Feature Overview
You can configure the mobile app at a granular level for your sales users through the Mobile App Additional Settings. To access the settings, from the LeadSquared web app, navigate to My Profile>Settings>Mobile App>Additional Settings.
App Related
| Setting | Description |
| 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. |
| Check-in/Check-Out location and time restrictions. | Pass a JSON here to restrict users from checking in/checking out on the mobile app based on the time and location preferences. |
| Enforce Secure Lock | This will lock the LeadSquared mobile app, and whenever the app is launched, it can be unlocked only from the device level (e.g., through fingerprint unlock, mobile pin code unlock, etc.). This will add an additional layer of security to the mobile app, by ensuring only the mobile device owner can view data inside LeadSquared. Once enabled, if the app is unlocked but it remains in the background for 15-minutes, the app is automatically locked. |
| Enforce Strict Address Look-up | Enable the slider to remove Google Plus codes in retrieved lead location. This is an android specific setting. |
| Hide Menu Options | Enter the menu options to be hidden from the Settings menu. |
| Image linked Check-in/out | Enable this setting to make it mandatory for users to capture a photo of themselves during the check-in/out process. You can choose to enable this setting for –
Set the Location Tracking Accuracy as V2-High or V2-Low for this feature to work. |
| Location accuracy level | Select the accuracy level (low, medium, or high) of the location fetched. By default, this level will be set to low. With higher accuracy levels, battery consumption also increases. |
| Minimum Version(s) Supported | From the dropdown, configure the LeadSquared mobile app update frequency for your users –
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| 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 support@leadsquared.com. |
| SFDC SSO Configuration | Pass a JSON in a defined format here to configure SFDC SSO within mobile. |
| Side Menu – View All Items | Enable the slider to view the items on the bottom navigation bar on the side menu as well. |
Attachments
| Setting | Description |
| Images Compression | By default, the image compression setting is set to “High”. You can change this using the following –
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| 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 –
*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. |
Forms
| Setting | Description |
| 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. |
| Allow only current location in Lead’s Address | This is a form level setting. When enabled, the user can fetch their current location and populate the lead’s Address. Users will not be able to manually edit any of these Address fields. To enable this feature, enter the relevant comma-separated Form IDs. |
| Bulk Contacts Import | Enable the slider to allow users to bulk import contacts from their mobile device. This feature is only available for iOS devices. You can bulk import a maximum of 20 contacts. All the validations set at the lead field level will be verified while importing contacts. Users will be prompted with errors if any of these validations fail. When you import contacts, leads will be created with the following details –
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| Forms: Open i-frame link | From your LeadSquared app, you can open i-Frame links –
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| 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. |
| Geofencing | To ensure your field sales users can post custom activities only when they are in the lead’s vicinity, refer to LeadSquared Geofencing. |
| Import Contact | Enable the slider to allow user to import contacts while adding leads. |
| Mavis search preference | Admins can define the search preference for Mavis dropdown fields within the dynamic form. Contains setting retrieves all options that contain the entered text. Starts With setting retrieves all options that begin with the entered text. |
| Prefetch location in Lead’s address | When enabled, the Address 1 Lead Field in a form will be auto-populated with the user’s current location. To enable this feature, enter the relevant comma-separated Form IDs. |
| Set current location in lead address | This is a tenant level setting. 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. |
| Text Recognition | By default, you can use the mobile app to capture text from images. To disable this feature across the mobile app, enable Text Recognition. |
| 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 support@leadsquared.com. |
Gesture Actions
| Setting | Description |
| Lead Card – Left Swipe | Configure the Lead Card to perform any one of the following actions when the card is swiped left –
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| Lead Card – Right Swipe | Configure the Lead Card to perform any one of the following actions when the card is swiped right –
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| Opportunity Card – Left Swipe | Configure the Opportunity Card to perform any one of the following actions when the card is swiped left –
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| Opportunity Card – Right Swipe | Configure the Opportunity Card to perform any one of the following actions when the card is swiped right –
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Lead
| Setting | Description |
| Hide Lead Age | Enable this setting to hide the lead’s age on the Lead Card. |
Location
| Setting | Description |
| Location Tracking Accuracy | Configure this setting to set the accuracy of the location tracking feature on Mobile App. Keep in mind that as you increase the location tracking accuracy, the users’ battery consumption will also increase. |
Near Me
| Setting | Description |
| Explore – Google Key | Enter your Google Map API Key to fetch and display businesses near you when using the Explore – Near Me feature. |
| 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. |
| 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. |
| Lead – Custom Filter | Once enabled, filter leads on ‘Near Me’ based on any system or custom dropdown field, including searchable dropdowns, large option sets, multi-select dropdowns, dropdowns with others. You can select a maximum of 5 options. |
| Lead – Switch to V2 | Before you enable the Lead – Custom Filter setting, enable Lead – Switch to V2. |
Opportunity
| Setting | Description |
| Opportunity Call Tracking | When enabled, outbound calls placed from the following pages will be tracked as activities on the opportunity instead of the lead –
For inbound calls, users will be given an option to track the activity on the lead or opportunity. |
Search
| Setting | Description |
| 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. |
| Search Preference | Use the following options to define the Lead and Account search behaviour across the mobile app –
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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.
Any Questions?
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Please make another article on Geofencing.
Hi, thanks for bringing this to our attention. Hope this helps – LeadSquared’s Geofencing.