- LeadSquared Security
- Website Widgets
- Foundation Product Training Videos
- LeadSquared for Sales
- Landing Pages
- Forms and Process Designer
- Basic Settings and Concepts
- LeadSquared Overview
- Marketing Features - Summary
- Get Started with LeadSquared Foundation Training
- LeadSquared Goals - Feature Overview
- Create Goal Rulesets
- Create and Assign Goals
- Sticky vs. Non-Sticky Rulesets
- Implementing LeadSquared Tracking via Google Tag Manager
- How to Create a Multi Select Dropdown Field?
- How does Lead Scoring work?
- Capture Sales Activities
- Capturing UTM Parameters
- How to find Schema Name of a Lead field?
- Settings: Managing Lead Sources
- Lead Quality Criteria - Setup
- Lead Form Customization
- Manage Lead Tags
- How to Edit DNS Settings in Web Hosting Services
- Smart Views as Home Pages
- Adding Custom Field Sets to Leads
- How to Create Custom Lead Fields
- Smart Views for Administrators
- List Management - Feature Guide
- Associating Leads through Custom Field Sets
- Reverse IP Lookup
- Managing and Configuring Lead Stages
- View a Lead's Documents/Images in a Slideshow
- Add Landing Page Hosting Domain
- Integrate Mavis DB With Smart Views
- Customize the Lead Details Page/View
- Referral Portal
- Custom Field Sets
- List Actions
- Logging Custom Website Activities
- How to Make a Custom Field Unique
- How to Create a Dropdown Type Lead Field
- Large Options Set - Create a Large Number of Drop-down Options
- How to Make the Phone Number field Unique
- How to Deploy the LeadSquared Tracking Script on Your Website?
- How do I find if LeadSquared tracking script is on my website?
- Configuring Multiple Domains in LeadSquared
- Setup Criteria of Lead Engagement Scoring
- Merge Leads
- Dependent Lead Fields
- How to Select Lead Fields that you want to view on Lead Management page?
- How to Share Leads for a Limited Duration
- How to Use and Customize the Lead Details vCard?
- How to Use Advanced Search?
- Lead Field Audit
- What's the difference between Prospect Creation Date and Lead Created On Date?
- Tag Your Leads
- How to Manually Assign or Change the Ownership of Leads?
- Quick Search
- Smart Views
- Lead Management - Feature Guide
- Lead Details Page
- Manage Leads
- Send Quick Email to a List of Leads
- How to send Quick One-To-One Emails to Leads?
- 'Star' your Leads
- Advanced Search: Find Leads Where Activity Fields Contain/Don't Contain Data
- Advanced Search: Find Leads with Activities in the Last 'N' Days
- Clone a Lead
- Create Quick Filter to Find Leads
- How to Import Leads to LeadSquared?
- How to Add Leads
- How to Avoid Creating Duplicate Leads
- How to Bulk Update Lead Fields?
- How to Delete Leads?
- How to Export More than 1 Lakh Leads?
- How to Export Your Leads/Lead Details?
- How to find leads using Advanced Search for Leads who clicked on a particular Email campaign?
- Opportunity Duplicate Detection
- Opportunity Configurations
- Manage Opportunities
- Opportunity Details
- Opportunity Management - Feature Guide
- Custom Opportunity Tab Connector
- Custom Opportunity Actions Connector
- Import Opportunities
- Opportunity Permissions
- Opportunity Integrations in Telephony
- Adding Custom Field Sets to Opportunities
- Opportunity Assignment Quotas
- Opportunity Card Customization
- How to Share Opportunities for a Limited Duration
- How to Add a Dependent Field to a Custom Activity
- How to Add Custom Activity Types
- How to Log Activity Updates?
- Adding Custom Field Sets to Activities
- How to Add Tasks to a Form
- How to Post Activities on Accounts?
- How to Add Activities to Leads and Opportunities
- Activity Management - Feature Guide
- How to Import Activities
- How to Add and Manage Custom Activity Tabs in the Lead Details Page
- Sales Activity Management
- Disable Sales Activity
- Lock Activity after Creation
- Opportunity Automation Conditions – If Opportunity Exists
- Actions in Lead Automation
- Account Automation Actions
- Dynamic Responses in Lead Automation Actions
- How to Send SMS using the Automation Feature of LeadSquared?
