request Type’.

I checked in by tapping the notification on my phone but it hasn’t reflected in my account. Why?
Try switching the LeadSquared mobile app from the background to the foreground of your device. If that doesn’t work, either the ‘Location Tracking’ settings are disabled for your device or the mobile app, or your internet connection is not working.

Auto Check-In/Check-Out for Mobile

May 15, 2018/0 Comments/in Automation Use Cases, Check-In/Check-Out, Mobile CRM, User Tracking, Users & Permissions, Workflow Automation/by Vir Singh

Feature Overview

The default templates for auto check-in and auto check-out don’t extend to the mobile app. If you want to set up notifications/reminders and auto check-in/check-out on your LeadSquared mobile app, you have to configure webhooks as instructed in this article.

If you’re new to the auto check-in/check-out feature, see Auto Check-In/Check-Out Guide.

Adding Webhooks

You can create an automation from scratch, but we recommend using the ready-made templates auto-check in and check-out templates. You can edit the templates, add and remove cards and customize it to suit your requirements.

Navigate to Marketing>Automation on the main menu of your LeadSquared account, then click Create Automation.
Select the Auto Check-in or Auto Check-out template.
Now add webhooks after every If/Else card (following the ‘Yes’ path). In this way, you can configure the webhooks to send mobile notifications (alongside the web notifications) and auto check-in/check-out users on mobile. Add a webhook by clicking the icon below the If/Else card and then selecting Webhook, under User Actions.

Adding webhooks for mobile

The webhooks you can add are detailed below.

The ‘Request Type’ can be on of –
- AutocheckInReminder
- AutocheckIn
- AutocheckOutReminder
- AutocheckOut
The ‘Title’ and ‘SubTitle’ of the webhook are configurable. You can add any text here to customize the notification.
The ‘20%’ characters are used to add spacing between the text.
You must pass your LeadSquared access and secret keys. You can find them by navigating to My Account>Settings>API and Webhooks.

Reminder to check-in

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckInReminder&Title=Reminder%20to%20check-in%21&SubTitle=Your%20scheduled%20time%20to%20begin%20work%20is%20nearing.%20Tap%20on%20check%20in%20now%20to%20start%20your%20work%20day%20early&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

Auto check-in

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckIn&Title=Checked%20in%21%20&SubTitle=Your%20work%20day%20has%20begun.%20Location%20tracking%20is%20now%20active&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

Reminder to check-out

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckOutReminder&Title=Reminder%20to%20check-out%21&SubTitle=Your%20scheduled%20time%20to%20end%20work%20is%20nearing.%20Tap%20on%20check%20out%20now%20to%20end%20your%20work%20day%20early&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

Auto check-out

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckOut&Title=Checked%20out%21%20&SubTitle=Your%20work%20day%20has%20ended.%20Location%20tracking%20is%20now%20inactive&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

Notify Auto check-out

After setting up the automation for user check-out, configure the Webhook on the User Check Out card, to notify users who have been checked out. To set up the Webhook, enter the following details –

Name of the Webhook
URL Type: ‘https://’
Webhook URL: fieldsales-in21.leadsquared.com/api/location-feed/v1/Enter ORG ID here/events/checkout
- The Org ID included in the URL refers to the organisation ID, which is the same as your LeadSquared Account Number. You can find this ID at the bottom of your screen. To know more, see How do I find my LeadSquared Account Number?

Once these details are entered, click Verify to validate the URL.

Custom Header Name: Authorization
Custom Header Value:
- Go to https://fstm-in21.leadsquared.com/.
- Navigate to Journeys>Settings>Advanced.
- Alongside Field Sales Token for Automation, click Copy.
- Paste the content under Custom Header Value.
On completing all the steps mentioned above, click Save.
Lastly, Publish or Republish the Automation for Check-Out with the newly added Webhook.

Leadsquared - Auto Checkout

Sample Automation with Webhooks

mobile check out automation preview

User Automation Actions – User Check-In

May 2, 2018/0 Comments/in Actions, Check-In/Check-Out, Users & Permissions, Workflow Automation/by Vir Singh

User check-in lets you automatically check-in your users at the start of a workday. It works according to the configured workday templates and allows you to track the working hours of your users.

Check in user automatically

Example Use Case

The best application of this feature is automatically checking-in your users at the start of a workday. To do this, the automation trigger must be “Start of a Workday”, followed by the “User Check-In” Action.

Procedure

check in user

Also, see Auto Check-In/Check-Out Guide for more information.

Managing Users through CSV Imports

January 9, 2020/4 Comments/in Users & Permissions, Users, Groups and Teams/by Vir Singh

1. Feature Overview

You can upload CSV files to create and update users in bulk. This article also covers exporting users and bulk updates through the UI.
These features are available under the Actions tab on the Manage Users page (My Profile>Settings>Users and Permissions>Users).

Note: These features are only available to administrator users.

2. Import Users

Note that the following fields are mandatory in your CSV file for creating new users –

FirstName
EmailAddress
Role

2.1 Download the Sample CSV File

On the Manage Users page, under Actions, click Import Users.
The Import Users wizard will appear. Click the Download Sample CSV link.

The sample file will now be downloaded (to the downloads folder or any location you’ve configured for your browser’s downloads). View the file to understand how to structure the CSV you want to upload.

Import Users Download Sample CSV

2.2 Upload Your CSV File

On the Import Users wizard, either click the select a file from your computer link or directly drag and drop the CSV file into the area demarcated by the dotted line.
Once the file has been uploaded, click Next.

import users

Note:

The maximum allowed file size is 1MB
Maximum allowed users and rows are configurable. Contact us at support@leadsquared.com for assistance.

2.3 Map the CSV File Columns to User Fields

Map the fields in the CSV file to the user fields in your account. Ensure that the mandatory fields – FirstName, EmailAddress and Role are mapped correctly.
Click Next when you’re done.

Import User Mapping

2.4 Other Settings

Select the checkbox if you do not want to send welcome emails to the new users. Click Next.

Import Users Other Settings

2.5 Review the Validation Report

The validation report will show you errors in your mapping configurations. You can –

Fix these errors and re-upload the CSV
or
Ignore the errors and click Import. If you do so, users won’t be created for the rows which contained the errors.

User Import Validation Report

2.6 Check the Status of Your Import

Your import request is now successfully queued. Click the link shown below to view the status of the import. You’ll also be notified by email once the import is complete.
You can now choose to import another file or proceed to the Manage Users page.

import queued

3. Update Users via CSV

You can use this feature to update a large number of users in one go. For example, you can update the status fields to activate or deactivate users who join or leave your organization, add multiple users to a particular team or department, apply calendars and workday templates to a group of users, and lots more.

The process for updating users via CSV is similar to the lead import action, but has a few key differences –

Your CSV must contain at least 2 user fields and it is mandatory to pass 1 user identifier –
- UserId
  or
- EmailAddress
The following fields cannot be updated and will not appear for mapping in the wizard (in the field mapping step) –
- Email Address
- Password
- PhoneMobile

The Other Settings step in the update users wizard allows you to Reset values for empty data.

If you enable this option, the corresponding fields in your account will be overwritten by the fields with empty values in your CSV file.
If you don’t enable the option, the empty fields in the CSV file will be ignored, and corresponding user fields will retain their original values.

Update User via CSV Other Settings

Use the Validation Report to identify errors in your CSV file. For more details, click the link highlighted in the screenshot below.

Update Users via CSV Validation Report

The CSV file that’s automatically downloaded will contain InvalidField and ErrorMessage columns to help you identify the exact error –

Update via CSV Error Handling

4. Export Users

The Export Users action exports the list of users in your account in CSV format.

The columns appearing on the Manage Users page are exported. In case you want to have a different set of columns, use the column customization option –

column customization on manage users

Under the Actions menu, click Export Users, then click Yes on the confirmation dialog box.

manage users export users

Note: Date-time fields will be exported in the user’s timezone.

5. Bulk Update

Unlike the update via CSV option, bulk update lets you change only a single user field. Be sure to select the checkboxes alongside the users you want to update before clicking the action.

manage users bulk update

Alternatively, you can also drag and drop a CSV file into the demarcated area on the dialog box. This will launch the update via CSV process detailed above.

Bulk update users

Any Questions?

Did this article help you with your use case? Feel free to leave feedback in the comments section below.

Mail Merge

September 27, 2013/4 Comments/in Forms & Processes, Automation Use Cases, Email Campaigns, Integrations & Apps, Marketing/by Dharshana Santhanam

1. Feature Overview

Personalise emails, SMS and WhatsApp communication with lead, account, and sender details using Mail Merge fields. For example, to include the lead’s name in your email’s body (e.g., Hi Richard), add the First Name tag. When the email is sent to a list of leads, it gets personalized based on the name of each lead. Mail merge tags can be added in the body and footer of the email.

In addition to using mail merge for email and message personalization, you can also use mail merge in –

Automations
- To copy the value of one field into another across entities like lead, activity, task, opportunity, etc.
- To dynamically pick the value contained in a field at run time. For example, assign a lead to a user in the same city by matching the user’s and lead’s City field.
Forms and Processes – In form rules, to perform various actions.
Connectors and integrations – To push data to external systems.

You can mail merge fields for all LeadSquared entities (lead, opportunity, account, activity, task and user) in relevant features.

Even custom fields in your account can be used as Mail Merge Tags. If you need a tag that doesn’t exist in your account, create a custom field and include it in Mail Merge. To know more, see How To Create Custom Fields.

Note:

You can add multiple Mail Merge fields in your email.
To know more about creating email campaigns, see Create and Schedule Email Campaigns.
To know more about sending one-to-one emails, see How to send Quick One-To-One Emails to Leads.

LeadSquared - Mail Merge example

2. Prerequisite

You must be the Administrator or the Marketing User of your account.

3. Use Mail Merge in Emails

3.1 Insert Mail Merge Tags in Visual Designer

To insert mail merge tags in the body of your email –

Click the text box where you need to insert a mail merge tag. Alternatively, type ‘@’ and select the required tag.
On the toolbox, click Merge tags.
Select the required mail merge tag.

Note: Add mail merge tags in your subject line by copying and pasting the tags from the body.

LeadSquared - Mail Merge Tags in Visual Designer

3.2 Insert Mail Merge Tags in Rich Text, Plain Text, and HTML Editor

To insert mail merge tags in your email’s subject line and body –

Navigate to the right-hand side of your editor.
Under Email Personalization, select the required category of mail merge tags (For example – Lead Fields, Account Fields, etc.).
Place your cursor on the required position (on the subject line or the body of the email) and click the mail merge field.

LeadSquared - Mail Merge Tags in Email Editor

4. Use Mail Merge in WhatsApp and SMS

You can use Mail Merge fields when sending WhatsApp and SMS (one-to-one or templatized messages) to personalize communication with leads.

Note: To know more about creating SMS and WhatsApp templates, refer to Creating SMS Templates and WhatsApp Business Messaging Connector.

5. Use Mail Merge in Automations

You can use Mail Merge while creating automations to dynamically pick data from your account and perform automated actions. The GIF below is an example of using mail merge to distribute a lead to a user in the same city.

LeadSquared - Mail Merge in Automations

6. Use Mail Merge in Forms

You can use Mail Merge while creating forms to define values of certain fields based on the data stored in your account. For example, populate the value of a field in the form with data from a Mavis Database table. In the example below, we’re populating the centre name and centre ID fields from data stored in Mavis for an education company.

LeadSquared - Mail Merge in forms

7. FAQs

How to Mail Merge Date-Time Values in Automations?

In LeadSquared automations, you can mail merge Date-Time values using the following options depending on your requirements:

Account Time Zone Mail Merge: Use @{DateTime:Account_Current_DateTime,}
- This provides the Date-Time in the user’s account time zone.
UTC Time Zone Mail Merge: Use @{DateTime:UTC_Current_DateTime,}
- This provides the Date-Time in UTC format.

Any Questions?

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

User Automation Conditions – Wait

May 2, 2018/0 Comments/in Conditions, Workflow Automation/by Vir Singh

The wait condition lets you delay an action or another condition for a specified period.

Example Use Case

If you trigger an automation to start, say, half an hour before a work day, you can send the user a notification (your work day starts soon) and then wait half an hour before auto checking in the user.

Setting Up the Wait Condition

Wait Condition

On clicking the Wait condition, you’ll see the Set Wait Condition pop-up appear.

Here you can specify the time period to delay the action in two different ways:

1. For a Specific Amount of Time

Allows you enter the time delay in minutes, hours, days, weeks, months and years. In addition, you can also set the exact day of the week and time of day that you want to wait before the next action. Use the highlighted checkbox to pick a day and set a time.

2. Until a Specific Date & Time

Allows you to enter the date and time till which the succeeding activity will be delayed. Click the checkbox highlighted below to use this feature.

Can I enable website tracking on multiple domains?

February 26, 2018/0 Comments/in FAQs, Landing Pages/by Vir Singh

Yes, but to do so you’ll have to –

Deploy the LeadSquared Tracking Script on all domains.
Reach out to our support team at support@leadsquared.com to enable the back-end settings.

How to set a Dashboard as default?

February 26, 2018/0 Comments/in FAQs, Others/by Vir Singh

You can set a dashboard as default by navigating to a dashboard page and clicking the tick icon alongside the dashboard title –

Set dashboard as default

How many Custom Dashlets can I add to my Dashboard?

February 26, 2018/0 Comments/in FAQs, Others/by Vir Singh

There is no limit on the number of Custom Dashlets you can create but you can only add 12 Custom Dashlets to your dashboard. For more information on Custom Dashlets, see Custom Dashlet Builder App.

What is the best way to distribute leads to my users?

February 23, 2018/0 Comments/in FAQs, Lead Management/by Vir Singh

The best way to distribute leads to your users is through automation. To know more, see Lead Distribution Automation in LeadSquared. However, if you want to distribute leads based on Zipcode, use the Zip Based Lead Distribution App.

Note: The Lead Distribution App in the apps marketplace has now been deprecated. All lead distribution functionality is available through automation.

Through the Lead Distribution card in automation, you can –

Distribute leads to available users only by integrating the check-in/check-out feature.
Set up lead criteria for the distribution without having to know the schema names of the lead attributes.
Advanced search to filter through hundreds of users using any combination of user attributes.
Combine the power of other automation actions to –
- keep leads engaged and push them further down the sales funnel.
- simultaneously create tasks for users and set up notifications.
- enrol leads into a list to send certain email campaigns.
- the list goes on and on…
Access the automation report to see how many leads were distributed to which users and the path they’ve taken thereafter.

Managing Lead Access Across Groups – Group Hierarchies

February 15, 2018/2 Comments/in Video Tutorials/by Vir Singh

If you’re new to the groups feature, see Managing Lead Access for Sales Users – Groups.
Here’s a quick video on how you can manage lead access rights across different groups and setup hierarchies –

How to Login to LeadSquared?

February 15, 2018/20 Comments/in FAQs, Others/by Vir Singh

There are 2 ways you can login to your account –

By accessing the https://login.leadsquared.com URL
By logging in from the LeadSquared website.

If you forgot the email address or password of your account, contact your manager or LeadSquared administrator.

logging in to Lsq

How Do I Raise a Support Ticket?

February 15, 2018/2 Comments/in FAQs, Others/by Vir Singh

There are a few ways you can raise a support ticket –

From the help portal –
- Use the Submit a Ticket button.
- Access the https://help.leadsquared.com/support URL.
From your LeadSquared account.
By sending an email to support@leadsquared.com

How to raise a support ticket

Custom Menus for Web App

February 12, 2018/0 Comments/in Integrations & Apps, UI Customization/by Vir Singh

1. Feature Overview

The Custom Menu for Web connector lets you create custom menu tabs in your LeadSquared web application. These tabs appear in your navigation menu and let you access external URLs or third-party websites directly from your LeadSquared account.

Say you use GoToMeeting to schedule meetings with your leads. Using this connector, you can create a custom GoToMeeting tab within your LeadSquared account. When you open this tab, you’ll get a browser view of the GoTo meeting URL you pass while configuring the connector. The end result will look something like this –

GTM tab

2. Installation

Navigate to Apps>Apps Marketplace>UI Customization and click Install on the Custom Menu for Web app.

3. Configuration

Once installed, under Settings, click Configure on the Custom Menu for Web connector page.
On Configure Custom Menu For Web App menu, click the Add Custom Menu button.
- Title – Enter a title for the custom menu.
- URL – Enter the URL of the third party website here.
- Visible For – Select the user roles you want the custom menu to be visible for.
Click Save. Use the Add Custom Menu button to add another custom tab.

4. Navigation

The custom tab will appear under the Apps menu after you’ve successfully configured it.

5. Limitations

Certain websites use the X-Frame-Options HTTP response header to prevent browsers from rendering their pages in a <frame>, <iframe> or <object>. This is done mainly to prevent clickjacking attacks by ensuring that the website content is not embedded in any other sites. For more information, see X-Frame-Options.

Any site that has this header (X-Frame-Options), won’t load inside LeadSquared. If you’re planning to embed your own business website inside LeadSquared, ensure that this header is not included.

Any Questions?

Did this article help? If you still have doubts, leave us a comment below.

Group Level Automation

June 19, 2018/0 Comments/in Users & Permissions, Users, Groups and Teams/by Vir Singh

Group managers can create lead automations for their own sales groups. This is beneficial for organizations that want their managers to create automations as well, instead of reserving the permission solely for admins.

If you’re new to the new automation feature, Automation Home is the best place to start.

Note: This feature is available on demand. If you want to enable it for your LeadSquared account, contact support@leadsquared.com.

Example Use Case

Let’s say you create a sales group consisting of a group manager and a number of sales users. You want to create an automation that sends notifications to users in the group everytime a new lead is created and assigned to them.
With the group level automation feature, you can now give the group manager permission to directly create this automation, as appose to asking your administrator user to set it up.

Prerequisites

1. Send a request for this feature to support@leadsquared.com.

2. Enable the Create Automation permission for the group manager (this feature can be configured by Administrator users only).

Navigate to My Account>Settings>Users and Permissions>Sales Groups.
Click Create if you want to create a new sales group or Edit (under the settingswheel) alongside an existing sales group.
On the pop-up, navigate to the Managers tab and mark the Create Automation* permission as Yes.
Click Save.

*The ‘Create Automation’ permission can only be enabled when both ‘View all leads of a group’ and ‘Modify all leads of a group’ permissions are enabled.

group level automation

Once enabled, sales group managers will see the Automation option appear on the main menu of their accounts (WorkFlow>Automation).

How It Works

Once the prerequisites are met –

While selecting an automation trigger, Administrator users will see the option of creating automations for all leads or for sales groups only.

all leads vs. group automation

On selecting a trigger, sales group managers will only be allowed to create automations at the group level for the groups where –
- They are managers
- They have ‘Create Automation’ permissions.

sales manager automation view

Note:

Once set up, a group automation will only trigger for leads where the lead owner is part of the sales group the automation was created for.
Group managers can only create automations using lead automation triggers (lead create, lead added to list, etc.) and not on user automation triggers.

How to Create a Group-Level Automation

Assuming you’re the manager of a sales group –

Navigate to WorkFlow>Automation.
Choose an automation template or build an automation from scratch.
Select the sales group(s) you want to create the automation for.
Create the automation using the appropriate trigger, conditions and actions.
Publish the automation.

This example shows the group level automation described in the example use case above (users in the group are notified when new leads are created).

group automations

Lock Activity after Creation

July 4, 2022/0 Comments/in Activities & Tasks, Activity Settings/by Sri Sudhan

1. Feature Overview

Once your users post a Custom Activity, you can lock that activity to prevent anyone from making changes to it. Some use cases where the Lock Activity setting can be applied are when there’s a custom activity that collects customer data or contains some computed value like incentives, loans, interest rates, etc. Once these values are assigned, locking the activity will prevent users from editing or deleting it.

