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 designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum number of tasks per day. The Google API Key can be configured on My Profile>Settings>Mobile App>Additional Settings. Under Near Me, […]
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 You can create different tasks and schedule relevant reminders for users on your LeadSquared account. These tasks can be associated with Leads and Opportunities. Once added, users and managers can track these tasks on the relevant Lead or Opportunity Details page. For example, “Mail Health Insurance Policy Documents” can be a task added on […]
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 You can export a list by exporting the data in the list. For example, let’s say you need to export the data of all the leads living in Mumbai. You can add these leads to a separate list and export the list. You can choose to export all the details in the […]
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 […]