1. Feature Overview The Lead and Opportunity Level Check-in/Check-out feature tracks the time a user spends on a lead or opportunity. This is different from the app-level check-in, which is meant for marking attendance. This feature provides more accurate data on the time spent on leads and opportunities, and enhances productivity analysis and reporting for […]
1. Feature Overview Field Sales Users can add notes on their leads, opportunities, tasks, and activities on the go using the Speech to Text Converter. While adding notes, users can record themselves speaking the relevant content which will be converted to text. This text can then be edited accordingly. 2. Prerequisite You must have […]
1. Feature Overview Journeys is a field sales management feature built for the mobile app. It enables all sales users to create a Plan (Beat Plan, PJP etc.) in just two simple steps by defining the plan duration (i.e. Start Date & End Date) and adding the relevant leads/lead templates alongside each date in the plan duration. […]
1. Feature Overview Lead Templates are a logical group of leads created based on similar properties like geographical proximity. Users can add these templates to plans instead of adding leads individually for each date in a plan. To know more about Plans, refer to Setting up Journeys on the Web App. 2. Prerequisite Users […]
1. Feature Overview Plans can be created by selecting leads manually or through lead templates (Beats). Admins and Managers approve and reject users’ plans as well as create new plans on the Manage Plans page. Admins can also delete irrelevant plans. Once a plan is published or approved, the configured To-Dos will be created against the added leads. […]
1. Feature Overview Journeys addresses sales planning and scheduling use cases like Beat Planning or Permanent Journey Planning (PJP) across industries. Sales representatives or teams are often assigned specific geographic areas or customer segments they are responsible for. Beat planning or PJP involves determining the most effective way to cover these areas to maximize sales […]
1. Feature Overview This feature allows users to restrict access to certain email templates in the application. You can restrict access to specific users, roles, groups, or just yourself. Only the selected users will be able to view these templates on the Email Library. You can manage access on the Email Library or while creating/editing […]
1. Feature Overview Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the Opportunity Details page. To display different Opportunity Details page views for different teams, you can select the – System tabs (Activity History, Tasks, etc.) and Custom Tabs (KYC Documents Collected, Support Tickets, etc.) you want to display to your […]
How can I switch back to the old Smart Views UI? To switch to the old Smart Views UI, click here. Why do I see a malfunction error in Smart Views? This error occurs when the data fetch API fails. It may occur if any custom lead/opportunity field value in the Smart Views condition […]
This error occurs when the data fetch API fails. It may occur if any field or value in the smart views condition has been deleted from the system.
In the new UI, tab details have been relocated. To view the tab details, alongside the tab name, click . You can also delete or edit the tab details on the Tab info pop-up.
When transitioning to the new UI, all data, including tabs, filters, and columns, is initially synchronized. However, subsequent customizations made by the user will not be synced. You’ll need to add filters and columns separately in the new UI.
To configure the refresh interval in Smart Views, you must be the Admin of your LeadSquared account. Navigate to Settings>Profile>Advanced Configuration. Alongside Configure Smart Views, click Configure. You can configure the refresh interval over here.
1. Feature Overview Field Sales Users can track the time spent on each task to record their activities on the mobile app accurately. This eliminates the need for users to add multiple activities for a single lead. With these recordings, managers can get insight into optimizing users’ daily plans. This setting is available for both […]
If you’ve enabled the latest LeadSquared UI on the Manage Leads, Manage Opportunities, Smart Views and Lead Details pages – To change back to LeadSquared’s old User Interface (UI), on the top right corner of any of these screens, click Switch Back.
