Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Sales User.
Step 1: Log on to LeadSquared
Log on to LeadSquared using your username and password at run.leadsquared.com. If you do not have your login credentials, please check with your LeadSquared Administrator.
Step 2: Manage Essential Settings
Update your Profile | Manage your personal details | Help |
Update your Password | Update your LeadSquared password | Help |
Update Email Signature | This Email signature is used in all Email communications from the LeadSquared application. | Help |
Step 3: Manage Leads
Manage Leads | Allows you to create and manage your leads in a single place. | Help |
Quick Add Lead Form | Allows you to create leads with basic details. | Help |
Add New Lead Form | Allows you to create leads with the all the details. | Help |
Import Leads | Allows the bulk import of leads into LeadSquared | Help |
Quick Search | Allows you to quickly search for leads from any page using the Global/Simple/Quick search available on the Main Menu. | Help |
Advanced Search | Allows you to search leads, that satisfy one or more conditions. | Help |
Actions | Allows you to perform various grid and row actions from the Manage Leads window | Help |
Quick Filters | Allows you to find leads based on specific criteria quickly and easily. | Help |
Manage Lead Details | Allows you to view and manage all lead details and activities | Help |
Add Activities to Leads | Allows you to add notable activities to leads. | Help |
Step 4: Manage Tasks
Create and Manage tasks | Allows you to create and schedule tasks and reminders for leads. | Help |
Step 5: Manage Lists
Lists | Allows you to create and manage lists for leads | Help |
Static Lists | Allows you to create lists with fixed number of Leads | Help |
Dynamic Lists | Allows you to create lists with specific criteria. | Help |
Send SMS | Allows you to SMS to leads in the list. | Help |
Send Email | Allows you to send Email to leads in the list. | Help |
Bulk Update | Allows to perform bulk update on a desired field within the list. | Help |
Step 6: Dashboards and Reports
Dashboards | Allows you to capture the important marketing and sales indicators in a chosen time-frame. | Help |
Reports | Provides analytics around marketing and sales to help you fine tune your business processes using various reports. | Help |
Step 7: Other Features & Settings
Manage Report Subscriptions | Allows you to manage which reports you want to subscribe | Help |
View Request History | Allows you to view history of all lead import, export, and delete request made by you. | Help |
Manage Users | Allows you to create and update other sales users. | Help |
View Blocked Email Addresses | View the Email Addresses which are blocked from Emails being sent | Help |
Block Email Domains | Allows you to block Email domains from Emails being sent. | Help |
Manage API Keys | Allows you to manage your API keys | Help |
Apps | View the add-on features, plugins and integrations available in LeadSquared. | Help |
Connect My Inbox | Allows you to capture leads and track email activities in LeadSquared. If you do not see this feature under Apps, please check with your LeadSquared Administrator. | Help |
Step 9: Attend Training and Start Using
Our customer success team will organize a usage training for you. Attend and get started.
Questions?
Check lshelp.wpengine.com or write to support@leadsquared.com
You can also download this document in PDF format from below: