- LeadSquared Security
- Website Widgets
- Foundation Product Training Videos
- LeadSquared for Sales
- Landing Page
- Forms and Process Designer
- Connectors
- Basic Settings and Concepts
- LeadSquared Overview
- Marketing Feature - Summary
- Get Started with LeadSquared Foundation Training
- How to Add Leads
- How can I find leads who have been active in the past 1 week using Advanced Search?
- Create Quick Filter to Find Leads
- Clone a Lead
- Advanced Search: Find Leads with Activities in the Last 'N' Days
- Advanced Search: Find Leads Where Activity Fields Contain/Don't Contain Data
- 'Star' your Leads
- How to send Quick One-To-One Emails to Leads?
- Send Quick Email to a List of Leads
- How to Create Refreshable Lists?
- List Actions
- How to Avoid Creating Duplicate Leads
- List Management - Feature Guide
- Smart Views for Administrators
- How to Create Custom Lead Fields
- Adding Custom Field Sets to Leads
- Smart Views as Home Pages
- How to Edit DNS Settings in Web Hosting Services
- Implementing LeadSquared Tracking via Google Tag Manager
- Lead Quality Criteria - Setup
- Settings: Managing Lead Sources
- How to find Schema Name of a Lead field?
- How to Use the Advanced Search feature in LeadSquared?
- Configure Lead Stages
- Understanding Lead Stages
- Managing Lead Stages
- Manage Leads
- Lead Details Page
- Lead Management - Feature Guide
- Smart Views
- Share a Lead via Email
- Quick Search - Global Search
- Merge Leads
- What's the difference between Prospect Creation Date and Lead Created On Date?
- Lead Field Audit
- How to Import Leads to LeadSquared?
- How to Use and Customize the Lead Details vCard?
- How to Share Leads for a Limited Duration
- How to Select Lead Fields that you want to view on Lead Management page?
- How to reply to emails captured in LeadSquared
- Dependent Lead Fields
- How to Manually Assign or Change the Ownership of Leads?
- How to find leads using Advanced Search for Leads who clicked on a particular Email campaign?
- How to Export Your Leads/Lead Details?
- How to Export More than 1 Lakh Leads?
- How to delete Leads?
- How to Bulk Update Lead Fields?
- Opportunity Duplicate Detection
- Opportunity Configurations
- Opportunity Management
- Opportunity Details
- Opportunity Management - Feature Guide
- Custom Opportunity Tab Connector
- Custom Opportunity Actions Connector
- Import Opportunities
- Opportunity Permissions
- Opportunity Integrations in Telephony
- 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 Create a User Automation?
- Lead Automation Actions - Messaging
- Lead Automation - Account Update Actions
- Automation Actions - Activity Actions
- Actions in User Automation
- Actions in Lead Automation
- Account Automation Actions
- Dynamic Responses in Lead Automation Actions
- How to Send SMS using the Automation Feature of LeadSquared?
- Lead Automation Actions - Sales Execution
- 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
- Opportunity Automation Conditions – If Opportunity Exists
- Lead Automation Conditions - Split Test
- Lead Automation Actions - Send to Sub-Automation
- Lead Automation Actions – Custom
- Lead Automation Actions – Lead Actions
- Lead Automation Actions – Merge Leads
- User Automation Actions - User Check-In
- User Automation Actions – Notify User
- User Automation Actions – User Check-Out
- User Automation Actions – Webhook
- Automation Home
- How to Create a Lead Automation?
- How to Create an Account Automation?
- Conditions in Lead Automation
- Conditions in User Automation
- Triggers in Account Automation
- Triggers in Lead Automation
- Triggers in User Automation
- Mavis Forms Integration
- OCR, Bar Code and QR Code Functionality in Forms
- How to Create a Process
- How to Create a Form
- How to Add Tasks to a Form
- How to Add a Payment Gateway to a Form
- Forms and Processes on Mobile
- Add Signature Fields to Forms
- Preview and Download Forms
- Portal Management – Feature Guide
- LeadSquared Portal Designer
- Build LeadSquared Portal Using HTML
- LeadSquared Portal Designer – Create Sign Up Forms
- Create Portals with Multiple Web Pages
- Can You Display Different Variations of the Same Portal Page to Different Users?