1. Feature Overview Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the Opportunity Details page. To display different Opportunity Details page views for different teams, you can select the – System tabs (Activity History, Tasks, etc.) and Custom Tabs (KYC Documents Collected, Support Tickets, etc.) […]
1. Feature Overview Based on each Team’s requirements, Admin users can customise the Tabs, Actions, and Contact Cards displayed on the mobile app’s Lead Details page. To display different Lead Details page views for different teams, you can select the – System tabs (Activity History, Tasks, etc.) and Custom Tabs (KYC Documents Collected, Support Tickets, etc.) you want to display to your […]
1. Feature Overview Advanced searches performed with wildcard operators (Contains, Does not contain, Starts with, and Ends with) on fields with 500 characters or more (for example, Lead and Activity Notes fields) are rate-limited to prevent performance issues on your LeadSquared account. By default, the rate limit is 3 wildcard searches per minute per user […]
1. Feature Overview Journeys enables all sales users to create a Plan (Beat Plan, PJP etc.) in just two simple steps by defining the plan duration (i.e. Start Date & End Date) and adding the relevant leads. Users can also send plans for approval to their respective managers if required. Once a plan is published or approved, the configured […]
1. Feature Overview Users are the employees of your organization who have active accounts in LeadSquared (like Sales Representatives, Sales Managers, etc.). You can create users, assign them permissions, set user hierarchy based on your organization’s departmental structure, and more. This article lists the various features users can access to streamline their management process. […]
1. Feature Overview LeadSquared Converse is a multi-channel engagement platform that enables you to have real-time conversations with leads. If you’ve enabled Converse in your web application, it will be available on the mobile app (on both Android and iOS devices) by default. Converse currently supports the following channels – SMS (currently available only in […]
Features that Require Google API Key My Trips – My Trips is the LeadSquared mobile app’s day planning feature that helps users boost productivity by displaying the most efficient route and enabling the completion of the maximum number of tasks each day. This feature uses Google’s Distance Matrix API to calculate and optimize travel routes. […]
Sales Users cannot share lists. When a Sales user creates a list, it can only be viewed by that individual user. No other users (including other Sales users, Admins, Marketing users, and Sales Managers) will be able to view these lists. When Admins, Marketing users, and Sales Managers create a list, it can be viewed […]
The Leadsquared mobile app is available on iOS and Android, supported on various devices complying with minimum OS requirements. This article details the minimum requirements for running the mobile app. Supported Operating Systems and Versions Android 8.0 or later. iOS 14.0 or later. Note: The LeadSquared Mobile Application doesn’t run on rooted (jailbroken) devices […]
Note: Closing or force-quitting the LeadSquared Mobile App doesn’t save battery, as many believe. In fact, when apps run in the background, they enter battery-saving mode and use less power than relaunching the app. Once users check-in on the LeadSquared Mobile App, they must avoid killing or forcibly closing the app as it may temporarily […]
Feature Overview Offline-compatible dynamic forms can be used on the mobile app without an internet connection. You can enter information on the form and save it as a draft. However, you can only submit the form once you’re back online. These saved drafts will be displayed under Offline: Pending Sync. Offline-compatible forms are displayed on […]
1. Feature Overview LeadSquared’s Topbar Widget is a lead conversion tool that you can add to your website or landing pages to direct the lead’s attention to your marketing offers. This widget is easy to design and connect to your website. You can specify the web pages you want to display this widget on and […]
Sales Groups and Teams are two distinct features under Users and Permissions, built for different use cases. Note: Only admins can create and configure Sales Groups and Teams. Sales groups are created to manage access to leads (and accounts and opportunities). When you create a sales group you do two things – You define which […]
1. Feature Overview Admins can enable the Image linked Check-in/out setting for a more stringent approach to attendance registration. With this feature, users will be asked to capture a photo of themselves (selfie) during the check-in/check-out process. Note: Image validation is currently not supported. The images captured during check-in/out are not included in the reports […]
1. Feature Overview The Automation Usage Report gives you a report of all the automations that have been executed. The Automation Usage Report also displays the number of executions in each automation and the total number of executions in all automations. You can filter these automations by their date range to view the reports of […]
1. Feature Overview Monitor and track the daily activities performed by your field sales users using the Location History Tracker Report. In this report, you can also view a comprehensive trail of your users’ location coordinates received via the LeadSquared Mobile App throughout the day. Based on the location coordinates received and the activities performed […]
