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 […]