- Account Settings
- How to Post Activities on Accounts?
- How to Import Accounts?
- Accounts Management - Feature Guide
- Audio Recording for F2F Meetings
- 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
- Leads Near Me feature of LeadSquared Mobile App
- Check-in/Check-out Location and Time Restrictions
- Forms and Processes on Mobile
- How to Customize the Lead Card on Mobile?
- LeadSquared Mobile App Video Tutorial
- Custom Lead and List Actions Connector
- Custom Menus for Mobile App
- Customizing Lead Forms on Mobile
- How to set up Custom Tabs for your LeadSquared Mobile Application?
- Call From Mobile - Initiate phone calls from LeadSquared
- How to make Outbound Calls and Configure Auto Response 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?
- LeadSquared Cloud Calling - India
- How to Publish Landing Pages within your Domain Name?
- Embed Lead Capture Form in email
- Email Library - Adding Templates to Email Library
- Email Composer - (Step 2 of Email Campaign builder)
- Customizing Email Footer Message
- Create and Schedule Email Campaigns
- CC / BCC option in Email
- Can I send attachments with my Email Campaigns in LeadSquared?
- Can I select a different user as the Sender of an Email from LeadSquared?
- Tracking Landing Page Submission on same Page in Google Analytics and Facebook
- Page Settings for Landing Page (SEO Options)
- How to Setup SMS Verification (OTP) In Landing Pages
- How to send form data from Landing Page to an external URL?
- How to send Auto-Response emails to Leads submitting on Landing pages?
- How to Redirect Visitors to my Homepage after Submission on Landing Page?
- How to redirect the host page after lead submits on embedded form?
- Features and Benefits of Email Campaigns
- How to invoke Google conversion code after form submission?
- How to get HTTPS URL for my landing page?
- How to embed Google Analytics Script in Landing Pages
- How to embed Flash (.swf) file in landing pages
- How to configure SMS Autoresponder for my Landing Pages?
- How to Allow Download of a Document after Visitors Submits on Landing Page?
- How can I track Landing Page visits in Google Analytics?
- Can I have conditional access to my Landing Pages?
- Can a landing page visitor place an order (like buying a product) using LeadSquared?
- Actions that should follow when a Visitor Submits on your Landing Page
- SSL Certificate for Landing Pages
- Email Settings - Recipients
- Email Settings - Blocked Email Address Domains
- Review Campaign
- Manage Email Subscription Preferences using Email Categories
- Email Settings - Manage Email Senders
- Import Mailing Preferences
- How should I block domain names from receiving my Emails?
- From Address Restrictions
- Email Link Domain and DKIM/SPF Settings for LeadSquared
- Domain Settings for Email Links
- How to Design Emails in LeadSquared
- Use your own email templates for Email campaign
- Use your own Custom HTML to design Email Template
- Plain Text Emails
- Send Dynamic Content in Your Emails
- Select Recipients
- Schedule a Campaign
- Email Settings - Blocked Email Address List
- Image and File Manager
- HTML Editor
- How to Prevent Emails from Ending up in the Spam Folder
- How to personalize Email Campaign using Mail Merge fields?
- How to Create and Schedule Email Campaigns?
- How to Add Social Sharing Buttons to Your Email
- How can I use the Email Campaign report?
- How can I send a follow up email to leads who opened my previous Email Campaign?
- How can I send a follow up email to leads who did not open my previous Email Campaign?
- How can I find Leads that Opened an Email Campaign?
- How can I find Leads that Clicked on a Link in an Email Campaign?