1. Feature Overview Phone calls activities made/received on the LeadSquared mobile app are automatically posted against the relevant leads (on the Lead Details page). With the opportunity tracking feature, you can track phone call activities against the relevant opportunities (instead of leads) in your LeadSquared account. Note: Opportunity Call Tracking is not supported on iOS mobile […]
1. Feature Overview Before you deactivate or close your account, make sure you back up your data by exporting it from your LeadSquared account. This article details how you can export data from LeadSquared. Note: To export larger data sets of lead, activity, and opportunity data, refer to Large Exportable Reports. If the value of […]
1. Feature Overview LeadSquared comes pre-built with a number of core or system activities (like Email Bounced, Website Page Visited, lead captured, etc.). You can also create custom activities to accommodate your own unique use cases (like Site Visit, Attended Webinar, etc.). These activities can be exported from Leadsquared into a CSV file. To know […]
1. Feature Overview LeadSquared lets you export lead data by exporting the list that contains those leads. This is useful when you need offline access to data or want to share lead information with external systems or teams. For example, if you want to export details of all leads located in Mumbai, you can first […]
1. Feature Overview Opportunities represent potential deals. You can add opportunities on leads who’ve shown interest in different products that your business offers. These opportunities within LeadSquared can be exported and sent to you via email. This article will help you understand how you can export these opportunities. To know more about Opportunities, refer to Manage Opportunities. […]
1. Feature Overview Ivosights’ WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Ivosights facilitates customer support and other marketing efforts through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Kaleyra, and Gupshup. This article helps you set […]
1. Feature Overview Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. Users can rename “Opportunity” as per their business needs. For example, an insurance company can rename “Opportunities” as “Policies” and an education organisation can rename them as “Courses” for better adoption among users. Note: […]
1. Feature Overview Create reusable message templates to ensure efficient communication between sales users and leads. You can also personalize these templates by adding Mail Merge fields. The templates published on the Manage Templates page are available to all sales users on the mobile app. 5 templates are available by default on your LeadSquared account […]
1. Feature Overview Schedule your automations to be triggered at regular intervals. You can set up an automation to run every morning and distribute leads based on user availability. You can trigger automations for leads, users, opportunities and non-entities like Lapps. To know more about creating automations, refer to Automation – Feature Guide. 2. Prerequisite […]
1. Feature Overview This connector captures leads from Forminator on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress Forminator. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of […]
1. Feature Overview This connector captures leads from your WP Forms on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress WP Forms. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be […]
1. Feature Overview This connector captures leads from Formcraft on your WordPress account to LeadSquared. You can configure the connector to capture leads in real-time from your WordPress Formcraft account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator […]
1. Feature Overview You can change the language used in your LeadSquared account. Keep in mind that the entire user interface does not get translated into the language you have chosen. Some words and buttons would still be displayed in English. Note: The localization feature isn’t available by default for the LeadSquared Platform and for […]
1. Feature Overview This connector captures leads and tasks in real-time from your Wix Forms account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Wix Forms account. […]
1. Feature Overview The majority of LeadSquared features are available across the web and mobile apps. This article lists all the features supported on the Android and iOS apps. Note: While most of the features are supported on both platforms, there are a few exceptions (e.g., due to app/play store compliance requirements, etc.). 2. […]
1. Feature Overview Use SIERA to create views that help users perform lead flow analysis, and track users, leads, opportunities, etc. To know more, refer to SIERA Feature Guide. This article details on how sales managers and marketing users can use lead distribution reports in SIERA – Lead Assignment Status Analysis. Lead Conversion Analysis. Lead […]
1. Feature Overview View the audit history of all changes/modifications made to different feature sets in your account. The audit trail displays information related to the date/time, author/user, and modification activity. You can view any of the following audit types – App and Connectors Audit Report – Displays the audit report of all the actions […]
1. Feature Overview This connector captures leads and activities (such as payment data, payment status, etc.) in real time from your Cashfree account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. […]
1. Feature Overview Marvin is LeadSquared’s new Inside Sales Application that features significant improvements in the user experience across the platform. Marvin is designed specifically to increase the productivity of Sales Users and Sales Managers but retains similarities to the existing platform to ensure effortless adoption. With Marvin, your sales team can – Load Smart […]