2. Prerequisite

You must be the Admin user of your LeadSquared account in order to use this feature.

3. How it Works

After you enable the Lock Activity setting on a custom activity, you must pass the Lock an Activity API for every activity you want to lock. You can either –

Call this API from your end
Call a Lapp using an automation to lock multiple activities. To know more, refer to Calling a Lapp from Automation.

4. Enable the Lock Activity setting

Navigate to My Profile>Settings>Leads>Custom Activities & Scores.
Alongside an existing activity, click .
- For a new custom activity, click Add.
On the Add/Update Custom Activity Type pop-up, alongside Lock Activity, enable the checkbox .
Then select the user roles for which you want to lock the activity. These users won’t be able to edit or delete the activity once locked.
Click Next, and then click Save.

LeadSquared Lock Activity

5. Call the Lock an Activity API

Pass the activityId of the activity you want to lock in the Lock an Activity API.

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!

How to Import Leads to LeadSquared?

July 25, 2016/17 Comments/in Leads, Manage Leads/by Vir Singh

1. Feature Overview

You can import your leads into LeadSquared through a CSV (Comma Separated Value) file. If you’re storing your lead data in a spreadsheet, database application or any other software, you’ll first have to export the leads to a CSV file and then follow the steps listed here.

Note:

You can’t stop or undo a lead import once it starts.
The default import limit through CSV is 25,000 leads. To extend this limit, contact your account manager or write to support@leadsquared.com. It can be extended to a maximum of 300,000.
You can also bulk-update lead fields through CSV (excel) import by selecting Overwrite duplicates or Update empty fields of duplicates in Import Setting.

2. Prerequisites

The file type must be CSV. If your data is stored in a Microsoft Excel file, save it as a Comma Separated Value (CSV) file. CSV content should not have comma (,) semicolon (;), pipe (|), tilde (~), back quote (`), caret (^) in the header. You can refer to Formats supported in Excel to learn more on how to save an excel file into CSV file.
Column names are mandatory. You must enter column names in the CSV file. These are the different lead attributes or fields like First Name, Last Name, Email, etc.
Download the sample CSV file. Download the sample CSV file to understand how your file should be structured.
Create custom lead fields. LeadSquared has standard system fields like First Name, Last Name, Email, Phone, etc. If you want to import custom lead attributes specific to your business like Budget, Examination Results, etc., you can create them by navigating to My Account>Settings>Customization>Lead Fields. For more information, see How to Create Custom Lead Fields.

Note:

You can also import custom field sets (non-file type fields). For example, if you have a parent lead field called ‘Identification Documents’ and the associated custom field set has the child field – ‘Status’, then pass – Identification Documents – Status.
Lead import supports Prospect ID as a column header in the CSV file as well. This is useful when there are no unique fields configured in an account. Users can export the CSV, and use the Prospect ID to make updates and re-import the leads.

3. How it Works

Upload the CSV file with your lead information.
Map the CSV fields to the fields in your LeadSquared account.
View the validation report to look for errors.
Choose how you want to handle duplicate lead records, select the lead owner, and choose lead sources.

4. Upload the CSV File

Navigate to Lead Management>Leads, hover over the More Actions icon on the top-right corner of the screen and select Import Leads from the dropdown.
Click Browse Files, select the file and upload it. Click Next once the file is uploaded.

Leadsquared - Import Leads

If you’re not sure of how to arrange the data in the CSV file, click to download the sample CSV as highlighted below –

Leadsquared - Import Leads

5. Map Fields

Click the checkboxes alongside the fields you want to map. By default, all the checkboxes are selected. You can uncheck the irrelevant fields. Select the relevant field in your LeadSquared account from the drop-down on the right.

Leadsquared - Import Leads

Note: You can also map Account Type and Account Name fields in your CSV to an account type and account name in LeadSquared.

The Account Type you pass in the CSV must exist in your LeadSquared system.
- If you pass an existing account name, the lead will be added to that account.
- If you pass a new account name, a new account will be created in LeadSquared and the lead will be added to it.

6. Validation Report

You can view the status of your lead import. This pop-up displays a table with the number of lead rows, the number of valid lead rows and the errors. Below the table, you can find the list of Validation Errors. You can also download the error list from here. At the bottom of the pop-up, select –

Correct & Upload to make changes in the CSV and re-upload the file
Ignore & Proceed to continue with the import without making any changes

Leadsquared - Lead Import

7. Import Settings

7.1 Lead Import Rules

If a CSV file contains a lead with an email address that already exists in your LeadSquared account, the lead is considered to be a duplicate.

You have three options to handle duplicates –

Ignore duplicates – If you select this option, duplicate records will not be imported. This is the default option that is pre-selected.
Overwrite duplicates – If you select this option, the CSV file data will overwrite the data in your LeadSquared account. The following checkboxes will also be available for selection.

- Import only if valid email exists in CSV
- Do not update owner of existing leads
- Do not create new leads – this will ensure leads are only updated and no new leads are created.
Update empty fields of duplicates – With this option, only empty fields of the duplicate records in LeadSquared will be updated with the data in the CSV file.

Uncheck the Import only if valid email ID exists in CSV if you want to import leads with invalid email addresses as well.

Here are some examples –

Assume that example@acmecorp.com already exists in your LeadSquared account. The CSV file you’re importing also contains the same Email Id.

If you select Ignore duplicates, the lead will not be imported.
If you choose Overwrite duplicates, the lead fields you have chosen to map will update the existing lead in your account.
- For example, if you selected First Name, Company and Lead Stage, only these fields will be updated for the existing record. The new values in LeadSquared will be John, Acme Corp and Prospect.
If you select Update empty fields of duplicates, lead fields which are empty in your LeadSquared account will be updated.
- For example, if you have chosen to map Lead Stage, and that field is empty for the lead in your account, then only the Lead Stage will be updated to Prospect. The remaining fields will remain the same.

7.2 Select List and Owner

By default, the logged in user is displayed as the lead owner. You can change the lead owner from the drop-down.
You can assign the leads to a list you’ve created, or you can create a new list. If you want to create a new list, enter the list name and a description.

Note: When you create a new list, it gets created as a Static List. To learn more, see List Management.

7.3 Select Source

You can specify the source (organic search, referral sites, etc.) from which you obtained your leads.
The Import Summary Note option lets you enter text to specify details about the CSV file. For example, you could mention where you collected the data (Mall, Kiosk, Office, etc.), a partner you received the data from or even the old system (Zoho CRM, SalesForce, etc.)

Note: If you mapped a particular lead field in your CSV file to the Lead Source field in LeadSquared, then this option is automatically updated. You will not be allowed to make changes here. For instance, if a field named Reference is mapped to Lead Source, these details will get updated automatically.

Leadsquared - Import Leads

8. Send Import Report

You can also view the Import Report by navigating to Settings>Profile>Request History. Alongside the relevant Request Type, click and select Send Import Report to receive an email with the details of your import.

Import Leads into LeadSquared

Regardless of the Send Import Report option, once your import is complete, you’ll receive an email with a link to download your original CSV. This CSV will have two additional columns ‘ImportStatus’ and ‘ImportMessage’ to help you understand which records were imported/ignored. Correct the unprocessed records and restart the Import Leads process with the corrected file. Import Leads into LeadSquared

9. Data Formats

You may encounter some of the following situations –

When your CSV files contain date fields, example ‘Contacted On’, ‘Followed Up On’, ‘Birthday’, and so on, you should ensure that you’ve created a matching custom field in your LeadSquared account. For more information on how to create a custom field, see How to Create Custom Fields. Also, ensure that date fields have the correct format – dd/mm/yy or mm/dd/yy.
If your CSV file contains a field which can be represented through a drop-down, you could create a matching custom field to map it to during the import process.
If the CSV file contains a lead field of type ‘Boolean’, you can create a matching custom field and then map the information during the import process. If the field is empty then, by default it is mapped as ‘NO’ in LeadSquared.
- For example, you may have a lead field for ‘Valid Passport’. If a lead in your CSV file has an empty value for this column, it will get mapped as a ‘No’ in your LeadSquared account.
If your CSV file contains a field for ‘Do Not Email‘ you can map it to the ‘Do Not Email’ field in your account.

Any Questions?

We hope this article was helpful. Please leave us a comment below if you have more questions.

How to Delete Leads?

February 4, 2015/0 Comments/in Leads, Manage Leads/by Dharshana Santhanam

1. Feature Overview

You can permanently delete leads from LeadSquared to maintain data hygiene and improve account performance. When a lead is deleted, all associated activities, tasks, and updates are permanently removed as well.

Note:

Bulk lead deletes are processed overnight.
To view deleted leads, access the Deleted Leads List report in the Reports section of your account.
To merge duplicate leads, see How to Merge Leads.
Deleting a lead does not remove LeadSquared’s internal audit record. To fully remove lead data for GDPR compliance, use the Delete Lead Backup feature.

2. Prerequisites

Admin users can delete leads by default. For other user roles, the Delete Leads permission must be explicitly enabled by an Admin through the Permission Template. For more information, see Permission Templates.

3. How It Works

Leads can be deleted one at a time, in a selection, or in bulk. Three pages support lead deletion: Manage Leads, Lead Details, and Manage Lists. The method you use determines the scope of the deletion.

Single delete — removes one lead via the Actions menu.
Multi-select delete — removes a specific selection of leads using checkboxes.
Bulk delete — selects all leads displayed on a page and removes them. Bulk deletions are processed overnight.

Deleted leads can be reviewed in the Deleted Leads List report under the Reports section.

4.Delete Leads from Manage Leads Page

4.1 Delete a Single Lead

To delete a Single lead from the Manage Leads page –

Go to Lead Management>Leads.
Hover over the Actions icon alongside the lead and select Delete.
Click Yes, Delete to confirm.

Leadsquared - Delete Leads

4.2 Delete Multiple Leads

To delete multiple leads from the Manage Leads page –

Go to Lead Management>Leads.
Select the checkboxes alongside the leads you want to delete.
From the dropdown, select Delete.
Click Yes, Delete to confirm.

Leadsquared - Delete Leads

4.3 Delete Bulk Leads

To delete leads in bulk using the Manage Leads page –

Go to Lead Management>Leads.
Use the pagination control at the bottom to set how many leads are shown per page (10, 15, 25, 50, 100, or 200).
Click the checkbox next to the Lead Name column header to select all leads on the page.
From the More Actions menu, select Delete.
Click Yes, Delete to confirm.

Leadsquared - Delete Leads

5. Delete Leads from Lead Details Page

To delete a lead from the Lead Details page –

Go to Lead Management>Leads and click the name of the lead.
On the Lead Details page, open the More Actions menu and select Delete.
Click Yes, Delete to confirm.

Leadsquared - Delete Leads

6. Delete Leads from Manage Lists Page

You must open an existing list or create one before deleting leads through this page. Deleting a list does not delete the leads within it. See List Management for details.

6.1 Delete a Single Lead

To delete a Single lead using Manage Lists –

Go to Lead Management>Lists and open the relevant list.
Hover over the Actions icon alongside the lead and select Delete.
Click Yes, Delete to confirm.

Leadsquared - Delete Leads

6.2 Delete Multiple Leads

To delete multiple leads using Manage Lists –

Go to Lead Management>Lists and open the relevant list.
Select the checkboxes alongside the leads you want to delete.
From the Actions menu, select Delete.
Click Yes, Delete to confirm.

Leadsquared - Delete Leads

6.3 Delete Bulk Leads

To delete leads in bulk using Manage Lists –

Go to Lead Management>Lists and open the relevant list.
Use the pagination control at the bottom to set how many leads are shown per page (10, 15, 25, 50, 100, or 200).
Click the checkbox next to the Lead Name column header to select all leads on the page.
From the More Actions menu, select Delete.
Click Yes, Delete to confirm.

Leadsquared - Delete Leads

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!

Lead Field Audit

July 15, 2020/6 Comments/in Admin & Settings, Leads, Manage Leads, Security/by Sri Sudhan

1. Feature Overview

The Lead Field Audit helps you keep track of all the changes that have been made to your leads, by your users or the system (Automation, Rules, etc.). When enabled, you can view an Audit Trails tab on the lead details page where you can view the particular lead fields that have been changed along with the time stamp and user/system that made the change.

Audit

2. Prerequisites

This is a paid feature that’s available only on the Enterprise and Super plans.
To get this feature activated on your account, or to upgrade your plan, please write to support@leadsquared.com.

3. Audit Trails Tab

From the main menu, navigate to Lead>Manage Leads, and click on any lead.
On the list of tabs, click the arrow, and then click Audit Trails.
Under Audit Trails, you can view the records of all the changes that have been performed on the lead.

Note: For individual as well as bulk updates, it takes around 15 minutes for the changes to reflect under Audit Trails.

Audit Trail

4. FAQs

Why Does the Date/Time Differ Between Lead Properties and Lead Audit Trail?

Issue: The date and time displayed in the Lead Properties differ from the date and time shown in the Lead Audit Trail.
Explanation:
- In the Lead Audit Trail, the date and time are shown in UTC format (Coordinated Universal Time).
- In the Lead Properties, the date and time are rendered in the account timezone format (e.g., IST – Indian Standard Time, UTC +5:30).
- This discrepancy occurs because the Lead Audit Trail always logs changes in UTC for consistency, while the Lead Properties display information in the account’s configured time zone for user convenience.
Common Scenarios Addressed:
- Different time zones for Lead Properties vs. Audit Trail.
- Audit Trail showing UTC time, while Lead Properties display local time (IST).
- Clarification on date/time discrepancies in LeadSquared’s Lead details.

This behaviour is by design to maintain standardization in the Audit Trail while offering localized time visibility in the Lead Properties.

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!

How to Share Leads for a Limited Duration

March 19, 2019/8 Comments/in Leads, Manage Leads/by Vir Singh

1. Feature Overview

The Lead Share feature lets you share a lead with a sales user for a configurable period. It also lets you control whether the user can perform read or edit actions on the lead.

The functionality is not to be confused with Sales Groups, which let you segment your users into groups and share access to leads. Lead access granted through sales groups is not time-dependent and is only removed when the groups are manually updated. In addition, leads cannot be shared across different sales groups.
On the other hand, lead access granted through lead share gets automatically revoked after a specified period and can be provided to any user.

Note:

There’s another Share Lead Via Email feature in LeadSquared which allows you to send a lead’s details to a user via email. The email includes some of the lead’s basic information and a link to the lead details page. However, only users who have access to the lead will be able to view the lead details page.
Access (read, edit) to the lead can be granted (for a chosen period) by making use of the feature described in this article.
To share opportunities, see How to Share Opportunities for a Limited Duration.

2. Example Use Cases

Here are some examples of use cases you can meet using the lead share feature.

Sharing leads between teams or departments
Let’s assume your organization follows a process that involves multiple teams. For example, your pre-sales team contacts a lead and sets up an appointment with the sales team. Your sales team then takes over and tries to convert the lead into a customer. During this time, your pre-sales team is still required to stay in touch with the lead in case any follow-ups or clarifications are needed.
Sharing leads for different activities
A lead owner may need to share a particular lead with another user in order to accomplish certain activities. For example, let’s assume that a lead needs to be evaluated for a loan. A lead owner may need to share this lead with another user (the activity owner) who performs ‘Loan Evaluation’ or ‘Credit Evaluation’ activities. In this case, the lead owner may not want to give the activity owner access to the lead indefinitely, but only till the activity is completed.

3. Prerequisites

You must contact us at support@leadsquared.com to get this feature enabled for your account. It is not available by default.
This feature makes use of LeadSquared Automation. You must be an administrator user to set up a lead share automation

4. How It Works

Lead share works through automation and APIs.

You must create and publish an automation for the feature to work.
- In the automation, you must add/update an activity (any custom activity) on the lead you want to share.
- You can then configure the ‘Share Lead’ automation action to share this lead with the activity owner. You must also enter the duration (in days, months, years, etc.) and the access (read or edit) you want the activity owner to assume for the lead.
Once the automation is published and the activity is posted on the lead, the activity owner will be able to view/edit the lead (from the Manage Leads page, Smart Views, etc.).
After the specified period elapses, access to the lead will be automatically revoked.

Note:

The feature only works for sales users. The activity owner you select must be a sales user.
The lead share limit is 2000 leads per user. To extend the limit, contact your account manager or write to support@leadsquared.com.

5. Setting Up Lead Share

Follow these steps to get started with lead sharing –

Ensure your activity forms are capturing the ‘Activity Owner’.
Create and publish an Automation where lead share is triggered when the activity is posted.
- Select the access permission (read or edit)
- Select the duration (minutes, days, etc.)

Once the chosen activity is created/updated, the user you shared the lead with will be able to view/edit the lead. Access will be automatically revoked after the specified duration.

5.1 Ensure the Activity Owner is Being Captured

Navigate to My Profile>Settings>Customization>Custom Activities & Scores.
Edit the activity type you want to add/update as the trigger for lead share by clicking the pencilicon alongside.
On the Update Custom Activity Type pop-up, click Next twice to navigate to step 3 of 3.
If the Owner field is under the Available Fields section, drag and drop it into any of the form sections.
Click Save.

Custom activity add owner fields

5.2 Create an Automation

This section guides you through creating a generic lead sharing automation. You can customize your automation to fit your own use cases. If you’re new to the automation feature, see Automation Home.

On your main menu, navigate to Workflow>Automation and click the Create Automation button.
Select the New Activity on Lead or Activity Update on Lead trigger*.
Choose any custom activity, then click Save.
Click the icon. Under Actions, click Lead Actions, then click Share Lead.
Configure the Share Lead settings –
1. For the Share with option, select Owner in Trigger.
2. Select the duration you want to share the lead for.
3. Select the access as either View Lead or Modify Lead.
4. Click Save.
Now click Publish to set the automation live.

*The lead share option will only appear under the activity create and update triggers and the create activity action.

Now that the automation is published, whenever the chosen activity is posted on a lead, the lead will be shared with the activity owner for the specified duration. For more information on posting activities, see Manage Activities.

The sales user will now be able to view the lead after logging in –

6. Lead Share History Tab

You can view the lead share history for any particular lead, including details such as the activity and duration the lead was shared for, as well as the lead share source (API or Automation). The page can be filtered by users the lead was shared with and the share status (Processing, Completed, Failed).

The tab is available on the Lead Details page –

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!

How to Use the My Location History Report?

January 10, 2018/0 Comments/in Mobile CRM/by Vir Singh

The My Location History report allows you to track your route on the go, the distance you have covered and the activities you have posted along the route.

To access this report:

From the default dashboard menu, go to Reports -> User Productivity Reports -> My Location History. The My Location History report appears:

Here, by default, the Map view tab of the report appears as shown in the image above. Here you can view the following:

Routes you have taken
Checkin-Checkout locations
Activities posted from different locations

To view the details of the above:

To view the details of the Activity posted, tap on any of the blue pins.
To view your location history details, tap the List view tab on the right.

To filter by date, click the calendar icon on the top-right corner to view by Date. By default, you can view the location history of a day before.

Location Tracking on LeadSquared Mobile

January 10, 2018/2 Comments/in Mobile CRM, User Tracking/by Vir Singh

The LeadSquared mobile app comes with real-time location tracking capabilities. This feature is available on both Android and iOS platforms and enables you to –

Geo track your entire field sales team.
Get real-time location insights and metrics.
Find leads closest to you and plan tasks accordingly.

