When transitioning to the new UI, all data, including tabs, filters, and columns, is initially synchronized. However, subsequent customizations made by the user will not be synced. You’ll need to add filters and columns separately in the new UI.
To configure the refresh interval in Smart Views, you must be the Admin of your LeadSquared account.
Field Sales Users can track the time spent on each task to record their activities on the mobile app accurately. This eliminates the need for users to add multiple activities for a single lead. With these recordings, managers can get insight into optimizing users’ daily plans. This setting is available for both Appointments and To-Dos.
You must install the latest version of the LeadSquared Mobile App in your mobile device.
To enable task timer for Appointments –
To enable task timer for To-Dos –
Once you’ve enabled Task Timer, a Start button will be displayed on task cards on the mobile app. Once you tap it, the timer will start recording and a Mark Complete button will be displayed. Both these buttons are disabled for other tasks (across all task views) until the current one is marked complete. If the time taken to complete the task is within the allotted task duration, it will be displayed in green. If the user exceeds the allotted duration, the time taken will be displayed in red. A sticky nav bar at the bottom of the page displays details of the started task for quick access.
The timer runs in the background, and button disablement applies across all task views. The task’s Start status and timer will be retained through app kills, device restarts, and offline periods. Tapping Mark Complete will stop the timer and update the server. If a form is associated with the task, the timer will stop upon form submission. Reopening a completed task will reset the Start button.
Once you’re done with the task, your task duration will be recorded on the Task Details page.
Note:
We’d love to answer your questions or hear your unique use cases. Feel free to share your experiences in the comments section below.
A trigger is the starting point of your automation. You can start an automation when –
If you’re new to account automation, see How to Create an Account Automation.
This option triggers your automation when a new account is created. Here are some examples of use cases you can automate –
Once you select the New Account trigger, choose an Account Type and set Additional Conditions.
Note: You can also set exit conditions to remove an account from the automation.
For example, if you want accounts from a certain account field (say, City) to enter your automation, you could set it up using the additional conditions.
This option triggers your automation when an account is updated (account field is changed). Here are some examples of use cases you can automate –
Similarly, when you select the Account Update trigger, you’ll have to select an Account Type and add Additional Conditions.
Note: The Run only once per account checkbox lets you run the automation for the account only once (for example, the account will enter the automation when the stage changes the first time. Subsequent stage changes will not trigger the automation again).
Use this feature to trigger an automation when a new activity is posted on an account. Here are some examples of how you can use this trigger –
Navigate to the Activity Trigger tab, then click New Activity on Account.
Choose the Account Type and Activity Type from the respective drop-downs. Click the +Add another activity link to add more activities. If you choose multiple activities, the automation will trigger when any one of the activities are posted.
This option lets you trigger an automation when an account activity is updated. For example, you can trigger an automation when –
Choose the Account Type, Activity Type, Activity Field (the automation will trigger based on an update in this field).
Now that you’ve learned how to set up an account based automation trigger, explore the documentation for
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The Large Exportable Reports (LER) feature can be used to export large data sets from LeadSquared, for example, large volumes of lead, activity, and opportunity data.
Navigate to Reports>Reports Home, and under Tags, select Large Exportable Reports.
At present, only the following Large Exportable Reports are available –
| Report | Description |
| Activity Count by Leads | To get the activity distribution of leads across the selected activities for the selected time range. |
| Activity list by Leads | Download a list of activities by leads |
| Activity list by Leads (All Fields) | An exportable, downloadable version of the activity list by leads, including all custom fields. |
|
Activity List by Opportunity
|
Report to download activity details on opportunities along with lead and opportunity fields
|
|
All Activities by Opportunity
|
Report to download activity details of multiple activity types on opportunities, including lead and opportunity fields.
|
|
All Leads
|
Download a large number of leads with specific fields in a given date range.
|
| All leads with filters |
An exportable version of all leads reports with the source filter.
|
| Check-in and Check-out History |
Download all user check-in and check-outs.
|
| Day Attendance Report | This report allows administrators and managers to download attendance reports for a day. |
| Large Exportable Report Request History |
See the list of all export requests made in your account in this report.
|
| Lead Stage Change Analysis | This report helps you export a large data set of lead-owner-wise lead stage change analysis from a given stage to any other stage in a selected period. |
| Lead Stage Change History |
This Report lets you download the lead stage history.
|
|
Leads Not Contacted
|
This report helps you export a large data set of leads generated in a time-period that haven’t been contacted by your sales team. |
| Leads with No Opportunities | To analyze Leads with no opportunities. |
| Leads with pending Tasks | Exportable/downloadable version of leads with pending tasks. |
| Opportunities with No Tasks |
Analyse opportunities with no tasks.
|
| Opportunity Master Data |
This report lets you download a large number of Opportunities with specific fields in a given date range.
|
Next, follow the steps below to export a report –
Note: To ensure your exported report contains accurate data
You will receive the link to download the report on the email address you’ve specified on Report Recipient.
If you select Large Exportable Report Request History report, you can find all the reports that have been exported. You can download individual reports from here as well.
1. Why Are Fewer Leads Showing Up in My Export File Compared to the Report UI?
2. What is the Default Limit for Exports in LeadSquared?
The default limit for large exports is 5 per account. This limit applies to the entire customer account, not to individual users.
3. Why do Large Exportable Reports take time to complete?
Large Exportable Reports are processed sequentially in a queue shared across all customers. Completion time varies depending on report size, queue volume, and the request time.
4. How can I get Large Exportable Report data faster?
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The LeadSquared Facebook/Instagram Lead Ads connector sets up a seamless transfer of your lead data from Facebook Ads and Instagram Ads accounts to your LeadSquared account. It allows you to track all your leads from Facebook in real-time, by syncing your Facebook LeadGen form with LeadSquared. This removes the need to constantly download a CSV file from Facebook, and upload it to LeadSquared.
To know more about the connector, please click here.
Note:
To push leads from LeadSquared to your Facebook/Instagram Ads account, using the Facebook/Instagram Lead Ads connector, complete the following steps –
To install the Facebook/Instagram Lead Ads connector on your account –
icon, and click Configure.
Once the connector is installed, connect your Facebook Ads account(s) to LeadSquared.
Note: You can connect multiple Facebook Business Accounts using the steps given above, by clicking the Connect Accounts button.
Once you’ve connected the Facebook Business account(s), from the list of Ad Pages, choose the Pages you want to sync with LeadSquared.
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To connect pages across multiple Facebook Business accounts –
After you’ve connected an Ad Page, you must then map the Facebook LeadGen form fields present on that page, to the corresponding LeadSquared lead fields.
Every Facebook form has custom marketing data (like Form Id, Ad Id, Campaign Id etc.), and this data is present within Marketing Fields. All the marketing details are captured as an activity in LeadSquared, but if you want to store this data on the Lead Details page, then you can map the Facebook form fields to any LeadSquared lead field or custom field. This data can be used to compare two or more forms, see how efficient each form is, and so on.
By default, when a Facebook LeadGen form submission takes place (and when a new lead is created or updated in LeadSquared), the marketing fields are captured as an activity and posted on the Lead Details page. The activity is called Facebook Lead Ads Submissions, and it contains the details of all the marketing fields (such as Form ID, Ad Set ID, Campaign ID, etc.).
Facebook has a set of default lead capture fields, which are common across all their forms. You must map these lead capture fields to the corresponding LeadSquared lead fields. This mapping will reflect across all the Facebook LeadGen forms you connect with LeadSquared.
To map the fields –
To send lead data from Facebook to LeadSquared, you must link an active Facebook LeadGen form to LeadSquared. The field mapping you completed in the previous step will reflect here by default.
checkbox, and click Connect Forms.
You must map custom LeadGen form fields (if they are present in the form) to the corresponding LeadSquared lead fields. To learn how to create custom lead fields in LeadSquared, see How to Create Custom Lead Fields.
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On this screen, you can choose to store the marketing data (Form Id, Campaign Id, etc.) present in the form’s Marketing Fields in your LeadSquared lead fields.
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If you’ve added tracking parameters to your Facebook form, those parameters will show up on this screen. You can choose to store the default tracking parameter value in a lead field. This will help you identify which leads have been created through the tracking parameter (source) that you have listed.
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To create a test lead through Facebook, navigate to Lead Ads Testing Tool. To know more, please refer to Facebook Lead Ads Testing Tool.
Once you’ve created a test lead, to know if the test lead data is successfully pushed to LeadSquared –
Once you have created a test lead, and confirmed that the test lead is being pushed to LeadSquared, you must activate the form. To do this, click Activate Form. Once the form is activated, the Sync Status will change to Active.
