Organization Settings – Advanced Configuration

1. Feature Overview

The advanced configuration page enables you to manage settings related to key features for your organization. Once enabled, settings are applied globally (for all users) across your LeadSquared account. This article explains each of these settings in detail.

 

2. Prerequisites

  • Settings on this page are only accessible by LeadSquared Admin users.
  • Certain settings are available only if the associated feature is enabled on your account. Contact us at support@leadsquared.com if you want to enable new features on your account.

 

3. Navigation

The Advanced Configuration page is available under Settings>Profile>Organization Settings>Advanced Configuration.

Advanced configuration Navigation

 

4. Settings

  • Allow Date Field in CFS

When enabled, admin users can create date type fields within Custom Field Sets. One of the primary use cases for Custom Field Sets is to upload files and documents (for KYC, loan approvals, education assessments, etc.). This setting will help users capture dates associated with these document collection activities.

CFS Date type fields

 

  • Allow LOS in CFS

When enabled, admin users can add a large number of values (see Large Options Set) to drop-down type fields within Custom Field Sets. This is helpful if you want to create drop-downs with a large number of values like a list of schools/colleges, a list of doctors/hospitals, multiple locations/cities, etc. Once enabled, while associating the CFS with a lead or activity, you can upload a CSV file with the list of options instead of creating them manually.

CFS LOS

 

  • Allow only one user to “Mark a Task Complete” via Dynamic Forms

When enabled, two users will not be able to mark a task as complete from a dynamic form at the same time. Only a single user can mark a task as complete.

LeadSquared Platform Updates

 

  • Allow smart view task grid reload

When enabled, the Smart Views task grid automatically reloads once a task is marked as complete.

Advanced Settings_3

 

  • Allow User Hierarchy Management

When enabled, admin users can create and update user hierarchies from the Manage Users page. The user hierarchy UI gives users a simple drag and drop interface to organize users according to their reporting managers (based on the ‘Reporting To’ user field). For more details see Manage Users.

user hierarchy

 

  • Check-in/Check-out status configuration

Allows you to configure status names and status colours for user check-in and check-out. To know more, please refer to User Management Features: Check-In and Check-Out.

Advanced settings configurations

The statues configured here will reflect on the Check-In/Check-Out widget.

Check-in and check-out

 

  • Configure Activity Process Button in Lead Details

Configure the display name of the Processes button, present on the Add Activity process on the Lead Details page. If you’ve configured a process to show different forms on the Lead Details page, this setting will allow you to change the display name of the button that triggers the process.  To know how to add a process, please refer to How to Create a Process.

LeadSquared Advanced Configuration

 

  • Configure Custom Fields for User On-Boarding in Mobile App

When enabled, users who don’t have access to email inboxes can still sign-up for their LeadSquared account. This setting can help you onboard external vendors, delivery partners, or third-party service providers. To know more, please refer to Sign-up Users Without Access to Email Inboxes.

 

  • Configure telephony ignore rules

When enabled, this setting will ignore calls from unknown numbers. This works across all telephony providers. Logs of ignored calls will still be posted in your account. To view telephony logs,  navigate to My Profile>Settings>API and Webhooks>Telephony Logs.

 

  • Disable Access of LSQ app in Iframe

This is a security setting that disables clickjacking in your LeadSquared account. When enabled, LeadSquared won’t work in an Iframe.

 

  • Disable Lead Notes Feature

When enabled, users won’t be able to add notes to a lead -the Add Note button and Notes tab on the Lead Details page won’t be visible. This setting is helpful to prevent users from adding notes to leads and encouraging them to adhere to a defined business process (adding details in activities, forms, etc.). However, notes created via API will still be posted against leads.

Add Notes Disabled

 

  • Enable anchor tag for lead name

When enabled, the lead name link that redirects to the Lead Details page in the Manage Opportunities grid will be available. You can disable this to reduce clutter, if users are working specifically on opportunities.

Settings_3

 

  • Enable default tab for all users

This setting allows you to set a default tab (such as Activity History, Tasks, etc.) for all users on the Lead Details page. To do this, against the setting, click Configure, and select the default tab you want to display.

LeadSquared's Advanced Configuration

 

  • Enable formatting of non-unique phone type lead fields

When enabled, phone type lead fields that are not marked unique, will be processed and formatted as follows –

+cc-<phone number>

For this to work, the default country code must be defined from the Company Profile settings (Settings>Profile>Organization Settings>Company Profile and define ‘Default Country Code’ field).

define default country code

 

  • Enable full screen mode of lead details

When enabled, the lead details page will open in full screen mode when a user clicks on a lead from a Smart Views tab.

