1. Welcome to the New Service CRM Experience NextGen is now live for LeadSquared Service CRM, bringing major upgrades in speed, navigation, and ticket-handling workflows. With the new LSQ1 Design System and performance improvements across the product, Service CRM users will experience faster load times, clearer navigation, and more efficient ticket management. Key Enhancements for […]
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 In the LeadSquared NextGen Web Experience, you may sometimes see a banner at the top of your screen and a badge in the header indicating: “⚠️ Slow connectivity detected. This may take a little while longer.” This feature appears whenever there’s a network drop that may slow down page loads or actions […]
By default, you can export up to 100,000 opportunities in a single request. This limit can be increased to 1,000,000 by writing to us at support@leadsquared.com. If you need to export more than 1,000,000 opportunities, you can use a simple workaround by enabling the Auto ID field on your Opportunity Type. This lets you segment […]
1. Welcome to Your New LeadSquared Experience! LeadSquared NextGen is a complete UI/UX transformation designed to enhance productivity, simplify navigation, and streamline workflows. Built with data-driven insights, it eliminates friction points in daily operations, introduces a modern, intuitive interface, and delivers faster performance for a seamless user experience. Note: The new experience is now available […]
Scenario: Users want to remove extra activity types appearing in the Add Activity dropdown on the LeadSquared Mobile App, which are not visible on the Web App. Solution: To resolve this issue, you can enable the advanced setting Remove Quick Add Activity Button. This ensures that only processes deployed on the Add Activity Button appear […]
Issue: A Sales User (User A), who is not the lead owner, can view leads assigned to another user (User B). Possible Causes: Opportunity Ownership -If User A is the opportunity owner of an opportunity associated with a lead owned by User B, User A will automatically have “View” access to that lead. This is […]
1. Feature Overview Athenahealth is an Electronic Health Record (EHR) system offering solutions for practice management, patient engagement, revenue cycle management, and more. LeadSquared’s no-code Athena connectors sync leads and activities (patients and appointments) between your Athena and LeadSquared accounts. The following Athena connectors are available – Athena Create Patient When a new lead is […]
If your iFrame isn’t loading on an external page, check the “Disable access of LSQ App in iFrame” advanced setting in LeadSquared. Navigate to Settings>Profile>Advanced Configuration and search for iFrame. Ensure the setting is disabled, as it prevents iFrames from displaying on external pages. If the setting is disabled you might get an error similar […]
You can automatically change the task owner when you change the lead owner for a lead or set of leads. This feature isn’t available on your account by default. Contact us at support@leadsquared.com to enable it. Note: The task owner must be the same as the lead owner before the lead owner is changed. If […]
Use the Lead Details View Customization feature to add the Sales Activity Button to the Lead Details page. Navigate to My Profile>Settings>Leads>Lead Details View. Click Create, or edit the sample view. Navigate the Actions tab, and drag the Sales Activity action to the list of action buttons. Once saved, apply the Lead Details View to a team. […]
Consider the following example – There are 2 opportunities (Automobile Loans) posted on a lead (Ankur Singh) – Opportunity 1 – Status: Open, Owner: George Opportunity 2 – Status: Won, Owner: John On the Manage Leads Page, we’ll run an advanced search to find all leads with opportunities (of type Automobile Loan) where the Status […]
1. Feature Overview Create and publish compelling landing pages in minutes, with Landing Pages Pro (LPP). Leverage the intuitive DIY, drag and drop designer to build pages from scratch or access ready-made industry specific templates. Publish your landing pages on custom domains or on the default LeadSquared domains and get detailed performance reports and analytics […]
By default, activity or opportunity fields of string (text) type, support a maximum of 200 characters. To increase this limit you can create a custom field set and associate it with the activity or opportunity. When creating a custom field set, add string fields and click the gear icon alongside the field to increase the […]
This issue might be caused by filters applied on the Activity History page, a delay in syncing, or permissions settings. Try adding “&showahv1” to the URL. Alternatively, enable all activities from the filter on the Activity History page. Check the permission templates to ensure activities are not hidden from users. If you’re still unable to […]
This error may occur if the lead has been deleted. The lead details page may still be visible but when you try and edit or perform an action on the lead, you encounter the “Lead Id Doesn’t Exist” error. Try waiting for some time and then checking back later. If this doesn’t fix the issue, […]
This error may occur when your static list has more than 400,000 (4 lakh) leads. Reach out to support@leadsquared.com and share the List Id if you encounter this error. For more information on lists, see List Management – Feature Guide. Note: It is recommended to avoid creating lists with more than 400,000 leads.