Your form can now actively capture leads from Facebook, and send lead data to LeadSquared.
You can perform the following additional actions on the LeadGen tab.
icon.
. On the Additional Configuration pop-up, you can configure the following settings –
There are various errors (e.g., “Failed to create activity”, “Invalid Phone Format”, etc.) you might encounter when using this connector, which may temporarily break the lead capture process. To fix these errors, please refer to the Errors section under Troubleshooting – Other Issues.
If required, these errors can be consolidated and emailed to you as a daily report. These reports will provide a view of all the errors captured across the Facebook forms linked to your pages. You can add up to 10 LeadSquared users to receive the error reports.
To receive these reports –
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Here, you can view the lead request logs received by LeadSquared for new leads, updated leads, lead capture error, and unprocessed leads, for each LeadGen form. Select the Account, Page and Form for which you want to view the logs. On these screens, you can filter logs by date range, Lead Detail Response and Lead Capture Logs. You can also search for a lead using the LeadGen ID.
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In instances when lead data is not pushed from Facebook to LeadSquared (for e.g., when updated Facebook T&C has not been accepted, when the annual Data Use Checkup developer policies are not accepted, when Facebook servers are down, when the API is broken, etc.), you can manually fetch the data once all the issues are rectified and all the policies are accepted. This will capture and sync the lead data to specific lead fields within LeadSquared. To do this –
Note:
Tip: Always verify that the authenticating user has accepted the terms at Facebook’s Terms Page.
When connecting your Facebook Business Account, you must ensure all permissions are granted, or you may get one of the following errors –
To rectify these errors, and to grant the Manage Page Permission –
1.1 Verify if Users have Manage Page Permission
slider is enabled.
1.2 Grant Manage Page Permissions to Users
If the Full Control permissions are not enabled for a user –
If the Lead Access setting is not enabled, your lead transfer will not get processed in LeadSquared. Under Logs & Reports, you will get a “100 Bad Request error”, and the leads will reflect as Unprocessed. To rectify this error, you must grant Lead Access permission.
If the Assign CRM setting is not enabled, you will not receive lead data, or existing lead updates, in real-time. To enable this setting –
When connecting your Facebook Business Account to LeadSquared, if any of the following permissions were not enabled (in step 5. Connect Ad Accounts), then lead data transfer will not take place successfully –
To enable seamless lead transfer, you must re-authenticate the account in Facebook Lead Ads Connector by providing all the permissions. To do this –
Apart from the ones listed above, you might encounter other issues when working on this connector. These issues will be listed on the Logs & Reports tab, under the Errors section or the Unprocessed section.
Under the Errors section, the following issues are listed –
| Errors | Resolutions |
| Either form is inactive or not saved |
|
| Failed to create activity | The activity will be created only when the Facebook Lead Ads Submission activity type is Active. To ensure this –
|
| Attribute “CreatedOn” is ReadOnly. Cannot update the attribute. | A read-only LeadSquared field cannot be updated with any other value. Please select a different field on the Default Mapping tab, as well as on the LeadGen Forms mapping tab. Once this is rectified, navigate to Logs & Reports>Errors, and click the button. |
| Invalid Phone Format | Invalid phone format received, no action required from your end. |
| Invalid Data | Invalid data sent from Facebook. Please check the Logs & Reports tab for more details. |
| Phone number should be of at least 7 digits | Invalid phone format received, no action required from your end. |
| Attribute “ProspectActivityDate_Min” cannot be updated | Default and LeadGen Form mapping is not allowed with system fields. Please select a custom field, and map it to either form. Once this is rectified, navigate to Logs & Reports>Errors, and click the button. |
| Invalid Owner Id | Default and LeadGen Form mapping is not allowed with system fields. Please select a custom field, and map it to the form. Once this is rectified, navigate to Logs & Reports>Errors, and click the button. |
| A Lead with the same email Id/phone number already exists | Duplicate lead received, no action required. |
| Either of FirstName, LastName, EmailAddress, Phone, Mobile, TwitterId, FacebookId, LinkedInId, SkypeId, GTalkId, GooglePlusId is required. Cannot create Lead | A primary lead identifier is missing. Please ensure that at least one lead identifier is mapped to the Default and/or the LeadGen Form. Once this is rectified, navigate to Logs & Reports>Errors, and click the button. |
| There was an error processing the request. Please contact administrator. | Please navigate to Logs & Reports>Errors, and retry the lead capture process. |
| 503 Service Unavailable | Please navigate to Logs & Reports>Errors, and retry the lead capture process. |
Under the Unprocessed section, the following issues are listed –
| Unprocessed Reasons | Resolution |
| Error validating access token: The session has been invalidated because the user changed their password or Facebook has changed the session for security reasons. | Facebook Authentication has either expired or is missing. Please authenticate the Facebook Ad account that’s linked to your LeadSquared account, and ensure that the required permissions (Manage Leads, CRM Access, Lead Access, etc.), are intact. To know how to rectify this, please refer to the Troubleshooting steps listed above. Once this is rectified, navigate to Logs & Reports>Unprocessed, and click the button. |
| Unsupported get request. Object with ID ‘771XXXXXXX0’ does not exist, cannot be loaded due to missing permissions, or does not support this operation. | Facebook Authentication has either expired or is missing. Please authenticate the Facebook Ad account that’s linked to your LeadSquared account, and ensure that the required permissions (Manage Leads, CRM Access, Lead Access, etc.), are intact. To know how to rectify this, please refer to the Troubleshooting steps listed above. Once this is rectified, navigate to Logs & Reports>Unprocessed, and click the button. |
| The user must be an administrator, editor, or moderator of the page in order to impersonate it. If the page business requires Two Factor Authentication, the user also needs to enable Two Factor Authentication. | Please ensure that the user connected to this page has admin access. You can grant admin access from your Facebook account, by navigating to Page Settings. Once this is rectified, navigate to Logs & Reports>Unprocessed, and click the button. |
1. If you’ve changed your Facebook account’s password, what should you do on this connector?
Users who’ve changed their passwords must reconnect their Facebook account, along with all the pages to this connector. Until this is done, the connector will stop working as intended.
2. If you’re unable to see all the lead details on this connector, what can you do to fix it?
One of the reasons could be that you don’t have Admin access to the Facebook account, or the page you’ve connected to the connector. To know more, refer to Information included when you download your leads and Ad account permissions by role.
3. Why aren’t my users’ pages getting listed in the connector?
After a user’s page is migrated to the New Pages experience in Meta, to ensure their pages are listed in the connector, the user must be listed under Manage>Professional Dashboard>Your Tools>Page access>People with Facebook access. This can be verified at https://www.facebook.com/
When the user’s name is not available under People with Facebook access, the Page will not be listed in the connector. Suppose a user (e.g., John) isn’t listed under People with Facebook access, any other user (e.g., Paul) that’s listed on this page must log in to their (Paul’s) Facebook account (https://www.facebook.com/), and navigate to Page Access, and over here, they should add and grant full access to the user (John).
Then, the user (John) will get an invite notification, to access the page, on their Facebook account. They must click on the notification, and then click Review Invitation. Once they Accept the invite, they’ll have access to the page.
Once they accept it, they’ll (John) need to navigate to New Page experience>Page access>People with Facebook access, and verify if they have access to the page. Once they have access, the issue is resolved. In case none of the users in your organization are listed under the People with Facebook access, as an Admin, you can give full page access to any of the users in your organization. Then, follow the steps listed above to give them access to the page. To know more, refer to About the new Pages experience on Facebook.
4. Status: 190 Bad Request
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Use LeadSquared’s Incentives feature to set up program criteria and rewards to incentivize your sales teams. Once set up, LeadSquared will track and automatically calculate payouts based on each sales rep’s achievements toward their targets. Once the rewards have been calculated, managers can review and approve or reject the rewards through the Incentives dashboard.
As an example, consider a team of 6 people. Kevin is the Admin and Splinter is the Sales Manager. The Sales Users are Donatello, Leonardo, Michelangelo, and Raphael.
Kevin can set up an Incentive program for the Sales Users based on certain Program Criteria (for example, revenue generated, leads generated, etc.). If they satisfy the criteria, their rewards will be calculated and sent to Splinter and Kevin for approval.
There are 2 ways to create an incentive program –
Rulesets are the fundamental building blocks from which you can build Goals and Incentive programs. If you’re already using LeadSquared’s Goals feature, you can build incentive programs directly on published goals (where you just need to define the rewards and payouts for the sales reps).
