Tag Archive for: feature limit

Billing and Usage

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1. Feature Overview

The Billing and Usage page displays your LeadSquared plan details and product usage. You can see the features available in your plan, their limits, and your current usage. You can also buy more items (users, leads/contacts, emails, automations, API rate limits, Forms, Processes, SMS credits) and view the purchase history for all your orders.

Note: Reach out to your account manager or contact us at support@leadsquared.com to –

  • Receive consolidated invoices at your desired frequency.
  • To send timely billing and usage notifications to specific admins.

LeadSquared Billing and Usage

 

2. Add Licenses

In case you exceed the usage limit for any feature, or if you’re approaching the limit and want to purchase more licenses, click the add licenses button button. You’ll be directed to the Manage Subscriptions page where you can place orders for add-on license items.

Note:

  • The Add Licenses feature is not available by default. Contact your account manager or write to us at support@leadsquared.com to get it enabled for your account.
  • The prices listed in all screenshots are for illustrative purposes only. Actual pricing will depend on your LeadSquared plan.

 

3. Manage Subscriptions

You can purchase items on a recurring or one-time basis.

billing and usage LeadSquared

3.1 Recurring Billing

Add-on license items bought through recurring billing are billed monthly, from the current date till the next billing date.

Note: LeadSquared generates a bill at least 15 days prior to the end of your billing cycle. If your next billing date is less than (or equal to) 15 days from the current date, the license amount will be calculated on a pro-rata basis considering your next billing date of the upcoming cycle.

The pro-rata fees are calculated as follows –

  • Daily Subscription Fee = Monthly Fees/30
  • Pro-rata Subscription Fees = (Subsricption End Date – Subscription Start Date) * Daily Subscription Fee

recurring billing

3.2 One-time Billing

Under one-time billing, you can purchase emails (minimum 1000) and SMS/Text credits (minimum 1000). Note that SMS credits can only be purchased if you’re using the SMS Marketing app. Click the SMS Usage Report link to analyze your SMS usage.

LeadSquared Billing and Usage

 

4. Pre-paid Billing

If pre-paid billing is enabled for your account, you’ll be directed to a payment gateway to complete the payment for the items you’re purchasing. The items will be added to your account only after successful payment.

  1. To purchase items, enter the quantity alongside the item. The invoice amount is automatically calculated. Click the help help icon alongside the total for more information.
  2. Click the place order button button to place your order.

sept 2021 updates

Next, enter your payment information.

place license order

You’ll see the following success message when the payment is processed successfully –

success message for place order

Click the purchase history button button to view your orders. You can also download the invoice by clicking LeadSquared invoice number. The feature limits on the Billing and Usage page will be updated to reflect your purchases.

LeadSquared Billing and Usage

 

3. Post-paid Billing

If post-paid billing is supported on your account, items you purchase will be added to your account as soon as you place an order, and you’ll be charged on your next billing date.

  1. Specify the quantities for each of the add-on license items.
  2. Click the place order button button
  3. To check your orders, click the purchase history button button.

billing leadsquared

You’ll receive email confirmations for all your orders (pre-paid and post-paid) –

email billing confirmation

 

Any Questions?

If you have any additional questions, please leave them in the comment section below.

Access Limits of Features

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1. Feature Overview

This article lists the data limits of the various features, settings and data fields of the LeadSquared application. Note that some features may not be available in your plan. For more information, contact your LeadSquared account manager.

 

2. Web Application Limits

Feature or Setting Description Limit Value Customizable Comments
Settings – Unique Lead Fields Maximum of three unique fields in your account. This helps avoids creating duplicate fields. 3 No
Object Types The default Object Types allowed in an account are five. 5 Yes To increase this limit, contact your account manager, or write to support@leadsquared.com.
Settings – Unique Object Type Fields Each Object Type can have three unique fields. 3 per
Object Type		 No
Settings – Customization – Custom Fields Maximum number of custom lead fields in Lead Settings. 75 Yes This limit does not include system-defined fields such as lead source, lead stage and so on.