1. Feature Overview All files uploaded through custom field sets are securely stored in the LeadSquared Amazon S3 account and are not publicly available. However, if you prefer, you can configure the custom field set to store files in your own Amazon S3 account. To learn more about CFS fields, see Custom Field Sets. […]
Check when the task was created compared to when you turned off reminders. If the task was created before you turned off reminders, you might still get reminders. But if the task was created after, you shouldn’t get reminders. This helps make sure reminders match your current settings and you don’t get notified for tasks […]
Using the lead share feature, you can share a maximum of 2,000 leads with a user. To know more, see How to Share Leads with Users.
If the lead was created earlier with a previous call to the Lead Capture API, the source field won’t get updated in subsequent calls. We prevent the source field from being updated to maintain the original lead source. To learn more, see Capture Leads API.
You can bulk update a maximum of 25,000 leads at a go. Increasing this limit may cause performance issues, but if you require the functionality, reach out to us at support@leadsquared.com. For more information on bulk updates, see How to Bulk Update Lead Fields.
A maximum of 400,000 (4 lakh) leads can be added to a static list. If you add more than 400,000 leads to a static list, the list details page may break due to a time-out error while retrieving the list of leads. To learn more about lists, see List Management – Feature Guide.
By default, even if Sales Group Managers have ‘modify lead’ privileges, they cannot alter any tasks. If you wish to allow them to update tasks (edit, delete, mark complete) of their group members, reach out to us at support@leadsquared.com and we can enable this functionality through a back-end setting. To learn more about Sales Groups, […]
No, you can use only one feature. By default, LeadSquared accounts come with the Sales Group feature enabled. If you wish to change this to the Reporting Manager feature, please contact us at support@leadsquared.com. The Sales Groups feature lets you manage your sales users by organizing them into different groups based on location, business unit […]
In order to preserve the integrity of your account history, we don’t allow you to delete users. However, you can deactivate users after which they’ll no longer be able to log into LeadSquared. You can even mark de-activated users obsolete and then re-use their email addresses to create new users. To learn more, see How […]
No, the maximum limit (2,000 characters) can’t be increased for the Notes Lead field or the Notes Activity field. For more information see, How to Create a Lead Fields and How to Create an Activity Field.
Only admins can access the Opportunity Types Configuration page. However there are instances when sales users appear under the Modified By column on the Opportunity settings page – This occurs when the allow auto update setting is enabled for a drop-down field within an Opportunity Type. With the Allow Auto Update setting enabled, when a […]
There is no direct way to filter duplicate opportunities of a particular opportunity type through advanced search. However, you can export the opportunities and compare them in the CSV file. To know more, see Export Opportunities.
This is the expected behaviour. In the opportunity capture flow, a lead is created first, and then an opportunity is created. So even if opportunity creation fails, a lead is still created. To know more, see Opportunity Capture API.
No, the opportunity origin field is not updated automatically. It’s a string field that takes the value sent via the API payload or via CSV import. For more information, see Opportunity API and Import Opportunities.
Yes. First, reach out to us at support@leadsquared.com to enable this feature. Once enabled, you can use the following API endpoints to updated the Created On opportunity date field – Update an Opportunity Bulk Update Opportunities
The maximum character limit for custom lead fields is 1,000 characters (for ‘Text’ type fields displayed as ‘Text Areas’). However, the Notes system lead field supports 2,000 characters. For Activity fields of text type, the maximum limit is 200 characters. For more information, see How to Create a Custom Lead Field and How to Create […]
By default, you can export a maximum of 100,000 (1 lakh) Leads, Activities, Opportunities and Tasks. This limit can be extended to 500,000 (5 lakh). To increase the limit contact us at support@leadsquared.com. Note that increasing this limit may incur additional charges due to the required infrastructure changes. For more information, see Export your Data […]
By default, you can import a maximum of 25,000 leads or opportunities at a time. This limit can be increased to 300,000. To increase the limit, contact us at support@leadsquared.com. Note that increasing this limit may incur additional charges due to the required infrastructure changes. For more information, see How to Import Leads and How […]
No, you cannot create more than 100 Activity or opportunity fields. We suggest creating Custom Field Sets and associating them with Opportunities or Activities if you need more fields.
