Mobile Home Builder

1. Feature Overview

Create and customize the homepage of the LeadSquared mobile application to reflect your business requirements. With the widgets available, you can –

  • Allow users to view their upcoming tasks for the day.
  • Allow users to view a webpage (like a help site) without exiting the app.
  • Add scouting forms on the homepage and allow users to view any form by just tapping an icon.
  • Create shortcuts on the app using icons. For example, you can configure LeadSquared - Leads icon to direct users to the Lead List page.

Note:

  • You can add a total of 5 sections and a total of 10 widgets within these sections.
  • The section with the web view widget cannot hold any other widgets.
  • The customized home page will be reflected in the mobile app of all the users within that organization.
  • The date preference of the tasks and other filters can be applied by the user.
  • Only https URLs are accepted by the Mobile Home Builder.

LeadSquared - Mobile Homepage Builder

 

2. Prerequisite

  • You must be the Administrator of your LeadSquared account.
  • This is a paid feature. To enable Mobile Home Builder, contact your account manager or reach out to support@leadsquared.com.

 

3. Build Your Mobile App Homepage

3.1 Create Your Homepage

To build your mobile app homepage from scratch –

  1. Navigate to Apps>Mobile Home Builder.
  2. To add a new section in your Homepage, click Add New Section.
  3. Click on a section, navigate to the widget list, and click Add under the required widget.
  4. Configure the widget and click Save.
  5. Once you’re done customising your homepage, click Publish.

LeadSquared - Create Mobile Homepage from scratch

 

3.2 Build Your Homepage Using a Template

  1. Navigate to Apps>Mobile Home Builder.
  2. Click Templates and select a template.
  3. Click Apply.
  4. Make any customisations to the template, if necessary.
  5. Click Publish.

Note: All the homepage designs are autosaved.

LeadSquared - Create mobile homepage with template

 

4. Sync your Mobile App

Once published, the customised homepage will be automatically displayed on the mobile app within 4 hours. You can also manually update the homepage on the mobile app –

  1. On the dashboard of the mobile app, tap LeadSquared - Mobile app menu.
  2. Tap Sync.

LeadSquared - Mobile home builder manual sync

 

5. Task Counter Widget

The Task Counter widget gives an overview of the user’s tasks, including the completed, pending, and overdue ones. It can be displayed as a speedometer, fuel bar or a numeric widget.

LeadSquared - Task Counter Widget

 

6. Task List Widget

The Task List widget lists the user’s immediate upcoming tasks (for example, an appointment or a follow-up call) which may include pending or overdue tasks. Users can view the top three upcoming tasks on the homepage along with the start time and duration of the tasks. Tapping on View More will direct the user to the task list screen with appropriate filters applied by the user.

LeadSquared - Task List Widget

 

7. Web View Widget

The Web View widget displays a web view of the target URL within the section in a standard or extended view.

LeadSquared - Web View widget

 

8. Launcher Widget

Displays a maximum of 9 icons that quick launch items from the homepage. The icons and the destination they lead to can be configured. There are more than 3500 different ways you can configure these icons. For example, you can configure LeadSquared - Leads icon to direct users to the Lead List page. You can also configure an icon to navigate to a different website (like a helpsite).

LeadSquared - Launcher widget

 

9. Edit Your Homepage

  • On the top right corner of the widget, click Three dots.
    • To edit your widget, click .
    • To delete your widget, click LeadSquared - Delete icon.
  • To delete an entire section, drag the section to the bottom left corner of the screen.
  • To rearrange the sections or widgets, drag them and drop them in the desired location.

LeadSquared - Edit your homepage

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

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