- How to Create a User Automation?
- How to Do Time Comparisons in Automation?
- Auto Check-In/Check-Out for Mobile
- Opportunity Automation Actions
- Lead Automation Conditions - If/Else
- Wait Until Workday Condition
- Actions in User Automation
- Lead Automation Conditions - Split Test
- Lead Automation Conditions - Wait
- Lead Distribution Automation in LeadSquared
- Opportunity Distribution Automation
- Opportunity Assignment Quotas
- Automation Reports
- Auto Check-In/Check-Out Guide
- Automation Conditions - If Email Open/Click
- How to Share Opportunities for a Limited Duration
- User Automation Actions – User Check-Out
- Triggers in User Automation
- Triggers in Lead, Opportunity, Activity and Task Automations
- Triggers in Account Automation
- Conditions in User Automation
- Conditions in Lead Automation
- How to Create an Account Automation?
- How to Create a Lead Automation?
- Automation - Feature Guide
- User Automation Actions – Webhook
- Lead Automation Actions - Send to Sub-Automation
- User Automation Actions – Notify User
- User Automation Actions - User Check-In
- Lead Automation Actions – Merge Leads
- Lead Automation Actions – Lead Actions
- Lead Automation Actions – Custom
- Lead Automation Actions - Sales Execution
- Lead Automation Actions - Messaging
- Lead Automation - Account Update Actions
- Automation Actions - Activity Actions
- LeadSquared Portal Designer – Create Sign Up Forms
- How to Show Activity Status in Portal Dashboard
- Create Lead Capture Landing Pages in Portals
- How to Track Application Status Using Forms & Activities in Portals
- How to Pre-Populate and Capture Data in Portal Forms
- Using Scripts in Portals for Google Analytics, FB Pixel, Chatbots and Other Custom Behaviour
- How to Save Progress for Multi-Step Forms in LeadSquared Portals
- Use Custom Domains For Portals
- Mavis Forms Integration
- LeadSquared Portal Designer - Preview Forms as PDFs
- Can You Display Different Variations of the Same Portal Page to Different Users?
- Create Portals with Multiple Web Pages
- OCR, Bar Code and QR Code Functionality in Forms
- Build LeadSquared Portal Using HTML
- LeadSquared Portal Designer
- Portal Management – Feature Guide
- Preview and Download Forms
- Add Signature Fields to Forms
- Forms and Processes on Mobile
- How to Add a Payment Gateway to a Form
- How to Add Tasks to a Form
- How to Create a Form
- How to Create a Process
- Account Settings
- How to Post Activities on Accounts?
- How to Import Accounts?
- Accounts Management - Feature Guide
- LeadSquared Sandbox
- LeadSquared's Near Me Feature
- LeadSquared's Geofencing
- Use Mobile App to Capture Text from Images
- Mobile App Additional Settings
- Day Plan on LeadSquared Mobile
- Opportunity Card Customization
- Configure Mobile App Settings from the Web Platform
- How to Configure Mobile App Notifications
- Mobile App Permissions
- LeadSquared Call and SMS Tracker App
- Auto Check-In/Check-Out for Mobile
- How to Enable Geotracking for LeadSquared Mobile App Users
- Location Tracking on LeadSquared Mobile
- How to update your Lead location using the LeadSquared Mobile App?
- Lead Location Updater App
- Forms and Processes on Mobile
- Check-in/Check-out Location and Time Restrictions
- Audio Recording for F2F Meetings
- How to Customize the Lead Card on Mobile?
- LeadSquared Mobile App Video Tutorial
- Custom Lead and List Actions Connector
- Custom Menus for Mobile App
- Initiate Phone Calls on the LeadSquared Mobile app through the Web Platform
- How to make Outbound Calls and Send SMS from the LeadSquared Mobile App?
- How to Record Inbound/Outbound Calls for Leads in the LeadSquared Application?
- How to send SMS to multiple leads from LeadSquared Mobile App?
- How to invoke Google conversion code after form submission?
