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[25-Aug-16] Introducing Custom Tabs

Custom Tab is a custom lead page where you can fetch data from external sources about the leads.  When you see lead data then it usually comes what is stored in LeadSquared. With custom tabs, you can fetch data about leads from external systems and show it along-with lead details in LeadSquared. Some examples:

  • Show all support tickets stored in external system associated with the Leads and display as a separate tab in Lead Details.
  • Display as a tab in Lead Details for the list of products added in cart by the lead in an E-commerce site
  • Display as a tab in Lead Details for the properties a lead may be interested.

Here is the help article:  Custom Tab Connector.