You can also build an incentive program from scratch, by first creating a new ruleset (where you define and measure the required sales performance metrics) and then creating the incentive program (where you define the rewards and payouts).
To create an incentive program –
Navigate to Ace>Incentives>Manage Program>Create Program.
Enter a Program Name and Program Description. Once done, click Create.
You can upload a document that further details the incentive program by clicking Choose File – it can be a policy document, sales deck, presentation, etc. This step is optional. To proceed without an attachment, click Proceed Without Attachment.
Here, you’ll select a Ruleset that will later be used to define the rewards. For example, if you select a ‘Revenue’ rule set here, the rewards will be calculated on the revenue metric defined in your ruleset.
Click Select Rulesets. You can select up to 5 Rulesets. Once done, click Use Selected Rulesets.
Next, you must select a Calculation Type.
Set the Program Duration.
Note:
In the following example, the Incentive Program will have a Daily Program Cycle. The First Cycle of the program will start and end on the 1st of February. On completion of the first cycle, the rewards (if any) can be disbursed. The program will repeat until its Last Cycle, which is on the 11th of May.
Select the number of Buffer Days for each Cycle. Buffer Days lets users edit or revise their tasks and activities in the event of a missed deadline, resulting in more accurate reward calculations.
Note:
Click Save & Next to move to the next stage.
Program users are sales users eligible for the incentives. Approvers are usually team leads and sales managers (or someone higher up in the organization hierarchy) who can edit, reject or approve the incentive.
Select a cycle through the dropdown and add the users who will be part of the program.
You can also copy the users to different cycles –
Next, you must select the user(s) who will be responsible for approving the rewards once they are calculated –
Note:
Each cycle can have a different Program Criteria. For example, you can define a 0.5% commission on the first cycle and a 1% commission on the next cycle.
To add a criteria, click + Add Program Criteria. Next, click on Add Condition.
Add a condition –
icon.In the following example, we have added 2 conditions. To achieve Condition 1, the user must generate revenue between Rs. 1 Lakh and 1.5 Lakhs. And to achieve Condition 2, the user must generate between 5 and 10 leads.
Once you have set up the conditions, you must set a Condition Pattern. It can be either an AND or an OR operator.
| Operator | Description |
| AND | To receive an award all conditions wrapped with an AND operator must be satisfied. |
| OR | To receive an award either one condition wrapped with an OR operator must be satisfied. |
In the following example, we have selected an AND operator. Hence, both condition 1 and condition 2 must be met to satisfy Program Criteria A.
Next, you can configure Rewards–
icon.| Reward Calculation | Description | Example |
| Fixed | The reward is a fixed amount. | A fixed payout of Rs. 1000 |
| Percentage | The reward is a percentage of the achievement generated by the user. | 5% of the total revenue generated by the user. |
| Percentage Slab | The reward is a specific percentage in a slab. | For revenue between Rs. 1 Lakh and Rs. 2 Lakhs –
|
| Multiplier | The reward is a multiple of the achievement generated by the user. | For each lead generated, the user will get Rs. 100. |
| Multiplier Slab | The reward is a specific multiplier in a slab. | For leads generated between 1 and 10 –
|
In the following example, we have set up 2 rewards. Reward 1 is a percentage slab of 5% and 6% for revenue generated between Rs. 1 Lakh and 1.5 Lakhs. And Reward 2 is a multiplier of Rs. 100 for each lead generated between 5 and 10. Each time a user meets the conditions of Program Criteria A, the rewards are calculated.
You can also configure Custom Rewards for your users, such as vouchers, travel experiences, gadgets, and more. To do this, first create a custom reward by navigating to the ACE Settings page and selecting Custom Rewards. Once created, the reward will be available for selection in the Rewards section when configuring your incentive program.
If you would like to add additional incentives for the users, you can add an additional program criteria which can be triggered once Progam Criteria A is met. The steps are the same as above.
Click Publish to publish the incentive program.
If you have a Goal set up for your organization or team, you can also build an Incentive Program for it –
for Do You Want To Add Goals To The Program?
The users are automatically inherited from the Goal. To make any changes to the user list, you will need to edit the list in your Goal configuration.
The View and Manage Incentives article will show you how to view the Incentive calculations, approve payouts, and manage the progress of the Incentive program.
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If you’ve enabled the latest LeadSquared UI on the Manage Leads, Manage Opportunities, Smart Views and Lead Details pages –
To change back to LeadSquared’s old User Interface (UI), on the top right corner of any of these screens, click Switch Back.
This article will help you add external videos on LeadSquared Landing Pages. You can link audio, video, and slide shows hosted outside LeadSquared by providing the embedded HTML code.
You should be an Administrator or Marketing User of your LeadSquared account.
For instance, let’s consider adding a YouTube video on the Landing Page –
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Leadsquared’s Approvals Flow Connector lets Admins set up seamless approval workflows between users and their respective managers, based on specific criteria. For example, an Admin can configure conditions necessitating approval for loan applications exceeding a threshold. In such cases, when a user inputs an amount surpassing this threshold, the relevant manager(s) will receive notifications, allowing them to either approve or reject the loan application.
The Approvals feature can be used across industries –
| Industry | Use-case |
| Manufacturing |
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| Lending |
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| Education |
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| Generic |
|
In this article, we’ll set up an Approval Flow based on the following use case –
The Approval Flow triggers whenever the requested Rate of Interest on a home loan application from Bangalore is below 8.5%. The system will first notify the user’s L1 manager, and then the L2 manager of the approval request. If both managers approve the application, the Home Loan Status is marked as Won (or approved). Conversely, if either manager rejects the application, the Home Loan Status is marked Lost (or rejected).
Follow these steps to install and configure the Approval Flow Connector –
You can configure the following settings –
Note: This option is only relevant for Loan Origination System (LOS) features. Customers who aren’t using this feature can ignore this setting.
When enabled, users can tag a flow as either an Approval or a Deviation. In lending processes, deviations occur when a loan application doesn’t meet one or more standard criteria (e.g., age, credit score, etc.) but is still eligible for review and approval. Tagging a flow as a Deviation helps lenders track and process such cases separately.
To use the Approvals feature on Opportunities, you must install the Custom Opportunity Tab connector. The Approval request will appear in the custom Opportunity tab.
Once you install the connector, obtain the Connector ID of this tab and enter the ID in this page (Contact support@leadsquared for help).
Follow these steps to create and configure your Approval Flows –
Click on the + Add Rule button and enter the following details on the Approval Rule –
In this step, we will specify the resulting action when the manager(s) approve or reject the Approval Request.
5.3.1 Final Approval Action
If the request is approved, then under Action Type, we will select the Home Loan Status field and select the Action Value as Won.
5.3.2 Final Rejection Action
If the request is rejected, then under Action Type, we will select the Home Loan Status field and select the Action Value as Lost.
Once done, click Save & Publish.
When a user triggers the Approval Request, the approver(s) will receive a notification on the LeadSquared platform and through email to approve or reject the request. Approvers can take one of three actions, depending on their role and configuration:
When a user triggers an approval flow, the assigned approver(s) receive a notification within the LeadSquared platform and via email to act on the request.
To review and take action:
Approval Flow Behavior:
Approvers can forward an approval request to another user when the request requires review or action from someone else.
To forward a request:
Once forwarded, the selected user becomes the active approver for that request. The original approver can still view the request status but cannot take further action unless it’s reassigned.
When an approval flow is configured to assign requests to All Users within a Team or Sales Group, the request appears in every member’s Approval Requests list.
Any member can take ownership by clicking Assign to Me.
Behavior details:
Return is an action that lets approvers send the request back to the requester instead of rejecting it.
Typical Use Cases
Once corrected, requester clicks Resend, and the request goes back to the previous approver.
Discard lets approvers close an approval request without approving or rejecting it. If multiple approvers exist, the first person to discard ends the flow.
The Re-evaluate option allows users to validate whether the approvals or deviations currently triggered on an opportunity are still relevant based on the latest rules.
Over time, admins may:
For example, a customer had agreed for a loan of Rs. 50,00,000 but re-estimates and comes back with a request of Rs. 55,00,000
This can cause existing approval requests on an opportunity to become obsolete, incorrect, or missing. The Re-evaluate button ensures that the opportunity always reflects the correct and updated approval flow.
Impact
From the Approvals tab on an opportunity, users can click Re-evaluate.
When re-evaluation is triggered, the system performs the following automatically:
1. Deletes obsolete items
Any approval requests or deviation-based approval activities that are no longer valid (due to rule change or rule deletion) are removed.
