Configure Mobile App Settings from the Web Platform

1. Feature Overview

Set permissions for your LeadSquared iOS or Android mobile app, configure behaviour for offline leads, opportunities, activities, tasks, smart views and also set call, SMS and location tracking permissions for different user roles.

To learn about device permissions required by the mobile app, refer to Which device permissions does the LeadSquared Mobile App require?

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • Your users must have the LeadSquared mobile app installed on their devices.

 

3. Set Permissions

The Mobile App Permissions page is available under My Account>Settings>Mobile App>Permissions. Click Edit to open the page in edit mode and set permissions for each feature.

mobile permissions

edit mobile permissions

Here’s an explanation of each setting –

Section(s)SettingDescription
Offline LeadsAllow AccessAllows the user role access to the offline leads feature. Users granted this permission can create and update leads without internet connectivity on the LeadSquared mobile app.
No. of leads allowedThe number of leads displayed to the user role while offline. Leads that have recently engaged/performed activities/been modified will be displayed.
Overwrite DataAllows a user role to Ignore or Overwrite information of leads created in offline mode.
Override settings on deviceGives the user role permission to override these settings from the mobile app.
Offline Activities, Offline TasksAllow AccessAllows the user role access to the offline activities and offline tasks features. Users granted this permission can create and update activities and/or tasks without internet connectivity on the LeadSquared mobile app.
Date RangeThe date range within which activities and/or tasks should be displayed while offline.
Overwrite DataAllows a user role to Ignore or Overwrite information of activities/tasks created in offline mode.
Override settings on deviceGives the user role permission to override these settings from the mobile app.
Offline Smart ViewsAllow AccessAllows the user role access to the offline smart views features. Users granted this permission can create and update smart view tabs without internet connectivity on the LeadSquared mobile app.
No. of records per tabThe number of lead/activity/task records to display per smart view tab while offline.
Overwrite DataAllows a user role to Ignore or Overwrite information of smart view tabs created in offline mode.
Override settings on deviceGives the user role permission to override these settings from the mobile app.
Calls and SMSTrack CallsPosts inbound and outbound phone calls to leads from the user role’s device as activities in LeadSquared.
Record CallsAllows you to record the inbound or outbound calls from/to leads. For more information, see How to Record Inbound/Outbound Calls for Leads in LeadSquared?
Track SMSTracks SMS made to or received from leads as activities in LeadSquared.
Override settings on deviceGives the user role permission to override these settings from the mobile app.
Location TrackingTrack real-time locationEnables real-time location tracking when a user checks-in/checks-out of the LeadSquared mobile app. For more information, see Check-in/Check-Out for Mobile.
Track location on lead updateCaptures the location co-ordinates when a lead field is updated and posts an activity in LeadSquared.

 

Task and Activity Completion

Automatically post activities every time a task is completed –

  1. Navigate to the Task & Activity Completion tab.
  2. Click the edit pencil icon icon under the Actions column, alongside any task type.
  3. Under the Activity Associated column, select the activity you want to post when the task type is completed.
  4. Alongside the Actions column, click the save  icon.

complete task and activity

 

Menu Customization

Admins can customize menus for all users –

  1. Navigate to My Account>Settings>Mobile App>Mobile Navigation.
  2. Drag menu options to and from the visible and hidden menu tabs to customize the menu.
  3. Click Save.

Mobile Menus

 

Additional Settings

SettingDescription
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.
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.
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, please reach out to your account manager, or write to support@leadsquared.com.
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.
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.

LeadSquared Mobile App settings

 

Any Questions?

If you have any questions related to mobile app permissions, please let us know in the comments section below. We’d love to hear from you!

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