Mobile App Additional Settings

Once enabled, if the app is unlocked but it remains in the background for 15-minutes, the app is automatically locked.

• Check-in only
• Check-out only or
• Both Check-in and Check-out

Set the Location Tracking Accuracy as V2-High for this feature to work.

• 0 Latest Only – To ensure your users are always using the latest app version, select this option. Once selected, and if a new app version is available on the Playstore/Appstore, users will not be able to access the app until they update it to the latest version.
• Past 2 – If a user’s app version is older than the latest app on the Playstore/Appstore by 2 versions, they will not be able to access the app. For example, if a user’s app version is v14.5, but the latest app version is v14.8, the user won’t be able to access the app until they update it.
• Past 4 – If a user’s app version is older than the latest app on the Playstore/Appstore by 4 versions, they will not be able to access the app. For example, if a user’s app version is v14.3, but the latest app version is v14.8, the user won’t be able to access the app until they update it.

• High – The images uploaded will be of high compression, low-quality resolution, and small file size.
• Medium – The images uploaded will be of medium compression, medium-quality resolution, and medium file size.
• Low – The images uploaded will be of low compression, high-quality resolution, and large file size.
• Disabled – The images uploaded will not be compressed, will be of very high-quality resolution, and be a very large file.

The following options can be set –

• Disable – The setting is disabled. Users can continue to attach files across the mobile app.
• Across app* – Users are restricted from using the “Attach/Browse file” options across the mobile app.
• Across app expect Notes – Users are restricted from using the “Attach/Browse file” options across the app, except when attaching files to the Notes field.

*If the Restrict file upload Mobile App Setting is set to Across App, you can override this setting for specific CFS fields, and allow your users to upload files to this CFS. This will ensure your users can’t upload files to any location inside the LeadSquared application, except for the CFS field for which this setting is enabled. To do this, when creating or editing a Custom Field Set, enable the Override ‘Restrict file upload’ mobile setting.

• First name
• Last name
• Email id
• Phone
• Company
• Website
• Notes

• Within the mobile app. This action happens by default.
• In your mobile device’s browser. To know more about forms and processes, please refer to Forms and Processes on Mobile.

• Disable – The setting is disabled, and the default action (Message Lead on Android devices and Add Task/Call/Message on iOS devices) is performed.
• Call – A phone call is placed to the lead.
• Message – A text message is sent to the lead.
• Add activity – Allows you to select the activity type you want to add to the lead.
• Converse – Allows you to message the lead using Converse.
• Add task – Allows you to select the task type you want to add to the lead.

• Disable – The setting is disabled, and the default action (Call Lead on Android devices and no action on iOS devices) is performed.
• Call – A phone call is placed to the lead.
• Message – A text message is sent to the lead.
• Add activity – Allows you to select the activity type you want to add to the lead.
• Add task – Allows you to select the task type you want to add to the lead.

• Disable – The setting is disabled, and the default action (Add Task/Add Activity on Android and iOS devices) is performed.
• Call – A phone call is placed to the opportunity.
• Message – A text message is sent to the opportunity.
• Add activity – Allows you to select the activity type you want to add to the opportunity.
• Add task – Allows you to select the task type you want to add to the opportunity.

• Disable – The setting is disabled, and the default action (no action on Android devices and Call Opportunity on iOS devices) is performed.
• Call – A phone call is placed to the opportunity.
• Message – A text message is sent to the opportunity.
• Add activity – Allows you to select the activity type you want to add to the opportunity.
• Add task – Allows you to select the task type you want to add to the opportunity.

1. Enable the Geo Alerts feature under the Notifications settings on the mobile app.
2. Ensure the location and notification permissions in the LeadSquared mobile app are turned on.

Once enabled,

• Users will receive notifications when they mark a task complete or when they’ve been in the same location for over 30 minutes without completing a task or posting an activity.
• Notifications will include the three nearest leads within a 3-kilometer radius, sorted by distance from their current location. If there are more leads available, those with no recent activities will be prioritized.
• Users will receive a maximum of two notifications per day, with at least a two-hour gap between them.
• If users haven’t received any notifications for two consecutive days, the radius for lead notifications will be broadened to 5 kilometers.

You can select a maximum of 5 options.

• Opportunity List.
• Opportunity Details.
• Opportunity Smart Views list.
• Opportunity Smart Views.

For inbound calls, users will be given an option to track the activity on the lead or opportunity.

• Default – Enter the lead’s full name (e.g., John Smith) when searching for a lead. All the leads that contain the keywords entered (e.g, John Wayne, Alan Smith, etc.) will show up in the search results.
• Partial – Enter the lead’s partial name (e.g., if you enter “Mar”, leads with the names “Marcus”, “Mark”, “Marianne”, etc., will show up) when searching for a lead.
• Strict Search – Enter the lead’s/account’s exact name (e.g., John Smith, Bangalore Finance) when searching for a lead/account. Only the lead/account that contains both the keywords entered will show up in the search results.