To increase this limit, contact your account manager, or write to support@leadsquared.com.
Settings – Customization – Activity Settings Maximum number of activity fields in Activity Settings. 50 No You can create more fields by using the Custom Field Set option.
Settings – Customization – Sales Activity Settings Maximum number of Products in Manage Products
  • Default – 500
  • Maximum – 1,000
 Yes To increase this limit, contact your account manager, or write to support@leadsquared.com.
Settings – Customization – Lead Stage Management Maximum number of lead stages (active) 20 Yes
Settings – Customization – Lead Stage Management Maximum number of lead stages (inactive) 5 Yes
Settings – Customization – Task Types The default maximum number of task types in Tasks. 10 Yes To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Import Maximum file size of the import CSV file in MB
  • Default – 10MB
  • Maximum – 100MB
 No To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Import Maximum number of leads that can be updated through Lead Import
  • Default – 25,000
  • Maximum – 300,000
 No To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Export Leads Maximum number of leads that can be exported through Lead Export
  • Default – 100,000
  • Maximum – 500,000
 No To increase this limit, contact your account manager, or write to support@leadsquared.com.
Manage Leads – Quick Filter Maximum number of quick filters that can be created 20 Yes The limit is per user. Every user can create max 20 filters.
Manage Leads – Bulk Update Maximum number of leads that can be bulk updated 25,000 No
Manage List – Add to List or Create List Maximum number of leads that can be added to a Static Lists 400,000 No
Manage Leads Maximum number of columns that can be added in a lead grid 20 No
Settings – Email Settings – Categories Maximum number of Email categories 20 Yes
Settings – API and Webhooks Maximum number of days upto which Webhook history records are stored
  • Webhook History – 10 days
  • v2 API Logs – 30 days
 No
Lead Details – Activity History – Visitor details Maximum number of days the website and landing page visit is captured in the Lead Details page 100 No
Lead Details – Activity History – Sent Email History Maximum number of days the history of sent Emails to Leads is captured in the Lead Details page 100 No
Lead Details – Activity Stream History Maximum number of days Activity Stream (call related activities) is captured in the Lead Details page 100 No
Dashlets – Dashboard Maximum number of dashlets per dashboard 25 No
Marketing – Workflow Automations Maximum number of days up to which workflow history records are stored 10 No
Number of Lead Tabs Maximum number of tabs that can be added under Lead Details using the Custom Tab Connector app 10 No
Number of Smart View Tabs Maximum number of tabs that can be added in Smart Views 10 No Any user can add a new tab in Smart Views, but only an administrator will be allowed to create a Smart View.
Number of Lead Fields in Agent Popup Maximum number of lead fields displayed in agent pop up 10 No
Tracking cookie expiration Allows customer to adjust tracking cookie expiration   2 years Yes This setting impacts landing page’s cookie expiration 
Tasks – Number of Task Types Maximum number of task types that can be created 20 No
Tasks – Number of To-Do Task Types Maximum number of to-do types that can be created 30 No
Entity Access Sharing – Automatic Revoke After When an entity (lead) is shared with a user, and no value is added to revoke the access, the permissions on the entity is automatically revoked after the maximum number of days. 90 days No
Entity Access Sharing – Max Allowed Revoke After When an entity (lead) is shared with a user, the maximum value that can be passed after which the permission on the entity is revoked. 1 year No
Entity Access Sharing – Request Batch Size The maximum number of entities (leads) sharing request that can be made at once. 200 No
Entity Access Sharing – Max Leads that can be Shared with a User at a Time The maximum number of leads you can share with a user in a single request. 2,000
Telephony – Max Allowed Virtual Numbers Allows customer to change the number of virtual numbers for any telephony connector. 10
Automation – Enable Bulk Automation Trigger – Lead Create Allows customers to enable or disable automation for bulk lead create and set limits. 10,000 
Automation – Enable Bulk Automation Trigger – Lead Update Allows customers to enable or disable automation for bulk lead update and set limits. 10,000
Automation – Enable Bulk Automation Trigger – Add Activity Allows customer to enable or disable automation for bulk activity import and set limits  10,000
Automation – Enable Bulk Automation Trigger – Update Activity Allows customer to enable or disable automation for bulk activity update and set limits 10,000
Automation – Enable Bulk Automation Trigger – Lead Added to List  Allows customer to enable or disable automation for bulk lead add to static list and set limits  25,000 
Automation – Enable Bulk Automation Trigger – Account Create Allows customer to enable or disable automation for bulk account create and set limits  10,000
Automation – Enable Bulk Automation Trigger – Account Update  Allows customer to enable or disable automation for bulk account update and set limits  10,000 
Automation – Number of cards  Number of condition and action cards under automations. 50
 Automation – Number of Automations  The number of automations that a user can create in a single automation.  Varies based on the current plan
Automation – Number of Sub-Automations in an Automation The number of sub-automations that a user can create in under a single automation.  

 

3. API Limits

 

Any Questions?

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