- Can a landing page visitor place an order (like buying a product) using LeadSquared?
- Can I have conditional access to my Landing Pages?
- How can I track Landing Page visits in Google Analytics?
- How to Allow Download of a Document after Visitors Submits on Landing Page?
- How to configure SMS Autoresponder for my Landing Pages?
- How to embed Flash (.swf) file in landing pages
- How to embed Google Analytics Script in Landing Pages
- How to get HTTPS URL for my landing page?
- Actions that should follow when a Visitor Submits on your Landing Page
- How to Publish Landing Pages within your Domain Name?
- How to redirect the host page after lead submits on embedded form?
- How to Redirect Visitors to my Homepage after Submission on Landing Page?
- How to send Auto-Response emails to Leads submitting on Landing pages?
- How to send form data from Landing Page to an external URL?
- How to Setup SMS Verification (OTP) In Landing Pages
- Page Settings for Landing Page (SEO Options)
- Tracking Landing Page Submission on same Page in Google Analytics and Facebook
- Can I select a different user as the Sender of an Email from LeadSquared?
- Creating Landing Page from external HTML, CSS, Scripts and Images
- Landing Pages - Export Form HTML
- Add a responsive slider content in Landing pages
- How to Create and Publish a Landing Page?
- Add a Conversion Button to Your Landing Page
- Capturing Leads from Website forms
- How to show a pre-filled default value to a field in landing page form?
- How can I find leads who visited one of my landing pages or website in the past 30 days using Advanced Search?
- How can I add a Facebook Like button on my Landing Page?
- How can I add a Facebook Comments button on my Landing Page?
- Can I send attachments with my Email Campaigns in LeadSquared?
- Selecting a Landing Page Template
- How to Use Dependent Lead Fields in Landing Pages
- How to Create a Facebook Custom Tab for Lead Capture?
- How to Add Email Categories in Landing Pages
- Email Settings - Blocked Email Address Domains
- Email Settings - Recipients
- SSL Certificate for Landing Pages
- Use your own email templates for Email campaign
- HTML Editor
- Image and File Manager
- Review Campaign
- Schedule a Campaign
- Select Recipients
- Send Dynamic Content in Your Emails
- Plain Text Emails
- Use your own Custom HTML to design Email Template
- How to Prevent Emails from Ending up in the Spam Folder
- How to Design Emails in LeadSquared
- Domain Settings for Email Links
- Email Link Domain and DKIM/SPF Settings for LeadSquared
- From Address Restrictions
- How can I block domain names from receiving my Emails?
- Import Mailing Preferences
- Email Settings - Manage Email Senders
- Manage Email Subscription Preferences using Email Categories
- How can I find Leads that Clicked on a Link in an Email Campaign?
- CC / BCC option in Email
- Create and Schedule Email Campaigns
- Customizing Email Footer Message
- Email Composer - (Step 2 of Email Campaign builder)
- Email Library - Adding Templates to Email Library
- Embed Lead Capture Form in email
- Features and Benefits of Email Campaigns
- How can I avoid sending emails to recipients who marked my previous email as spam?
- Email Settings - Blocked Email Address List
- How can I find Leads that Opened an Email Campaign?
- How can I send a follow up email to leads who did not open my previous Email Campaign?
- How can I send a follow up email to leads who opened my previous Email Campaign?
- How can I use the Email Campaign report?
- How to Add Social Sharing Buttons to Your Email
- How to Create and Schedule Email Campaigns?
- How to personalize Email Campaign using Mail Merge fields?
- WhatsApp Business Messaging Connector
- Custom Lead and List Actions Connector
- LeadSquared Zoom Connector
- LeadSquared Zapier Integration
- Acuity Scheduling Connector
- Custom Dashlet Builder App
- Assign Custom Dashboards to Teams
- Why Do I See a Difference in the Number of Conversions in Adwords and LeadSquared?
