Tag Archive for: transfer leads

LeadSquared Lead Sync Connector

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1. Feature Overview This connector syncs leads and activities between two LeadSquared accounts. In instances where your business uses two LeadSquared accounts to store leads, this connector will sync leads from account 1 to account 2, and vice versa. For example – In the healthcare industry, when you store lead data in one LeadSquared account, […]

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How to Share Leads for a Limited Duration

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1. Feature Overview LeadSquared’s Lead Share feature lets you share a lead with a sales user for a specific period of time. This feature is especially useful in scenarios where collaboration is required for a limited time without permanently transferring ownership or access to the lead. You can also control whether the user has view […]

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