2. Regenerates correct activities
If new or updated rules are now applicable, the system:
3. Ensures rule accuracy
The updated set of approvals now reflects the current active approval rules and conditions.
By default, the request summary displays the field defined in the Primary Field/Condition. However, you can add more fields by navigating to the Approval Flow, clicking Options>Request Summary, and selecting the additional fields you want to include.
Once an Approval Flow is Published, you can navigate back to the Approval flow to view the flow’s summary, make changes, unpublish, or rename the flow.
Approvals can also be accessed and managed directly from the LeadSquared Mobile App. Follow the steps below to enable the Approvals section on mobile.
1. Add the Approvals Screen in CASA
The Approvals module for mobile is configured through CASA, not directly from the mobile app.
To make Approvals visible on mobile:
icon. The activity is now Active.https://apv-ui.lending.leadsquared.com/approvalRequestDashboard?X-LSQ-AccessKey=@{User:AccessKey,}&X-LSQ-SecretKey=@{User:SecretKey,}&userId=@{User:UserId,}&userFullname=@{User:FullName,}&orgShortCode=@{Account:ShortCode,}&X-LSQ-Mobile-AuthKey=@{User:DynamicToken,}&X-LSQ-Mobile-RegionId=@{User:RegionId,}
https://apv-ui-sgp.lending.leadsquared.com/approvalRequestDashboard?X-LSQ-AccessKey=@{User:AccessKey,}&X-LSQ-SecretKey=@{User:SecretKey,}&userId=@{User:UserId,}&userFullname=@{User:FullName,}&orgShortCode=@{Account:ShortCode,}&X-LSQ-Mobile-AuthKey=@{User:DynamicToken,}&X-LSQ-Mobile-RegionId=@{User:RegionId,}
Once published, the Approvals option becomes available in the mobile app for all users.
2. Log in to the LeadSquared Mobile App
After publishing:
3. Mobile Capabilities
Approvers can perform all approval actions directly from the mobile interface, including:
This ensures that approval workflows continue smoothly even when users are away from the web platform.
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Opportunities in LeadSquared represent your potential deals (for e.g. – cross-sells, up-sells, and other sales opportunities).
Let’s take the example of an insurance company. John Doe has an existing health insurance policy, and he’s shown interest in opting for other insurance policies, such as term insurance, motor insurance and home insurance. The policies he’s shown an interest in are opportunities.
You can now create multiple opportunities on John Doe, to represent term insurance, motor insurance and home insurance. Each of these opportunities will represent different sales opportunities (cross-sells and up-sells). Each opportunity type can be treated as a separate sales pipeline, where you can define different rules and processes (different fields, stages, activities, tasks and automations). Which means, the process you have in place to sell a term insurance policy can be different from the one you have in place to sell a home insurance policy. Your sales users, from the term, motor and home insurance verticals, can work simultaneously on John Doe to convert the deal.
Here are a few more examples –
| Industry | Examples of Opportunities |
| Online Education | A student enrolled for a course on AI, also shows interest in Data Analysis, Machine Learning and Python. The courses he’s shown interest in are opportunities. |
| Schools and Universities | Parents who have two kids, and want both their kids to be admitted in different classes in the same institution. Each of the two kids represents two separate opportunities for the institution. |
| Loans | A customer who has an existing home loan, is also looking to take a personal loan and car loan. The loans he’s shown interest in are opportunities. |
| Credit Cards | A customer who has a Gold credit card has shown interest in upgrading to a Platinum credit card. This up-sell represents an opportunity for the credit card lender. |
Here are some of the feature highlights of opportunities in LeadSquared –
After enabling opportunities in your account, you must configure opportunities types –
To know more about how to configure opportunities, please refer to Opportunity Configurations.
Once you configure and create different opportunity types, it’ll show up on the Opportunities Management page. On this page, you can perform various actions, such as how to add opportunities to leads, how to perform bulk and grid updates, how to export opportunities and reset filters. To access the Opportunity Management page, from the main menu, navigate to Leads>Manage Opportunities>Opportunity Type. To know more, please refer to Opportunity Management.
To view various details on an opportunity type, click on the opportunity to access the Opportunity Details page. On this page, you can add details pertaining to the opportunity, add activities, tasks and notes to the opportunity, and track the opportunity to completion. To access the Opportunity Details page –
To know more, please refer to Opportunity Details. To customise your Opportunity Details page, refer to Opportunity Details View Customization.
To know more about opportunities in detail, you can refer to the following articles –
| Opportunity Configuration | Add and configure opportunities for your organization. |
| Manage Opportunities | Add opportunities to leads, import opportunities and perform other actions on the leads. |
| Opportunity Details | Add activities, tasks and notes, and track them on an opportunity. |
| Duplicate Detection | Set automations and rules to detect and remove duplicate leads. |
| Opportunity Permissions | Configure and grant opportunity permissions to your users across role level, sales groups and permission templates. |
| Import Opportunities | Import opportunities to LeadSquared through a CSV file. |
| Export Opportunities | Export opportunities to a CSV file. |
| Opportunity Card Customization | Customize the Opportunity Card to only show specific opportunity and lead fields (e.g., Opportunity Name, Expected Deal Size, etc.) to your users. |
| Custom Opportunity Actions Connector | Create and add custom actions on opportunities. |
| Custom Opportunity Tab Connector | Create and add custom tabs on opportunities. |
| Adding Custom Field Sets to Opportunities | Associate Custom Field Sets with Opportunities. |
| Opportunity Integrations in Telephony | Integrate telephony providers with Opportunities. |
| Opportunity Management APIs | Access APIs to create, retrieve, update and delete opportunities, and related resources (duplicate activities, opportunity notes, etc.). |
You can use advanced features like creating automations, agent pop-up for phone call integration, etc., on your opportunities.
From the LeadSquared Android or iOS mobile app, you can add new opportunities, update existing opportunities, and add opportunities to leads.
Once you’ve enabled Opportunities on the web application, it is automatically enabled on your mobile app as well. To change the position of the Opportunities option on your mobile navigation menu, navigate to My Profile>Settings>Mobile App>Mobile Navigation.
To view the available opportunities, tap the 
icon, and then tap Opportunities. All the opportunity types in your account will be listed on the Opportunities screen.
To add an opportunity from the Opportunities screen –
icon, and then tap Opportunities.
To add an opportunity from the Lead Details screen –
icon, and then tap Leads.
icon.
The following actions can be performed on the Opportunities page –
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The FloStack–UDS integration lets you automatically sync key lead interactions—such as appointments, reschedules, cancellations, callback requests, and microsite information—from FloStack into LeadSquared.
All FloStack actions are pre-configured in UDS, so you only need to authenticate and complete field mappings. Once configured, new appointment bookings, updates, and microsite events flow directly into LeadSquared without any manual intervention.
The integration ensures that:
This helps admissions, counseling, or sales teams engage leads quickly and consistently, using the same data generated from FloStack’s routing and booking journeys.
How the Integration Works
FloStack sends data to UDS each time a relevant event occurs.
UDS then:
Once you search for “FloStack” in the UDS App, you will see the following actions already configured:
Each action serves a specific use case in the FloStack workflow.
3.1 What this action does
Captures appointment bookings from FloStack microsites and creates corresponding LeadSquared records.
Triggered When
A user books a new appointment on a FloStack microsite.
3.2 Basic Settings & Authentication
Enter the following details –
| Field | Description |
| Lead Source | Enter the lead source through which the leads were captured (e.g., Flostack). This detail will appear on the Lead Details page under Lead Source. |
| Default Country Code | Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number. |
| Select Time Zone | The time zone of your Flostack account. |
| Lead Capture Primary Search By Criteria | To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/email) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated. Otherwise, a new lead will be created. To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, the system will reattempt using the secondary Search By criteria. |
| Select User to Notify on Failure | If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | Enable the  checkbox to ensure notification emails are sent to the selected user when there’s a failed query. |
Supports custom unique fields and composite keys (email + phone) as search keys. Once you’re done entering all the details, click Save.
3.2 Configuration Breakdown
4.1 What this action does
Updates existing appointment records in LeadSquared when the appointment is modified (rescheduled, advisor changed, etc.) from FloStack.
Triggered When
A user reschedules or edits an existing appointment on a FloStack microsite.
