1. Feature Overview The Forms (also called Dynamic Forms) and Process Designer features help your users create intelligent forms to capture lead and opportunity data that are relevant to their departments, products, or processes. You can customize forms to behave in ways specific to your use cases, and prompt users to collect the right information […]
1. Feature Overview A custom field set is a group of fields that can be used as a field type within an activity, an opportunity or a lead. For example, you can create custom field sets for – KYC Documents – with fields Passport, PAN Card, Aadhar Card, Address Proof Education Qualifications – with fields […]
1. Feature Overview You can verify phone numbers entered in your landing page forms using the SMS Verification/One Time Password (OTP) feature. It’ll help you reduce erroneous form submissions as well as junk leads in your LeadSquared account. If you’re new to landing pages and the LeadSquared landing page designer, see Video Tutorial on Responsive […]
1. Feature Overview Note: This article will soon be removed. We launched a new Call TrackingMetrics SMS Connector for quicker and easier SMS integration. We have a number of apps to help you integrate with Call Tracking Metrics (CTM) telephony services. You can find these apps and more in the Apps Marketplace. First, you need […]
The ‘User Access’ setting in permission templates lets you control the users shown in user/owner drop-down fields across the LeadSquared application. This will help you prevent sales users from accessing the leads of other sales users. Note: If you’re new to the permission templates feature, see LeadSquared Permission Templates. Once you implement this feature, sales […]
The Account Details page is where you’ll find all information related to a specific account. You can perform actions on the account, see all associated leads, create tasks, add activities and lots more… If you’re new to the accounts feature, these articles will help – Account Settings Manage Accounts Account Access for Sales Groups […]
The accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for all your partners, vendors, third-party services, etc., store all the data you need (account details, account owners, stages, etc.) and add and manage your leads under these different accounts. Note: If you’re new to the accounts feature, Account Settings is […]
1. Feature Overview If you have multiple partners, vendors, suppliers, etc., you can create accounts for them and manage all your B2B relationships in one place. The process is simple – Enable the accounts feature Create and configure account types Add or Import accounts under each account type Add leads to your accounts Add activities on […]
1. Feature Overview A Split Test (A/B Test) lets you experiment with different email content and find what works best for your automation. You can try out different subject lines, senders, etc. and see how your leads are responding. Based on the responses, you can either manually or automatically select the best email to use […]
1. Feature Overview You can set up multiple organizations in LeadSquared and seamlessly switch between them (Agency Switch). While setting up, it’s imperative to designate one organization as the master and the others (client organizations) as children. You can control the organization switch feature by mapping users in the master organization with respective users in […]
You can track updates made to your automations through Automation Audit Logs. Not only can you see who changed what and when, you can also see visual representations of previous versions. Navigation To view automation audit logs, from the main menu, navigate to Reports>Reports Home>Audit Logs. Next, select Audit Logs and then click Automation […]
You can embed your entire Call Tracking Metrics (CTM) dashboard inside LeadSquared. Not only does this make it easier for you to access your call logs (and other dashboard functions) directly from your LeadSquared account, but you can also receive inbound phone calls via the agent pop-up simultaneously. Prerequisites You must be an administrator […]
Each custom activity has a unique activity code associated with it. To find the activity code – Navigate to My Profile>Settings>Leads>Custom Activities & Scores. You’ll find it under the ‘Code’ column in the activity grid.
1. Feature Overview The Compare automation action lets you compare the values of lead and activity fields and set up different courses of action based on the results. You can also use saved responses from webhooks and Lapps in your comparisons. 2. Set Up the Compare Condition You can set up the compare condition […]
If your leads or visitors are using Mozilla Firefox (version 59 or later) private browsing mode, we won’t be able to capture UTM parameters when they land on your website/landing pages. This is because Firefox has made changes to prevent leaking user data to third parties when users choose private browsing mode. For more information, […]
Group managers can create lead automations for their own sales groups. This is beneficial for organizations that want their managers to create automations as well, instead of reserving the permission solely for admins. If you’re new to the new automation feature, Automation Home is the best place to start. Note:Â This feature is available on demand. […]
You can now give your leads the choice to opt-out of being tracked by LeadSquared. This is possible through the ‘Do Not Track’ system lead field. The functionality is part of a list of other settings* aimed at helping you remain compliant with GDPR. *See Data Protection and Privacy Settings. Default Behaviour The ‘Do […]
1. Feature Overview There are measures you can take to avoid creating duplicate leads in your LeadSquared account. If you’ve already created duplicate leads, you can merge them, sanitize the existing data and avoid creating them in future. Fields you mark as unique will not accept duplicate values. You have the option of marking up […]
1. Feature Overview A trigger defines when leads enter your automation. Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done to prevent any potential looping. For information on data posted by each trigger, see Automation Triggers – Data Posted. The User Trigger […]
Try switching the LeadSquared mobile app from the background to the foreground of your device. If that doesn’t work, either the ‘Location Tracking’ settings are disabled for your device or the mobile app, or your internet connection is not working. For more information, see Auto Check-In/Check-Out Guide.