- LeadSquared Custom Apps
- Salesforce to LeadSquared Integration - Overview
- LeadSquared Google AdWords Data Sync App
- Capturing Leads from Gravity Forms in LeadSquared
- LeadSquared Forms in WordPress
- Capture Google Adwords Value Tracking Parameters in LeadSquared
- Contact Form 7 to LeadSquared - LeadSquared WordPress Suite
- Google Ads Lead Form Connector
- LeadSquared WordPress Suite
- Comments to LeadSquared
- Salesforce to LeadSquared Integration - Mapping Custom Objects
- Salesforce to LeadSquared Integration - Mapping and Configuration
- Salesforce and LeadSquared Field Mapping Restrictions
- Salesforce to LeadSquared Integration - Installation and Authentication
- Using landing page to capture registrations for GoToWebinar
- How to use the Gotowebinar Connector
- GoToWebinar App
- Get attendance data from GoToWebinar sessions
- LeadSquared CallTrackingMetrics Connector
- LeadSquared Generic Telephony Connector
- Integrate Super Receptionist right from SR Panel
- How to use LeadSquared connector for Ameyo?
- Exotel Connector
- Embed Your Call Tracking Metrics Dashboard in LeadSquared
- Customize Agent Popup Form
- Configuring LeadSquared CallRail Connector
- Mandatory DLT Registration for SMS Services in India
- Call Tracking Metrics Texting Connector
- Universal Telephony Connector
- Super Receptionist Connector (Version 2)
- RingCentral Telephony Connector
- Ozonetel v2 Connector
- Mcube Connector
- Social Media Discovery App
- Facebook Lead Ads Connector
- Setting Up LeadSquared Email Sync for Gmail Users
- LeadSquared Email Sync App
- Email Sync App - Connecting your Inbox with LeadSquared
- Capture Email Sender and Recipients as Leads using Markcopy Connector
- How to use the LiveChat connector
- How to use Olark Connector?
- Zip Based Lead Distribution
- Custom User and List Action
- Custom Task Actions Connector
- Custom Tab Connector
- Custom Menus for Web App
- WhatsApp Business FAQs
- Google Retargeting Connector
- Integrate QuikrHomes with LeadSquared
- LeadSquared Converse
- Add Leads to Zoom Webinars from LeadSquared
- Facebook Retargeting Connector
- Google Meet Connector
- Opportunity Integrations in Telephony
- Mobile Cloud Calling
- Facebook/Instagram Lead Ads Connector (v2)
- Configure LeadSquared SMS Marketing App
- Nudges Connector
- LeadSquared WhatsApp Integration with Infobip
- LeadSquared WhatsApp Integration with Gupshup
- How do I configure MSG91 SMS provider with LeadSquared
- How to Send and Receive SMS Using Call Tracking Metrics
- Distance Travelled Report
- Publisher Connector & Publisher Portal
- LeadSquared Salestrail Integration
- Integrate 99acres with LeadSquared
- Integrate Housing.com with LeadSquared
- Integrate Commonfloor with LeadSquared
- Integrate IndiaMART with LeadSquared
- Universal Lead Capture Connector
- Activity History Tab Connector
- Integrate Your Custom Data Source with LeadSquared
- Kaleyra SMS Integration with LeadSquared
- Integrate MagicBricks with LeadSquared
- Integrate Justdial with LeadSquared
- Integrate Shiksha.com with LeadSquared
- Integrate LiveChat with LeadSquared
- Integrate Unbounce with LeadSquared
- Integrate OptinMonster with LeadSquared
- Integrate Sulekha with LeadSquared
- Integrate tawk.to with LeadSquared
- Integrate AskLaila with LeadSquared
- Why Is the Agent Pop-up Not Showing/Visible for Phone Calls?
- Why Is the Agent Panel Not Showing/Visible for Phone Calls?