4.2 Basic Settings & Authentication
Enter the following details –
| Field | Description |
| Lead Source | This detail will appear as Update Appointments from Flostack on the Lead Details page under Lead Source. |
| Default Country Code | Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number. |
| Select Time Zone | The time zone of your Flostack account. |
| Lead Capture Primary Search By Criteria | To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/email) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated. Otherwise, a new lead will be created. To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, the system will reattempt using the secondary Search By criteria. |
| Select User to Notify on Failure | If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | Enable the checkbox to ensure notification emails are sent to the selected user when there’s a failed query. |
Supports custom unique fields and composite keys (email + phone) as search keys. Once you’re done entering all the details, click Save.
4.3 Configuration Breakdown
5.1 What this action does
Marks appointments as cancelled in LeadSquared when a prospect cancels via the FloStack microsite.
Triggered When
A user cancels a previously booked appointment.
5.2 Basic Settings & Authentication
Enter the following details –
| Field | Description |
| Lead Source | This detail will appear as Update Appointments from Flostack on the Lead Details page under Lead Source. |
| Default Country Code | Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number. |
| Select Time Zone | The time zone of your Flostack account. |
| Lead Capture Primary Search By Criteria | To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/email) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated. Otherwise, a new lead will be created. To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, the system will reattempt using the secondary Search By criteria. |
| Select User to Notify on Failure | If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | Enable the checkbox to ensure notification emails are sent to the selected user when there’s a failed query. |
Supports custom unique fields and composite keys (email + phone) as search keys. Once you’re done entering all the details, click Save.
5.3 Configuration Breakdown
6.1 What this action does
Creates a callback task and logs an activity whenever a prospect requests a callback from the FloStack microsite.
Triggered When
A user clicks “Request Callback” or submits a callback form on a FloStack microsite.
6.2 Basic Settings & Authentication
Enter the following details –
| Field | Description |
| Lead Source | This detail will appear as Flostack Call Back Request on the Lead Details page under Lead Source. |
| Default Country Code | Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number. |
| Select Time Zone | The time zone of your Flostack account. |
| Lead Capture Primary Search By Criteria | To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/email) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated. Otherwise, a new lead will be created. To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, the system will reattempt using the secondary Search By criteria. |
| Select User to Notify on Failure | If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | Enable the checkbox to ensure notification emails are sent to the selected user when there’s a failed query. |
Supports custom unique fields and composite keys (email + phone) as search keys. Once you’re done entering all the details, click Save.
6.3 Configuration Breakdown
7.1 What this action does
Updates lead records with:
Typical use cases
You can configure automations in LeadSquared to instantly send the personalized microsite link to the lead.
7.2 Basic Settings & Authentication
Enter the following details –
| Field | Description |
| Lead Source | This detail will appear as Flostack: Microsite Link Generated on the Lead Details page under Lead Source. |
| Default Country Code | Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number. |
| Select Time Zone | The time zone of your Flostack account. |
| Lead Capture Primary Search By Criteria | To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/email) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated. Otherwise, a new lead will be created. To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, the system will reattempt using the secondary Search By criteria. |
| Select User to Notify on Failure | If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | Enable the checkbox to ensure notification emails are sent to the selected user when there’s a failed query. |
Supports custom unique fields and composite keys (email + phone) as search keys. Once you’re done entering all the details, click Save.
7.3 Configuration Breakdown
Navigate to Settings>Workspace Settings>Integrations in FloStack, select LeadSquared and enter:
This configuration will allow FloStack to trigger the corresponding UDS actions.
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With Lead 360, you can fully customize the Lead Details Page on the LeadSquared Mobile App (including fields, details, and actions). This feature is available when Casa is enabled on your account and helps you build comprehensive Lead Details Pages that give users a clear view of each lead’s journey.
With Casa enabled, the Lead 360 page brings together all lead information in a single, customizable view on the LeadSquared Mobile App. It is made up of three main components:
Once configured, you can preview your layout and then publish it either as the default view for all users or assign it to specific teams.
The Quick View Card appears at the top of the page and can be customized to show key lead details. This helps users quickly identify and act on important information. In the example given below –
To configure the quick view card –
1. Select Identifier – Choose the best identifier for your business use case (e.g., Name, Email).
edit icon if you want to make changes to your identifier fields.Note:
2. Display Fields – Show up to 4 lead fields on the card
delete icon alongside the relevant field.
3. Configure Quick Actions – Configure up to 4 actions from the given options
delete icon.
You can customize the main Lead Details Page to display key interactions with the lead. You can configure the page in two ways:
Select Page from the leftmost panel. On the Create Page panel, hover over Custom Landing Page or Classic Menu Tabs to preview how your configured page will appear with each option.
You can add both system and custom tabs to the page. Once added, you can scroll horizontally to navigate between them. In the example below, the configured tabs include Tasks, Details, Activities, etc.
To configure Classic Menu Tabs –
To add a custom link as a tab –
Click the Try Widgets button to configure the page using widgets instead of tabs.
You can add widgets from the available options or create custom widgets. You can choose to display the widgets in the Tile or Detailed view. The widgets can be configured with either an icon or an image. All widgets appear below the lead card, and tapping one navigates to the relevant screen (e.g., tapping an Opportunity widget opens the Opportunity List).
In the example shown, the image on the left is configured with Tile View while the image on the right is configured with Detailed View. This is described in the section below.
To configure widgets –
To add a custom link as a widget –
You can quickly add and rearrange actions as required to engage with leads. Select Actions from the leftmost panel and begin customizing. In the example given below, the configured actions are Call, SMS, Update Location, Add Notes and Add Activity.
To configure the Actions –
edit icon and make the relevant changes.
delete icon.
icon.
Once you’ve configured the details page, you can enable the Preview Mode toggle to view the card, tab, and action arrangement. If you’re satisfied, you can Publish it as the default view or assign it team-wise.
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Advanced searches performed with wildcard operators (Contains, Does not contain, Starts with, and Ends with) on fields with 500 characters or more (for example, Lead and Activity Notes fields) are rate-limited to prevent performance issues on your LeadSquared account. By default, the rate limit is 3 wildcard searches per minute per user in the account. If the number of wildcard searches exceeds this limit, users will see the errors documented below while using the advanced search feature.
What is Wildcard Search?
Wildcard search refers to the advanced search functionality in LeadSquared that allows users to search fields with 500 characters or more using operators such as Starts with, Ends with, Contains, and Does Not Contain.
What is the Rate Limit?
Wildcard searches are rate limited at 3 searches per user per minute. This limit ensures optimal system performance and prevents misuse of the wildcard search feature.
How Does This Impact Users?
Rate limits are applied on all pages with Advanced Search –
Note:
As mentioned, when you try to perform an advanced search using a wildcard operator on a field with 500 characters or more, you won’t be able to use bulk actions such as Export, Bulk Update, Add to List, etc.
In this example. we’re performing a ‘Does Not Contain’ advanced search on the ‘Notes’ field. After getting the results, when we try to export the leads, as a result of the wild card rate limits, we encounter the error – “You cannot ‘Export Leads’ with wildcard operators within advanced search”.
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Journeys enables all sales users to create a Plan (Beat Plan, PJP etc.) in just two simple steps by defining the plan duration (i.e. Start Date & End Date) and adding the relevant leads. Users can also send plans for approval to their respective managers if required. Once a plan is published or approved, the configured To-Dos will be created against the added leads. The plan execution can then be tracked through My Trips, Tasks, Task Smart Views, etc., on the LeadSquared mobile app.
This article explains how you can create, edit and approve plans through the LeadSquared mobile app.
Admins must first enable and configure Journeys on the Web application. Once configured, sales users can create plans on the mobile app and submit them for approval to their managers, if required. Users can access all published plans on the My Plans page.
Once managers approve the plans, it will be reflected on the following pages on the mobile app –
Users can then follow their plans while performing their assigned tasks.
. On the side menu, under Journeys, tap My Plans.
.
to select your start and end dates on the calendar.
. Any holiday falling within the plan duration will automatically be blocked. However, you can click alongside the date to add leads.
.
.Note:
Create plans focusing on the most relevant leads by choosing from Lead-Based Smart Views or Lead Types.
. Any holiday falling within the plan duration will automatically be blocked. However, you can click alongside the date to add leads..
. Any holiday falling within the plan duration will automatically be blocked. However, you can click alongside the date to add leads.
Block specific days or even half days (first half or second half) on your plans for planned leave or official activities. Blocked days will be displayed to your manager, allowing them to view and approve the plan with this information. To block a day on the plan –
. On the side menu, under Journeys, tap My Plans.. to select your start and end dates on the calendar. Under Working Days, select your official working days.. On the top right corner of the page, tap Block Day.
. On the side menu, under Journeys, tap My Templates.
Add Template icon.