- How can I avoid sending emails to recipients who marked my previous email as spam?
- How to use the LiveChat connector
- Custom Menus for Web App
- Custom Tab Connector
- Custom Task Actions Connector
- Custom User and List Action
- Lead Distribution Automation in LeadSquared
- Zip Based Lead Distribution
- How to Get Leads from Zendesk Chat (Formerly Zopim) in LeadSquared?
- How to use Olark Connector?
- Capture Email Sender and Recipients as Leads using Markcopy Connector
- Email Sync App - Connecting your Inbox with LeadSquared
- Integration - How to integrate Microsoft Outlook email with LeadSquared application?
- LeadSquared Email Sync App
- Setting Up LeadSquared Email Sync for Gmail Users
- Facebook Lead Ads Connector
- Social Media Discovery App
- Mcube Connector
- Ozonetel v2 Connector
- Integrate QuikrHomes with LeadSquared
- Configure LeadSquared SMS Marketing App
- Facebook Lead Ads Connector (v2.0)
- Mobile Cloud Calling
- Opportunity Integrations in Telephony
- Google Meet Connector
- Facebook Retargeting Connector
- Add Leads to Zoom Webinars from LeadSquared
- LeadSquared Converse
- Universal Leads App
- Integrate Unbounce with LeadSquared
- Integrate Shiksha with LeadSquared
- RingCentral Telephony Connector
- Integrate OptinMonster with LeadSquared
- Integrate AskLaila with LeadSquared
- Integrate JustDial with LeadSquared
- Integrate MagicBricks with LeadSquared
- Integrate Sulekha with LeadSquared
- Google Retargeting Connector
- WhatsApp Business FAQs
- Capturing Leads from Gravity Forms in LeadSquared
- Salesforce to LeadSquared Integration - Installation and Authentication
- Salesforce and LeadSquared Field Mapping Restrictions
- Salesforce to LeadSquared Integration - Mapping and Configuration
- Salesforce to LeadSquared Integration - Mapping Custom Objects
- Comments to LeadSquared
- LeadSquared WordPress Suite
- Google Ads Lead Form Connector
- Contact Form 7 to LeadSquared - LeadSquared WordPress Suite
- Capture Google Adwords Value Tracking Parameters in LeadSquared
- LeadSquared Forms in WordPress
- LeadSquared Google AdWords Data Sync App
- Salesforce to LeadSquared Integration - Overview
- LeadSquared Custom Apps
- Why Do I See a Difference in the Number of Conversions in Adwords and LeadSquared?
- Assign Custom Dashboards to Teams
- LeadSquared - Freshdesk Connector
- Custom Dashlet Builder App
- Acuity Scheduling Connector
- LeadSquared Zapier Integration
- LeadSquared Zoom Connector
- Custom Lead and List Actions Connector
- LeadSquared CallTrackingMetrics Connector
- Super Receptionist Connector (Version 2)
- Universal Telephony Connector
- Call Tracking Metrics Texting Connector
- Mandatory DLT Registration for SMS Services in India
- Configuring LeadSquared CallRail Connector
- Customize Agent Popup Form
- Embed Your Call Tracking Metrics Dashboard in LeadSquared
- Exotel Connector
- How to use LeadSquared connector for Ameyo?
- Integrate Super Receptionist right from SR Panel
- LeadSquared Generic Telephony Connector
- WhatsApp Business Messaging Connector
- Get attendance data from GoToWebinar sessions
- GoToWebinar App
- How to use the Gotowebinar Connector
- Using landing page to capture registrations for GoToWebinar
- Integrate 99Acres with LeadSquared
- Integrate CommonFloor with LeadSquared
- Integrate IndiaMART with LeadSquared
- Assign Custom Dashboards to Teams
- LeadSquared Reports
- How to Manage Subscription of your Daily LeadSquared Reports?