Only the first 1 lakh leads will be exported based on the sorted column on the grid. For more information on lead export, see How to Export Your Leads/Lead Details.
You can’t export selected leads. All leads on the Manage Leads grid are exported in keeping with the export limits. To export specific leads, instead of selecting them randomly from the grid – Apply a filter or perform an advanced search or a quick search and then try to export. Only the results of the […]
1. Feature Overview This article contains the data posted for each automation trigger. It also specifies if the data posted for each trigger contains lead/activity/opportunity/account/user info. 2. Lead Triggers 2.1 Lead Created Lead data Activity data Task data Opportunity data User data Account data Yes No No No No Yes Sample data – {“After”:{“ProspectID”:”325eb1ca-beed-48db-9a1e-f3b9abe963cd”,”ProspectAutoId”:”177184″,”FirstName”:”PriyankaLappTest1″,”LastName”:null,”EmailAddress”:”PriyankaLappTest1@yopmail.com”,”Origin”:”Quick […]
You use this procedure to deploy Visitor Tracking Script on your website
1. Feature Overview The WhatsApp Cloud API (hosted by Meta) enables you to send and receive WhatsApp messages without the cost of hosting your own servers. If you’re using WhatsApp Cloud API, this article will help you integrate with LeadSquared to avail WhatsApp messaging functionality right within the platform. We also support WhatsApp integrations through […]
If you’re new to the LeadSquared Mobile app, here’s the best place to start! This short video tutorial takes you through all the key features of the mobile CRM and how you can use them to tackle your field sales challenges – The LeadSquared mobile app is currently available in the following languages – English […]
1. Feature Overview Karza Technologies offers Know Your Client (KYC) verification solutions for commercial, retail, financial, and banking services. Integrate LeadSquared with Karza to leverage their KYC verification services directly from your LeadSquared account. Once integrated, you can use LeadSquared Forms and LeadSquared Portals to seamlessly verify KYC details like PAN, Aadhar, GST, Address, Mobile, […]
What are Sticky and Non-Sticky Rulesets? Sticky and Non-Sticky are two distinct types of Rulesets you can create to configure Goals. They determine how the goal achievements are calculated and attributed to your sales reps/users. Each type of Ruleset caters to a specific kind of use case. As a general rule of thumb, Non-Sticky Rulesets […]
Feature Overview All events related to your telephony integration are logged and stored in the Telephony Logs section of your account settings. For more details on Telephony integrations, see – Universal Telephony Connector Generic Telephony Connector 1. Search and Filter Logs To navigate to the telephony logs section, from the main menu, go to […]
1. Feature Overview Rulesets are the fundamental building blocks of the LeadSquared Ace feature. They enable organizations to define and measure a variety of sales performance metrics for Goals, Incentives, and Leaderboards. Before you create a Ruleset, identify – What you want to measure (the performance metric – sales revenue, new leads added, etc.) How […]
1. Feature Overview You can configure your LeadSquared account to reflect the hierarchy/reporting structure of your organization. Once set up, you can use the hierarchy to leverage features like LeadSquared Goals, Reporting, and Automation (for automated escalations). 2. Prerequisites You must first create all the required users in your LeadSquared account (see Manage Users). […]
1. Feature Overview Goals is LeadSquared’s sales performance tracking tool, designed to measure and improve business outcomes across your organization. It empowers teams to set, track and achieve their targets, and provides managers with insights into collective and individual performance. With Goals, you can create company-wide objectives that trickle down your organization’s hierarchy into team-level […]
1. Feature Overview Admins can create Mavis Smart View tabs to display data stored in Mavis DB. They can also configure permissions, to enable users to add, update and delete data from the Mavis Smart Views tabs. For example, you can empower users to manage data on your inventories, properties, courses, etc., or, you can […]
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 […]
If the Agent pop-up is not showing up when receiving calls, there are a few settings you may need to check – 1. Verify if the agent popup is enabled on the connector configuration page. This will vary depending on the telephony provider (CallTrackingMetrics, Ozonetel, RingCentral, Super Receptionist, etc.) configured in your account. Ensure that […]
1. Feature Overview You can host Portals built with LeadSquared on – Our default domain – lsqportal.com. For more details, see Portal Configurations. Your own custom business/brand sub-domain (e.g., applications.mybusiness.com). This article describes how you can host a portal on your own custom domain. 2. Prerequisites You must be a LeadSquared Administrator user. You […]
1. Feature Overview The advanced configuration page enables you to manage settings related to key features for your organization. Once enabled, settings are applied globally (for all users) across your LeadSquared account. This article explains each of these settings in detail. 2. Prerequisites Settings on this page are only accessible by LeadSquared Admin users. […]