You can edit and delete templates that you’ve created directly from the mobile app. However, templates that are created by someone else and assigned to you cannot be modified. To edit your templates –
To delete your templates –
You can clone existing Approved or Published plans to reduce the time and effort of creating new plans. All scheduling patterns are copied forward, saving you time when recurring plans are needed. However, you can modify the date range and leads if required. To clone a plan –
Clone Plan icon on the top right corner of the screen.
Managers can approve/reject their users plans on the mobile app –
. On the side menu, under Journeys, tap My Approvals.Note:
Pending or approved plans submitted by your users can be edited to add or remove leads, block a day or revoke a user’s holiday.
Note: While editing a plan, you can select the most relevant leads by choosing from Lead-Based Smart Views.
You can edit plans that are pending for approval to ensure that the user’s plan is optimized.
and you will be redirected to the Edit Plan page.
Alternatively, Admin, Sales Manager, Reporting Manager or Sales Group Manager can edit the Pending as well as Approved plans.
and you will be redirected to the Edit Plan page.
Once you’ve created your plans, you can view them on the My Plans page. On the right side of each plan, a message will be displayed to indicate whether the plan has been approved, rejected or pending for approval. Once the plan is published, the To-Do Tasks for journeys will be created immediately based on the plan. The To-Dos created will immediately be reflected on the following pages –
To receive notifications on your mobile, you must enable Notifications in your phone settings. Notifications are sent when –
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.
Once you’ve published an automation, you can check its performance in real-time by accessing the automation report. You’ll get insights into leads who’ve –
You can use this real-time feedback to tailor your automations to ensure you’re reaching your goals.
Note: This report shows the performance of the entire Automation. You can also check how an Automation has executed on a specific Lead, Opportunity, or Account through –
To access the report –
The left side of the automation report page tells you how many unique leads have entered your automation based on the trigger you’ve set. It shows you how many leads have exited or transitioned through the steps or stages and also gives you the created on and published on date and time of the automation.
You can also apply date filters to view leads entering or transitioning through the automation within a specific time frame.
You can also view metrics on each automation card and the specific leads at a certain stage of the automation. To do so, click the graph icon alongside the automation card. Then click View Leads to see the list of leads who are at that particular step in the automation –
To view and export the list of leads that have entered a specific card in a published automation –
, and click View Report.
, and then click View Leads.
, and click Export Leads.
next to their names., and click Download Lead Export. You can view the lead list that was exported.Note:
You can view email reports for automations that contain Send Email action cards –
The report gives you detailed information on your emails, including delivery rates, bounce rates, open rates, click rates and lots more.
You’ll see the View Email Report option for these automations when you hover the mouse over the wheel icon alongside the automation on the grid.
To export the lead list from the Email Report –
, and click View Email Report.
, and select the date range for which you want to export the leads., and click Export Leads.
next to their names., and click Download Lead Export. You can view the lead list that was exported.
The Lead, Opportunity, And Automation-Level Automation Report displays how an Automation has executed on a specific lead, opportunity, or account. The report provides a timestamp for when each event was triggered and the completion time of each action card, and the resulting outcomes.
To access the automation report for a particular lead –
The basic details about the lead are provided on the left side of the report page. You will also find links to the Lead Details page and to view the entire Automation Report.
On this drop-down, all Automation executed on the respective lead will be displayed.
You can click on the info icon next to the trigger and action cards to see how the Automation was executed on the lead at each stage.
To access the automation report for a particular Opportunity-
The basic details about the Opportunity are provided on the left side of the report page. You will also find links to the Opportunity Details page, Lead Details page, and the link to the entire Automation Report.
On this drop-down, all Automation executed on the respective Opportunity will be displayed.
You can click on the info icon next to the trigger and action cards to see how the Automation was executed on the Opportunity at each stage.
To access the automation report for a particular Account-
The basic details about the Account are provided on the left side of the report page. You will also find links to the Accounts Details page, and the link to the entire Automation Report.
On this drop-down, all Automation executed on the respective Account will be displayed.
You can click on the info icon next to the trigger and action cards to see how the Automation was executed on the Account at each stage.
What does “Exit Actions Completed” mean in the Automation Report?
The Exit Actions Completed count in the Automation Report refers to leads who have successfully completed all steps in the automation, reaching the final card.
This is not the same as the Remove Leads from Automation condition set in the trigger. That condition is used to stop a lead from entering or progressing further in the automation based on specific criteria. It does not contribute to the “Exit Actions Completed” number.
Why is the number of leads in “Exit Actions Completed” lower than the number who entered the automation?
Not all leads who enter an automation will reach the final step. The Exit Actions Completed metric only counts leads who completed the entire flow and reached the last step. If a lead exits the automation earlier, due to a conditions set in the trigger, in other condition cards, or via another exit path, they will not be counted in this metric.
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:
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The Automation Usage Report gives you a report of all the automations that have been executed. The Automation Usage Report also displays the number of executions in each automation and the total number of executions in all automations. You can filter these automations by their date range to view the reports of automations executed during a specific time period.
Note: For more details on automations, see –
You must be the Administrator of your LeadSquared account.
Navigate to Workflow>Automations and under Related Settings, click Automation Usage Report.
What is an automation execution?
Each trigger and action executed within an automated workflow (automation) is an automation execution. An example of a trigger within an automation is ‘New Lead Created’, ‘New Activity Created on Lead’ and an action executed within an automation can be ‘Update Lead’, ‘Send Email’, ‘Send SMS’, ‘Add Activity’, ‘Create Task’ etc. For instance, if an automation is created to send an email to every new lead created, New Lead Created will be the trigger for the automation and Send Email will be the action executed.
How is automation execution calculated?
If one lead goes through an automation with five automation cards (each card represents a particular action within an automation), then five automation executions are counted. Similarly, if hundred leads go through the same automation with five cards then five hundred automation executions are counted. Let’s consider the example used in the FAQ above. If one lead goes through this automation, both the trigger and action cards are executed and hence, there are 2 automation executions. If 50 leads go though this automation, then the trigger and action cards are both executed 50 times each and hence, there are 100 automation executions.
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The Ace Dashboard serves as a central hub for tracking key performance metrics across all Goals, Incentives, and Leaderboards within the ACE suite. It provides a comprehensive, real-time view of individual and team performance, ensuring managers and users can easily track progress without navigating multiple sections.
Navigate to Ace>Dashboard to view the Ace Dashboard.
Managers can directly access their direct reports from the dashboard by clicking the 
icon, this eliminates the need to navigate to Manage Users to check the hierarchy. Clicking on a team member’s name expands their detailed performance view, including:
The ACE dashboard consists of multiple widgets that provide detailed insights into various performance aspects. Users can add, remove, or rearrange these widgets based on their requirements.
To edit the Dashboard –
icon.
Edit Page Layout option.
Manage Widgets.
The My Achievement section shows widgets that are accessible to Admins, Managers, and Users to track their personal progress.
All the available widgets in this section are listed below.
View the total pending approval incentives across all programs, along with the trend from last month.
View the total pending payout incentives across all programs, along with the trend from last month.
View the total pending payout incentives across all programs, along with the trend from last month.
User details include the goals, incentives, and leaderboard you are part of.
Automatically breaks down goals by cycle. Users can hover over data points for milestone progress, viewing current achievements, required progress, and remaining effort.
Get a rapid overview of associated goals, incentive programs, and leaderboards according to the selected ruleset, with more useful details.
Easily compare multiple goals with the same cycle type. Access average, and required achievement details for convenient comparison.
With quick view, you can easily access daily targets and required run rate information presented in a gamified interface.
Compare your rank and achievement details with other cycles from the same leaderboard and view trend details.
Compare your reward details with other cycles from the same incentive program and view trend details.
Compare your achievement details with other cycles from the same goal and view trend details.
Compare the monetary and non-monetary rewards of each incentive program you are part of.
Track your total payout trend for the selected and previous time periods across all incentives and leaderboards.
Add an incentive program that is important to you and stay updated with eligible details and smart insights for the same.
View achievement details for each metric within a single program, including the number of criteria achieved and the calculated incentive.
Access goal details and find out when they’re ending, whether it’s today, this week, this month, or next month.
Delivers real-time performance alerts, showing target gaps, required sales to meet goals, and peer comparisons (e.g., “Most team members have achieved X%, you are behind by Y%”). Encourages proactive goal completion with timely nudges.
The Team Achievement section shows widgets that are accessible to Admins and Managers to track their team’s progress.
All the available widgets in this section are listed below.
View the total pending approval incentives across all programs, along with the trend from last month.
View the total pending payout incentives across all programs, along with the trend from last month.