- How to Create a Custom Dashboard in LeadSquared
- 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)
- Trigger Events in LeadSquared Rules and Notifications
- LeadSquared Security Settings – Session Management
- LeadSquared Security Settings - Two Factor Authentication
- LeadSquared Security Settings - Login Settings
- 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?
- Restrict User Access to LeadSquared Using IP Whitelisting
- Rules and Notifications
- Actions in Rules and Notifications
- How do I obtain API Access keys in LeadSquared?
- How can I use webhooks in LeadSquared?
- API Logs
- Mandatory IPs to Whitelist
- Integrating Azure AD with LeadSquared
- Organization Settings - Advanced Configuration
- LeadSquared Getting Started Guide for Administrators
- 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
- Settings: Manage Company Profile
- LeadSquared Getting Started Guide for Sales Users
- LeadSquared Getting Started Guide for Marketing Users
- ADFS Integration for Signing in to LeadSquared
- How to upload your own logo in LeadSquared?
- How to set up signatures in 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
- How to Create a Permission Template?
- How to Apply Permission Templates to LeadSquared Users, Roles or Groups?
- User Automation Actions - User Check-In
- Auto Check-In/Check-Out for Mobile
- How to Manage Organization (Agency) Switch
- How to control lead export and lead delete permissions for users?
- Permission Templates
- Manage User Custom Fields
- Limit the Number of Leads Assigned to a User - Lead Assignment Quotas
- Managing Lead and Account Access for Sales Users - Sales Groups
- LeadSquared Support Access
- Bulk Update on Activities
- How to distribute leads to users by matching lead and user properties?
- Can I use a Landing Page in multiple types of marketing campaigns?
- Can I rename a Landing Page?
- Can I enable website tracking on multiple domains?
- Where can I find the Activity Code of an Activity?
- What is the best way to distribute leads to my users?
- What errors can I encounter when importing leads?
- If I delete a list, will the leads in the list be deleted from LeadSquared?
- How to Preserve Historical Created On date for leads while importing them in LeadSquared?
- I have changed my website hosting provider and my Landing Pages have stopped working. What could be the issue?
- Can I import a CSV file without email address into LeadSquared?
- Can I add a duplicate Lead Record in LeadSquared?
- How to get LeadSquared Mobile App?
- How to control lead export and lead delete permissions for users?
- How to set an Administrator as the billing user?
- LeadSquared Support Processes and SLA
- How to find Schema Name of a Lead field?
- Can I use my own HTML code to create an Email Campaign?
- How to Send SMS using the Automation Feature of LeadSquared?
- How to Do Time Comparisons in Automation?
- Can I have conditional access to my Landing Pages?
- What is LeadSquared's Data Archival Policy?
- Why is the Email Open metric not tracked for some of my emails?
- Why aren't emojis showing up in my email campaigns?
- What's the difference between Prospect Creation Date and Lead Created On Date?
- Can I stop an Email Campaign after it is sent?
- Can I embed a video in an Email Campaign?
- WhatsApp Business FAQs
- Can I embed a form in an Email?
- The number of submissions and number of leads is different for a Landing Page. What could be the reason ?
- I have edited my Landing Page but I can’t see the changes. What could be the Reason?
- I have created a CNAME but my Landing Pages are still not showing my sub-domain. What could be the issue?
- Email Campaign
- LeadSquared Mobile App Video Tutorial
- Help Video - Sending Email Campaigns
- Managing Lead Access Across Groups - Group Hierarchies
- Lead Prioritization
- How to Structure and Align Your Emails Better in LeadSquared
- How to Easily Resend Emails to New Leads
- How to Change Fonts to Make Your Emails More Readable
- How to Personalize your Emails by Using Mail Merge Tags
- How to Create Recipient and Suppression Lists for Your Emails
- How to Add Hyperlinks to Your Emails in LeadSquared
- How to Edit Images in your Email
- How to Attach Documents to Your Emails with LeadSquared
- Help Video - Create a Custom Lead Field
