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View a Lead’s Documents/Images in a Slideshow

1. Feature Overview

You can now view a slideshow of all the images that have uploaded to a lead in the Custom Field Sets (CFS). To know more, see Custom Field Sets.

 

2. Procedure

1. Creating Custom Field Sets

  1. You will have to create a CFS for your lead. To do this, navigate to My Profile>Settings>Leads>Manage Custom Field Set, and then click Create.
  2. Once you have successfully created a CFS, you will have to add it to your lead.

Create Custome Field Set

 

2. Adding Custom Field Sets to Leads

  1. Navigate to Leads>Manage Leads, and click on any lead.
  2. Under the Lead Details tab, click on the edit Edit icon.
  3. Scroll down to the CFS you created, and upload relevant images under each category.
  4. Click Save once you have uploaded the images.

View Images in Custom Field Sets

 

3. Configuring the Custom Lead and List Action connector

    1. Navigate to Apps>Apps Market Place, search and Install the Custom Lead and List Actions connector.
    2. After installing the app, hover on the icon and click Configure.
    3. In the Lead Grid Row Action column, click on +Add Actions.
    4. Under Action Label, enter the name of the action you are creating. We’ve called it “View Documents”.
    5. For Action Type, choose Show as Popup.
    6. In the Callback URL box, paste –
      https://{hostname}/Widgets/Slides?slideCode=1&entityId=@{Lead: ProspectID,}
      • Substitute “{hostname}” with the host of the region in which your account was created.
      • We have used “in21.leadsquared.com” for the Indian region. This would be –
        https://in21.leadsquared.com/Widgets/Slides?slideCode=1&entityId=@{Lead: ProspectID,}
      • Similarly, use “us11.leadsquared.com” if you are from the US region.
      • Use “run.leadsquared.com” if you are from the Singapore region.
    7. The HTTP Method should be GET.
    8. Click Save.
    9. Close the window, and reopen it again by hovering on the icon and clicking Configure.
    10. You can now see that your Lead Grid Row Action has been created.

Custom Lead and List Actions

 

4. View List Action

  1. Navigate to Leads>Manage Leads.
  2. Against any lead, under the Actions tab, hover on the Action Icon icon. You can view the List Action that was created.
  3. Click on the List Action item, and you can view the image slideshow.

View Images in Custom Field Sets

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!