Tag Archive for: Mobile

How to send SMS to multiple leads from LeadSquared Mobile App?

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This help article allows you to understand how to send SMS to multiple leads at the same time from the LeadSquared Mobile App.

Prerequisite

  • You should have installed LeadSquared mobile app android version 5.5 or higher.

Procedure

  • From the LeadSquared Mobile App, go to Leads. The Leads list appears:

  • Multi-select the leads and click the menu in the top right corner and click Send SMS.

The SMS screen appears where you can see your selected recipients and proceed or go back and select more leads.

Send the SMS and the following dialogue box appears which implies that sending the messages involves the cost for sending regular SMSs.

  • Click OK and the SMS is sent to multiple leads. If there is a failure, you will receive a ‘Notification’ from where you can always retry sending your message to the failed recipient list.

Note: You cannot send SMSs to more than 20 leads at a time.

How to Configure Mobile App Notifications

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Configure notification for your LeadSquared application in your mobile.

Set up device notifications for your users using LeadSquared mobile app. You can setup notifications for task reminders, new leads and lead assignments for your users.

Follow the the below instruction to install and configure mobile app notification.

  • Log on to your LeadSquared account in a web browser .
  • Go to Apps -> Apps Marketplace and click Mobile from the Categories section on the left pane of the window as highlighted in the below image. The LeadSquared Leadsquared Mobile App Notification appears.

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  • Click Install . Once the installation is complete, click Leadsquared Mobile App Notification and the Leadsquared Mobile App Notification window is displayed.

To configure:

  • Under Settings , click Configure. The Configuration pop-up box appears: 

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  • Select the options , which sends the notifications when actions are performed.
  • Once selected , click Save Settings . 

There is also an option in the mobile application of LeadSquared to control to notification of the app.

You will receive the notification in your mobile to make sure that you do not miss any lead.

If you wish to disable or remove:

  • Go to Settings page of the Application and you will have an option to remove it or disable.

How to get LeadSquared Mobile App?

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LeadSquared mobile app is available on iOS and Android. Click on the app store image to access it.

LeadSquared CRM

Google PlayStore

LeadSquared app for mobile helps marketers and sales people to manage their sales leads, find leads which are more likely to close, manage their sales follow-ups, analyze the lead data and view results of various marketing campaigns.

 

LeadSquared-Mobile

Features on Mobile

Leads

View your own lead list, corresponding lead details, activities and tasks. If you are a Marketer, Administrator or Sales Manager, you can view all the leads of the system too.

Actions on Leads

Edit leads and post activities on the leads

Tasks

View your pending tasks, create tasks for yourself and mark them complete.

Reports

Learn how your recent email campaigns and most active landing pages are performing. Look at your marketing funnel. Get a list of most engaged leads. See how your users are using LeadSquared.

You will need a valid LeadSquared Account to login into the app.  If you are new to LeadSquared, you can sign-up on our website.