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 27001:2013 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 […]