1. Feature Overview Email engagement metrics like opens and clicks help measure campaign performance, and additionally trigger marketing workflows in your organization. However, some of these interactions may be generated by automated systems rather than real recipients. Bot Filtering automatically excludes suspected bot-generated email activities from your campaign reports, ensuring more accurate engagement metrics. […]
1. Feature Overview The Bulk Delete Data feature allows you to delete system & core activities, and custom activities from your account in a single action. This feature lets you efficiently manage your storage by removing older data that your business no longer requires. Note: This feature allows you to delete up to 200,000 activities in a single […]
1. Feature Overview Offline Task Completion allows field users to complete tasks on the LeadSquared Mobile App even when they are not connected to the internet. Users can mark tasks as Completed in offline mode, fill out associated completion forms, and continue working without interruption. When connectivity is restored, all offline task data, including form […]
1. Feature Overview View multiple entity details pages within a single browser window, without overcrowding your browser. If you have the NextGen UI enabled in your LeadSquared Web App, you can open multiple entity detail pages (lead, opportunity and account) in dedicated tabs within the same browser window. The feature is available in key work […]
1. Feature Overview The Object Types Associations feature allows you to link one Object Type with another. This helps you model real-world relationships between different entities (patients, students, dealers, invoices, loans, etc.) inside LeadSquared. This makes it easier to view and manage complex relationships across your data. Why Use Associations? Healthcare: Associate a patient with […]
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 LeadSquared’s Field-Level and File-Level Encryption (FLE) enhances data security by encrypting sensitive information at the individual field level. This ensures that critical data, such as identification numbers, attached documents or financial details, remain protected from everyone outside your organization. This feature enables secure storage and access to sensitive data across Leads, Opportunities, […]
1. Feature Overview Field Intelligence provides tools for real-time reporting and visual analytics to help admins and managers monitor their field users’ productivity and movement throughout the day from the LeadSquared web app or mobile app. It includes the following key tools: Distance Travelled Report – Track how far users travel each day using GPS-based calculations. […]
Feature Overview The default templates for auto check-in and auto check-out don’t extend to the mobile app. If you want to set up notifications/reminders and auto check-in/check-out on your LeadSquared mobile app, you have to configure webhooks as instructed in this article. If you’re new to the auto check-in/check-out feature, see Auto Check-In/Check-Out Guide. Adding Webhooks […]
1. Feature Overview With Lead 360, you can fully customize the Lead Details Page on the LeadSquared Mobile App (including fields, details, and actions). This feature is available when Casa is enabled on your account and helps you build comprehensive Lead Details Pages that give users a clear view of each lead’s journey. Configured the […]
1. Feature Overview Use Field Force Insights to monitor and evaluate the daily on-ground activities of individual field sales users from your LeadSquared Web and Mobile Applications. This feature gives managers real-time visibility into user movements and productivity. It is designed as an upgrade to the Location History Tracker for accounts with Location Insights enabled. […]
1. Feature Overview Device Binding is a mobile security feature that ensures users access the LeadSquared mobile app only from a single, registered device. This protects sensitive business data, maintains accurate location tracking of the user, and prevents unauthorized access. Device Binding ties a user’s mobile app login to one specific mobile device. Once a […]
1. Feature Overview This article helps Administrators enable and customize Object Types on the LeadSquared mobile app (both iOS & Android). It also shows how field sales teams can use Object Types to organize and perform their daily workflows easily within the app. Note: Before proceeding, we recommend reviewing the Object Types – Feature Guide […]
1. Feature Overview What are Object Types? Object Types let you manage and track your business entities like students, parents, agents, partners, dealers, etc. as separate modules in your CRM – outside the core Leads module. Each Object Type is fully configurable, with its own fields, forms, opportunity pipelines, and workflows. This ensures that every […]
1. Feature Overview LeadSquared’s GenAI feature in emails helps simplify the email creation process by generating subject lines and email content. It reduces the time spent on writing and allows you to focus on your campaign goals. By automating content creation, it also helps streamline your workflow and improve productivity. The GenAI feature in Emails […]
1. Feature Overview The My Teams feature on the LeadSquared Mobile App gives Sales Group Managers or Reporting Managers real-time, actionable insights into their team’s performance and daily activities. As a manager, you will be able to view your team’s check-in/check-out status, distance travelled and quickly connect with them via call, SMS or WhatsApp. Additionally, you can […]
1. Feature Overview Quickly view all the important metrics and insights the moment you launch the mobile app by setting a SIERA report or dashboard as the landing page. This eliminates the need to navigate through widgets and log in once again to view the complete dashboard. When a SIERA dashboard or report is linked […]
1. Feature Overview Casa is LeadSquared’s powerful homepage builder that lets you create a Single Page CRM—a centralized, customizable workspace where users can view and act on everything that matters, all from one place. With Casa, you can design a personalized homepage that brings together key insights, quick actions, and team-specific tools in a clean, […]
This help article offers a guide on using LeadSquared’s Generative AI (GenAI) features in your email campaigns. LeadSquared’s GenAI tools are designed to simplify the process of creating email content and subject lines. By understanding their features, limitations, and best practices, you can leverage these tools to craft effective emails with ease. Here’s everything you […]
1. Feature Overview View multiple entity details pages within a single browser window, without overcrowding your browser. If you have the NextGen UI enabled in your LeadSquared Web App, you can open multiple entity detail pages (lead, opportunity and account) in dedicated tabs within the same browser window. The feature is available in key work […]