1. Feature Overview This feature enables you to add a signature field to your form and collect online signatures from your users. It can be used to collect signatures on forms for applications, registrations, terms of service agreements, etc. To know more about LeadSquared forms, see How to Create a Form. 2. Prerequisite You […]
1. Feature Overview LeadSquared forms support Optical Character Recognition (OCR), Barcode, and QR code functionality. These features enable you to extract data from physical documents, scan product information, track delivery packages, and lots more. While Barcode and QR code operations are handled by us, the OCR feature requires you to integrate with an OCR third-party […]
1. Feature Overview The CallTrackingMetrics texting connector lets you send texts to leads directly from your LeadSquared account. In addition, you’ll be able to – Set up automated SMS campaigns with notifications and reminders. Track incoming and outgoing SMS logs as activities. Eliminate the need to switch between multiple applications to manage SMS activities. Analyze […]
You can view the logs of all your API calls in the LeadSquared web application. This includes successful responses, as well as errors (provided the access key and secret key are correct). Navigate to My Profile>Settings>API and Webhooks>API logs. Use the search bar, or filter by API type, status, and date range. To view data […]
1. Overview The Telecom Regulatory Authority of India (TRAI) has made it mandatory for all entities to register on the Distributed Ledger Technology (DLT) platform. This has been done to curb Unsolicited Commercial Communication (UCC) and improve mobile subscriber privacy within the country. To read more about the new regulation, see Telecom Commercial Communications Customer […]
1. Feature Overview Today, businesses communicate with customers through many different channels (SMS, Voice, Email, Mobile Messaging, Chat, etc.). Infobip offers scalable, fast and flexible solutions to help customers build and manage a single contact center platform. To learn more about Infobip, visit https://www.infobip.com LeadSquared offers WhatsApp integration to help users communicate with their leads. […]
1. Feature Overview You can customize the lead card on the mobile app to show the lead details you want to see. Here’s what the default lead card looks like – It can be customized to include the fields and identifiers your users need to see. 2. Customize the Lead Card To customize the […]
You can set up time comparison conditions through LeadSquared automation. This will help you solve a variety of use cases, like – Distribute leads to users within their working hours. If the time is later than their working hours, add the leads to a list for the next day. Let’s say an appointment is scheduled […]
1. Feature Overview LeadSquared is ISO 27001:2022 certified and HIPAA compliant. LeadSquared was built to deliver a robust and secure experience. In addition to our process and infrastructure-level safeguards, the LeadSquared application itself has a number of security-related features. This article summarizes the list of available features and describes how you can use them to […]
1. Feature Overview You can restrict users from checking-in and checking-out from the mobile app based on location and time preferences. The feature is available on both Android and iOS. Allow users to check-in/out within a defined radius around a particular latitude and longitude. Prevent users from checking-in/out before a certain time or before a […]
The LeadSquared app requests for Location Access, Storage and Calendar access permissions after installation. These permissions only need to be granted once and ensure that the essential features of the app run smoothly and without interruption. For settings and permissions related to features within the app, see Configure Mobile App Settings from the Web Platform. […]
1. Feature Overview In the usual set up, LeadSquared users can have one of four roles – Administrator (Admin) User, Marketing User, Sales Manager and Sales User (for details, see User Roles and Access Rights). In addition, we also support a Super Administrator user role that can control permissions given to LeadSquared admins. If you […]
1. Feature Overview The RingCentral texting connector lets you send texts to leads directly from your LeadSquared account. In addition, you’ll be able to – Set up automated SMS campaigns with notifications and reminders. Track incoming and outgoing SMS logs as activities. Eliminate the need to switch between multiple applications, and manage your SMS activities […]
1. Feature Overview Administrator users can configure LeadSquared login settings for their users. To access these settings, navigate to My Profile>Settings>Security>Login Settings. For information on other security-related settings, see – LeadSquared Security Settings – Authentication Provider LeadSquared Security Settings – Session Management 2. Enable Password Encryption To enable this setting, click the slider . […]
1. Feature Overview You can upload CSV files to create and update users in bulk. This article also covers exporting users and bulk updates through the UI. These features are available under the Actions tab on the Manage Users page (My Profile>Settings>Users and Permissions>Users). Note: These features are only available to administrator users. 2. […]