1. Feature Overview Create and customize the homepage of the LeadSquared mobile application to reflect your business requirements. With the widgets available, you can – Create different homepages for different teams. Allow users to view their upcoming tasks for the day. Allow users to view a webpage (like a help site) without exiting the app. […]
1. Feature Overview As a Sales User, you can view and work within the territories assigned to you (by your manager/administrator) using the LeadSquared mobile application. Leads are automatically assigned based on proximity to your location. This helps in reducing time spent on traveling and improves your efficiency. Find leads near you and within your […]
1. Feature Overview Auto-distribute leads that are in close proximity to your users using Field Sales Territories. Create territories within a geography and assign sales users/teams/groups to them. All leads inside or near this territory will be evenly distributed among the assigned users. With the Territories feature, you can – Carve out territories within a […]
1. Feature Overview This connector captures leads in real-time from your MailParser account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active MailParser account. 3. How it Works […]
1. Feature Overview This connector captures leads and tasks in real-time from your FreshSales account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisite You must be the Administrator of your LeadSquared account. You must have an active FreshSales account. This is […]
1. Feature Overview We’ve integrated Bee Editor with our Email Campaign editor. This editor helps you create responsive emails in minutes, using a feature-rich, drag-and-drop interface. To create personalised, custom email campaigns – Navigate to Marketing>Email Campaign and click Create Email Campaign. Select an available template or create your own template from scratch. Note: To […]
1. Feature Overview Nurture your leads by sending them follow-up emails. After you’ve sent an email campaign to a list of leads – Resend the same email to those who haven’t opened it. Send a new email campaign to those who have opened the previous one. Note: To know more about how to send email […]
1. Feature Overview LeadSquared’s Email Settings feature allows you to – Manage subscriptions to your email campaigns Set restrictions on which users can send emails Set restrictions on recipients by blocking email addresses or domains Note: To send email campaigns to your leads, see Create and Schedule Email Campaigns. To send one-to-one email, see How […]
1. Feature Overview You can create landing pages to capture leads and lead inquiries using the LeadSquared Portals feature. Note: You can also create landing pages using the older Landing Pages feature. However, we suggest using portals to leverage newer, more advanced functionality. 2. Prerequisites You must be an admin user. You must have […]
1. Feature Overview Portals allow users to fill out complex application forms (e.g. course application, loan application, scholarship application, etc) and track the status of their applications. They can also be configured to enable users to perform different actions based on the status of the application. To learn more about portals, see LeadSquared Portals and Portal Management. […]
1. Feature Overview Portals allow users to fill out complex application forms (e.g. course application, loan application, scholarship application, etc) and track the status of their applications. They can also be configured to enable users to perform different actions based on the status of the application. A user’s application will go through several stages – […]
1. Feature Overview You can pre-populate Forms or Sign-Up Forms so the user can directly submit them and skip filling in different fields. This can be achieved by passing relevant data via query parameters. To know more about Portals, see Portal Management. 2. Query parameters API Query parameters can be defined as the optional […]
1. Feature Overview Portals and Landing Pages Pro are modular and can be altered, extended, or enhanced using JavaScript. They can be extended to accommodate additional functionality like – Integrating analytics services to capture page views, engagement events, conversion events – Portals and Landing Pages Pro broadcast specific engagement activities during the lead journey which […]
1. Feature Overview Portals allow you to fill out lengthy applications with multi-step forms. This article shows you how to save a form’s progress in each step, and how to open a specific tab when the user revisits the form after dropping off. This is applicable to multi-step forms used within the LeadSquared application and […]
1. Feature Overview Personalize your account by uploading your organization’s logo in place of the default LeadSquared logo. 2. Prerequisite You must be the Administrator of your LeadSquared account. 3. Upload a Logo Navigate to Settings>Profile>Custom Logo. Click Update Logo. Once you’ve uploaded the new logo, click Save. Note: Only the following file types are […]
1. Feature Overview Through the LeadSquared mobile app, you can extract text information from important documents (e.g., Passport, Aadhaar Card, PAN card, etc.), and store this information against relevant lead fields. This will reduce human errors that occur when entering important information (such as Aadhaar numbers, PAN numbers, etc.). 2. Prerequisite In order to […]
1. Feature Overview Leads go through different stages as they progress from being prospects to becoming your customers. For example, here’s a sample sales funnel with a number of different lead stages – In a nutshell, the Lead Stages feature helps you create and track your sales funnel within LeadSquared. It gives the Sales User […]
