Casa – 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 –

• Create different homepages for different teams.
• 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 to direct users to the Lead List page.

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. How It Works

1. Create a Homepage – On the Mobile Home Builder page, create a homepage from scratch or by using the templates available. Add widgets to the homepage and configure them.
2. Publish the Homepage – Publish the homepage or save it as a draft. While publishing, you can set the homepage as default and assign it to teams.
3. View your Homepages – All the homepages you’ve created will be displayed on the landing page of Mobile Home Builder. You can edit or delete these homepages once you’ve created them. You can also view, edit and manage your templates on the Side Panel.

4. Build Your Mobile App Homepage

4.1 Create Your Homepage

To build your mobile app homepage from scratch –

1. Navigate to Apps>Mobile Home Builder and click Create New.
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.
6. To set this homepage as default, enable Set as default dashboard.
7. To assign the homepage to specific teams, click Select Teams and then click on the relevant team. Click Publish.

4.2 Build Your Homepage Using a Template

1. Navigate to Apps>Mobile Home Builder.
2. On the side panel, click .
3. Select a template and click Apply.
4. Make any customisations to the template, if necessary.
5. Click Publish.

5. 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 .
2. Tap Sync.

6. 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.

7. 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.

8. Web View Widget

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

9. Launcher Widget

Displays a maximum of 9 icons that quick launch items from the homepage. You can choose to display these icons in grid view or scroll view. 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 to direct users to the Lead List page. You can also configure an icon to navigate to a different website (like a helpsite).

These default forms are now supported in the Launcher widget –

• Lead.
• Task.
• Opportunity.
• Accounts.

10. Banner Widget

Add banners (a carousel view of images) on the homepage to display company announcements or navigate users to internal or external destinations. You can choose the size of your banner image (standard or edge-to-egde).

These default forms are now supported in the Banner widget –

• Lead.
• Task.
• Opportunity.
• Accounts.

11. Lead Shortcut Widget

Add a shortcut to the Lead Details page of a list of Recently Added or Recently Modified leads. You can scroll horizontally to view the recent 10 leads in the list. To view more, on the mobile app –

• Click on any lead.
• Scroll to the bottom of the Lead Details page.
• Click >.

12. Lead List Widget

Add a list of leads on your homepage based on the selected lead fields to directly navigate users to the leads. Only the top three leads will be displayed on the homepage along with the number of leads in the list. The rest can be accessed by clicking the View More button. For example, you can add a list of leads in India and assign it to teams working exclusively in that location. Users can also call and find directions to the lead directly from this list.

13. My Opportunities Widget

This widget displays a count of all the open, lost, and won opportunities as well as those in a particular stage. Admins can configure the default Opportunity Type and Date Range for all the opportunities displayed on this widget. Users can also edit the Opportunity Type and Date Range on their homepage when required.

14. Smart Views Counter Widget

With this widget, users can get an overview of the data count present in the smart views (for example, open opportunities for the day, new leads assigned for the day, etc.), which can include accounts, leads, opportunities, activities, and tasks. Based on the team you’re assigning this homepage to, you can assign the relevant smart views tab.

15.Distance Travelled Widget

Users can track the distance they have traveled over different timeframes (like yesterday, weekly, or monthly) using the Distance Travelled Widget. It helps users record how far they have travelled and stay informed about their travel habits and activities. The widget’s accuracy in distance tracking improves as users log more activities.

16. Edit Your Homepage

On the Mobile Home Builder landing page, click on the homepage you want to edit.

• On the top right corner of the widget, click .
  • To edit your widget, click .
  • To delete your widget, click .
• 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.
• To preview the published homepage without the edits you’ve made, click .
• To discard the changes you’ve made to the homepage, click .

17. Mobile Home Builder Landing Page

View all the homepages you’ve created (published, unpublished, and published homepages with unpublished edits) on the Mobile Home Builder landing page.

• In Teams View, homepages are arranged based on the teams they are assigned to. To open the Teams View, click .
• To open the Dashboard View, click .
• To star any homepage, on its name block, click .
• On the Teams View, drag and drop homepages to rearrange their order.
• To view the actions you can perform on the homepages, click . You can clone, publish/unpublish, or unassign the homepages.
• On the top right corner of the screen, click All dropdown, and select Favourite, Published or Unpublished homepages to be displayed.
• To arrange the homepages based on Alphabetical order or date of modification (Recently Modified), click the dropdown on the top right corner of the screen and select the order.

18. Side Panel

While creating or editing a homepage, a side panel will be displayed on the left side of the page. On the panel –

• You can view other homepages side by side for reference while creating your homepage. To view all the homepages you’ve created (published, unpublished, and published homepages with unpublished edits), click . This window lets you perform all the actions available on the landing page (for example, assign teams, star leads, etc.). By clicking on any homepage, a preview of the homepage will be displayed along with a note of all the widgets used. You can also navigate to the casa landing page directly from this window by clicking on . As you are redirected to the landing page, the homepage you’ve been working on will be saved as a draft.
• To view templates for the homepage, click .
• To view the editing page again, click .
• To customise the side and bottom navigation bars on the mobile app, click .

19. Menu Builder

You can customise the tabs displayed on the side and bottom navigation menu on the mobile app using CASA’s menu builder. You can also create custom tabs on these menus for team-specific requirements.

19.1 Create a Menu

1. On the side panel of the CASA landing page, click . Then, click Create New.
2. On the right side of the page, you can choose to add tabs in the bottom or side navigation menu.
3. To add tabs to the mobile app’s navigation bar, alongside the default/available menu tabs, click .
4. To remove a tab from the navigation bar, alongside the visible tab, click .
5. To create custom tabs –
   1. On Side Navigation, under Visible Menu Tabs, click Create New Tab.
   2. On the Configure Custom Tab pop-up, enter the relevant details (i.e., label, icon, and navigation). You can configure this tab to navigate to an external link as well.
   3. Once you’ve created the custom tab, under Custom Menu Tabs, alongside the tab you’ve created-
      • To add the tab to the side menu, click .
      • To edit the tab, click .
      • To delete the tab, click .
6. To rearrange the tabs, drag and drop them in the desired order.
7. Once you’re done building the menu, click Publish. Enter the menu title and assign it to teams.

19.2 Actions on Menu Builder

On the Menu Builder page, you can view a list of all the published and unpublished menus you’ve created.

• Alongside a menu, under Teams, click on the data displayed to view or edit the team you’ve assigned it to. To set this menu as the default tab, enable Set as default menu.
• To edit a menu, alongside the relevant menu, click .
• To clone, delete, or unpublish a menu, alongside the menu, click and select the relevant option.

20. Experiment with Upcoming Widgets

You can view a list of the upcoming widgets on Casa for the next quarter and preview them.

1. To view the upcoming widgets, on the top right corner of the page, click .
2. To preview any of the widgets, below the relevant widget, click Preview.

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.