View the total pending payout incentives across all programs, along with the trend from last month.
Break down large goals into milestones and track your progress with daily targets and required run rate information to stay on track.
Shows all Goals, Incentives, and Leaderboards linked to a rule set, helping managers understand target and reward structures within a specific policy.
With quick view, you can easily access daily targets and required run rate information presented in a gamified interface.
View achievement details for each metric within a single program, including the number of criteria achieved and the calculated incentive.
Delivers real-time performance alerts, showing target gaps, required sales to meet goals and peer comparisons. Encourages proactive goal completion with timely nudges.
Shows all active goals for a user or team in one view, enabling managers to sort by performance and compare up to five goals side by side, reducing manual progress checks.
Quickly access information about goal contributions from both you and your team in a convenient view.
View your rank and achievement details, along with the top 3 performers of a leaderboard. Pin any 3 leaderboards to receive real-time updates.
Compare the goal achievements of up to 5 users and track trends to identify who is lagging behind and who is performing the best.
Compare the calculated incentives of up to 5 users and track trends to identify who is receiving more or less incentive in each cycle.
Compare the eligible, approved, and paid-out incentives across each cycle for any incentive program (e.g., eligible for $100, approved for $80, paid $50).
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This connector transfers lead data in real-time from your LeadSquared account to your Ameyo account.
To push leads from LeadSquared to your Ameyo account, set up the Push data to Ameyo connector. Once configured, activate the connector sync.
During configuration, a webhook URL is generated in LeadSquared. Copy this URL and use it to configure an automation in your LeadSquared account. This automation will automatically push lead data from your LeadSquared account to your Ameyo account.
You must first install and configure the Ameyo connector.
, and click Configure.Once you’ve installed the connector, on the Configure Ameyo pop-up, configure the connector access for the non-Admin users in your account. Only users with access granted can view and access the connector under the Apps menu.
To continue the connector configuration, navigate to Apps>Push data to Ameyo.
Enter the following details –
| Property | Description |
| Hash-Key | Pass your Ameyo account credentials. |
| Policy Name | |
| Host | |
| Lead Source | Enter the lead source through which the leads were captured (e.g., Ameyo, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source. |
| Default Country Code | If the lead’s mobile number is captured without a country code, the default country code that’s selected from the dropdown will be added to the lead’s mobile number. |
| Select Time Zone | The time zone followed in your Ameyo account. |
| Lead Capture Search By Criteria | To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This is used to identify the leads pushed from Ameyo.
To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria. |
| Select User to Notify on Failure | If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.
To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | To ensure notification emails are sent to the selected user when there’s a failed query, enable the checkbox. |
Once you’ve entered all the details, click Save & Next.
Define the sync behavior of the connector when leads are captured.
5.2.1 Lead/Contact Entity
Since this connector pushes lead data from LeadSquared, the Sync Behaviour is by default set to Do Nothing. It is recommended you don’t change this to any other setting.
5.2.2 Mapping
On the Edit Mapping for Ameyo screen, the Ameyo system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.
, enter the value under Default Value, and click 
.
slider.
Once you’re done, click Save & Next.
A custom webhook URL is generated after providing basic details and completing field mapping. Copy this webhook URL and use it to create an automation that will transfer lead data to your Ameyo account.
After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures that through the webhook, lead data from Ameyo is pushed to LeadSquared.
Note: To view logs of all the sync jobs that have taken place, from the More Actions dropdown, click View Logs.
Use the Webhook URL to create an automation that send lead data to Ameyo.
, and under Custom, click Webhook.
Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when transferring leads).
.Note:
You can edit or delete the Ameyo connector instance that you created. To do this –
.
You can view the total number of leads that have been pushed by Ameyo, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?
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When conducting business interactions via email clients like Gmail, Outlook, and Apple email, capture the sender and recipient details as leads in LeadSquared through the Markcopy Connector. This connector captures the “From Email Address” and “To Email Address”, and posts the email as an activity in your LeadSquared account.
In LeadSquared
This connector effortlessly captures lead details from your emails without requiring an elaborate setup process. Once connector access is enabled on your account, install and configure the connector. Once the connector is enabled, an email ID is generated.
In your email client (Gmail, Outlook, etc.)
For outbound emails, include this email ID in the CC or BCC fields in your email client when sending emails to your leads. For inbound emails, create an auto-forward rule in your email client to forward these emails to the generated email ID. This process captures lead details and posts the email as an activity in your LeadSquared account.
, and click Configure.
Once you’ve installed the connector, on the Mark Copy Connector v2.0 pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).
To continue the connector configuration, navigate to Apps>Mark Copy Connector v2.0.
Enter the following details –
| Property | Description |
| Lead Source | Enter the lead source through which the leads were captured (e.g., Mark Copy, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source. |
| Default Country Code | If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number. |
| Select Time Zone | The time zone followed in your Mark Copy account. |
| Lead Capture Search By Criteria | To avoid creating duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key.
To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By Criteria fails, it will be re-attempted using the secondary Search By Criteria. |
| Select User to Notify on Failure | If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.
To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | To ensure notification emails are sent to the selected user when there’s a failed query, enable the checkbox. |
Once you’re done entering all the details, click Save & Next.
Once you’re done with the basic settings, click Entity Options. By default, all the Mark Copy fields are mapped to the corresponding LeadSquared lead fields. You’ll have to complete two steps here –
, and under Mapping Key, edit the field name., and from the Lead Field dropdown, select the new lead field...Once you’re done, click Save & Next.
Note:
Click More Actions, and enable the sync job. Once enabled, under How to extract information from Email, a custom email ID is generated for your account.
Copy this ID and utilize it to capture lead details in your LeadSquared account.
This process captures lead details and posts the email as an activity in your LeadSquared account.
Complete the following steps in your email client account (Outlook, Gmail, etc.) –
To view the email activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab.
Here, you can view logs of all the sync jobs that have taken place.
.Note:
You can edit or delete the Mark Copy connector that you created. To do this –
You can view the total number of leads that have been pulled from Mark Copy, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?
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This connector transfers lead data in real time from your LeadSquared account to your CleverTap account.
To push leads from LeadSquared to your CleverTap account, set up the Push data to CleverTap connector. Once configured, activate the connector sync.
During configuration, a webhook URL is generated in LeadSquared. Copy this URL and use it to configure an automation in your LeadSquared account. This automation will automatically push lead data from your LeadSquared account to your CleverTap account.
You must first install and configure the CleverTap connector.
, and click Configure.Once you’ve installed the connector, on the Configure CleverTap pop-up, configure the connector access for the non-Admin users in your account. Only users with access granted can view and access the connector under the Apps menu.
To continue the connector configuration, navigate to Apps>Push data to CleverTap.
Enter the following details –
| Property | Description |
| CleverTap Account ID | Pass your CleverTap account credentials. |
| CleverTap Passcode | |
| Lead Source | Enter the lead source through which the leads were captured (e.g., CleverTap, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source. |
| Default Country Code | If the lead’s mobile number is captured without a country code, the default country code that’s selected from the dropdown will be added to the lead’s mobile number. |
| Select Time Zone | The time zone followed in your CleverTap account. |
| Lead Capture Search By Criteria | To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This is used to identify the leads pushed from CleverTap.
To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
| Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria. |
| Select User to Notify on Failure | If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.
To know more about the type of errors, please refer to Error Notifications. |
| Enable Notification | To ensure notification emails are sent to the selected user when there’s a failed query, enable the checkbox. |
Once you’ve entered all the details, click Save & Next.
Define the sync behavior of the connector when leads are captured.
5.2.1 Lead/Contact Entity
Since this connector pushes lead data from LeadSquared, the Sync Behaviour is by default set to Do Nothing. It is recommended you don’t change this to any other setting.
5.2.2 Mapping
On the Edit Mapping for Clevertap Call back disposition screen, the CleverTap system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.
, enter the value under Default Value, and click .
slider.Once you’re done, click Save & Next.
A custom webhook URL is generated after providing basic details and completing field mapping. Copy this webhook URL and use it to create an automation that will transfer lead data to your CleverTap account.
After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures that through the webhook, lead data from CleverTap is pushed to LeadSquared.
Note: To view logs of all the sync jobs that have taken place, from the More Actions dropdown, click View Logs.
Use the Webhook URL to create an automation that send lead data to CleverTap.
, and under Custom, click Webhook.
Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when transferring leads).
.Note:
You can edit or delete the CleverTap connector instance that you created. To do this –
.
You can view the total number of leads that have been pushed by CleverTap, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?
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!
