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 […]
The Merge Lead action helps you to avoid creating duplicate leads. Prerequisites The Merge Leads action must be preceded by an If Lead Exists condition, and must follow the Yes path under the condition. Set Up Merge Leads Click the Yes path icon under the If Lead Exists condition, click Lead Actions, then click […]
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. Set Up If Lead Exists You can set up the condition at any point […]
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 […]
. 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, […]
1. Feature Overview The process designer lets you organize your forms into workflows. You can create workflows for any business process such as loan/insurance application, KYC collection, education applications, medical applications, etc. After you’ve created one or more forms, use the process designer to – Choose the work area (Manage Forms page, Manage Activities page, […]