Prerequisites (on your device)

You must have a working internet connection.
The GPS and Location Services must be turned on.
Runtime permissions for LeadSquared must be enabled.
Ensure that you’re running the latest version of the LeadSquared App (Android or iOS).
Ensure that the location accuracy on your device is set to the highest level.
The LeadSquared mobile app should continue running in the background. If you’re using a Xiaomi, Asus, OnePlus, Micromax, Lenovo, Intex or Panasonic device, you may have to allow the LeadSquared app to ‘Autostart’. To do this –
- Go to Settings>Security>Permissions>Autostart (May differ depending on the device)
- Enable auto-start for the LeadSquared mobile app.

Geotracking Your Users

To track the location of users (your sales team for instance) make sure –

Location tracking has been enabled via the LeadSquared web app.
Your users are checking-in and checking-out of the mobile app.

For more information on mobile permissions and setting up check-in/check-out, see Mobile App Permissions.

In addition, you can also track the locations from which your users are posting activities. See Enable Geo Tracking for LeadSquared Mobile App Users.

You can use the following reports to get insights and compare user metrics for the geotracking you’ve set-up –

The Fields Sales Activity Tracker Report.
The Real-time Location of Users Report.
User Location History Tracker.
The My Location History Report (available on the mobile app).

Leads Near Me

The Leads Near Me feature helps you plan your day by showing you which leads are closest to you.
To get the most out of this feature, make sure you’ve updated the location coordinates of your leads (through the web app or mobile) so their locations show up on your map. See How to Update Lead Location through Mobile.

Ozonetel v2 Connector

January 9, 2018/2 Comments/in Integrations & Apps, Telephony Integrations/by Vir Singh

Important: The Ozonetel V2 connector is no longer listed on the Apps Marketplace. Customers onboarded after 28th Feb will be unable to install it, but we’ll continue to provide support for existing installations. For new installations, please use the Universal Telephony Connector instead.

The Ozonetel v2 connector lets you integrate your Ozonetel account with LeadSquared. It makes it possible for you to –

Prevent lead leakage by logging incoming and outgoing calls as leads and activities.
Make calls directly from LeadSquared.
Access call recordings
Automatically route calls to lead owners.
Trigger the agent pop-up to easily update lead and activity details.
Manage inbound/outbound campaigns and send leads to campaigns through lists and automation.

This article takes you through –

Installing the connector from the apps marketplace.
Configuring the connector in your LeadSquared and Ozonetel accounts.
Actions that appear in Lists and Automation after successful configuration.

Note: Existing customers using the previous version of the Ozonetel connector can first uninstall the old version and then install and configure Ozonetel v2 as instructed in this article.

Installation

Prerequisites for using the connector –

You must be a LeadSquared administrator user.
You must have an Ozonetel CloudAgent account.

To install the connector, from your LeadSquared account –

Navigate to Apps>Apps MarketPlace>Telephony.
Click Install under the Ozonetel v2 connector. Once installed, click to open the connector.

Ozonetel navigation

Configuration

Under Settings, click Configure.
On the Configure Ozonetel v2 pop-up, you’ll see multiple configuration steps starting with Virtual numbers. The followings sections will take you through each configuration step.

Configure Ozonetel

Virtual Numbers

Virtual Number Configurations

Enter these details in the ‘Virtual Numbers’ section –

DID Number: These are Direct Inward Dialing numbers unique to your OzoneTel Cloud Agent account.
Campaign Name: The name of the call campaign in your Ozonetel account.
Outbound: Whether the campaign is inbound or outbound.
Online: Whether the campaign is online or offline.

To find these details, navigate to the Campaigns tab of your Ozonetel account.

Ozonetel campaigns tab

Call Route API

Ozonetel Connector

This API is used to get the lead/opportunity owner. It is setup up automatically. You aren’t required to do anything in this step.

Agent Popup API

Agent pop-up config

You can configure these options (Yes/No) –

Enable Popup: Choosing ‘Yes’ triggers the agent pop-up to appear everytime an incoming or outgoing call takes place. It allows users to enter lead, task and activity details as the call progresses. The agent pop also has a ‘Pause Campaign’ option which allows users to temporarily pause receiving incoming calls.
Enable Agent Panel: The agent panel gives you a convenient way to manage your call center actions directly from your LeadSquared account. You can add a custom URL here, and append mail merge parameters (click the help icon).

Agent Panel Custom URLs

Hide Close Button: If you enable this option, users won’t be able to see the close button on the agent pop-up. This prevents them from accidentally closing the pop-up in the middle of a conversation.

Note: If you have multiple leads with the same phone number, you can pass the LeadId in the Agent Popup API. This will ensure that the correct lead details appear in the agent popup. For e.g., "LeadId": "4c70ce73-0732-4977-85a2-fb49a978b85c".

Here’s an example of an agent pop-up –

And here’s an agent panel –

panel ozonetel

Call Log API

Logging Calls

The call log API enables LeadSquared to capture all the details of your phone calls. Copy the Call Log URL and paste it in the Callback URL field in the profile page of your Ozonetel account.

Click 2 Call

Enable click 2 call

If you want to make outbound phone calls from LeadSquared, you have to enter your Ozonetel API key, User Name and then enable the Click2Call option. You can find your API key and username on the profile page of your Ozonetel account.

Once configured, you can make phone calls directly from the Lead Details page.

Click 2 Call

And the Manage Leads page.

Click 2 Call from Manage Leads

Call Disposition

Ozonetel Disposition Config

Set up your call disposition preferences here –

Create Task: Automatically creates a task when a call is completed. You must also specify the default task type (meeting, follow-up, etc.).
Create Custom Activity: Automatically creates a custom activity in LeadSquared. If you enable this option, you have to select a custom activity type.
Lead Field Update: Automatically updates a lead field when a call is completed. You must specify the lead field to update.

User-Agent Mapping

Ozonetel Mapping

Here’s where you map your Ozonetel agents to LeadSquared users.

In the User Name column, enter the name(s) of your LeadSquared users.
In the Agent Id column, enter the Ozonetel Agent Id(s). You can find them on the Agents page under Configurations in your Ozonetel account.
You can find the Phone Name on the Phone Numbers page under the Configurations tab in your Ozonetel account.

Lists & Automation Actions

You can trigger new actions in Lists and Automation after successfully configuring the Ozonetel v2 connector.

1. Send leads in a list to an outbound campaign from the Manage Lists page.

New List Action

2. You can also ‘Send to Campaign’ as an automation action.

Send to ozonetel cmpaign

Mapping Virtual Numbers/Campaigns to Users

For customers using the Ozonetel telephony connector, you can now assign campaigns/virtual number to individual agents. To do this –

Step 1 – Store the Telephony Campaign name in a User Custom Field

Navigate to My Profile>Settings>Users and Permissions>User Fields, and Edit the user you want to assign a campaign/virtual number to.
Enter the campaign name in the custom user field. The campaign name is case-sensitive, therefore enter the campaign name as configured in the Ozonetel connector.
Once you’re done, click Save.

Ozonetel Integration with LeadSquared

Step 2 – Update the Connector Configuration

Navigate to Apps>Apps Marketplace, and open the Ozonetel V2 connector configuration.
- Alternatively, if you are using the Universal Telephony Connector (UTC), then navigate to the Ozontel instance within the Universal Telephony Connector.
In the virtual numbers tab, ensure the campaign names are listed correctly, alongside the virtual numbers.

Ozonetel Integration with LeadSquared

iii. Then, navigate to the Click 2 Call tab, and enable the slider alongside Enable Virtual Number Filter, select the custom field you’ve created in the previous step, and click Save.

Ozonetel Integration with LeadSquared

iv. Finally, when an agent places a phone call, only the virtual number/campaign mapped to the user will be available to place the phone call from.

Ozonetel Integration with LeadSquared

Note: Only one-to-one mapping is supported (you can only map a user to one virtual number/campaign).

Troubleshooting

Why is the agent panel not working?
The Ozonetel Agent panel is loaded in our iframe. If the login page is not being loaded please reach out to us at support@leadsquared.com. If the login page is loaded and you can’t log in, contact the Ozonetel team.

Integrate with Opportunities

You can integrate the Ozonetel v2 connector with LeadSquared Opportunities. To know how to do this, please refer to Opportunity Integrations in Telephony.

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!

Limit the Number of Leads Assigned to a User – Lead Assignment Quotas

February 12, 2018/0 Comments/in Users & Permissions, Users, Groups and Teams/by Sri Sudhan

1. Feature Overview

The Lead Assignment Quota feature gives you granular control over lead distribution. You can set limits on the number of leads that can be assigned to users based on quotas defined at the user role level (such as Sales User, etc.), or individual user level. This will help prevent overburdening your users with too many leads, based on the following criteria –

Role Level – You can set quotas based on the user role (such as Sales User, Sales Manager, etc.).
User Level – You can set quotas for individual users in your organization (such as for users John, Paul, George and Ringo).
Duration – You can set quotas based on daily or weekly durations (such as assigning 5 leads to all users daily, 20 leads to all users weekly, 100 leads to all users monthly, etc.).

This article details how you can configure lead assignment quotas across daily, weekly and monthly cycles at the Role level or User level.

For the Role level, all you need to do is configure the Lead Assignment Quota, and it will be applicable across the selected user role in your account. No additional configuration is required when you set up the lead distribution automation. This quota will apply to manual lead distributions (for e.g., if a manager assigns leads to a user) and to lead distributions set up via automation (using the lead distribution automation card).
For the User level assignment, once you’ve set up the assignment quotas, you’ll have to configure the ‘Distribute Lead’ card of an Automation to execute the lead assignment quotas defined on the Settings page.

2. How it Works

First, configure the Lead Assignment Quota settings. You can set up quotas on both Role-level and User-level –

For Role-level lead assignment, once you configure the Lead Assignment Quota settings, no further steps are required while setting up the lead distribution automation. Once the settings are saved, it’s applied to the selected Role level across your organization.
For User-level lead assignment, when you set up an automation using the Distribute Lead card, select a relevant quota you configured in the previous step. Once you’ve selected the quota, configure whether the lead assignment quota should apply to daily, weekly, or monthly cycles. Once this is done, Publish the automation. Your users will start receiving leads according to the quotas you’ve defined.

3. Configure Lead Assignment Quotas

You can configure the Lead Assignment Quota on the Role Level (such as Sales User, Sales Manager, etc.) and User Level (such as assign leads to users John, Paul, George, and Ringo).

To enable this feature –

Navigate My Account>Settings>Users and Permissions>Lead Assignment Quota.
Click the Enable Lead Assignment Quota slider.

Note: For automations with opportunity distribution cards, you can define opportunity distribution quotas to limit the number of opportunities assigned to your users. To know more, please refer to Opportunity Assignment Quotas.

Lead Assign_5

3.1 Configure Role level Lead Assignment Quota

Here, you can configure lead assignment quotas based on different user roles (Sales Users, Sales Managers, Marketing Users and Admins) in your organization. This is useful when you want to assign a maximum number of leads uniformly to a specific user role.

For e.g., if you configure this quota to assign only 50 leads to Sales Users per day, from the total leads captured in a day, a maximum of 50 leads will be assigned to each sales user.
This quota will not affect lead distribution among the non-sales users (such as Admins, Marketing Users) in the organization.

On the Configure rules for Lead Assignment Quota pop-up, against Enable user-specific lead assignment quota enter, select No. Then, enter the following details –

Configuration	Description
Limit	Set a limit on the number of leads you want to assign to a user role across daily, weekly or monthly cycles.
Enable for Roles	Enable lead assignment limits for user roles.
Users to Notify	Notify users when the quota is reached. The ‘User’s Manager’ is selected based on the value you provide in the ‘Reporting To’ field of the user’s profile.
Add Exclusion Conditions	Prevent leads from being assigned to users when they already have a specific number of leads in a particular lead stage. This ensures users aren’t overwhelmed and allows them to concentrate on leads in critical stages. For e.g., if you configure the stage to ‘Prospect’ and leads to ’20’, users that have more than 20 leads in the prospect stage won’t get assigned new leads.

Once you’re done, click Save.

Lead Assign_7

3.2 Configure User specific Lead Assignment Quota

Here, you can configure lead assignment quotas for specific users in your organization. These users can have different user roles. This is useful when you want to assign different number of leads to different users.

For e.g., let’s look at an organization that has five users – John, Paul, George, Ringo, and Yoko. John, Paul, and Yoko are Sales Users, while George and Ringo are Admins. If the company wants to assign 5 leads to John, Yoko, and Ringo, and 3 leads to Paul and George, they can achieve this through User specific Lead Assignment Quota. The organization can further define quotas for different durations (daily, weekly, monthly) for each individual user.

On the Configure rules for Lead Assignment Quota pop-up, against Enable user-specific lead assignment quota, select Yes. In the configuration, you must use a custom user field with the data-type as Number. This field will contain the lead assignment quota (which is 5 and 3 in the example given above) for each user.

Note: The custom field must be a number-type field. To know how to create a field, refer to Manage User Custom Fields.

Enter the following details –

Configuration	Description
Configuration Key	The name of the configuration which will help you distinguish the configurations on the Distribute Lead card automation. This field is non-editable.
Configuration Value	All the custom number-type user fields you’ve created will show up in this dropdown. From the list of fields, select the relevant field you created to assign leads to the user.
Default Value	Enter the number of leads you want to assign to your users by default.* This is useful when the custom number-type user field is blank for a particular user. In this instance, the default value will get assigned to the user. But if the field already has an existing value, then the default value will be ignored.
Add	To add additional configurations, click Add. You can add up to 10 configurations in total.
Add Exclusion Conditions	Prevent leads from being assigned to users when they already have a specific number of leads in a particular lead stage. This ensures users aren’t overwhelmed and allows them to concentrate on leads in critical stages. For e.g., if you configure the stage to ‘Prospect’ and leads to ’20’, users that have more than 20 leads in the prospect stage won’t get assigned new leads.

LeadSquared Automation

Once you’re done, click Save.

Notes:

The assignment quota limit for users will apply across all automations, where the Customize Lead Quota at User Level setting is enabled on the Distribute Lead card.
*To assign the lead distribution value for each of your users, navigate to the Manage Users page, and edit the custom user number-type field you selected from the Configuration Value dropdown. For e.g., for the user John, if we edit the Lead Assignment Daily Limit user field (which we created), and set the value to 5, then a maximum of 5 leads will get assigned to John.

4. Configure Lead Distribution Automation

Once you’ve configured User specific Lead Assignment Quotas, you’ll have to set up an automation, with the Distribute Lead card. On this card, select the User level quota you created in the previous step, and Publish the automation.

Navigate to Workflow>Automation, and click Create Automation, and from the list of available triggers, select any trigger.
After selecting a trigger, click Sales Execution, and then click Distribute Lead.
Enter a rule name in the space provided and then click the Choose conditions(s) link, and add relevant conditions.
On the Distribute Lead pop-up, from the Assign Leads To dropdown, select Users, and click Choose users and assignment order.
- Alternatively, you can select Groups or User Properties from the dropdown. All three options are equally valid.
On the Select Users pop-up, from the Users column, select the list of users you want to apply the assignment quota to. Once you’re done, click Save.
- Under Availability Status, you can choose to distribute leads to –
  - All – When selected, leads will be distributed to all the users you’ve selected, irrespective of whether they’re online (checked-in) or offline.
  - Available – When selected, from the list of users you’ve selected, leads will only be distributed to the users who are online.
Then, alongside Customize Lead quota at user level, enable the checkbox.
Alongside the cycle duration on which you want to set up lead distribution, from the dropdown, select a relevant custom quota (which you created in the previous step). Based on this quota, and based on the lead distribution cycle you’ve selected, leads will get assigned to the selected users.
- Daily Limit – The quota you’ve configured will be applied to daily lead distribution. For e.g., if the quota is set to 5 leads, then a maximum of 5 leads will be assigned daily to each of the selected users.
- Weekly Limit – The quota you’ve configured will be applied to weekly lead distribution. For e.g., if the quota is set to 20 leads, then a maximum of 20 leads will be assigned weekly to each of the selected users.
- Monthly Limit – The quota you’ve configured will be applied to monthly lead distribution. For e.g., if the quota is set to 80 leads, then a maximum of 80 leads will be assigned monthly to each of the selected users.
- Set Default Rule – When a lead doesn’t satisfy the rules you’ve set, select a default user to whom the lead should be assigned.
- Evaluate on latest data – When enabled, the automation will consider the latest data available in your account at the time of triggering.
Once you’re done, click Save.

Note:

The definitions for a
- Day is from 12 AM to 11:59 PM.
- Week is from Monday to Friday.
- Month is from the month’s first calendar day to the last calendar day.
Zipcode or Pincode based lead distribution among users cannot be carried out. To do that, please refer to Zip Based Lead Distribution.

LeadSquared Automation

5. FAQs

For a User-level lead distribution, can the lead assignment quota for a user get exceeded? Like, if the Lead Assignment Quota is set to 5, can the user get 12 leads assigned to him?
Yes, this is possible. If the lead is assigned to the user manually, or through other automations where the Customize Lead Quota at User Level setting is disabled on the Distribute Lead card, or through APIs.

Why are leads not getting assigned to the selected user (based on the User-level), even though the number of leads assigned through the Lead Distribution automation is less than the maximum limit configured on the custom number-type user field?
Leads that are assigned manually, or through other automations, are also counted under the quota limit you’ve set on the custom number-type user field. For e.g., if you’ve set the limit to 15 leads, and a user gets 10 leads assigned manually by his manager, and 5 leads through the Lead Distribution automation you’ve configured (where the Customize Lead Quota at User Level setting is enabled), the system would consider that the limit you’ve configured has been reached. No new leads will be assigned to the user within the assignment cycle.

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!

Adding Custom Field Sets to Activities

August 7, 2019/6 Comments/in Activities & Tasks, Activity Settings/by Vir Singh

1. Feature Overview

This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with activities.

If you’re new to custom field sets, see Creating Custom Field Sets.
If you want to associate a custom field set with leads, see Adding Custom Field Sets to Leads.
If you want to associate a custom field set with opportunities, see Adding Custom Field Sets to Opportunities.

2. Prerequisites

While creating a custom field set, you must select the activity integration checkbox. This will make the custom field set available for activity integration –

CFS activity integration

3. Associate a Custom Field Set with an Activity

Once you’ve created a custom field set, you can add it as the data type for a field in any custom activity.

Navigate to My Profile>Settings>Leads>Custom Activities and Scores.
Click the Editicon alongside an activity (you can also follow the same steps while creating a new activity).
On the Update Custom Activity Type pop-up, click Next to navigate to step 2 of 3.
Create a new field, or edit an existing one. Click the drop-down under the Type column alongside the field you want to associate the custom field set to, then select a custom field set.
Click the Settingsicon to edit the custom field set. Click Next when you’re done.
Note: Edits you make to a custom field set from here will not apply to the actual custom field set template you created. The edits will only apply to how the custom field set behaves with respect to this activity field.
Drag and drop the custom field set to change its order or positioning on your create/edit activity forms.
Click Save.

Associate custom object with activity field

Note:

If a custom field set has any field(s) marked as mandatory,

The custom field set field will automatically be marked as mandatory while configuring the activity fields (in step 2 of 3).
You won’t be able to enable Quick Add for the associated activity. Conversely, if you enable quick add and then try and make a custom field set mandatory, you’ll still receive an error –

validate quick add

Adding an Activity with a Custom Field Set

The custom field set will now be available in the create/edit activity forms for that particular activity.

add custom field details

You can upload multiple files to a single field (multiple pages of a passport for example). You can even remove or replace a file after you’ve uploaded one.

upload, remove, replace

You can download the uploaded files from the Lead Details page.

downloaded file

4. Viewing Custom Field Sets

You can view custom field sets along with the parent activities on the following pages –

4.1 Lead Details Page – Documents Tab

Files uploaded through Custom Fields Sets are available on the Documents tab of the Lead Details page.

