To access the settings, from the LeadSquared web app, navigate to My Profile>Settings>Mobile App>Additional Settings. Here, you can manage and configure the following settings –
|App Screenshot||Enable the slider to allow screenshot and video capture of the mobile app. This setting is only applicable to the LeadSquared Android App.|
|Explore – Keywords||Enter keywords denoting businesses (e.g., Supermarkets, Hospitals, Gyms, etc.) you want to show by default when using the Explore – Near Me feature.|
|Lead Card – Right Swipe||Configure the Lead Card to perform any one of the following actions when the card is swiped right –|
|Image Compression||By default, the image compression setting is set to “High”. You can change this using the following –|
|Lead Partial Search||When enabled, on the On Lead Lists and Lead Smart Views, you can search for leads using partial keywords. For example, if you search for “Mar”, leads with the names “Marcus”, “Mark”, “Marianne”, etc., will show up in the search results.|
|Restrict file upload||Restrict your users from attaching files through the “Attach/Browse file” options present under the Attachment and File type fields. For e.g., during a lead’s KYC verification, this setting ensures your field users capture the lead’s photo, rather than attaching and uploading photos shared with them by the lead.|
The following options can be set –
|Activity Audio Recording||Pass a JSON here to record the audio of face-to-face meetings through the LeadSquared mobile app. To know more, please refer to Audio Recording for F2F Meetings.|
|Geofencing||To ensure your field sales users can post custom activities only when they are in the lead’s vicinity, refer to LeadSquared Geofencing.|
|Work Area Validation||You can restrict your users from performing all actions (such as Add Leads, Update Tasks, etc.) on the LeadSquared mobile app. For e.g., you can restrict your users from performing actions until they have completed their training, until their background verification check is complete, etc.|
Access will be restricted based on the value of a Custom User Field. For e.g., you can enable access only when the value of the ‘Training Status’ custom field is ‘Completed’. To enable this feature on your account, reach out to your account manager, or write to email@example.com.
|Minimum Version(s) Supported||From the dropdown, configure the LeadSquared mobile app update frequency for your users –|
|Opportunity Card – Right Swipe||Configure the Opportunity Card to perform any one of the following actions when the card is swiped right –|
|Explore – Google Key||Enter your Google Map API Key to fetch and display businesses near you when using the Explore – Near Me feature.|
|Hide Lead Age||Enable this setting to hide the lead’s age on the Lead Card.|
|Explore – Suggestive Search||Enable this setting to display suggestions when using the Explore – Near Me search bar. For e.g., when users type “Hos”, the search results will show a list of all the places that contain the words “Hos” in their title, like Hosmat Hospital, Manipal Hospital, etc.|
|Opportunity Card – Left Swipe||Configure the Opportunity Card to perform any one of the following actions when the card is swiped left –|
|Forms: OTP re-verification||Enable multiple OTP verifications in the Email and Phone fields of a form. This will be required every time a user submits a form.|
|Lead Search Preference||Use the following options to define the lead search behaviour across the mobile app –|
|Forms: Open i-frame link||From your LeadSquared app, you can open i-Frame links –|
|Set current location in lead address||When enabled, the user’s current location is fetched and auto-populated as the lead’s Address. Users will not be able to manually edit any of these Address fields. This is to ensure users physically visit leads while adding them to LeadSquared.|
|Nudge Connector||If the Nudges Connector is installed and configured in your account, this slider will be enabled by default. The slider cannot be enabled or disabled from this screen. To enable the Nudges Connector, reach out to your account manager, or write to firstname.lastname@example.org.|
|Lead Card – Left Swipe||Configure the Lead Card to perform any one of the following actions when the card is swiped left –|
- If the swipe action is customized for one side only (left or right), it will be disabled for the other side (the default actions will not be displayed on the other side).
- Enable the Location Tracking on LeadSquared Mobile feature is enabled on your account before you pass the Geofencing JSON.
- Users will not be able to post Geofenced activities on a lead that does not have a location.
- Your users must have an active internet connection for the Geofencing feature to work.