Lead details full page view

 

  • Enable Lead Capture

When enabled, lead capture activities (captured by the Lead Capture API) posted for duplicate leads, are visible on the Lead Details page, under Activity History.

lead capture duplicate activities

 

  • Enable leading zeros in phone type lead fields

When enabled, users can create phone numbers with zero as the first digits. This is helpful for phone numbers in certain countries that support zeros as the first digit of the phone number.

 

  • Enable Opportunity – Telephony

When enabled, opportunities are integrated with telephony connectors. This allows users to perform telephony events on opportunities. To know more, please refer to Opportunity Integrations in Telephony.

 

  • Enable Virtual Number Randomization

In telephony connectors, where multiple virtual numbers are configured, the setting randomizes the virtual number with every call placed by an agent.

Virtual Number Randomization

 

  • Ignore Inbound Calls

When enabled, all incoming calls from unknown numbers received through any configured telephony connector (through the call log or agent pop-up) will be ignored. This ensures that users can focus only on calls with existing leads.

 

  • Infinite scroll in Activity History

When enabled, the Show More button gets disabled and infinite scrolling is enabled under Activity History tab on the Lead Details page.

Settings_1

 

  • Load inactive tabs in Smart Views

When you navigate between Smart Views tabs, they sometimes take a moment to load. This setting saves you time, by pre-loading data for inactive Smart Views tabs in the background.

load inactive smart views tabs in background

 

  • Redirect to lead details page

Enables you to redirect to the Lead Details page, instead of seeing the agent popup, while making or receiving calls from a lead.

 

  • Remove Quick Add Activity Button

When enabled, the Quick Add Activity Button (on the Lead Details page) won’t appear if processes are configured to show dynamic forms in Lead Details>Add Activity. This helps eliminate clutter and ensures that users adhere to processes where dynamic forms have been configured.

add activity button

 

  • Restrict request history to owners

Users will only be able to view their own requests (lead delete, lead export, etc.), and not requests made by other users, under Request History.

Notes:

  • For customers with Super Admin enabled –
    • Only Super Admins will be able to toggle the setting
    • Only Super Admins will be able to see everyone’s records
  • In non-Super Admin accounts –
    • Only admins will be able to toggle the setting
    • Only admins will be able to see everyone’s records

 

  • Restrict sales user to view email template

When enabled, sales users sending emails will only be able to see their own email templates, and not email templates of other users.

Settings_2

 

  • Restrict update of associated phone number

When enabled, only admin users will be able to update to the ‘Agent Phone Numbers’ associated with a user. If disabled, all other user roles will be able to update the ‘Agent Phone Numbers’ associated with their own user profiles.

edit associate agent phone numbers

 

  • Restrict users from creating email templates

This allows you to restrict specific users from creating email templates.

 

  • Restrict users to download activity attachments

You can now restrict your users from downloading audio files that are added as activity attachments. When enabled, your users will still be able to access and listen to the audio files. To enable this setting, click Configure, and select the audio file types for which you want to restrict user downloads.

LeadSquared Advanced Configuration

 

  • Show all groups filter in Smart Views

For lead tabs in Smart Views, Admin, Marketing and Sales Manager roles can see leads belonging to all sales groups, using the sales group filter. By default, sales users can only see leads belonging to his/her own group.

sales group dropdown in smart views

This setting allows sales users to view all sales groups (even the ones that they’re not a part of) in the sales group filter.

Show all groups filter in Smart Views

 

  • Show Sales Group Filter for Opportunity Grid in Smart Views

Once enabled, you can filter opportunities by sales groups, on opportunities tabs of Smart Views. If you want your sales users to view the opportunities of other groups, first enable the Show all groups filter in Smart Views settings.

sales group filter for smart views opp type tabs

 

  • Show Sales Group Filter for Task Grid in Smart Views

Once enabled, you can filter tasks by sales groups, on task tabs of Smart Views. If you want your sales users to view the tasks of other groups, first enable the Show all groups filter in Smart Views settings.

LeadSquared Product Updates

 

  • Switch to teams UI V2

We’ve enhanced the user interface for the Teams settings page. The new interface will remove the Bulk Actions button present on the top-right corner of your screen, and will instead allow you to perform actions on an individual level for each team. This makes it easier and quicker to perform actions like Apply Holiday Calender, Workday Templates, Smart Views, etc.

LeadSquared Advanced Configuration

 

Any Questions?

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