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. Once a plan is published or approved, the configured To-Dos will be created against the added leads. The plan execution […]
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. […]