Important: You must have access to your Google Maps API Key to use this feature. 1. Feature Overview My Trips is the LeadSquared mobile app’s day planning feature designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum number of tasks per day. The feature allows the […]
Note: The Distance Travelled Connector has been deprecated and replaced by the Distance Travelled Report documented here. 1. Feature Overview Track and monitor the distance travelled (in kilometres or miles) by your field sales users on any particular day. The distance travelled is calculated based on the check-in/check-out activities, and location coordinates identified by the LeadSquared […]
1. Feature Overview The Automation Failure Report gives you details on why your automation failed and displays all the action cards that failed in an automation. You can view the reason for failure and retry these cards after making the relevant changes. You can also view the entity-level automation summary directly from this page. To […]
Note: The Lead Location Updater App has been deprecated and replaced by the Lead Location Update setting documented here. 1. Feature Overview The Lead Location Updater updates the location coordinates (Latitude and Longitude) of a lead based on the data present in the following address fields: mx_Street1 mx_Street2 mx_City mx_State mx_Country mx_Zip Every time new leads (without latitude or longitude coordinates) […]
1. Feature Overview When you send out an email campaign to a lead, based on how often they open the email, their lead score increases. With this lead score, you can get an idea of how well your campaign is working. If you send the campaign to an organization’s email ID, multiple people might open […]
1. Feature Overview Configure your users’ access to different features in LeadSquared using Permission Templates. Once you create a template you can apply it at a user level, role level or group level. To know more, see How to Create a Permission Template? 2. Prerequisite You must be the Administrator of your LeadSquared account. […]
1. Feature Overview This article shows you how to create and configure a permission template. If you’re new to the permission template feature, see LeadSquared Permission Templates. If you’ve already created a permission template and now want to apply it to your users, see How to Apply a Permission Template. Note: Instead of restricting export for each […]
1. Feature Overview The Email Campaign feature allows users to send emails to leads on behalf of another user by entering a different email address in the From address section of the editor. With the From Address Restrictions setting in your LeadSquared account, you can restrict a user role from sending emails on behalf of […]
1. Feature Overview On the Lead Details page, you can create a Custom Activity Tab for any system or custom activity type on your account. From this tab, you can view the logs for the selected activity type. For example, create a tab that displays only Meetings, Demos, and Home Visits. Note: You can add […]
1. Feature Overview This article explains how to enable inbound and outbound call recordings on the LeadSquared mobile app and where to access them. You can record your users’ inbound/outbound calls for review and quality control. The calls are automatically posted as activities in the Activity History section of the Lead Details page. Recorded calls […]
1. Feature Overview Make outbound calls and send SMS to leads directly from the LeadSquared Mobile App. Select pre-existing SMS templates to be used or write your own message. Note: Outbound calls from the mobile app requires an active mobile connection. To initiate calls from the web app, refer to Make Calls on Your Phone […]
1. Feature Overview The Lead vCard displays key lead information on the Lead Details page, including Lead Details, Lead Quality Metrics, and Lead Properties. It provides a quick snapshot of important lead data to help users review and update records efficiently. You can customize the Metrics and Lead Properties sections to control which fields appear […]
The first Administrator is marked as the billing user in LeadSquared by default. You can have multiple Administrators as the billing users if you have an active subscription. To set another Administrator as the billing user – Navigate to Settings>Users and Permissions>Users. Along the row of the Administrator you want to set as the billing user, […]
Important: This feature is only supported on Android mobile phones. Before you get started – Install the Call and SMS Tracker App. Generate the authorization token. To receive this token, contact your account manager or write to support@leadsquared.com. 1. Feature Overview Phone calls you initiate through the LeadSquared desktop application can be placed through the […]
1. Feature Overview A Multi-select dropdown is a feature that allows you to select multiple options in a dropdown list. E.g., a college can have Courses as a multi-select dropdown type lead field. This allows applicants to apply for multiple courses. Note: To create a regular dropdown field, see How to create a Dropdown type Lead […]
1. Feature Overview Using Geo-tracking, you can capture the geographical location (physical location) of your Field Sales Users through the LeadSquared mobile app. There are two ways in which Geotracking works – When sales users post custom activities from different physical locations. When this happens, the LeadSquared mobile app captures the locations from which the […]