- Integrate Olark with LeadSquared
- RingCentral Texting Connector
- Tech Alpha SMS Connector
- Integrate Zendesk Chat with LeadSquared
- Integrate Indiaproperty.com with LeadSquared
- Freshdesk Connector
- Integrate WhatsApp Contact Capture with LeadSquared
- LeadSquared Outlook Integration
- Zendesk Connector
- Integrate Razorpay with LeadSquared
- CallTrackingMetrics Telephony Connector (v2)
- Integrate Zoom Webinars with LeadSquared
- Integrate CampusNexus with LeadSquared
- LeadSquared WhatsApp Integration with Zoko
- Integrate Gravity Forms with LeadSquared
- Integrate Typeform with LeadSquared
- Integrate Google Forms with LeadSquared
- Integrate Calendly with LeadSquared
- Integrate Acuity Scheduling with LeadSquared
- Integrate Shopify with LeadSquared
- Telephony Logs
- Google/Outlook Calendar Sync Connector Set-up for Admin Users
- Connecting your Google/Outlook Calendar with LeadSquared
- Gupshup SMS Connector
- Electronic Health Record (EHR) Connector
- Assign Custom Dashboards to Teams
- LeadSquared Reports
- How to Manage Subscription of your Daily LeadSquared Reports?
- How to Create a Custom Dashboard
- Tracking LeadSquared Email opens in Google Analytics
- Google Analytics Reports in LeadSquared
- Email to List Reports
- How to Use Landing Page Reports?
- How to track the source of your Leads using Lead Source Report?
- Lead Stage Distribution (Time-period wise) Report
- Lead Follow-up Analysis by User Report
- How to read Lead Distribution Analysis (3 dimensional)
- How to schedule a LeadSquared Report?
- SIERA Feature Guide
- How can I use webhooks in LeadSquared?
- LeadSquared Security Settings - Authentication Provider
- Lead/Visitor Tracking Limitations with Mozilla Firefox Private Browsing Mode
- Data Protection and Privacy Settings
- Data Privacy - 'Do Not Track' Lead Field
- What is LeadSquared's Data Archival Policy?
- How do I obtain API Access keys in LeadSquared?
- LeadSquared Security Settings - Login Settings
- API Logs
- Mandatory IPs to Whitelist
- Integrating Azure AD with LeadSquared
- Organization Settings - Advanced Configuration
- Sign-up Users Without Access to Email Inboxes
- Billing and Usage
- LeadSquared Security Authentication Profiles
- Customize LeadSquared Application Logo
- How to set up signatures in LeadSquared?
- Lead Field Audit
- Integrating Azure AD with LeadSquared Using the ROPC Approach
- Request History
- Mandatory DLT Registration for SMS Services in India
- Settings: My Profile
- Manage Company Profile
- LeadSquared Getting Started Guide for Sales Users
- LeadSquared Getting Started Guide for Marketing Users
- LeadSquared Getting Started Guide for Administrators
- ADFS Integration for Signing in to LeadSquared
- How to Rename the Lead Entity to Reflect Your Business Terminology
- How to Manage Organization (Agency) Switch
- Access Limits of Features
- Summary of LeadSquared Security Features
- Restrict User Access to LeadSquared Using IP Whitelisting
- LeadSquared Security Settings – Session Management
- LeadSquared Security Settings - Two-factor Authentication
- Managing Lead and Account Access for Sales Users - Sales Groups
- Holiday Calendars
- How to Set Up User/Organization Hierarchy
- Auto Check-In/Check-Out Guide
- User Roles and Access Rights
- Manage Users
- Teams
- Permission Templates - Control Users Shown in All User/Owner Drop-down Fields
- Sign-up Users Without Access to Email Inboxes
- LeadSquared Support Access
- How to Create a Permission Template?
- Limit the Number of Leads Assigned to a User - Lead Assignment Quotas
- Manage User Custom Fields
- Permission Templates
- How to control lead export and lead delete permissions for users?
- How to Manage Organization (Agency) Switch
- Auto Check-In/Check-Out for Mobile
- User Automation Actions - User Check-In
- How to Apply Permission Templates to LeadSquared Users, Roles or Groups?
- Bulk Update on Activities
- I finished my workday early and checked-out from the mobile app. Will my location still be tracked?
- How to Track the Up-time and Service Status of the LeadSquared Application and APIs
- I've set up work day templates and assigned them to users/teams but I haven't set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?
- I've set up an auto check-in/check-out automation but I don't see any users entering my automation. Why?
- How to find deleted leads using Deleted Leads History Report?
- The internet connection on my phone isn't working. Can I still check-in and check-out from mobile?
- How do I find if LeadSquared tracking script is on my website?
- How can Admins Set Passwords for Other Users?