The Automation Failure Report gives you details on why your automation failed and displays all the action cards that failed in an automation. You can view the reason for failure and retry these cards after making the relevant changes. You can also view the entity-level automation summary directly from this page. To know more about Automation, refer to Automation – Feature Guide.
You must be the Administrator of your LeadSquared account.
To view the Automation Failure Report –
. Then, click Retry All.
.
.
.Note:
Notify relevant users through email when the automation fails. An email notification is sent to selected users on the first failure of a particular automation per day. To enable this setting –
.
.Note: Upto 20 users can be selected as the recipients for the Automation Failure Notification.
Why does the Automation failure report show “Error in Evaluating multi If/Else due to datatype mismatch“.
If a field used in the Multi If/Else condition is later removed from Activity Fields in settings but is still referenced in the automation, the automation will fail at the If/Else card. Check if any fields used in the If/Else condition have been deleted from Activity Fields. If found, update or remove them from the automation to resolve the issue.
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Use LeadSquared Leaderboards to increase the overall productivity and revenue of your organization. The Leaderboards feature revolves around gamification – mundane tasks like calling prospects, setting meetings, and closing deals turn into fun activities for your sales users. Based on the criteria and targets you have set (for example, revenue targets), your users will be ranked against each other on their achievements and can be rewarded based on their final ranks.
Here, you’ll select a Ruleset that will later be used to define the rewards. For example, if you select a ‘Revenue’ rule set here, the rewards will be calculated on the revenue metric defined in your ruleset.
Click Select Rulesets. You can select up to 5 Rulesets. Once done, click Use Selected Rulesets.
Next, you must select a Calculation Type.
Set the Leaderboard Duration.
Note:
In the following example, the Leaderboard Program will have a Daily Cycle. The First Cycle of the program will start and end on the 15th of May. On completion of the first cycle, the rewards (if any) can be disbursed. The program will repeat until its Last Cycle, which is on the 22nd of August.
Select the number of Buffer Days for each Cycle. Buffer Days let users edit or revise their tasks and activities in the event of a missed deadline, resulting in more accurate reward calculations.
Note:
Click Save & Next to move to the next stage.
Program users are sales users eligible for the incentives. Approvers are usually team leads and sales managers (or someone higher up in the organization hierarchy) who can edit, reject or approve the incentive.
There are three ways to add your users –
Select a cycle through the dropdown and add the users who will be part of the program.
You can import users through an Excel file. To do this, click Add Users Using Excel. You can use the Sample File to add the users.
Next, you can copy the users that you have added to different cycles –
Now, you must select the user(s) who will be responsible for approving the rewards once they are calculated –
Note:
Set a Minimum Achievement Target. Rank Based Rewards and Group Rewards will only be disbursed when they reach the target. This step is optional and it can be left blank.
Select the winning ranks for the award trophies.
You can now set the Group Target and Reward. If the team as a whole reaches the defined target, then they will be eligible for a reward.
to make the target mandatory – if the Group Target is not met, then Leaderboard winners will not receive their group and rank rewards.
icon.| Reward Calculation | Description | Example |
| Fixed | The reward is a fixed amount. | A fixed payout of Rs. 1000 |
| Percentage of Achievement | The reward is a percentage of the achievement generated by the user. | 5% of the total revenue generated by the user. |
| Multiplier | The reward is a multiple of the achievement generated by the user. | For each lead generated, the user will get Rs. 100. |
If multiple users have reached the same target, and you would like to reward only one, then you can consider configuring a Tie Breaker. For now, this configuration has the Fastest Achiever option – the user who reaches their target first will take the rank.
Next, you can set the rank-based rewards based on the Leaderboard. You can set the reward for –
Once you have selected a rank, you can add the rewards –
| Reward Calculation | Description | Example |
| Fixed | The reward is a fixed amount. | A fixed payout of Rs. 1000 |
| Percentage of Achievement | The reward is a percentage of the achievement generated by the user. | 5% of the total revenue generated by the user. |
| Multiplier | The reward is a multiple of the achievement generated by the user. | For each lead generated, the user will get Rs. 100. |
You can also configure Custom Rewards for your users, such as vouchers, travel experiences, gadgets, and more. To do this, first create a custom reward by navigating to the ACE Settings page and selecting Custom Rewards. Once created, the reward will be available for selection in the Rewards section when configuring your Leaderboard.
Leaderboards support additional KPI columns, allowing users and admins to compare performance across multiple key metrics alongside the primary leaderboard rankings.
Adding KPIs to a Leaderboard
User’s who are configuring the Leaderboard can select up to five KPIs. These KPIs appear as individual columns on the leaderboard, helping track specific performance parameters that may or may not contribute to the primary KPI selected in Step 1.
For example, if the main rule set measures overall achievement, you can include KPIs such as:
To publish the Leaderboard program, click Publish.
If you have a Goal set up for your organization or team, you can also build a Leaderboard for it –
for Connect Goals With Leaderboard.
The users are automatically inherited from the Goal. To make any changes to the user list, you will need to edit the list in your Goal configuration.
The View and Manage Leaderboards article will show you how to view the Leaderboards calculations, approve payouts, and manage the progress of the Leaderboard program.
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This article will show you how to view the Leaderboards calculations, approve payouts, and manage the progress of the Leaderboards.
Approvers will have access to the Approval, Dashboard, and My Boards tabs on the Leaderboards page. They must approve all the eligible rewards of the users before they can be paid out –
An Admin will have access to all Leaderboard features.
Sales Users will only have access to the My Boards page. Here, they can keep track of their approval requests, payouts, and showcase the rewards and recognition they have received.
Navigate to the user approval page –
Note:
Click on No. of Criteria Achieved. Here, you can view the Leaderboard Reward Criteria achieved by the user. You can view further information regarding the Achieved Value and the Rewards they are eligible for based on reward calculation.
The Approval Status displays the approval stage for the user. In the following example, we have 2 approvers. Stage 1 needs to be approved first. The Eligible Amount (based on reward calculation) for the user is Rs. 2,160. You can enter the entire amount as the Approved Amount, or choose an appropriate amount. To reject the entire amount, enter 0 (zero). Next, enter a Remark and click Forward to Stage 2.
In Stage 2, as higher-stage approver, you can override the decisions taken by the lower-stage approver. You can edit the amount that has been approved in the 1st stage – the approval or rejection from the last stage will be final. Once you are satisfied with the approved amount, click Proceed to move to the Payout stage.
Navigate to the payout page –
Here, you can view the rewards that have been approved. Once you have paid out the rewards, you can enter the payment details on this page and click Proceed with Payout – the Payout Status will be updated to Paid Out. If you have paid only a part of the approved amount, the Payout Status will still reflect as Pending.
You can also make payouts to the users through an Excel file. To do this, click Payout Using Excel. You can use the Sample File to add the payouts.
The Leaderboards Dashboard gives you a breakdown of the progress of the Leaderboards.
Navigate to Ace>Leaderboards>Dashboard.
Select a Time Frequency for the total breakdown in that time frame. If you are an Admin user, you can also select a specific Manager.
You can also drill down further into the Leaderboards under the User View and Program View.
Navigate to Ace>Leaderboards>My Boards. The My Boards page displays all the payout requests, approval requests, rewards received, collectable showcase, and their ranking in the Leaderboards for the respective user. This helps the sales users track all their achievements and keep a check on the rewards that need to be disbursed.
In the Board Standings view:
This enables admins and team members to analyze rankings not only by the overall score but also by individual KPIs.
You can also track the progress of your LeadSquared Leaderboards through the LeadSquared Mobile App. The Mobile App will have three different views: Admin user view, Sales Manager view, and Sales User view.
Navigate to the LeadSquared Ace tab by clicking on the 
icon. Next, click on the 
icon and select Leaderboards.
On the Dashboard, you can view all the Leaderboards assigned to a Manager. You can select a specific Manager through the dropdown.
You can click on the
icon to apply a Time Frequency Filter.
As an Admin, you can view the Eligible rewards, Approved rewards, Total Payout Done, and Pending for Payout statistics for all Leaderboards, or a Leaderboard assigned to a specific Manager.
You can toggle between the statistics of individual users by selecting User View or individual Leaderboards by selecting Board View.
Select a user or a Leaderboard to drill down into its details and progress.
If you log in as a Sales Manager, you can view the progress of your Leaderboard through the Dashboard (Leaderboards where you are the Manager) and My Boards (if you are part of a Leaderboard) tabs.
If you log in as a Sales User, you view the progression of all the Leaderboards you are a part of through the My Boards tab.
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