Mobile App Additional Settings

| by Sri Sudhan

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 –

Mobile App Additional Settings

SettingDescription
App ScreenshotEnable the Slider slider to allow screenshot and video capture of the mobile app. This setting is only applicable to the LeadSquared Android App.
Explore – KeywordsEnter 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 SwipeConfigure the Lead Card to perform any one of the following actions when the card is swiped right –

  • 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.
Image CompressionBy default, the image compression setting is set to “High”. You can change this using the following –

  • 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.
Lead Partial SearchWhen 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 uploadRestrict 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 –

  • 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.
Activity Audio RecordingPass 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.
GeofencingTo ensure your field sales users can post custom activities only when they are in the lead’s vicinity, refer to LeadSquared Geofencing.
Work Area ValidationYou 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 support@leadsquared.com.
Minimum Version(s) SupportedFrom the dropdown, configure the LeadSquared mobile app update frequency for your users –

  • 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.
Opportunity Card – Right SwipeConfigure the Opportunity Card to perform any one of the following actions when the card is swiped right –

  • 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.
Explore – Google KeyEnter your Google Map API Key to fetch and display businesses near you when using the Explore – Near Me feature.
Hide Lead AgeEnable this setting to hide the lead’s age on the Lead Card.
Explore – Suggestive SearchEnable 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 SwipeConfigure the Opportunity Card to perform any one of the following actions when the card is swiped left –

  • 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.
Forms: OTP re-verificationEnable 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 PreferenceUse the following options to define the lead search behaviour across the mobile app –

  • Default – Enter the lead’s full name (e.g., John Smith) when searching for a lead. All the lead’s 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 exact name (e.g., John Smith) when searching for a lead. Only the lead that contains both the keywords entered will show up in the search results.
Forms: Open i-frame linkFrom your LeadSquared app, you can open i-Frame links –

  • 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.
Set current location in lead addressWhen 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 ConnectorIf 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 support@leadsquared.com.
Lead Card – Left SwipeConfigure the Lead Card to perform any one of the following actions when the card is swiped left –

  • 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.
  • Add task – Allows you to select the task type you want to add to the lead.
Once you’re done, click Save.

Note:

  • 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.

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sreesai
sreesai
1 month ago

Please make another article on Geofencing.

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Sri Sudhan
Sri Sudhan
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Reply to  sreesai
1 month ago

Hi, thanks for bringing this to our attention. Hope this helps – LeadSquared’s Geofencing.

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