- I got a notification to check-in but it doesn't work when I tap on it. Why?
- I got auto checked out at the end of my workday but I'm working late and want check-in again. What should I do?
- I have deployed the website tracking script, but visitor visits are not being tracked. What could be the issue?
- Can I create a new user with the Email address of a deactivated user?
- I disabled the check-in for a user role but the auto check-in feature is still working. Why?
- I configured reminders to be delivered in my automation but my users aren't receiving them. Why?
- I checked out from the web before the end of my workday but I didn't get checked out from the mobile app. Why?
- I checked in by tapping the notification on my phone but it hasn't reflected in my account. Why?
- I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?
- I checked-in on the mobile app. Will I be checked in on web as well?
- I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?
- How do I find my LeadSquared Account Number?
- How to Share a Lead via Email
- How can I find leads who have been active in the past 1 week using Advanced Search?
- How to Log Out of LeadSquared
- How to Bulk Update Multiple Opportunity Fields?
- Why Is the Agent Panel Not Showing/Visible for Phone Calls?
- Why Is the Agent Pop-up Not Showing/Visible for Phone Calls?
- How to schedule a LeadSquared Report?
- What to Do If You Forgot Password?
- How To Find the Root Cause of Performance Issues
- How to Freeze the Action Column?
- How to Migrate from Facebook Lead Ads Connector to Facebook/Instagram Lead Ads Connector?
- How to Login to LeadSquared?
- Will the mobile app prompt me in case the location tracking settings on my device are disabled?
- I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?
- Can I use my own HTML code to create an Email Campaign?
- I have changed my website hosting provider and my Landing Pages have stopped working. What could be the issue?
- I have created a CNAME but my Landing Pages are still not showing my sub-domain. What could be the issue?
- I have edited my Landing Page but I can’t see the changes. What could be the Reason?
- The number of submissions and number of leads is different for a Landing Page. What could be the reason ?
- Can I embed a form in an Email?
- WhatsApp Business FAQs
- Can I embed a video in an Email Campaign?
- Can I stop an Email Campaign after it is sent?
- Can I use a Landing Page in multiple types of marketing campaigns?
- Why aren't emojis showing up in my email campaigns?
- Why is the Email Open metric not tracked for some of my emails?
- What is LeadSquared's Data Archival Policy?
- Can I have conditional access to my Landing Pages?
- How to Do Time Comparisons in Automation?
- How to Send SMS using the Automation Feature of LeadSquared?
- How to Create Transactional SMS templates and get them approved?
- How to find Schema Name of a Lead field?
- LeadSquared Support Processes and SLA
- How to set an Administrator as the billing user?
- How to control lead export and lead delete permissions for users?
- How to get LeadSquared Mobile App?
- Can I add a duplicate Lead Record in LeadSquared?
- Can I import a CSV file without email address into LeadSquared?
- What's the difference between Prospect Creation Date and Lead Created On Date?
- How to distribute leads to users by matching lead and user properties?
- How to Preserve Historical Created On date for leads while importing them in LeadSquared?
- If I delete a list, will the leads in the list be deleted from LeadSquared?
- What errors can I encounter when importing leads?
- What is the best way to distribute leads to my users?
- Where can I find the Activity Code of an Activity?
- Can I enable website tracking on multiple domains?
- Can I rename a Landing Page?
- How to Create Recipient and Suppression Lists for Your Emails
- How to Improve Look and Feel of Your Emails with LeadSquared
- How to Deploy the LeadSquared Tracking Script on Your Website?
- Help Video - How to create and publish a landing page in LeadSquared?
- Help Video - Create a Custom Lead Field
- How to Attach Documents to Your Emails with LeadSquared
- How to Edit Images in your Email
- How to Add Hyperlinks to Your Emails in LeadSquared
- LeadSquared Mobile App Video Tutorial
- How to Personalize your Emails by Using Mail Merge Tags
- How to Change Fonts to Make Your Emails More Readable
- How to Easily Resend Emails to New Leads
- How to Structure and Align Your Emails Better in LeadSquared
- Lead Prioritization
- Managing Lead Access Across Groups - Group Hierarchies
- Help Video - Sending Email Campaigns