Navigate to the Lead Details page.
Click the Documents tab (step 1 in the screenshot below).
Select Custom Field Sets from the Document Source drop-down (step 2 in the screenshot below).
Click on a file to launch the file viewer.
To download one or more files, select the checkboxes alongside the files (step 3 in the screenshot below), then click Download (step 4 in the screenshot below).

You can use the search box to search based on the activity name, custom field set name and the sub-fields within a custom field set.

lead details docs tab

4.2 Lead Details Page – Activity History Tab

Custom field sets are visible on the Lead Details page. Click the activity to view them along with other activity fields.
Click the View Files link alongside a custom field set field to view the uploaded files.

cfs lead activity history

cfs file viewer

Note: You can only view image and pdf files on the application file viewer. For other file types, you’ll be prompted to download the files and view them on your local drive.

4.3 Manage Activities Page

You can view custom fields sets on the Manage Activities page –

Navigate to Leads>Manage Activities
In the Activity Type drop-down, choose an activity where you’ve added a custom field set
Click the select columns icon.
On the pop-up, alongside Show, click All.
Select the custom field set, then click Show Selected.

The custom field set will now be visible on the Manage Activities grid.

Show CFS Columns on Manage Activities

Note: ESS tenants can select and view individual CFS fields on the grid as shown below. String type fields configured as 1000 character fields and content type fields won’t show up here –

ESS CFS on manage activities page

ESS CFS Manage Activities Show columns

4.4 Smart Views

Similar to Manage Activities, you can also customize the Smart Views grid to display Custom Field Sets –

Navigate to Leads>Smart Views.
Under Actions, click Select Columns.
On the pop-up, alongside Show, click All.
Select the custom field set, then click Show Selected.

smart views CFS columns

5. Bulk Update Custom Field Sets

To bulk update the activity Custom Fields Sets in your account –

From the main menu, navigate to Leads>Manage Activities.
Select the leads you want to bulk update the activity fields by clicking the checkbox against their names.
Then, hover your cursor over the button, and from the dropdown, click Bulk Update.
In the Bulk Update pop-up, against Activity Field, from the dropdown, select the field you’re looking to bulk update.
Against New Value, depending on the field type, either select the new value from the dropdown or enter it in the given field.
Once you’re done, click Update. The selected activity custom fields are now updated.

CFS_E_1

6. Import & Export Custom Field Sets

You can import and export custom fields sets along with other activity fields. See the import/export section of Manage Activities for more details.

7. Current Limitations

You cannot delete custom field sets.
The status field cannot be removed from a custom field set.

cfs status field

3. You can add/remove the drop-down values of the status field. Note that the last value you enter will be treated as ‘Approved’, regardless of how you rename it.

CFS status fields

Any Questions?

We hope this article was helpful. If you still have doubts, feel free to leave a comment below.

Opportunity Automation Conditions – If Opportunity Exists

October 20, 2020/0 Comments/in Conditions, Workflow Automation/by Sri Sudhan

Use the ‘If Opportunity Exists’ condition to check if an opportunity with a defined set of parameters exists in the system. For example, when a new opportunity is created, you can use this card to check if another opportunity of the same type exists in your account. You can follow this up with an action to add the opportunity owner of the old opportunity to the new opportunity. Or, if the old opportunity has expired (older than say, 60 days), you can change it’s stage so that the users can focus on the new opportunity.

For more information on any automation feature, see Automation Home, and for more information on opportunities, please see Opportunity Management – Feature Guide.

Set Up If Opportunity Exists

You can set up the condition at any point after the automation trigger. Scroll down under Conditions, then click If Opportunity Exists.

Note: This condition will work only on an automation created using an Opportunity trigger.

On the configuration pop-up, enter the required conditions, then click Add Condition. When you’re done adding conditions, click Set Condition.

If Opportunity Exists_3

Notes:

If multiple opportunities match your criteria, they will be sorted based on Created On date in ascending format.
A link to the latest (newest) opportunity will be provided in the opportunity level automation report.

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!

Wait Until Workday Condition

September 23, 2020/0 Comments/in Conditions, Workflow Automation/by Sri Sudhan

Important: The Wait Until Workday Condition’s workday hours are defined as your Workday end minus 15-minutes. For e.g., if your workday is set up as 8AM to 6PM, the Wait Until Workday Condition will stop executing at 5:45PM.

1. Feature Overview

The Wait Until Workday condition allows you to distribute work to users only on their workdays. When set-up, only users who have signed-in, basis the Workday Templates you’ve set-up, will be assigned leads, opportunities, activities and tasks. This will ensure that users get notified only when they log-in to work.

To know more about automations, please refer to Automation Home.

2. Example Use Case

When a new lead is created and assigned to a user who’s currently offline. In this instance, the user won’t get a notification until he/she logs in to work for that day.

3. Prerequisite

To enable this feature in your account, contact your account manager, or write to support@leadsquared.com.

4. Procedure

Access an existing automation or create a new one by navigating to Marketing>Automation.
Click the icon, and then click Wait Until Work Day.
Enter the User and Default User. If required, add mail merge fields.
Select if you want to continue the next action in the automation or exit the automation if the User and Default user do not have a work day within a certain amount of time (customizable in minutes, hours, days, weeks, months, or years).
Once you’re done, click Save. Then, add an action to the condition.

wait until workday

Note:

- To assign a lead owner or opportunity owner, use the mail merge fields by clicking the box.
- The Default User is the back-up user in your organization, to whom the work will be given to, incase the primary user is unavailable.
- Work day template time blocks are also supported, For example, if a user has two working blocks: 10 AM – 2 PM and 4 PM – 8 PM, and a lead enters an automation at 3 PM, the lead will be distributed between 4 PM and 8 PM.
- The Wait Until Workday condition doesn’t consider the leaves applied on the Leave Tracker.

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!

User Automation Actions – Webhook

May 2, 2018/0 Comments/in Actions, Workflow Automation/by Vir Singh

Use webhooks to automatically post activities to a URL of your choosing.

Note: We have ready-made webhooks available to send notifications and enable auto check-in or check-out on the LeadSquared mobile app. For more information, see Auto Check-In/Check-Out for Mobile.

Click Webhook and the Webhook Properties pop-up box will appear.

Webhook update

Attribute	Description
Name	Enter any name for the webhook.
URL	Enter the URL you want to post the data to.
Content Type	Choose the format you want the data to be posted in.
Save Response	Allows you to save the response from a webhook and use it to send dynamic email content or in other automation actions.
Custom Headers	For security purposes, you can choose to enter a custom name-value pair in the webhook header and then reject all webhook calls where this header isn’t present.
Notify on Failure	Get notified everytime a webhook fails.
Retry Count	The number of times you want to retry on failure.

Note: The latest data generated using the webhook is the data retrieved just before the execution of the action you specify in the automation.

For more information on Webhooks, see Webhooks.

Account Automation Actions

May 20, 2019/0 Comments/in Actions, Workflow Automation/by Vir Singh

If you’ve used the New Account or Update Account triggers (see How to Create an Account Automation) in your automation, the following actions are available to you –

Account Actions
- Notify Account Owner
- Update Account
Custom
- Call Lapp
- Webhook

Note: If you’re new to the automation feature, visit Automation Home.

account automation actions

Use cases for these actions include –

Account Actions
- Notifying an account owner when a new account is added.
- Notifying an account owner to take action when the account stage changes from say ‘Prospect’ to ‘Opportunity’.
- Updating an account field when a new account is added.
- Updating an account field when a related account field gets updated. For example, you could update the account owner when the account stage changes.
Custom Actions
- Calling a Lapp to perform calculations on account fields.
- Creating a webhook to update an external system with data of an account.

Notify Account Owner

This action lets you send a notification email to the account owner.

notifying account owner

By default, the notification is directed to the account owner. You can add more LeadSquared users to the ‘To‘ field. You can also direct the notification to other users in the ‘Cc‘ or ‘Bcc‘ fields.
You can also mail merge lead fields, owner fields and sender fields into your email content using the mail merge option highlighted below.

mail merge

Update Account

This action lets you update an account field. You can directly choose a value or use the mail merge option.

account update action

Call Lapp

If you’ve created a Lapp, you can call it in your automation. For more information, see Calling a Lapp from Automation.

Webhook

You can create a webhook and post data to a custom URL.

Under Custom, click Webhook

webhook account automation

Enter the following details, then click Save.

Attribute	Description
Name	Enter any name for the webhook.
URL	Enter the URL you want to post the data to.
Content Type	Choose the format you want the data to be posted in.
Save Response	Allows you to save the response from a webhook and use it to send dynamic email content or in other automation actions.
Custom Headers	For security purposes, you can choose to enter a custom name-value pair in the webhook header and then reject all webhook calls where this header isn’t present.
Notify on Failure	Get notified everytime a webhook fails.
Retry Count	The number of times you want to retry on failure.

Any Questions?

Did you find what you were looking for? Leave a comment below if you still have doubts.

Opportunity Automation Actions

September 9, 2020/0 Comments/in Actions, Workflow Automation/by Sri Sudhan

1. Feature Overview

Here you’ll learn to create opportunity actions through automation.
Define criteria and then set up opportunity actions to automatically execute when that criteria is met –

Post activities to the opportunity
Update an opportunities
Update the activity fields added to an opportunity.
Share an opportunity
Stop sharing an opportunity

LeadSquared - opportunity actions

2. Add Activity

Example Use Cases

When an opportunity is created, an ‘Introductory Phone Call’ activity is automatically posted on the opportunity.
Once the introductory phone call is completed, an ‘Email Sent’ activity is posed on the opportunity.

Allows you to add a custom activity to the opportunity. Click Add Activity and the Add Activity on the Opportunity pop-up box appears –

Opportunity Automation_2

Select the custom activity from the drop-down list.

Note: If your custom activity has any associated custom field, click Add an additional field to add and select custom activity fields to associate to the activity. You can also additionally add mail merge fields to the selected activity type.

Opportunity Automation_4

Once you’re done, click Save. For more information on custom activities, please refer to How to Add a Custom Activity?

3. Update Opportunity

Example Use Cases

When an opportunity is created and is distributed to your users, you can update the opportunity owner automatically.
When a lead performs an activity (clicks on an email, visits a webpage, etc.), you can update the opportunity status automatically.

Click Update Opportunity, and the Update opportunity fields pop-up box appears. This pop-up allows you to update existing Opportunity Field values with new values, if required.

Opportunity Automation_5

In the above image, the Lead Status is ‘Open’, and the Notes field is also updated. These Opportunity fields are updated with these values if the Opportunity satisfies the criteria you’ve specified. You can add mail merge fields if required.

Note: If the Allow Auto Update option is enabled for the dropdown field during Opportunity Configuration, then you can pass a mailmerge value here, to update the dropdown options of the opportunity field with the value of the lead field.

4. Update Activity

Example Use Case

If the activity status is open, you can update the activity owner of an opportunity a few days after it was assigned.
When a lead in unavailable for the decided appointment date, you can change appointment dates.

You can update the activity fields added to an opportunity using a new Update Activity action card for these triggers only –

New Activity on Opportunity
Activity Update on Opportunity.

Click Update Activity, and the Update Activity On Opportunity pop-up window appears. This pop-up allows you to update existing Activity Field of an Opportunity values with new values, if required. Keep in mind that the Activity field you want to update must be editable. You can also add mail merge to auto-populate the activity field. Once you’re done, click Save.

Note: To enable this card, contact your account manager or reach out to support@leadsquared.com.

LeadSquared - Update activity on opportunity

5. Share an Opportunity

Example Use Case

Sharing opportunities between teams or departments
Let’s look at the example of a bank that offers different products (Home Loan, Personal Loan, etc.). The Home Loans team contacts John, a lead, and sets up an appointment with him. After speaking to him, the Home Loans team gets a new personal loan requirement from John. Here, the Home Loans team can share John’s details with the Personal Loans team.

To know more about this card, refer to How to Share Opportunities for a Limited Duration.

Opportunity Actions

6. Stop Sharing Opportunity

Example Use Case

Revoke access once a user completes a document verification process and posts a ‘Document Collection’ activity.
Revoke access once a user doesn’t take an opportunity to completion within a defined time period.

Use the Stop Sharing Opportunity card to stop sharing opportunities when users complete their required activities.

LeadSquared Automation Opportunity Share

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!

How to Save Progress for Multi-Step Forms in LeadSquared Portals

July 27, 2022/0 Comments/in Portals, Portals & Widgets, Forms & Processes/by Dharshana Santhanam

1. Feature Overview

Portals allow you to fill out lengthy applications with multi-step forms. This article shows you how to save a form’s progress in each step, and how to open a specific tab when the user revisits the form after dropping off.

This is applicable to multi-step forms used within the LeadSquared application and also for forms embedded in the Portals feature.

Note: To know more about configuring portals, see Portal Management – Feature Guide.

2. Prerequisite

You must be the Admin user of your LeadSquared account.
You must create a multi-step form.
You must have access to Process Designer.

3. Save Multi-step forms at each step

Navigate to Workflow>Manage Forms.
Hover your cursor above and select Live Edit.
To open the Form Settings, click .
Click the Additional Settings tab.
Enable the Save form at each step option.

Leadsquared - Save form at each step

4. Reopen Multi-step form with saved data

4.1 Create a Process

Navigate to Workflow>Process Designer and click on Create Process.
Select the trigger point as At Specific Work Area.
In the next pop up window, navigate to Others.
Under Customer Portal, click Integrate Process in Portal Page.
Click Save.

Leadsquared - Create a process

4.2 Enable Process Progress Saving

To add an action on a trigger, click and select Show Form.
To select your multi-step form, click the Select Form dropdown field.
Configure other options related to it and click Save.
Click and enable the Save Process Progress setting.
Save and Publish your process.

LeadSquared - Enable Process Progress Saving

4.3 Integrate Process in the Portal Form Block

Navigate to Workflow>Manage Portals.
Select the Portal you need to view and click Continue Editing.
Click on the General settings dropdown and select the relevant Form.
Click and select the page to be integrated with the Process.
Click the Integrate dropdown and select Process.
Select the LSQ Process you just published.
Click Publish to Test.

LeadSquared - Integrate Process in Portal Form

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!

Leave Tracker

March 13, 2018/6 Comments/in Check-In/Check-Out, Users & Permissions/by Vir Singh

The Leave Tracker enables you to manage the leaves of all your users in one place. Users can create their own leaves while administrators can create leaves for all users. The following sections tell you how you can fill in your own leaves if you’re not an administrator user (or sales group manager) and how you can manage all leaves if you are.

For Non-Administrator Users

If you’re a non-admin user, you can fill in your leaves as follows –

Navigate to My Account>Settings>Account Settings>My Leaves and click the Add Leave button.
In the New Leave pop-up enter the appropriate details (see table below).
Click Save when you’re done.

Add leave button

new leave

Field	Description
Leave Type	Apply for full day or partial leaves. If you choose the full day option, you can see the number of days you’re creating leaves for.
From	The day the leave starts from. You can also enter the time for partial leaves.
To	The day the leave ends on. You can also enter the time for partial leaves.
Reason	It is mandatory to enter a reason for each leave you create.

For Administrator Users & Sales Group Managers

Admins can view the leaves of all users as well as create leaves for users –

Navigate to My Account>Settings>Users and Permissions>Leave Tracker.
Click Add Leave to create new leaves for users. A user select drop-down will be available in the Add Leave pop-up.
You can also edit or delete leaves by clicking the Settingsicon.

Adding leaves by admin

LeadSquared pages not loading? Whitelist these domains to fix blank or half-loaded pages

November 16, 2017/0 Comments/in Widgets, Portals, Portals & Widgets, FAQs, Landing Pages Pro, Marketing, Others/by Vir Singh

If your LeadSquared pages are not loading or appear blank/half-loaded, your network or firewall is probably blocking required domains.

You might see something like this:

Page loads partially
UI looks broken or incomplete
Sections appear blank or never finish loading

Broken UI Troubleshooting

In most cases, this happens because some domains required by LeadSquared are blocked.

Domains that must be whitelisted

Ask your network / IT / firewall admin to whitelist (allow) the following domains:

*.leadsquared.com
*.leadsquaredcdn.com
*.cloudfront.net
*.leadsquaredcdn.com
*.lsqportal.com
*. clarity.ms
*.nr-data.net
*.s3.amazonaws.com
https://www.google.com/recaptcha/api.js
https://www.gstatic.com/recaptcha/api2/v1559543665173/recaptcha__en.js

At a minimum, these two domains are required for Lead Management to work properly:

*.leadsquared.com
*.leadsquaredcdn.com

Holiday Calendars

March 13, 2018/0 Comments/in Check-In/Check-Out, Users & Permissions/by Vir Singh

1. Feature Overview

The Holiday Calendar feature allows you to set up your organization’s holiday schedule in LeadSquared Sales Cloud and Service Cloud. You can apply holiday calendars to different Teams and Service Groups across regions and enable auto check-in for users based on the holiday schedule.

Note: By default, you can add only up to 50 holidays in a calendar. But if required, we can increase this number to 100 holidays. To enable this enhancement on your account, contact your account manager, or write to support@leadsquared.com.

2. Prerequisites

You must be the Admin of your LeadSquared Sales Cloud and/or Service Cloud accounts.
You must create Teams and/or Service Groups in your account.

3. Create a Holiday Calendar

Navigate to My Account>Settings>Users and Permissions>Holiday Calendar and click Create.
Set your holiday calendar configurations –
1. In the Calendar Details tab, enter the Name, Calendar Year and Description (optional).
2. Click the Holiday List tab and enter the holiday names and dates. Click the Add button if you wish to add more holidays.
Click Save.
Once created, you can Edit or Delete your template by clicking the Settingsicon.

Note: You can assign only the current year’s calendar to a Team or Group. For example, in 2025, only a calendar with dates from 2025 can be assigned.

4. Assign a Holiday Calendar to a Sales Team

Navigate to My Profile>Settings>Users and Permissions>Teams.
Alongside the team you want to assign the Holiday Calendar to, click .
Click Apply Holiday Calendar.
In the drop-down under the Holiday Calendar column of the pop-up window, select the calendar you want to assign the team. If the team you’re applying a calendar to has a parent team, you can select the Inherit from Team option and inherit the calendar assigned to the parent team.
Click Save.

Note: The following GIF assumes you’re using the new Teams V2 UI, which makes it easier to assign features (dashboards, workday templates, smart views, etc.,) to teams. You can enable it from Profile>Organziation Settings>Advanced Configuration, search for ‘Teams’ and enable Switch to teams UI V2.

5. Assign a Holiday Calendar to a Service Group

Navigate to My Profile>Settings>Service Cloud.
Under User Management, click Service Groups.
Alongside an existing group, click , and then click Edit.
- To create a new group, refer to Service Groups.
Under Basic Details, from the Select holiday calendar dropdown, choose a relevant calendar.
Once you’re done, click Next, and then click Save. The selected calendar is now actively applied to this group.

LeadSquared Service CRM

Any Questions?

Did you find this article helpful? Let us know your thoughts in the comments section below.

Workday Templates

March 13, 2018/4 Comments/in Check-In/Check-Out, Users & Permissions/by Vir Singh

1. Feature Overview

Workday templates define your organization’s schedule and working hours across the Sales Cloud and Service Cloud platforms. This enables automatic user check-ins and allow you to set the timezone, working days, and office hours for your users.

Once created, you can assign the templates to Teams and Service Groups. So if you have multiple teams working different shifts in different regions, all you have to do is create the appropriate work day templates and apply them to your teams.

Note: *See Auto Check-In/Check-Out Guide.

2. Prerequisites

You must be the Admin of your LeadSquared Sales Cloud and/or Service Cloud account.
You must create Teams in your account.