1. Feature Overview The RingCentral Telephony Connector lets you integrate your RingCentral account with LeadSquared. Once integrated, you’ll be able to – Make calls directly from your LeadSquared account. Automatically create new leads through incoming phone calls from unknown numbers. Utilize the agent pop-up to store or view lead information during phone calls. View your […]
You can integrate your Mcube cloud telephony account with LeadSquared using the Mcube Connector. Once installed and configured, you’ll be able to – Create new leads through incoming phone calls. Track incoming and outgoing calls as activities against leads. Access call recordings for all phone calls. Automatically view a lead’s details through the agent pop-up […]
Custom Field Sets allow you to create a group of fields to capture data on a lead or an activity. If you’re new to the feature, see Custom Field Sets. This article shows you how to use custom field sets to associate individual leads in your LeadSquared account. Example Use Cases Using this feature […]
1. Feature Overview You can create leads, opportunities, activities, and tasks all through the same dynamic form. Including tasks in your forms will help you create a task on the go while simultaneously creating a lead and/or activity. Create both to-do and appointment type tasks through forms View the task calendars of users while creating […]
1. Feature Overview You can integrate a payment gateway directly into your forms to process transactions from leads. We currently support the following payment gateways – Razorpay PayUMoney Paytm PayUBiz Easebuzz Authorize.Net Stripe PayFast If you’re new to the forms feature, see How to Create a Form. 2. Prerequisites You must be an administrator […]
This article lists some frequently asked questions related to LeadSquared-WhatsApp integration. To start integrating WhatsApp into your LeadSquared account, see WhatsApp Business Messaging Connector. What are the requirements for a business to be approved for WhatsApp? WhatsApp requires businesses to be compliant with the WhatsApp Business Solution Terms, the WhatsApp Business Solution Policy and the […]
1. Feature Overview The WhatsApp Messaging Connector enables you to integrate your WhatsApp business account with LeadSquared. Once integrated, you’ll be able to – Convert more leads through WhatsApp messaging Add multiple WhatsApp numbers Engage in real-time conversations through LeadSquared Converse Set up Automations to send notifications and reminders Send personalized messages based on a […]
1. Feature Overview In addition to adding activities and tasks on leads, you can now add them directly to activities (activities on activities, tasks on activities). The Activity Details Page enables you to view and add activities, notes and tasks on existing activities. This is beneficial for a variety of use cases. Let us take an […]
If you’re having trouble accessing LeadSquared APIs, web or mobile applications, there’s a chance we’re currently experiencing a temporary problem. You can check for outages and downtime on our status site – https://status.leadsquared.com Be sure ‘Subscribe to Updates’ to get notifications whenever incidents are encountered and resolved – Click the Subscribe to Updates button. Choose […]
You can access Google Analytics reports right from the reports section of your LeadSquared account. They are available at Reports>Reports Home>Website and Landing Pages. A one-time set up is required to access these reports. You must complete the following configurations in both the Google Developer Console as well as the LeadSquared web application – Create […]
1. Feature Overview In some instances, you may need to create lead and activity drop-down fields with up to 1 lakh (100,000) options/values. For example – If you’re in the education industry, you may want to list down a large number of schools. If you work in healthcare, you may need a drop-down with a […]
The settings on the Session Management page let you configure – Login Expiration Time When enabled, users will be required to log in again, after the configured time elapses. Session Timeout When enabled, a user who remains idle for the configured time will be automatically logged out. Note: The user will also be checked-out […]
Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with leads. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with activities, see Adding Custom Field Sets to Activities. If […]
1. Feature Overview This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with activities. If you’re new to custom field sets, see Creating Custom Field Sets. If you want to associate a custom field set with leads, see Adding Custom Field Sets to Leads. […]
The Custom Task Actions connector lets you add new custom actions to the default list of actions (Edit, Mark Complete, View Details, Cancel, etc.) on the Manage Tasks page. These actions also reflect in task type tabs set up in Smart Views. Here are some examples of custom actions you can create – Post task-related […]