1. Feature Overview Once you create a list, you can perform various actions on the list from the List Actions dropdown. The actions you can perform differ based on whether your list is Static or Dynamic. To know more about Lists, see List Management – Feature Guide. Note: Certain apps and connectors must be installed […]
1. Feature Overview In some instances, there’ll be a dependency between two lead fields (e.g., the Campus field is dependent on the Department field for an account created for colleges) . Here, you can create a dependency between these lead fields by selecting one as the parent field (Campus) and the other (one or more) […]
1. Feature Overview Use marketing tags to identify and filter out specific landing pages, email campaigns, and automations. For example, let’s say you’ve applied a marketing tag named ‘Christmas offer’ on a set of email campaigns. If you want to find the email campaigns created with this tag, on the Email Campaigns page, enter the […]
Important: This feature was deprecated, and is no longer available on LeadSquared after 31st August, 2023. However, this does NOT impact the Marketing Tags feature, which will continue to be available. 1. Feature Overview Tagging is a quick way to add a label to a lead, for easy identification of leads. The Lead Tagging feature enables users to […]
1. Feature Overview The Reverse IP Lookup setting allows you to automatically view the location (City, State and Country) of a lead that’s captured from a landing page. The location of these leads is displayed on the Lead Details page. 2. Prerequisite To configure this setting, you must be the Admin user of your […]
1. Feature Overview With the Email Settings feature in your LeadSquared account, you can restrict your users from sending emails to leads. This setting is different from the From Address Restrictions setting where you can restrict specific user roles from sending emails on behalf of the lead owner or any other user. To know more, […]
1. Feature Overview The Quick Search feature allows you to search for leads from the Manage Leads page using text-based queries. You can find leads by entering full words, partial words, multiple keywords, excluded terms, or exact phrases in the search box. Quick Search supports multiple search formats to help retrieve leads based on names, […]
1. Feature Overview The Lead Clone feature allows you to clone specific lead fields. This is useful when you have multiple leads that share common lead details (such as city, organization, etc.). For e.g., if you have multiple leads in the same company, they are likely to have a few of the same details (company […]
1. Feature Overview Default footer messages are included in all email campaigns. You can edit this message and customize it according to your requirements. Note: To know more about Email Campaigns, see Email Campaign – Feature Guide. 2. Prerequisite You must be the Administrator or the Marketing User of your account. 3. Customize […]
1. Feature Overview You can manage subscription preferences of leads using LeadSquared’s Email Categories feature by – Creating new Email Categories. Assigning Email Categories to every new email sent. Allowing your leads to selectively subscribe or unsubscribe to specific email categories. Allowing your leads to completely unsubscribe from all emails. Note: If you already have […]
1. Feature Overview You can use the LeadSquared Reports feature to analyze your marketing and sales business processes. It helps you track and manage the activities performed by the lead and your users, across all LeadSquared features. The reports available to you will depend on your user role and the permissions enabled by your Administrator. […]
1. Feature Overview You can permanently delete redundant and unpromising leads from your LeadSquared account. This helps you maintain data hygiene and improve performance. You can delete leads individually or in bulk from the Manage Leads, Lead Details, or Manage Lists pages. Once deleted, all associated activities, tasks, and updates linked to those leads are […]
1. Feature Overview For lead fields that contain multiple options (such as course, product type, salary range, etc.), you can create dropdown type lead fields from which leads can select the option most relevant to them. The following dropdown types are available in LeadSquared – Dropdown – A regular dropdown field that displays all the […]
1. Feature Overview When you send emails to your prospects with links to web pages, we encode them so we can track who clicked on your emails. After they click on the links if they visit your website or landing pages, we further track their visits on your web pages. However, this tracking will work […]
1. Feature Overview Sales Activity Management in LeadSquared allows you to configure, capture and manage revenue-related transactions against leads. It helps you record key sales information such as products sold, order value, sales owner, and transaction date directly within a lead’s timeline. Admins can configure sales activity settings, define activity fields, and manage products. Once […]
1. Feature Overview LeadSquared provides five built-in lead forms to help sales and marketing users capture and manage lead data without navigating across multiple pages. Each form is designed for a specific context, from detailed desktop entry to quick mobile capture and agent call pop-ups. Note: For more advanced form functionality, the Forms and Process […]
1. Feature Overview The Request History page allows you to view the asynchronous requests you’ve made from your LeadSquared account (e.eg, Delete Leads, Lead Export, etc.). Admin users can view all the request logs of different users, while other users can only view their own logs. Note: API request logs can only be accessed from the […]