LeadSquared’s Geofencing

1. Feature Overview

Geofencing ensures your field sales users can post custom activities only when they’re physically present in the lead’s vicinity. Geofencing can be enabled for critical custom activities like posting Activity Audio Recordings, Collecting Documents, KYC Verification, etc.

Additionally, you can also Geofence Appointment and To-do task types, and define the radius within which your users can post the task.

Note: For the Geofencing feature to work, the Address lead field must contain valid data.

LeadSquared Android App Updates

 

2. Prerequisites

  • You must be the Administrator User to configure this feature.
  • Ensure location tracking is enabled on your user’s mobile device. To know more, refer to Location Tracking on LeadSquared Mobile.
  • In order to access this feature, you must run the following versions of the mobile app –

 

3. Enable Geofencing for Activities

Note: Activity geofencing is applicable for lead and opportunity activities.

From the LeadSquared web app –

  1. Navigate to My Profile>Settings>Mobile App>Additional Settings.
  2. Alongside Geofencing, pass the following JSON to geofence posting a custom activity –
[
{
"EntityType":"Activity",
"RestrictedEvents":[
{
"EventCode":"Activity code1",
"RestrictedActions":[
{
"Action":"Create",
"Geofence":"radius in metres"
}
]
},
{
"EventCode":"Activity code2",
"RestrictedActions":[
{
"Action":"Create",
"Geofence":200
}
]
}
]
}
]
Parameter
Description
Entity TypeThe LeadSquared entity type (“Activity” in this case) for which you want to enable Geofencing.
Restricted EventsThe custom activity types for which you want to enable Geofencing.
Event CodeThe activity event code of the activity types for which you want to enable Geofencing.

To obtain the code, navigate to My Profile>Settings>Leads>Custom Activities & Scores, and alongside the corresponding activity type, you’ll find the Code.

RestrictedActionsThe action you want to restrict your users from performing.
ActionThe action type (“Create” in this case) you want to restrict your users from performing.
GeofencePass the Geofencing radius in meters. Your users will be able to post the activity only if they’re within this radius from the lead’s location.

3. Once you’re done, click Save. Your users can now post these custom activity types only when they’re in the lead’s vicinity.

LeadSquared Geofencing

 

4. Enable Geofencing for Tasks

You can enable Geofencing for Appointment task types (My Profile>Settings>Leads>Appointments) when creating the task. To know how to do this, refer to Managing Task Types.

LeadSquared Geofencing

 

Any Questions?

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