Field Sales Territories
Auto-distribute leads that are in close proximity to your users using Field Sales Territories. Create territories within a geography and assign sales users/teams/groups to them. All leads inside or near a territory will be evenly distributed among the assigned users. Your sales users can view their territories and the leads assigned to them on the Near Me section of the mobile app. To enable this feature on your account, contact your account manager, or write to email@example.com.
To know more, refer to Field Sales Territories for Admins and Sales Managers.
Customize your Homepage
You can now create and customize your entire organization’s LeadSquared Mobile app homepage. Create shortcuts on the homepage for quick access to frequently used features. You can also add task widgets to reflect your user’s pending and upcoming tasks. To enable this feature on your account, contact your account manager, or write to firstname.lastname@example.org.
The new homepage will continue to support all other custom dashboards previously configured via tabs. To know more, refer to Mobile Home Builder.
Before using the Mobile Homepage Builder –
After using the Mobile Homepage Builder –