3. Create a Workday Template

Navigate to My Account>Settings>Users and Permissions>Work Day Templates and click Create.
Set your work day template configurations –
1. Enter a Name for the template.
2. Choose a Time Zone.
3. Select the Working Days.
4. Set the Working Hours.
5. Click the Day Wise checkbox if you want to set different office hours for each day of the work week.
Click Save.
Once created, you can Edit or Delete your template by clicking the Settingsicon.

Note: You’ll see a default template on the Manage Work Day Templates page. This template is pre-created by the system. You can choose to edit it or create new templates from scratch.

work day templates

You can also,

Add more time blocks for users who work in 2 shifts (for example, 9 a.m. – 2 p.m. and 6 p.m. – 9 p.m.)
Add breaks (for example, lunch break between 2 p.m. and 3 p.m.). These breaks will reflect in the user’s task calendar as well (see How to Create Tasks).

Click the arrow icon alongside the Working Hours, to access these options –

time blocks and breaks

4. Assign a Work Day Template to a Sales Team

Navigate to My Profile>Settings>Users and Permissions>Teams.
Alongside the team you want to assign the Work Day Template to, click .
Click Apply Work Day Template.
In the drop-down under the Work Day Template column of the pop-up window, select the template you want to assign the team. If the team you’re applying a template to has a parent team, you can select the Inherit from Team option and inherit the template assigned to the parent team.
Click Save.

LeadSquared - Assign a Work Day Template to a Team

5. Assign a Work Day Template to a Service Group

Navigate to My Profile>Settings>Service Cloud.
Under User Management, click Service Groups.
Alongside an existing group, click , and then click Edit.
- To create a new group, refer to Service Groups.
Under Basic Details, from the Select workday template dropdown, choose a relevant template.
Once you’re done, click Next, and then click Save. The selected template is now actively applied to this group.

LeadSquared Service CRM

6. Assign a Work Day Template to a User

To assign a work day template to a user –

Navigate to My Profile>Settings>Users and Permissions>Users.
- You can alternatively navigate to My Profile>Manage Users, and perform the steps listed below.
Alongside an existing user, hover your cursor over and click Edit.
- To create a new Sales User, refer to User Management – Feature Guide.
- To create a new Service User, refer to Service Cloud Roles and Permissions.
In the Edit User popup, navigate to the Work Details tab, and click Edit.
From the Work Day Template dropdown, select the template you want to apply to this user.
Click Save. The selected template is now actively applied to this user.

Note: The steps to assign a Work Day template to a Sales and/or Service User are the same. To filter by user type, use the Type dropdown.

LeadSquared Service CRM

Any Questions?

Did you find this article helpful? Let us know your thoughts in the comments section below.

Bulk Update on Activities

October 25, 2017/6 Comments/in Product Updates/by Vir Singh

Activities are notable events in the lead life-cycle. LeadSquared comes built in with certain activities but also lets you create custom activities according to your business requirements.
For more information on activities and how to create them, see How to add Activity to Leads and Manage Activities.

With this release, you can update activities in bulk. This feature will make life a lot easier if your users work more on activities rather than leads.
For example, a user has sold your product to 5 leads today. Now he wants to update the activity field ‘Sales Date’ to today’s date. Instead of going to each and manually changing the activity fields one at a time, he can now simply use the bulk update option and be done in a flash.

Follow these steps to perform bulk update on activities:

Navigate to the Manage Activities page.
Select the check-boxes alongside the leads you want to update activities for.
Hover the mouse over the Actions menu, then click Bulk Update.
On the Bulk Update pop-up, select the Activity Field and the New Value for this field.
Click Update.

GIF demonstrating how to perform bulk update on activities

LeadSquared CallTrackingMetrics Connector

October 6, 2017/0 Comments/in Integrations & Apps, Telephony Integrations/by Vir Singh

Important: There is a newer version of this connector available with additional features and benefits, see CallTrackingMetrics Telephony Connector v2.

The LeadSquared CallTrackingMetrics (CTM) connector lets you integrate your CallTrackingMetrics application with LeadSquared and avail the following benefits:

Prevent lead leakage by tracking phone calls as leads and activities.
Ability to make outbound calls (click to call) and automatically track the calls in Lead Activity History.
Access call recordings of inbound and outbound calls.
Display lead information pop-up to LeadSquared users when an incoming call is received or an outgoing call is placed.

Note: You can embed your entire call tracking metrics dashboard in LeadSquared and access it directly from your LeadSquared account. For more information, see Embed Your Call Tracking Metrics Dashboard in LeadSquared.

Also see How to Send and Receive SMS Using Call Tracking Metrics.

Prerequisites

You have to be a LeadSquared administrator user to access the app settings.
You need an active CallTracking Metrics account with at least one tracking number.
The ‘Agent’ in CTM should have the same email address as the user in LeadSquared who you’re connecting –
- So if john@example.com is a user in LeadSquared with associated phone number ‘XXX-XXXXX’, a user with the same email address (john@example.com) associated with that ‘Inbound Phone Number’ should be available in CTM.
You need your CTM account number and API keys.

Tracking Sources in CallTrackingMetrics –
Each virtual number in your CTM account can have a Tracking Source. LeadSquared updates the Lead Source (if it is a new lead) with the value of Tracking Source. So we recommend you to maintain tracking sources accordingly.

Install the App

In your LeadSquared account, navigate to Apps>App Marketplace>Telephony – United States (on the left panel)>Select the CallTrackingMetrics app and click Install.

Configure the App

Once the app is installed, hover the mouse over the settings wheel and click Configure.

Enter the required details on the configuration pop-up, then click Save Settings. Next, click the Update users, virtual numbers button, then close the pop-up.
The connector is now configured in your LeadSquared account.

CTM pop up

Option (Checkbox)	Description
Enable Call Log	To track inbound/outbound phone call activities in LeadSquared. You can also view the call logs under My Account>Settings> API and Webhooks>Telephony Logs.
Enable lead form popup for User	Displays the lead form during inbound/outbound phone calls within LeadSquared.
Enable lead calling	Enables click 2 call for all leads.
Enable Soft Phone	Displays the soft phone dialer within LeadSquared

If you’re having trouble finding your CallTrackingMetrics Account Number, API key an API secret, on your CallTrackingMetrics account navigate to Settings>Account Settings (under Account Management).

Your Account Number/Id will be displayed alongside your current plan details at the top-right corner of the settings page.

Scroll down the same page to find you API key and API secret under the API integration section.

Use the App in Your Workflow

Now that the connector is successfully integrated to your LeadSquared account, you can start making calls to leads directly from your LeadSquared account. You can also receive calls and access the call logs for your leads.

Note: For the integration to work seamlessly, ensure that the phone number formats are correct in your LeadSquared account.

Make Calls to Leads

After successful integration, the click to call feature will be enabled on your LeadSquared account.
Navigate to the Manage Leads page and click the settings wheel under the actions column. You will see a new action, ‘Call’, available in the actions menu. Click Call to directly call a lead.

Click OK on the confirmation dialog box to place the call. You can also place calls from the lead details page –

As well as from the Lead Activity Stream page –

Receive Incoming Calls from Leads

New Leads: If you receive a call from a new number that does not correspond to any lead in your LeadSquared account, a new lead will automatically get created and the call details will get logged.
Existing Leads: Calls received from numbers that already exist in your LeadSquared account will reflect in the activity stream/history for the given lead.

Call Logs

Call logs for all incoming and outgoing calls for your leads will be available on the Lead Activity Stream page as well as the Lead Details page for respective leads. All calls will automatically be available as activities in your LeadSquared account.

Any Questions?

Have trouble setting up the CTM app? Let us know how we can help you in the comments section below.

Send Dynamic Content in Your Emails

March 12, 2018/0 Comments/in Email Campaigns, Marketing/by Vir Singh

Personalized email content fuels better engagement scores and conversion rates.

You can send the same offer to all your leads and that may work for you in the short-term. However, if you learn to use dynamic content to accommodate individual preferences and needs, you’re bound to generate higher conversions and get better results from your emails.

With the LeadSquared dynamic responses feature, we let you go beyond basic email tailoring (like mail merging name and address fields) to include dynamic content from webhooks and Lapps in your emails.

Business Use Cases

Here are just a few use cases where dynamic responses are the perfect fit for your emails –

Travel packages based on a lead’s interest.
Real estate properties based on a lead’s interest
Details of the right insurance plan for a lead.
Pricing plans catered to a specific lead’s requirements.

Using Lapps, you can also include the outcome of various calculations as dynamic responses in your emails. For example, let’s say you want to send European customers product prices in Euros. Once you’ve created a Lapp to convert your product prices from say, Rupees to Euros, you can save the response of this Lapp and send emails to European leads with the product prices in Euros.

Saving Webhook or Lapp Responses

You can save responses from Lapps and Webhooks in automations and then use these responses in your emails. Here’s how you save a response –

Access an existing automation or create a new one by navigating to Marketing>Automation.
Add a Custom automation action card and select either the Call Lapp or Webhook option.
Toggle the Save Response option to Yes and choose whether you want to save the response as
1. Plain text – Doesn’t allow you to separate out key value pairs from the content.
2. JSON data – Allows you to separate out key-value pairs.
Click Save to add the action card to your automation.
Once the automation card is saved, click the more icon () and then click View Dynamic Responses. All the dynamic responses and the places they’ve been referenced will show up here.

Using Saved Responses in Your Emails

Once you’ve saved a webhook or Lapp response, you can now insert that response in your emails.

Add a Send Email action card under Messaging.
On the Choose an Email Template pop-up, select the Text Editor option from the left pane, then click Use Rich-Text Editor. The text editor will now open in a new window.
You’ll see an Insert Dynamic Response button on the right side of your page. Click it to view the list of all available dynamic responses*. You can also use the search bar to find a specific dynamic response.
Click the dynamic response you want to insert and use it in either the Subject or Body of your email.

Dynamic responses

Once the email card is saved, click the more icon () and then click View Dynamic Responses. You can see all places where the dynamic response has been referenced here –

reference responses

*Dynamic responses will only be available if a webhook or Lapp action card is set up (and the Save Responses option is On)

Before the email action.
In the same automation path.

Note: For the Rich-Text editor and the Paste your HTML editor the option to Insert Dynamic Responses shows up on the top right side of the editor –

Dynamic responses option

For the Visual Designer, the option to merge dynamic content shows up under Merge Tags for each content block you add –

Dynamic responses

Examples

Your saved response will look something like this –

@{PostWebhook13_Response<<MyDynamicNode>>,}

Note: The response names (PostWebhook2 here) will vary based the Id of the Lapps or webhook automation cards you create.

Here are some examples of how you can use <<MyDynamicNode>>

Example 1

If the JSON data being posted by your Lapp or Webhook looks like this –

{
“Key1”: [“Value1”, “Value2”, “Value3”],
“Key2”: {
“Key4”: “Value4”,
“Key5”: [“Value5”]
}
}

Then you can use pass <<MyDynamicNode>> as –

@{PostWebhook2_Response.Key1[0],} -> Value1
@{PostWebhook2_Response.Key2.Key4,} -> Value4
@{PostWebhook2_Response.Key2.Key5[0],} -> Value5

Example 2

If the JSON data being posted by your Lapp or Webhook looks like this –

[{
“Key”: “Value1”
}, {
“Key”: “Value2”
}]

Then you can use pass <<MyDynamicNode>> as –

@{PostWebhook2_Response[1].Key,} -> Value2

Example 3

Or you could just post all the data like this –

@{PostWebhook2_Response,}

Errors

If you delete a webhook or Lapp card whose saved response was being used in an email or if you turn the Save Response option Off, you’ll see the following error notification –

dynamic response missing

errors in dynamic responses

If you have questions or need more assistance, please reach out to us at support@leadsquared.com. We’re always eager to help!

Zip Based Lead Distribution

September 27, 2017/0 Comments/in Integrations & Apps, Lead Distribution/by Vir Singh

The zip based lead distribution app lets you automatically assign leads, custom activities and tasks to users based on zip code. The app comes pre-built with powerful features such as round-robin lead/task/activity distribution and radial search*.

* If the mapping isn’t found for a particular user you’re trying to assign a lead to, a radial search is performed and the user within the next closest zip code will be assigned the lead. This functionality is enabled for the Indian region by default. If you want it enabled for your region, please contact support@leadsquared.com.

This article takes you through –

Installing and configuring the zip-based lead and activity distribution app.
Implementing the application in your workflow through –
- Webhooks
- Rules
- Automation

Note: If you’re new to the lead distribution feature we highly recommend you first understand the best way to distribute leads to your users.

Example Use Case

Here are just a few examples of what you can achieve through zip-based distribution –

Automatically assign all leads from different zip codes to region-specific sales teams.
Assign custom activities for India leads to your field sales users across the country.
Distribute tasks for North India leads to your telephony agents in the northern region.

All examples assume that you’re storing zip code data in a lead/activity/task field, that you’ve correctly configured the app and uploaded a CSV file to map zip codes to users.

Requirements

You have to be the administrator to access the app settings.
You will have to upload excel files (CSV format) which maps zip codes to LeadSquared user email addresses.
Add relevant webhooks, rules or create an automation to implement zip distribution.

The LeadSquared Zip Based Distribution App is a licensed feature. It may not be available under your plan. Please contact support@leadsquared.com if you are unable to find it.

Setup

Setting up the app involves –

Installation
Profile Configuration*
Uploading a CSV
Copying the webhook URL to use it in rules, automation, webhooks

*You can set up zip based distribution on a lead field, activity field or task field (where you’re storing zip codes). If you want to set up distributions based on activity zip fields or task zip fields, we recommend you create a new profile for each.

Install the app

Navigate to Apps>App Marketplace>Lead Distribution (on the left panel)>Select the zip based distribution app and click Install.

Profile Configuration

Once the app is installed, hover the mouse over the settings wheel and click Configure.

You can create multiple profiles and upload a CSV file for each profile. You may want to have separate profiles for different tasks or different activities. For example, you could create a separate profile for document collection activities where you distribute leads to on-field users, and a separate profile for phone call tasks where you distribute leads to your call centre agents.

new zip distribution profile

Enter all the mandatory (*) fields and then click Save to proceed to the next step (uploading the CSV file).

Field	Description
Profile Name*	Enter a name for your profile. Ensure that the name clearly describes the purpose of the profile to avoid confusion later (while setting up the trigger through automation, rules, etc.). For example, “Document Collection Tasks”, “Phone Call Tasks”, etc.
Description	Elaborate on the purpose of the profile. For example “To collect documents for the KYC process”.
Upload a new Excel (CSV format) file	The Choose File option will remain greyed out until you enter all mandatory fields, click Save and create the profile. Once enabled, you can browse and upload a CSV file from your computer.
Default user if not found in mapping*	Enter the email address of the default user. If a user’s email address specified in your CSV file doesn’t match a user in your LeadSquared account, leads will be distributed to the default user you specify here.
Zipcode schema name*	Enter the schema name of the zip code field. You can enter the schema name of a corresponding lead, activity or task field depending on whether you want to distribute leads based on the lead’s zip code, the zip code of a custom activity or the zip code of a task.
Search zipcode schema in trigger source	If you want to distribute leads based on the zip code of a custom activity or a task, enable this checkbox. If you don’t enable this checkbox, the system will assume that the schema name you entered was for a lead field. Note: We do not validate the schema_name while saving the configuration. Ensure that you input it correctly with proper casing. For example, mx_Custom_1 should not be entered as mx_custom_1.
Search radius (in km)*	When a zip code in your CSV file isn’t supported, the system will search for users located in the geographically closest zip code within the radius you define here. For example, for the zip code 110001, if you specify a 5 km radius, here are the closest zip codes in ascending order – 110055 – 1.6 km 110002 – 2.7 km 110069 – 2.7 km 110004 – 3.1 km 110011 – 3.3 km 110060 – 3.3 km 110006 – 3.5 km If the radius specified here is exhausted, the lead/activity/task will be assigned to the default user. Note: Only integers are accepted and the maximum value is 30 km.
Check user availability	If you check this option, leads/tasks/activities will only be distributed to users who are available. The user availability check is based on the workday template configured for the current day.

Upload a CSV file

Once you’ve entered all the mandatory fields and saved a profile, the Choose File option will be enabled. You can now upload a CSV file to map zip codes with the email addresses of users you want leads/tasks/activities distributed to –

upload a zip

Note: Download the sample CSV to understand the format. Ensure that the column headings are exactly the same as shown in sample CSV.

The CSV file you upload should follow the sample format shown below. This file will be used to map zip codes with the email addresses of your LeadSquared users. Be sure to enter the correct email addresses of your users.

Note: If you want to assign the same zip code to multiple users, add the same zip in multiple rows with the user’s email addresses alongside. These users will be assigned the leads in round-robin fashion automatically.
sample zip

Once you’ve uploaded the CSV file it will show up on the pop-up as highlighted below. Click Save to continue.

upload new CSV

Wait for a few seconds after saving your file, then click the Refresh Page button.

Processing configuration

Your configuration will now be successfully applied. You can click the link highlighted below to view the file you just uploaded.

Note:

Every time you upload a new CSV file, the previous file gets replaced. So if you want to add more zip codes and email addresses to the CSV file we recommend that you click the link (shown above) to first download the previous CSV file, add the new zip codes and email addresses to the downloaded file and then re-upload it to avoid losing the previous data.
If a user in your CSV file is de-activated, the mapping for that user gets removed. If you activate the user again in future, you’ll have to re-upload the CSV file with the mapping of the de-activated user.

Copy the webhook URL

Once your file is successfully uploaded and saved, your webhook URL will become visible. Click to copy the webhook URL. You can now use it to trigger the zip code based lead or custom activity distribution in 3 different ways:
1. Setup webhooks
2. Setup rules
3. Setup an automation

Use the app in your workflow

Once you’ve copied the webhook URL from the zip based distribution app, it’s time to integrate it into your workflow by setting up a trigger.

Setup Webhooks

Webhooks can be set up to trigger zip-based distribution on the following events –

Lead Create
Lead Field Value Change (Zip field)

Every time a lead creation or lead field value change (zip field) event occurs, the zip based distribution will trigger. If you want to distribute leads that already exist on your LeadSquared account, you will have to update the zip code lead field.
The following example takes you through setting up a webhook for lead creation events. For more information, see LeadSquared Webhooks.
Navigate to Settings>API and Webhooks>Webhooks, and click Create.

In the Add Webhook section, use the Event drop-down to select either the Lead Creation or Lead Field Value Change event. Next, paste your webhook URL, select the format you want the data posted in (optional), set an execution delay (optional) and enter a description (optional). Click Save to continue.

Setup Rules

You can configure rules to trigger zip-based distribution on the following events –

Lead Create
Lead Update
Activity Create
Activity Update
Task Create
Task Complete

This example takes you through setting up a rule for the custom activity create event. For more information on setting up rules, see LeadSquared Rules and Notifications.
Navigate to Settings>Rules and Notifications, then click Create.

Now select the event as lead create, lead update, activity create, activity update, task create or task complete. Then select the specific lead field (in case of lead update) or specific custom activity (in case of activity creation or activity update). Click Set Conditions to continue.
Note: Even though all activities show up on the select activity drop-down, be sure to select only custom activities. The rule you setup will not work for system activities.

You can set up conditions if you want. Click Provide Action Details to continue.

From the Action Type drop-down, select Call Webhook. Then click the pencil icon to add the webhook configurations.

Now paste your webhook URL and click Verify. Then click Save.

Click Provide Additional Details to continue.

Finally, set a name and description for the rule and click Save and Enable to bring the rule into immediate effect or click Save to enable the rule sometime later.