Incident Support SLA Already have a LeadSquared account? Reach us on our support channels below. 1. Support Channels Official Channels Details Support over Email support@leadsquared.com ; mobile.support@leadsquared.com Submit ticket via web https://stg-supportb-testhelpsite.kinsta.cloud/ > Contact Support Leave Message via Web Application Click on chat icon and leave message Support Over Call India: 080-468-01265; North America: +1-732-385-3546 […]
1. Feature Overview The Merge Lead action helps you to avoid creating duplicate leads. 2. Prerequisites The Merge Leads action must be preceded by an If Lead Exists condition, and must follow the Yes path under the condition. 3. Set Up Merge Leads Click the Yes path icon under the If Lead Exists condition, […]
1. Feature Overview Use the ‘If Lead Exists’ condition to check if a lead with a defined set of parameters exists in the system. You can follow up with an action such as Merge Leads, to avoid creating duplicate leads in your account. 2. Set Up If Lead Exists You can set up the […]
A trigger is the starting point of your automation. You can start an automation when – A New Account is Added An Account is Updated A New Activity is Posted on an Account An Activity is Updated on an Account If you’re new to account automation, see How to Create an Account Automation. New […]
With account automation, you can create workflows around your B2B relationships. You can notify account owners to take action when new accounts are added, when an account’s stage changes or when important events such as renewals or stakeholder meetings are due. If you’re new to the accounts feature, see Account Settings. For basic information on […]
1. Feature Overview As an alternative to logging in with your LeadSquared credentials, you can configure your account to enable log-in through the following third-party authentication providers – Google Active Directory Federation Services (ADFS) Azure Okta API Note: This article contains instructions on setting up Google, API or Okta as your authentication provider. For instructions […]
If you’ve used the New Account or Update Account triggers (see How to Create an Account Automation) in your automation, the following actions are available to you – Account Actions Notify Account Owner Update Account Custom Call Lapp Webhook Note: If you’re new to the automation feature, visit Automation Home. Use cases for these actions […]
1. Feature Overview LeadSquared offers sign-in integration with a self-hosted Active Directory Federation Services (ADFS) server. ADFS is a Microsoft service that allows you to log-in to web applications using your Active Directory (AD) credentials. After integration, you won’t need to manage a separate set of credentials for LeadSquared, and can log-in directly with your […]
1. Feature Overview Two-factor authentication (also known as 2FA or Multi-factor authentication) lets you add an additional layer of security to your account. With 2FA, you’ll need to provide another form of authentication in addition to your username and password to access your account. It’s a great way to protect yourself against brute force attacks and […]
1. Feature Overview Forms and Processes are now available on LeadSquared mobile. You can set up customized forms and processes on web (loan applications, education applications, KYC collection), and then push them to your mobile users. This makes it extremely easy for your on-field teams to capture the exact information required from your leads. […]
Lead activities capture B2C activities performed on leads. You can similarly capture B2B related activities performed on your accounts. These activities help you log your interactions and track your overall journey with a particular business partner/vendor/associate. If you’re new to the accounts feature, see Account Settings. Example Use Cases Here are some examples of account […]
You can import accounts to LeadSquared through a CSV* file. Here are some things you need to consider before beginning the import process – You can only import accounts pertaining to one account type (e.g., colleges, partners, vendors, etc.). For example, you can import multiple entries of a ‘College’ account type activity but you can’t […]
1. Feature Overview The Lead Share feature lets you share a lead with a sales user for a configurable period. It also lets you control whether the user can perform read or edit actions on the lead. The functionality is not to be confused with Sales Groups, which let you segment your users into groups […]
Important: Effective from Android v20.6 and above, Call & SMS Tracking features are available directly on the LeadSquared Mobile App (downloadable from the Google Play Store). However, to enable the Call Recording feature, the Call & SMS Tracker App described in this article must be installed separately. 1. Feature Overview Previously, the Call and SMS […]
Our emails (campaigns or 1 to 1 emails) don’t support emojis. If you’ve added emojis to an email campaign, either by copy-pasting it from a different application or through your HTML code, they won’t show up on your live email campaigns. Although they may show up on the test emails you send, we suggest you remove […]
The Distribute Lead card in automation lets you choose the users you want to distribute leads to in one of 3 ways – Users Groups User Properties Options 1. and 2., let you directly select the users or groups of users you want to distribute leads to. Option 3 lets you select user properties like city, […]