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 […]