Setup an Automation

You can configure automations to trigger zip-based distribution on the following events –

Lead Create
Lead Update
Activity Create
Activity Update
Task Create
Task Complete

As an alternative to setting up webhooks or rules, you can also trigger the zip based distribution through an automation. For more information automation, see Automation Feature of LeadSquared.
Navigate to Workflow>Automation, then click Create Automation.

Select a template and choose the automation trigger.

This example takes you through a simple automation where the zip based distribution will be configured every time a lead’s zip code is updated. The trigger selected is Lead Update and the lead field on which the trigger is based is Zip.

On clicking the green add button above, you will now have to choose the action that follows the trigger. Under Actions, choose Webhook.

Now enter a name for the webhook, paste the webhook URL and click Verify. Once the webhook is verified, click Save.

The automation is now set up such that every time a lead’s zip code is updated, the zip based lead distribution will be triggered.

Click Publish to bring the automation into effect or click Save if you want to publish the automation later.

Forms and Processes on Mobile

April 23, 2019/0 Comments/in Forms & Processes, Customizations, Mobile CRM/by Vir Singh

1. Feature Overview

Forms and Processes are now available on LeadSquared mobile.
You can set up customized forms and processes on web (loan applications, education applications, KYC collection), and then push them to your mobile users. This makes it extremely easy for your on-field teams to capture the exact information required from your leads.

2. Prerequisites

You have to be an administrator user to create forms and processes.
You must be running the LeadSquared Android app v8.0 or higher, or the LeadSquared iOS app v7.1 or higher.

3. How It Works

Firstly, you need to create one or more forms. The procedure is exactly the same as it is for web.
The only difference lies in the process designer, when you choose where you want the process to be triggered.

See How to Create a Form to learn how to create a form and configure rules.
See How to Create a Process to get a general idea of how the process designer works.

4. Procedure

Once you’ve created your forms, navigate to the Process Designer (Workflow>Process Designer) and click Create Process.

You can trigger your process –

At a Specific Work Area
Or
On Task Complete

4.1 On Task Complete

The ‘On Task Complete’ trigger allows you to choose the task types on which you want the process to be triggered.

task complete trigger

Every time a task of a selected task type is completed from the mobile app, the process will be triggered.
In the example below, the process is triggered to run when Follow-up, Meeting, and Phone Call tasks are marked complete. The form configured to be displayed is the ‘New Client’ form.

sample process

So when users complete a task (of the configured type) from the mobile app, they’ll be prompted to complete the form(s) configured in the process.

trigger process on task complete form select mobile

The task will then be marked complete –

process on mobile task completed after process

4.2 At a Specific Work Area

When you choose the ‘At a Specific Work Area’ trigger, you’re prompted to select the work areas where you want the process to begin.

Each work area has an icon representing its availability on web and mobile.

Available on Web
Available on Mobile
Not available on mobile

Use the checkboxes alongside the icons to choose the work areas on web and/or mobile, then click Save.

Note: When you hover your cursor over the icons, you’ll see an image of the screen/page where you’re process will be triggered from.

trigger processes on mobile

According to your configurations in the process designer, your form(s) will be available in the chosen work areas on mobile –

process work area on mobile process forms

Note: The Default Lead Form in the screenshot above is the default ‘Add New Lead’ form. It can be accessed offline. Forms added through the process designer will not be available offline.

5. Other Features

There are other features you can use in conjunction with forms and processes for a better experience.

Custom Field Sets
You can use custom field sets to upload documents to a form. To do this you need to create a custom field set and then add it to an activity. You must then include the activity in your form. For more information, see Custom Field Sets.

document upload through custom field sets

Activity Location
For activities that are location-enabled, the lead’s location will be automatically captured on form submission. For more information, see How to Add a Custom Activity.

activity location in custom forms

Iframes
You can use Iframes to display custom content on your forms. These are available as special fields in your form designer. For more information, see How to Create a Form.

add Iframe

6. Current Limitations

Activity attachments are currently not supported. However, you may use custom field sets to upload documents.
Help texts will be visible only for fields and not for form and section descriptions.
Only the ‘Default form’ will work offline.
If you’ve set up a process on the ‘Task Complete’ trigger, it will overwrite the ‘Task-Activity Completion’ flow. For more details, read the ‘Task-Activity Completion’ section of Mobile App Permissions.
Be sure to keep the Tab/Section/Field hidden by default from the web (while creating a form), if you don’t want them to appear for users on the first launch on mobile –

hide fields in form designer

For more information on hiding fields, tabs, and sections, see How to Create a Form.

Any Questions?

Did you find this article helpful? Leave a comment below if you have any unanswered questions.

Field Sales Territories for Sales Users

November 29, 2022/0 Comments/in Lead Tracking, Mobile CRM/by Dharshana Santhanam

1. Feature Overview

As a Sales User, you can view and work within the territories assigned to you (by your manager/administrator) using the LeadSquared mobile application. Leads are automatically assigned based on proximity to your location. This helps in reducing time spent on traveling and improves your efficiency.

Find leads near you and within your assigned territories.
Add new leads on the go within/outside your territory.
Track your lead’s location.
View directions to your leads along with the traffic conditions.

Note:

This article is to help sales users navigate the Field Sales Territories feature. For more information on how Administrators and sales managers can use this feature, see Field Sales Territories for Admins and Sales Managers.
If you’ve enabled both Near Me and Territories in your account, you can access both. A boundary will be displayed around the territories in Near Me.

2. Prerequisites

You must be an Administrator, Sales Manager, or a Sales User.
You must have territories created by the Administrator.
You must run the following versions, or later –
- Android v16.0
- iOS v13.6

3. How it Works

Open the LeadSquared mobile app and tap Near Me. You will be able to view your location, your assigned territories and all leads around you at a particular radius. Adjust the search radius to filter the leads displayed. You can call or view directions to your leads on this page. You can also view the traffic condition along the route suggested to you.

4. Find Leads in Your Territory

Open the latest version of the LeadSquared mobile app. On the Dashboard, tap Near Me. A red pin marks your location and all the leads present within a particular radius around you are displayed. Even if your location is outside the territories assigned to you, the leads assigned will still be displayed. You can also view the territories assigned to you and the leads within these territories on this screen.

To increase the radius of your search, tap the dropdown on the bottom of the screen, next to Leads within. Select the required radius. You can also pinch to zoom in and increase your radius. While doing so, you can find leads around you within any radius.
To view all the leads present in a particular radius around you, tap the bar on the bottom of the screen that displays your location. Tap on any one of the leads to view the lead details. You can also call or find the directions to the lead here.
To filter your leads, tap .
- Once you apply filters, you can reset/change them by tapping on Change Filter Field.
To search for a particular lead, tap
To find leads in other locations, move the map to the desired location and tap .
Once you can view the lead’s details, to add a task or activity, tap . Select Add Task or Add Activity.
To add new leads directly from this page, tap .
To change your location, on the bottom of the screen, tap . Tap Change Location.
To enable/disable the cluster view of leads –
1. Tap .
2. Tap Settings.
3. Slide the Cluster View switch.
To change the map view (default, satellite or terrain) or to view traffic on the map, tap .

Note:

The colours of the icons and territories customised by Admins on the web will not be displayed on the mobile app.
You can also create leads outside your territories while using the mobile app.
If there are parent-child territories (or sub-territories) created, only the parent territory will be displayed on the mobile app. Admins and Sales Managers can view the sub-territories on the web application.

LeadSquared - Territories mobile app

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.

Manage Templates for the Mobile App

April 6, 2023/0 Comments/in Admin & Settings, Call & SMS, Mobile CRM/by Dharshana Santhanam

1. Feature Overview

Create reusable message templates to ensure efficient communication between sales users and leads. You can also personalize these templates by adding Mail Merge fields. The templates published on the Manage Templates page are available to all sales users on the mobile app. 5 templates are available by default on your LeadSquared account and users can add up to 50 more.

Note:

Templates saved as drafts will not be available on the mobile app.
The SMS templates previously created by the user will be available on the mobile app. However, these templates will be removed once the user logs out of their account.
To know more about how to send messages on the mobile app, see Make Calls and Send SMS Using the Mobile App.
To know more about personalising your messages with mail merge fields, see Mail Merge.

2. Prerequisite

You must be the Administrator of your LeadSquared account.

3. Create Message Templates

Navigate to My Profile>Settings>Mobile App>Manage Templates.
Click Create Template.
Enter the Template Name.
In the box under Template, enter your message template.
To add mail merge fields on the template, under Available Mail Merge, copy the fields and paste them on the message template.
Once you’re done, you can save the template as a draft or publish it.

Note: The template can contain a maximum of 1000 characters.

LeadSquared - Create Message Templates

4. Manage Message Templates

To perform actions on your template, alongside the template, click .

To preview the template, click Preview.
To edit the template, click Edit.
To delete the template, click Delete.
To publish the drafted template, click Publish.
To unpublish the published template, click Unpublish.

LeadSquared - Actions on manage templates

5. Use Templates on the Mobile App

5.1 Show Templates on Mobile App

Templates are enabled on the mobile app by default. To manually enable/disable the Templates feature on your mobile app –

On the Dashboard, tap .
Tap .
Under Personalise, tap Templates.
Next to Show Template, tap .

On this page, alongside the available templates –

To preview the template, tap .
To send the template as a message to leads directly from this page –
- Tap .
- Enter the lead’s name.
- Tap Share.

Note: The Show Template toggle is enabled by default on the mobile app.

LeadSquared - Show Templates on Mobile App

5.2 Send Messages Using Templates

To send messages to your leads using the available templates –

Tap Leads.
Tap on a name card to view the Lead Details page.
Tap Contact and select either Whatsapp or Message.
Alongside the template you want to use, click
Click Share and click OK on the carrier charges notification.
You will be redirected to your SMS app. Tap Enter here.

Note: To know more about how to send messages on the mobile app, see Make Calls and Send SMS Using the Mobile App.

LeadSquared - Send Messages Using Templates

5.3 Send Emails Using Templates

On the Dashboard, tap .
Tap .
Under Personalise, tap Templates.
Alongside the relevant template, tap .
Enter the lead’s name.
Tap Share and select Email.

LeadSquared - Show templates on mobile

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!

Track Calls with Opportunities on the LeadSquared Mobile App

June 28, 2023/0 Comments/in Lead Tracking, Mobile CRM, Opportunities/by Dharshana Santhanam

1. Feature Overview

Phone calls activities made/received on the LeadSquared mobile app are automatically posted against the relevant leads (on the Lead Details page). With the opportunity tracking feature, you can track phone call activities against the relevant opportunities (instead of leads) in your LeadSquared account.

Note: Opportunity Call Tracking is not supported on iOS mobile phones.

2. Prerequisites

Install the latest version of the LeadSquared mobile app.
Install the latest version of the Call and SMS tracker app and enable all related permissions.
You must have an Android mobile device. The call recording feature is not supported on iOS devices.

3. Admin Configurations

To enable the call tracking features for opportunities –

Navigate to My Profile>Settings>Mobile App>Additional Settings.
Under Opportunity, enable Opportunity Call Tracking.

LeadSquared - enable opportunity call tracking

4. Track Outbound Calls to Opportunities

When a user makes an outbound call to an opportunity, it gets posted on the Opportunity Details page. These activities are only tracked if the calls are made from –

Opportunity list.
Opportunity details.
Opportunity smart view list.
Opportunity smart view.

LeadSquared - Opportunity activity history

5. Track Inbound Calls to Opportunities

To post an inbound call activity on the relevant opportunity –

When you receive an inbound call, a lead identification pop-up is displayed. On the pop-up, tap Add Details.
A note titled Associate With is now displayed on the bottom of the page. On this note, select Opportunity.
A list of all the opportunities posted on the lead is displayed. Select the relevant opportunity to associate the call with. You can now enter the opportunity details in the relevant form. The activity will be posted on the relevant Opportunity Details page.

LeadSquared - Opportunity call tracking for incoming call

If the activity is not posted on the Opportunity Details page –

Tap .
Tap Opportunities: Associate calls.
On this page, to post the relevant call under an opportunity, tap Associate.
On the Associate With pop-up, select Opportunity. Now, select the relevant opportunity you wish to associate the call with.

LeadSquared - Opportunity call tracking if it doesn't show up on opportunity details

Any Questions?

We’d love to hear your feedback to help improve this article. Feel free to enter your questions or grievances in the comments section below.

How to Avoid Creating Duplicate Leads

May 30, 2018/0 Comments/in Leads, Manage Leads/by Vir Singh

1. Feature Overview

There are measures you can take to avoid creating duplicate leads in your LeadSquared account. If you’ve already created duplicate leads, you can merge them, sanitize the existing data and avoid creating them in future.

Fields you mark as unique will not accept duplicate values. You have the option of marking up to 3 fields as unique, including custom fields (see How to Mark Custom Fields as Unique). It is good practice to mark the phone/mobile fields unique to avoid creating duplicate leads with the same phone number through different channels (landing pages, forms, etc.).

Note: Accounts created before 13th November 2017 have only the email address field marked as unique by default. This article is only relevant for these users. Accounts created after this date have the email, phone and mobile fields marked as unique by default.

2. Example Use Case

If the phone and mobile fields are not marked as unique in your account and an existing lead re-inquiries through a different channel, this may create a duplicate lead.

3. Best Practices

These settings will help you prevent duplicate lead creation –

Setting the phone and mobile fields to ‘Phone Control’
Helps you avoid creating duplicates due to phone format mismatches
Marking the phone and mobile fields as unique.
Prevents new duplicates from being created.

3.1 Phone Control Settings

When you set the phone/mobile number field to display as ‘Phone Control’, it standardizes the mobile number format across all your lead add forms and landing pages. It makes the country code mandatory and lets users only enter a defined number of digits. Here’s what it looks like on the ‘Add New Lead‘ form –

phone control on add new lead form

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

control phone format

For more information, refer to Control Phone Number Format While Capturing Leads.

3.2 Marking Uniqueness

First, check if the phone and mobile number fields are marked unique –

Navigate to My Account>Settings>Leads>Lead Fields, search for the ‘Phone/Mobile Number’ field.
Under the Meta Info column on the grid, check the key icon.
- If the key icon is green, it implies that the field has been marked unique.
- If the key icon is grey, the field has not been marked unique.

If the phone and mobile fields have not been marked as unique, follow this process for both fields.

Hover your cursor over the settingswheel and click Mark Unique.
On the Mark Unique pop-up,
1. Click the Mark Unique button to proceed to step 2 of 2.
2. Select the minimum and maximum mobile number length.
3. Ensure the Country Code Is Mandatory checkbox is ticked. If you’ve enabled phone control as instructed (first step of best practices), this checkbox will be ticked by default. Otherwise, you can tick the checkbox and the phone control setting will automatically get enabled.
4. The If Not Provided drop-down lets you choose between throwing an error or proceeding with a default country code if a user doesn’t provide a country code.
5. Click Save.

marking mobile as unique

4. Troubleshooting Errors

If you already have duplicate values for the mobile number field when you attempt to mark it as unique, you’ll see the following error –

error with unique field

In this case, LeadSquared can’t mark the field as unique because there are already duplicate values for the field in your account. Here’s how you can address the issue –

4.1 Merge leads

There are 3 ways you can merge duplicate leads –

A) The Duplicate Leads Report
The duplicate leads report lets you filter duplicate leads based on the company, email, phone number or mobile phone fields. It also lets you merge duplicate leads by selecting the values you want to keep versus the ones you don’t.

On the main menu, navigate to Reports>Reports Home and search for the List of Duplicate Leads report.
Filter by the Phone/Mobile Phone field and click Show Duplicates.
Beside each duplicate record, click the Merge link.
Select the values you want to retain for each column and click Merge.
Once the lead is merged you can choose to go to the merged lead’s details page or to the Manage Leads page.

Duplicate Leads Report

B) The Lead Merge API (Optional)
You can also merge leads programmatically using the Lead Merge API.

C) Automation
You can also use the If Lead Exists automation condition and follow it up with a Merge Leads action.

4.2 Sanitize existing data through export and re-import.

To ensure that you can mark the phone/mobile number fields unique, you must first ensure that there are no duplicate values in these fields. This requires you to export all your leads to a CSV file and then re-import that data.

1. Export Lead Data
Export your lead data from the Manage Leads page. Choose the Export Leads option under the Action column. You can choose to export all fields or selected fields. For more information, see How to Export Leads.
We recommend that you export the ‘Created On’ and ‘Modified On’ fields so you can track which lead was last created. This will help you identify leads you wish to delete (if any).

2. Identify Duplicates
Identify duplicate values in the phone/mobile fields in your CSV file. Microsoft Excel has some options that allow you to do this (for more information, see Find and Remove Duplicates in Excel). After identifying the duplicates, you could choose to remove them or you could enter different values for the duplicate mobile numbers, for example –

First Name	Phone Number
John	9812345678
John	9812345678.dup1
John	9812345678.dup2

3. Standardize the format across all phone records
We recommend that you remove the country code and leave just the phone number digits. The ‘phone control’ setting will capture the country codes going forward so you won’t have to worry about format mismatches.

4. Import the data back into LeadSquared
Use the Import Leads button on the Manage Leads page to import the data back into LeadSquared (for more information, see How to Import Leads). While importing the file –

Ensure that the email address is the Search Key during import (step 2 of import).
Select the Overwrite duplicates option during import (Step 3).

troubleshooting duplicates

Now that all duplicates are dealt with, you’ll be able to mark the ‘Phone/Mobile Number’ fields as unique (see step 2 of Best Practices section above). You’ll now see the following success message –

success message for mark as unique

Any Questions?

Leave us a comment below if you have any questions.

Track Multiple Email Opens By The Same Lead

June 28, 2017/0 Comments/in Lead Tracking, Leads/by Dharshana Santhanam

1. Feature Overview

When you send out an email campaign to a lead, based on how often they open the email, their lead score increases. With this lead score, you can get an idea of how well your campaign is working. If you send the campaign to an organization’s email ID, multiple people might open the email, leading to inconsistencies in the lead score.

The Multiple Email Opens setting allows you to track leads who open your emails multiple times. By tracking such leads, you can understand their interests better and target potential customers. You can also make sure that the multiple opens are not performed by different employees in the same organization to trigger a higher lead score.

2. Prerequisite

You must be the Administrator of your Leadsquared account.

3. Track Multiple Email Opens

To track leads opening your emails multiple times, you must first enable this setting –

Navigate to My Profile>Settings>Lead Tracking>Multiple Email Opens.
Alongside Multiple Email Opens, click Yes.

LeadSquared - Multiple Email Opens

Any Questions?

We’d love to hear your feedback to help improve this article. Feel free to enter your questions or grievances in the comments section below.

How to Export Your Leads/Lead Details?

December 14, 2015/0 Comments/in Leads, Manage Leads/by Sri Sudhan

1. Feature Overview

LeadSquared gives you full control over your lead data by allowing you to export leads directly from the Manage Leads and Smart Views pages. Exported data is delivered to your registered email address in CSV format, making it easy to analyze, back up, or share lead information outside the platform.

You can choose to export:

All lead fields available in your account, or
Only selected lead fields, based on your requirements.

Lead export supports both system and custom lead fields, while maintaining safeguards to protect your data and ensure secure file handling.

Note:

By default, you can export up to 1 lakh (100,000) leads from your account. To increase this limit to 5 lakh (500,000) leads, contact your account manager, or write to support@leadsquared.com.
Even when you give us support access to your account, our representatives don’t have the ability to export your data.
The downloaded CSV file, when opened in excel or similar applications, should not require any special permission to view data. For example, “asking permission to run macros”. If you find such instances, please report them back to us at support@leadsquared.com or connect with your account manager.
If the value of a field starts with the following characters + , – , = , | , @ they will be enclosed within quotes in the exported CSV file. This is done to prevent issues that may arise in Excel (such as format issues, excel injections, etc.) as a result of special characters in the cells.

2. Prerequisites

You won’t be able to export leads if your administrator has restricted export access through permission templates. If you don’t see the export option, contact your administrator.

3. How It Works

Lead exports are processed in the background.
When you submit an export request, LeadSquared compiles the selected lead data into a CSV file.
The exported file is sent to your registered email address.
You can export:
- All lead fields or selected lead fields
- Leads from the Manage Leads page, Smart Views, or Static Lists
- Standard and custom lead fields
You can track the status of your export request from Settings>Profile>Request History.

4. Export Your Leads from Manage Leads Page

From your dashboard, go to Lead Management>Leads.
Hover over the Actions icon on the top right corner of the page and select Export Leads.
On the Export Leads pop-up, choose whether you want to export All fields or Selected Fields.
- If you’ve chosen All fields, all the lead fields across all pages will be exported into the CSV file.
- If you’ve chosen Selected Fields, only the lead fields you select will be exported into the CSV file –
  1. On the popup, click the relevant fields under Available Fields.
  2. Rearrange the chosen fields under Selected Fields.
Click Export when you’re done.
Your export request will be queued and you can check the status from the Request History page. On this acknowledgement popup, click Ok.

Note: All the date-time fields you export will be displayed in the time zone configured in your LeadSquared account. You can edit the time zone and other profile settings from Settings>Profile.

Leadsquared - Export Leads

5. Export Your Leads from Smart Views Page

Smart Views on LeadSquared provides a centralized workspace where users can create customized tabs using filters and conditions to view only the records relevant to their work upfront. To export leads from specific Lead Smart View tabs –

Navigate to Lead Management>Smart Views.
Select the relevant Lead Smart Views, hover over the Actions icon on the top right corner of the page and click Export Leads.
Follow the same steps as mentioned in the previous section and your request will be processed.

Leadsquared - Export Leads

6. Export a Specific List of Leads

If you want to export a selected set of leads, navigate to Lead Management>Lists and create a static list with the relevant leads you want to export. Then, export them into a CSV file. For more information on Lists and List Actions, refer to Export Lists.

Leadsquared - Export Leads

7. Check the Status of Your Export Request

To view the status of your export request –

Click on the link you received via email.
Or
Navigate to Settings>Profile>Request History

After the request completes, the CSV file will be sent to your registered email address in ZIP format.

Note: You can export up to 100,000 leads using the Export option. If you want to export more than 100,000 leads, see How to Export More than 1 lakh leads.

LeadSquared - Export Leads

8. Export Lead Fields

Lead fields store the information associated with your leads such as contact details, lead source, lead stage, custom attributes and other business-specific data. Exporting lead fields helps Admins review and document the field configuration in their account and support integrations or migration activities. To export lead fields from you account –

Navigate to Settings>Leads>Lead Fields.
Click Export. Your Lead Field data will be downloaded as a CSV file.

Note:

Only admins have access to Lead Fields.
Only the following values will be exported when you export lead fields –
- Display Name
- Schema Name
- Field Type
- Data Type
- Render Type

Leadsquared - Export Leads

9. FAQs

1.Why is my Lead Import stuck in “In Queue” status?
Lead imports are processed in batches, and your request may be waiting behind others in the queue. This is normal and usually occurs during peak usage hours. The system prioritizes execution during off-business hours, so your import should typically complete overnight. If it remains in queue for more than 24 hours, reach out to support@leadsquared.com for assistance.

2. Why can’t I export selected/chosen leads from the Manage Leads grid?

3. How to export more than 1 lakh (100,000) leads?

4. If the Manage Leads grid has more than 1 lakh (100,000) leads, in what order or criteria will the 1 lakh leads be exported?

5. How to control lead export and delete permissions for users?

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!

User Advanced Search

December 22, 2017/2 Comments/in Users & Permissions, Users, Groups and Teams/by Vir Singh

The user advanced search feature is helpful if you have a large number of users and want to filter them based on multiple criteria.

You can access this feature by navigating to My Account>Settings>Users and Permissions>Users and clicking the Advanced Search link –

Condition Groups

The feature works on the basis of Conditions, Condition Groups and AND/OR operators between them.

Search Using a Single Condition Group

You can set one or more conditions within a single group.
And then configure –
- All conditions to be met – AND
- Any condition to be met – OR

For example, let’s say you want to find users from Bangalore. You also want to accommodate alternate entries for Bangalore like ‘Bengaluru’, ‘BLR’, etc. In this case, you’ll use the Any Condition (OR) option and your condition group will look something like this –

City is Bangalore OR City is Bengaluru OR City is BLR

Or condition group

On the other hand, if you want to search for users from Bangalore, Delhi and Mumbai, then you’ll use the All Conditions (AND) operator –

City is Bangalore AND City is Delhi AND City is Mumbai

Search Using Multiple Condition Groups

You can create multiple condition groups.
And then configure –
- All conditions to be met across all condition groups – AND
- Any condition to be met across all condition groups- OR

Note: You can’t set both the And condition and Or condition within a group. You also can’t set both the And condition and Or condition across groups. You must choose one condition to use within a group and the other condition will automatically apply across groups. For example, if you set the OR condition within a group, the AND condition will automatically be applied across groups.

Building on the same example, let’s say you want to find sales users in Bangalore OR Bengaluru OR BLR. You’ll need to set up a new condition group using the Add Condition Group button at the bottom left side of the pop-up. Your search should look like this –

City is Bangalore OR City is Bengaluru OR City is BLR

AND

Role is Sales User

Any Questions?

Did this article give you the help you needed? How do you filter your users? We’d really appreciate any feedback you’re willing to share in the comments section below.

LeadSquared Automation Wait Time Limit

February 28, 2025/0 Comments/in Conditions, Workflow Automation/by Zaid Assadi

1. Feature overview

This article will help you understand the Wait Time configurations on Automation Wait Cards – Wait, Wait (Advanced), Wait Until Activity, and Wait Until Workday.

Note:

The contents of this article will take effect in the platform on 23rd April 2025.
Check your existing automation. If you have wait times longer than 400 days, update them immediately to avoid interruptions. Otherwise, leads flowing through Automations will not be processed successfully after 23rd April 2025 if they exceed the wait time limit. Contact support@leadsquared.com if you need assistance.

2. Prerequisites

You must be an admin user to configure an Automation.

3. Automation Wait Cards

Wait cards in Automation can be set to delay the next action or end the automation after a specified time.

If your automation includes one or more wait cards (e.g., waiting to send an email or for an activity to be posted), the total combined wait time of a path cannot exceed 400 days.

For example, in the image below, the first Wait Until Activity card has a default wait time of 1 year, and the other wait card also has a wait time of 1 year, the total exceeds 400 days. In such cases, attempting to publish the Automation will result in an error.

automation wait cards without mail merge

4. Automation Wait Cards with Mail Merge Fields

In Wait and Wait Advanced cards, the Default Wait Time option appears only when the Mail Merge option is selected. The system uses this default wait time for error checks and calculations to determine if the total wait time exceeds 400 days for wait cards using mail merge.

This is because the maximum wait time exceeded error won’t appear for wait cards that use mail merge fields because their calculations occur only at runtime (we cannot know what value will be mail-merged until runtime).

automation wait cards with mail merge

To determine whether the automation used the mail merge value or the configured max wait time, check the automation report. If the Default max wait time used value is Yes, it means the default value provided in the card has been used as the mail merge value exceeds the default value.

automation wait cards mail merge report

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!

Create Permission Templates

June 28, 2017/2 Comments/in Permissions, Users & Permissions/by Dharshana Santhanam

1. Feature Overview

This article shows you how to create and configure a permission template. If you’re new to the permission template feature, see LeadSquared Permission Templates. If you’ve already created a permission template and now want to apply it to your users, see How to Apply a Permission Template.

Note:

Instead of restricting export for each entity (leads, activities, tasks, opportunities, users, and accounts) through a permission template, you can now restrict all users from exporting all LeadSquared entities through a back-end setting.
Instead of creating a permission template to restrict access to sales activities –
- You can restrict all permissions (view, create, and edit) to all users through a backend setting.
- You can also restrict create/add permissions and grant view and edit permissions through a backend setting.

To enable any of these settings, contact your account manager, or write to support@leadsquared.com.

2. Create a Permission Template

From the main menu, navigate to My Profile>Settings>Users and Permissions>Permission Templates, then click Create.

Note: You can create up to a maximum of 50 permission templates.

Permission Templates create

Enter the following details –

Name: Enter a name for the permissions template.
Description: Enter a suitable description for the template.
User Access: Controls users that are shown in all user/owner fields drop-down fields across the application. To learn more about this feature, see How to Control Users Shown in User/Owner Drop-down Fields.
- All Users – This is the default option. All users will be shown in the user/owner drop-downs across the LeadSquared application.
- Sales Group Users – Will allow group managers to see only the users in their own sales groups, in all user/owner drop-downs across the application. Other sales users in the group (who aren’t group managers) will only be able to see themselves in these drop-downs.
Restrict Access
- Dashboard – Users the template is applied to won’t be able to view dashboards.
- Reports – Users the template is applied to won’t be able to view reports.
- Marketing – Users this template is applied to won’t be able to access the Email Campaign, Landing Pages, and Website Widgets screens.
- Workflow – Users this template is applied to won’t be able to access the Automations, Manage Forms, Process Designer, and Manage Portals pages.
- Custom Apps – Users the template is applied to won’t be able to view custom apps.
- API Access – Users the template is applied to won’t be able to make APIs calls. This can be used when you want to give marketing access to users but don’t want them to use any APIs or connectors.
- Call Recordings – Use this option to restrict access to Call Recordings in Inbound/Outbound Phone activities.
- Content – Users this template is applied to won’t be able to view, upload or delete content in the Email Library and Images and Documents library by default. However, admins can configure the settings to grant users partial access to these libraries as needed.
- Leads – Users this template is applied to won’t be able to access the Manage Leads page.
- Accounts – Users won’t be able to view any accounts.
- Create Users – Users this template is applied to won’t be able to create new users in your LeadSquared account. This permission template can be applied to Admins (by the Super Admin), Sales Managers, and Marketing Users (by the Admins/Super Admins). It cannot be applied to Sales Users.
- Activate Users – Users this template is applied to won’t be able to activate a user in your LeadSquared account. This permission template can only be applied to Admins (by the Super Admin), Sales Managers, and Marketing Users (by the Admin/Super Admins). It cannot be applied to Sales Users.
- Deactivate Users – Users this template is applied to won’t be able to deactivate a user in your LeadSquared account. This permission template can only be applied to Admins (by the Super Admin), Sales Managers, and Marketing Users (by the Admin, Super Admins). It cannot be applied to Sales Users.

Note:

The following Permission Templates aren’t available by default in the platform. To enable them on your account, contact your account manager, or write to support@leadsquared.com –
- Create Users
- Activate Users
- Deactivate Users
- Restrict User Field Modification
Access to reports and custom apps will be automatically restricted when viewing permissions are configured to hide lead and opportunity fields. This happens because lead and opportunity fields that you hide from your users still show up in connected apps and reports. If you still want users to view reports and connected apps even though you have restricted view permissions for lead and opportunity fields, manually toggle the reports and custom apps sliders.

3. Clone a Permission Template

You can clone an existing Permission Template and make relevant changes to it instead of creating new templates from scratch. To clone a permission template –

Navigate to My Profile>Settings>Users and Permissions>Permission Templates.
Alongside the relevant Permission Template, hover your cursor over .
Select Clone and enter the relevant details. Once the Permission Template is cloned, you can edit it according to your requirements.

LeadSquared - Clone Permission Templates

4. Permission Templates for Admins

Super admin users can apply permission templates on regular admins. In addition to the regular permissions, they can restrict access to

Edit user’s email addresses and phone numbers
Export users
Organization switch
Support access

For more information, see LeadSquared Super Admin Users.

Admin User Permission Templates

5. Assign Permissions

This allows you to set permissions for different entities. You can set restrictions on individual actions (e.g., update one Phone Call Task as ‘Complete’, etc.) and bulk actions (e.g., update all Phone Call Tasks as ‘Complete’, etc.). Refer to the table below for details.

Permission Type	Description
View	Allows you to view leads, activities, tasks, opportunities, and accounts.
Create	Allows you to create leads, opportunities, activities, tasks, users, and accounts.
Edit	Allows you to edit existing leads, activities, tasks, opportunities, users and accounts.
Delete	Allows you to delete existing leads, activities, tasks, opportunities, and accounts.
Export	Allows you to export leads, activities, tasks, opportunities, and accounts.
Import	Allows you to import leads, activities, opportunities, and accounts.
Mark Complete	Allows you to mark tasks as completed.

By clicking on the green circle, you can change the permission settings of each permission type –

LeadSquared - Assign Permissions

Once the template details are configured, click Save. The Permission Template will save and then appear on the Manage Permission Templates page where you can edit, delete or apply it to users.

5.1 Configure Access Levels

You can give users complete access, partial access or no access to features and actions –

LeadSquared - Configure access

5.1.1 Full Access

Provides complete access to the permission type.
For example, if you give a user full access to delete leads, he can delete all the leads in your account.

5.1.2 Partial Access

Provides partial access. Allows you to selectively choose the fields you want to give users access to. For example, you can restrict users from viewing or editing system lead fields like Lead Age, Created On, Modified On, Last Activity, Last Activity Date, Origin, Lead Score, Engagement Score and Quality Score.

Note: The feature to restrict system lead fields is not available by default. Reach out to support@leadsquared.com to get this enabled.

When you select partial access, a Configure option appears below the yellow circle which allows you to choose the fields you want to restrict access to.
Click Configure and choose the fields you want to restrict on the Configure Create Permission for Leads pop-up
Click Save when you’re done.

LeadSquared - Configure create permission for lead

Note:

The following lead fields cannot be partially restricted through permission template for view, create and update lead field access: ConversionReferrerURL, CreatedOn, EngagementScore, LeadConversionDate, ProspectAutoId, Origin, QualityScore01, Score, ModifiedOn, Revenue, SourceIPAddress, SourceReferrerURL, StageRottingFlagMessage, StageRottingFlagModifiedOn, StageRottingFlagStatus
The following opportunity fields cannot be partially restricted through permission template for view, create and update opportunity access: OwnerId, Owner, mx_Custom_1(Opportunity Name/Title), mx_Custom_2(Status), mx_Custom_19(Comment)

Restriction on Edit of User Fields

Users can be restricted from editing user fields like the their First Name, Employee ID, Email Address etc.

Note: This feature to restrict editing of user fields is not available by default. Reach out to support@leadsquared.com to get this enabled.To enable this restriction –

Navigate to Settings>Users and Permissions>Permission Templates.
Under Assign Permissions, you’ll find Users.
Click on the green circle under Edit until it turns yellow.
Click Configure under the yellow circle to restrict the required user fields.
In the Configure Edit Permissions for Users pop-up, click Restrict alongside the relevant fields.
Once the fields are selected, click Save.

Leadsquared - Permission Templates

5.1.3 Bulk Actions

Restrict Sales Users from performing bulk actions (Create, Update and Delete) on Leads, Activities, Tasks, Opportunities and Accounts. This is to ensure your users don’t misuse the Bulk Update option, especially if incentives or payouts are tied to achieving specific targets (e.g., number of tasks completed in a week, etc.).

LeadSquared Product Updates

5.1.4 No Access

Provides no access to the selected permission type.

6. Masking/Hiding Fields

You can hide/mask fields that you don’t want certain users to see. Once masked, these fields cannot be edited by users.
For example, if you have a sensitive lead field (like a bank account number, PAN/Aadhaar card number, Social Security Number, etc.) that you don’t want other users to see, you can mask it by following the video below.

LeadSquared - Masking permission templates

Note:

If a field is masked for a user, that user can still update it if the value is empty. This is useful in case a phone number is masked, but the user knows the number of the prospect and wants to update it.
You cannot hide the lead age via permission templates. However you can use the Lead Details View Cusotmization feature to hide the lead age.

This feature also works for activities and tasks types you may want to hide from certain users, like say you don’t want marketing users to see sales activities or sales tasks. You can also mask CFS file type Activity fields to prevent users from attaching such files in emails. Just follow the same instructions in the video above but this time click the circle alongside the Activities, Tasks, Opportunities, or Accounts section as highlighted below.

LeadSquared - Masking permission templates

If you wish to mask an Activity Field, before you navigate to the Permission Templates –

Navigate to My Profile>Settings>Leads>Custom Activities & Scores.
Alongside the relevant activity field, click .
On the Update Custom Activity Type pop-up, alongside Show As Entity, click . This checkbox must be enabled to mask an Activity Field.

LeadSquared - Show as Entity

Note:

If you want to hide phone numbers from users, create a permission template as follows.
- Hide the phone, mobile and other phone fields using the Hide Lead Fields functionality.
- Hide lead capture and landing page submission activities using the Hide Activity functionality.
If the phone number is masked, telephony connectors will not update the phone number in the ‘FirstName’ lead field.

7. Next Steps

Once a template is created, you can apply it at the user, role or sales group level. See How to Apply Permission Templates.

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!

Apply Permission Templates to LeadSquared Users, Roles or Groups

June 28, 2017/0 Comments/in Permissions, Users & Permissions/by Dharshana Santhanam

1. Feature Overview

Configure your users’ access to different features in LeadSquared using Permission Templates. Once you create a template you can apply it at a user level, role level or group level. To know more, see How to Create a Permission Template?

2. Prerequisite

You must be the Administrator of your LeadSquared account.

3. Apply Permission Templates

Navigate to My Profile>Settings>Users and Permissions>Permission Templates.
Alongside the relevant template, hover your cursor over and select Apply Template.
Once you can view the Apply Template pop-up window, select the level you wish to apply the template on –
- User Level – Apply the permission template on specific users.
- Role Level – Apply the permission template on roles (Administrators, Sales managers, etc.).
- Group Level – Apply the permission template on specific sales groups.
Select the relevant user/role/group and click . Press Ctrl and click on multiple users/roles/groups to select them all.
- To unselect any user/role/group, click on their names and click .
- You can also search for a specific user or group on the search box.
- To search for all the users in a specific sales group or user role (e.g., Sales Managers), click the Search By dropdown and select the relevant role or group.
Click Save.

LeadSquared - Apply Permission Templates

You can also apply Permission templates through the Users, Sales Groups and Roles grid under the Users and Permissions setting.

Navigate to the relevant grid and hover your cursor on .
Select Set Permissions.
Alongside the template you wish to apply, click Add.
Click Save.

LeadSquared - Set Permissions

4. Restrict Users from Permission Templates

If you want certain users (like group managers) to be exempt from blanket permission templates applied at the role and group level, you can use the Apply Only User Specific Permissions option. You can also create separate templates with higher permission (for example, lead export) for these users and apply them specifically at the user level (to managers for example). With this option enabled only templates applied at the level of the user will be considered.

Note: If you’ve enabled the Apply Only User Specific Permissions setting for a user, you must have a permission template applied at user level. If not, the blanket permission templates applied at role and group levels will be applied on the user as well.

From the main menu, navigate to My Profile>Settings>Users and Permissions>Users.
Against the specific user for whom you want to enable this feature, hover your cursor over the icon, and click Edit.
On the Edit User screen, navigate to Manage Permissions, and click Edit on the top-right corner.
Against the Apply Only User Specific Permissions, click the checkbox.
Once you’re done, click Save.

LeadSquared -Restrict Permissions

5. Other Actions

Navigate to My Profile>Settings>Users and Permissions>Permission Templates.
Alongside the relevant template, hover your cursor over .
- To edit a permission template, click Edit.
- To delete a permission template, click Delete.

