Portal Management – Feature Guide

1. Feature Overview

Portals are functional self-service websites that help with lead application management, and are used to complete an application or registration process. LeadSquared’s Portal feature allows you to build your own online portals to capture leads and opportunities, through online forms, making the entire process paperless.

Portals also enable you to collect information on tasks and activities. This ensures all the information captured from a lead and opportunity is immediately available in your LeadSquared account. You can write your own HTML code, or use the drag and drop Portal Designer (no coding knowledge required) to build your portals.

By enabling portals on your account, you’ll be able to –

  • Build an end-to-end application management portal. This includes loan applications, student admission applications, medical applications, insurance or other financial applications, etc.
  • Reduce the turn-around-time and development effort that’s required in setting up a portal.
  • Improve the post-release management of all the portals across your landing pages.
  • Create customizable portals that can be improved upon and updated on the go.

Portal

 

2. Prerequisites

  • You must be the administrator of your LeadSquared account.
  • You must have access to the Portal’s license.
  • Forms and Processes, along with portals, must be enabled on your LeadSquared account.
Note: If you want to activate Forms and Processes, or receive access to your Portal’s license, reach out to support@leadsquared.com, or speak to your Customer Success Executive.

 

3. How It Works

In LeadSquared, you can either –

Once your portal is built, you can deploy it on a test environment. When you’re ready to go live you can use a default LeadSquared domain or configure your own domain to host the portal. Version control features are also available to help you manage changes.

 

4. Create a Portal

  1. From the LeadSquared dashboard, navigate to Workflow>Manage Portals.
  2. Click the Create Portal button.
  3. Provide a relevant name for the portal, and add a description if required. Once you are done, click Create.
  4. On the portals page, you can build the portal using –
Note: If you use Select Template as your initial option, you will not be able to upload your own HTML code for future modifications to the portal. But if you choose to upload an existing HTML code as your initial option, you will still be able to select a template for future modifications to the portal.

LeadSquared Portals_2

 

5. Manage Portals

Existing and newly created portals will show up on the Manage Portals page. You can use filters to search for portals on the basis of various parameters, such as status, modified by and modified on. You can also edit and delete portals from this page.

LeadSquared Portals

 

6. Using Forms in Your Portal

The Forms and Processes are features is closely linked with portals. You can create forms or entire application processes to capture information in your portals. These include registration forms for sign-up/login as well as forms to capture leads, opportunities, tasks, and activities. To know more, please refer to LeadSquared Portal Designer – Create Sign Up Forms.

 

7. Adding Pages to Your Portal

Using the Portal Designer, you can add multiple pages (such as the ‘Home’ page, the ‘Contact Us’ page, the ‘Dashboard’, and so on). You can also secure certain pages by allowing access for only logged-in users.

You can also create applications, using our Applications feature on the Portal Designer. This allows you to build application forms and an application dashboard from which all user applications can be handled. To know more, please refer to Create Portals with Multiple Web Pages.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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