LeadSquared - Edit or delete permission templates

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!

Permission Templates – Control Users Shown in All User/Owner Drop-down Fields

October 1, 2018/0 Comments/in Permissions, Users & Permissions/by Vir Singh

The ‘User Access’ setting in permission templates lets you control the users shown in user/owner drop-down fields across the LeadSquared application. This will help you prevent sales users from accessing the leads of other sales users.

Note: If you’re new to the permission templates feature, see LeadSquared Permission Templates.

Once you implement this feature, sales group managers will only see users in their own groups and other sales users in the group will only see their own names in all user/owner drop-downs across the platform (on the Manage Leads page ‘Owner’ field for example).

permission template user access

Example Use Cases

Let’s say you’ve created multiple partners as different sales users in LeadSquared. These sales users have their own lead data. If you don’t want these partners/sales users to see other sales users and their leads, implement the ‘User Access’ configuration as instructed in this article.

User Access in Permission Templates

Navigate to the Permission Template page (My Account>Settings>Users and Permissions>Permission Templates) and click Create or Edit.

permission templates

Next, set the User Access option to Sales Group Users. This will do 2 things –

Sales group managers will only see users in their own groups in all user/owner drop-downs across LeadSquared (in the ‘Owner’ field on the Manage Leads page for example).
Sales users in those groups (who aren’t group managers) will only see their own names in user/owner drop-downs across the application.

As a result of this configuration, sales users (who aren’t group managers) won’t be able to see other users or their leads. They won’t be able to transfer leads to other users as well.

user access control

After saving the permission template, you can now apply it at the user, user role or group level. Regardless of how you apply the template, the behaviour of the feature will remain the same. For more information, see How to Apply a Permission Template.

Group Hierarchies

If you’ve implemented a hierarchical structure between your sales groups (see Managing Lead Access Across Groups – Group Hierarchies), after setting the User Access configuration to Sales Group Users, it will work in the following way –

Sales Group A	Sales Group B	Values in User/Owner drop-downs for John	Values in User/Owner drop-downs for Jack
John (Sales Group Manager)	Jack (Sales Group Manager)	John	Jack
Jack	Fred	Jack	Fred
Joe	Fez	Joe	Fez
Jill		Jill
Jane		Jane
		Fred
		Fez

Any Questions?

If you have any questions related to this feature feel free to start a discussion in the comments section below. We’d love to help you out!

LeadSquared Google AdWords Data Sync App

May 19, 2017/4 Comments/in Integrations & Apps, Online Ads/by Sandeep

1. Feature Overview

This app captures all your Leads’ sources and clicks from your Google Adwords account. Using this app, all ad submission data such as keywords, campaign details, ad network details and so on are available in your Lead Details window as an Activity.

2. Prerequisites

You should have a Google AdWords account
This connector is only available on marketing plans, not on sales plans.
You must be logged into your LeadSquared account
You must be an administrator user of your LeadSquared account

3. Procedure

3.1 Installation

From your default LeadSquared dashboard, go to Apps>Apps MarketPlace.

ii. All Connectors>Online Ads and select Adwords Data Sync.

iii. Click Add Connector. The LeadSquared Google AdWords Sync App is now installed.

3.2 Configuration

The settings feature appears in the AdWords Data Sync window once the installation is complete. You now need to configure the settings of your LeadSquared Google AdWords account. To do this –

Under Settings, click Configure. The Configure Adwords Data Sync pop-up box appears.

ii. Click Add Account.

This window allows you to link your Google AdWords account to your LeadSquared account to capture the details. It lets you manage and gives an overview of the AdWords accounts connected to Leadsquared

To link your Google AdWords account to LeadSquared –

Click Add Account. A pop-up box requesting to select the required Google account appears.

ii. Select the required Google account to which you have Google Adwords enabled.

iii. Click Allow. Your Google AdWords is added successfully with the message highlighted in the image below –

iv. You can see that the account is added with Auto-tagging enabled. This message appears only if the Auto-tagging feature is enabled from your Google AdWords account.

If you try to add an account which does not have the Auto-tagging feature is enabled from your Google AdWords account, the following message appears which allows you to enable Auto-tagging.

v. Select Enable Auto-tagging to proceed. For more information, refer to Auto-tagging.

Once the connector has been configured, a custom activity Google AdWords capture is created on the account. All click interaction data captured by AdWords is posted under this activity header to the lead.

Note – The activities are updated once every 24 hours.

3.3 Add Multiple Accounts?

Once you add a Google account linked to your LeadSquared Google AdWords Sync App, the credentials of that particular google account are saved.
When you try to add another Google account, the previous account credentials are used and you would not be able to add your account.

In order to avoid this, you need to logout from your Google account before you add another Google account.
If you want to add an account which was previously used, then go to your Google accounts permission page and remove LeadSquared from the connected Apps.

Note – In order to avoid the above scenario, it is always advisable to add Google accounts to your LeadSquared Google AdWords Data Sync App in incognito browser mode.

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!

How to Create a Multi Select Dropdown Field?

October 17, 2016/2 Comments/in Lead Settings, Leads/by Dharshana Santhanam

1. Feature Overview

A Multi-select dropdown is a feature that allows you to select multiple options in a dropdown list. E.g., a college can have Courses as a multi-select dropdown type lead field. This allows applicants to apply for multiple courses.

Note: To create a regular dropdown field, see How to create a Dropdown type Lead Field.

2. Prerequisite

You must be an Admin User of your LeadSquared account.

3. Create Multi-select Dropdown Field

Navigate to Settings>Leads>Lead Fields.
Click Create and enter the relevant lead field details.
Click the Data Input Type dropdown and select Multi-select Dropdown.
Enter the values for the dropdown and click Save.

LeadSquared - Create Multi-select Dropdown

4. Next Steps

Once you create these Multi-select dropdowns, you can add them to your Default or Dynamic lead forms. Dynamic Forms are a better alternative if you wish to create large forms using lead, activity and task fields. To know more about creating a Form, check How to Create a Form and Lead Form Customization. You can also view these dropdowns in the Advanced Search feature.

5. 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!

Restrict User Access to LeadSquared Using IP Whitelisting

May 12, 2017/10 Comments/in Admin & Settings, Security/by Sri Sudhan

1. Feature Overview

IP whitelisting is a security enhancement feature that enables you to regulate and limit LeadSquared product and LeadSquared APIs access only to trusted users. By whitelisting user IP addresses, you’ll be creating a list of trusted and secure IP addresses from which your users will be able to access their LeadSquared accounts.

Additionally, you can also create and add a list of IP addresses of your users who are authorized to pass LeadSquared APIs.

Note:

This feature is only supported on the LeadSquared web app.
Logins through suspect IPs (tors/anonymous proxies) are automatically disabled.
You cannot also whitelist IP addresses only for specific users in your organization. IP whitelisting can only be carried out at the account level.

2. Prerequisite

To set up IP Whitelisting, you must be an Administrator user of your LeadSquared account.

3. IP Whitelist for LeadSquared Login

To add a list of users who are authorized to log in to their accounts through the LeadSquared web app –

Navigate to My Profile>Settings>Users and Permissions>Restriction using IP Whitelisting.
On the bottom-right of your screen, click the Add IP Addresses button.
On the Add new IP to whitelist pop-up, enter the following details –
- Type – Select the IP method you want to follow when adding your users’ IPs. You can either select IP Address or CIDR/IP.
- IP – Enter the list of user IPs you want to whitelist. If you’ve chosen the method as IP Address, then you can add multiple IP addresses at one go. Ensure each IP address is separated by a comma. For example, if the IP addresses 69.89.31.226 and 98.139.180.149 is added to the IP whitelist, only users using these IP addresses will be able to access your LeadSquared account through the web app. All other IP addresses are blocked from accessing LeadSquared.
- Description – Enter a description for the list of IPs (e.g., Bangalore Users, Admin Users, etc.). This step is optional.
Alongside Enable IP Restriction, click Yes*.
Once you’re done, click Save. Only the user’s who’s IP is listed here will now be able to log in to their LeadSquared accounts from the web.

Note:

*If you do not want IP restriction enabled on your account, alongside Enable IP Restriction, click No.
Please ensure you add your own IP address to the Whitelist before enabling IP Restrictions. Enabling IP restrictions without adding your own IP address to the whitelist will block your own access to LeadSquared.
To delete existing IPs, under Actions, click .

LeadSquared IP Whitelist

4. IP Whitelist for LeadSquared APIs

To add a list of users who are authorized to use and work with LeadSquared APIs –

Navigate to My Profile>Settings>Users and Permissions>Restriction using IP Whitelisting.
On the bottom-right of your screen, click the Add IP Addresses button.
On the Add new IP to whitelist pop-up, enter the following details –
- Type – Select the IP method you want to follow when adding your user’s IPs. You can either select IP Address or CIDR/IP.
- IP – Enter the list of user IPs you want to whitelist. If you’ve chosen the method as IP Address, then you can add multiple IP addresses at one go. Ensure each IP address is separated by a comma. For example, if the IP addresses 69.89.31.226 and 98.139.180.149 are added to the IP whitelist, only users using these IP addresses will be able to access your LeadSquared account through the web app. All other IP addresses are blocked from accessing LeadSquared.
- Description – Enter a description for the list of IPs (e.g., API Users, etc.). This step is optional.
Alongside Enable IP Restriction for APIs, click Yes*.
Once you’re done, click Save. Only the user’s who’s IP is listed here will now be able to log in to their LeadSquared accounts from the web.

Note:

*If you do not want IP restriction for LeadSquared APIs enabled on your account, alongside Enable IP Restriction for APIs, click No.
Please ensure you add your own IP address to the Whitelist before enabling IP Restrictions. Enabling IP restrictions without adding your own IP address to the whitelist will block your own access to LeadSquared.
To delete existing IPs, under Actions, click .

LeadSquared IP Whitelist

Any Questions?

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Large Options Set – Create a Large Number of Drop-down Options

August 9, 2019/0 Comments/in Lead Settings, Leads/by Vir Singh

1. Feature Overview

In some instances, you may need to create lead and activity drop-down fields with up to 1 lakh (100,000) options/values. For example –

If you’re in the education industry, you may want to list down a large number of schools.
If you work in healthcare, you may need a drop-down with a large list of doctors or hospitals.
Or, irrespective of your industry you might want to input a large number of cities and locations.

The Large Options Set (LOS) feature lets you tackle these use cases by allowing you to import a large number of drop-down values to lead and activity fields.

Note: This feature is available for system and custom lead fields, and custom activity fields.

For information on how to create lead and activity fields, see –

2. Prerequisite

You must be an administrator user of your LeadSquared account.

3. Lead Fields

The process for creating a large number of drop-down options varies slightly for lead and activity fields. For lead fields –

Navigate to My Profile>Settings>Leads>Lead Fields.
You can either create a new lead field or edit an existing drop-down type field.
- Click the Create button to create a new field or,
- Alongside the field you want to edit, hover your cursor over the settings icon, then click Edit.
Under Input Data Properties, in the Data Input Type field, select Dropdown.
In the Show As field, select Searchable Dropdown.
You can either enter the options manually, separated by commas, in the Set Options text area, or click the link below to import a CSV file of options.
1. If you click the Click here to import CSV… link, an Upload File pop-up will appear.
2. It is recommended to first click the Sample CSV link to download a sample file.
3. Create your CSV file in the format exemplified by the sample file. On the Upload File pop-up, either click the Click to Upload CSV… link or drag and drop the file into the highlighted area.
4. The imported options will now appear in the Set Options text area.
Configure all other field properties you require and click Save when you’re done.

Large Options Set for Leads

4. Activity Fields

For activity fields –

Navigate to My Profile>Settings>Leads>Custom Activities & Scores.
You can either create a new lead field or edit an existing drop-down type field.
- Click the Add button to create a new activity or,
- Alongside the field you want to edit, click the Edit icon.
Click Next to navigate to step 2 of 3. Alongside any dropdown type field, click the settings icon.
Click the Click here to import a CSV… link and follow the same instructions listed in the ‘Lead Fields’ section above.
Click Next to navigate to step 3 of 3 on custom activity pop-up, then click Save.

Large Options Set for Activities

5. Limitations

The CSV file size should not exceed 30 MB
The maximum number of options/values supported is 1,00,000
The character limit for each option is 200

Any Questions?

We hope you found this article helpful. If you still have doubts, leave us a comment below. We’re happy to help!

LeadSquared Zapier Integration

April 20, 2017/4 Comments/in Generic Integration, Integrations & Apps/by Sri Sudhan

1. Feature Overview

Zapier is a web automation app which allows you to connect apps you use every day to automate tasks and save time. The LeadSquared Zapier integration allows you to integrate LeadSquared with over 500+ third-party web services available on Zapier.

Zapier allows you to create what thye call ‘Zaps’. Zaps are workflows that connect your apps, so they can work together. To use Zaps, you’ll first have to connect your LeadSquared account to Zapier. Zaps start with a trigger – an event in one of your apps that kicks off this workflow. To know more about Zaps and how they work, please refer to How Zapier Works and What are Zaps.

2. Prerequisites

You must have an active Zapier account.
You must have access to webhooks on your LeadSquared account. For more information on Webhooks, please refer to Webhooks.

3. How it Works

To integrate your LeadSquared account with Zapier –

Connect LeadSquared with Zapier
Create a Zap
1. Set-up Triggers
2. Set-up Actions

4. Connect LeadSquared with Zapier

You must begin by connecting your LeadSquared account with your Zapier account. To do this –

Log in to your Zapier account.
On the Zapier dashboard, click My Apps.
On the Apps page, click Add Connection.
On the Add a new app connection pop-up, search for LeadSquared.
On the Connect an Account, against the relevant fields, enter your Access Key and Secret Key.
- You can obtain this on your leadSquared account by navigating to My Profile>Settings>APIs and Webhooks>API Access Keys.
Once you’re done, click Yes, Continue. Your LeadSquared account is now connected with your Zapier account. To know more, please refer to Connect your app accounts to Zapier.

5. Create a Zap

After connecting your LeadSquared account with your Zapier account, you must then create a Zap. Let’s take the example of how to create a row entry in your Google Sheets when a lead is created in your LeadSquared account.

From your Zapier Dashboard, click Make A Zap.
On the Choose app & event search bar, search and select LeadSquared.

Integrate LeadSquared with Zapier

5.1 Set-Up a Trigger

A Trigger is an event that is the starting point of a Zap. For example, if you want to create a new lead when your Google Sheets is updated with a new email address, then the Trigger is ‘Creating a New Lead’.

The following are the various LeadSquared triggers available in Zapier –

New Lead – This trigger starts the workflow when a new lead is created in your LeadSquared account.
New Activity for Lead – This trigger starts the workflow when a new activity is posted against a lead in your LeadSquared account. Note that only activity details will be available (not the details of the lead against which the activity has been posted).
Lead Stage Changed – This trigger starts the workflow when the Lead Stage of a lead changes in your LeadSquared account.
Landing Page Submission – This trigger starts the workflow when a lead submits details on one of your landing pages.
Updated Lead – This trigger starts the workflow when any associated lead field value changes in your LeadSquared account.

To know more about Triggers in Zapier, please refer to Setting up Triggers.

Note: LeadSquared Custom Field Sets and File Upload fields are not supported by Zapier.

Integrate LeadSquared with Zapier

You will then have to set-up a Trigger, based on which the Zap will get triggered. This means that you must provide an event within LeadSquared, such as Lead Create, Lead Update, etc., based on which the Zap gets triggered on Zapier.

From the Trigger Event dropdown, choose an appropriate trigger for your Zap, and then click Continue.
From the Choose an account dropdown, choose the LeadSquared account on which you want to create the Zap. Then, click Continue.
Click Test trigger to ensure the trigger you’re setting up is working fine.
If the test is successful, click Continue.

Integrate LeadSquared with Zapier

5.2 Set-Up an Action

An Action is an event a Zap performs. For example, if you want to send an email to a user each time a new lead is created in your LeadSquared account, then the Action is ‘Send Email’. The following are the various LeadSquared actions available in Zapier –

Create or Update Lead – This action allows you to create or update a lead in your LeadSquared account. For example, if a new row entry is created in your Google Sheets, a new lead is created in LeadSquared, based on the email address entered in the Sheet. Here, creating a lead is the Action.
Create Activity for Lead – This action allows you to create an activity against a lead in your LeadSquared account. For example, if a new task is created in your CRM account, then an activity is posted to the corresponding lead in your LeadSquared account.
Create Task on Lead – This action for a trigger allows you to create a task for a lead. For example, if a new lead is created in your CRM account, you can assign a task to the relevant LeadSquared user to take the lead to completion. Here, creating a task is the Action.
Post a Sales Activity on a Lead – This action for a trigger allows you to post a sales activity to a lead. For example, if a sale has been made in your invoicing application, you can post a sales activity against the lead in LeadSquared.

To know more about Actions in Zapier, please refer to Using Zapier Actions.

Integrate LeadSquared with Zapier

Searches

You can also use the Searches option that’s available, to search and obtain details from LeadSquared. The following are the available Searches on Zapier –

Find Lead – Allows you to find an existing lead in your LeadSquared account, using the email address or a lead Id of a lead, in an Action. For example, you can pass the lead’s email address to find the lead.
Find Lead (New) – Allows you to find an existing lead in your LeadSquared account, using any Schema Name (lead field), in an Action. For example, you can search for a lead, by passing any field in your account (or any unique field like PAN Number, Student Id, etc.)
Get Activity Details – Allows you to obtain all the information that’s available on an activity. To get the information, you must pass the relevant activity Id.
Find Users – Allows you to obtain all the information pertaining to a user. To get the information, you must pass the user’s email address or the user Id.

Integrate LeadSquared with Zapier

Once a Trigger is set-up, you will then have to provide the Action on which the Zap will work. This means that once a trigger event occurs, within LeadSquared, a succeeding action, like Send an Email, Create a Google Sheet entry, etc., must be provided. To do this –

From the Choose app & event search bar, search for the relevant app on which you want to set-up the Action.
From the Action Event dropdown, select a relevant Action or a Search that you want to execute once a Zap is created. Then, click Continue.
From the Choose an account dropdown, choose the external account on which you want to create the Zap. Then, click Continue.
Fill in the other necessary fields. Once you’re done, click Continue. Then, click Test & Continue.
Once the test is successful, click Turn on Zap. Your Zap is now active.

Integrate LeadSquared with Zapier

Any Questions?

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Email Settings – Restrict Email Senders

December 24, 2015/0 Comments/in Email Settings, Marketing/by Dharshana Santhanam

1. Feature Overview

With the Email Settings feature in your LeadSquared account, you can restrict your users from sending emails to leads. This setting is different from the From Address Restrictions setting where you can restrict specific user roles from sending emails on behalf of the lead owner or any other user. To know more, see Email Settings – From Address Restrictions.

Note:

By default, all your users have access to send emails to your leads.
For more details on Email Settings, see Email Settings – Feature Guide.

2. Prerequisite

You must be the administrator of your LeadSquared account.

3. Restrict Email Senders

This setting lets you choose which of your users can send emails to your leads –

Navigate to My Profile>Settings>Email Settings>Restrict Email Senders.
To revoke a user’s access to send emails, alongside their name, uncheck .

4. FAQs

Why is the Lead Owner and Lead Owner Manager not appearing in the “From Address” dropdown for mail merge?

Issue Description: When sending emails from the system, the “From Address” dropdown does not show the Lead Owner or Lead Owner Manager fields for mail merge.
Solution: This issue occurs because certain users were restricted from email settings. To resolve the issue check if the users have been restricted from sending emails as described above.

Any Questions?

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