Ensure that notifications for the LeadSquared mobile app are enabled. Also, see if the webhooks you’ve configured have the correct ‘Request Type’. For more information, see Auto Check-In/Check-Out Guide.
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.
We only consider the first check-in time and last check-out time. Time blocks and breaks are not accounted for. For more information, see Auto Check-In/Check-Out Guide.
Yes (for Android), you’ll get a notification to turn your device’s location tracking settings on. For more information, see Auto Check-In/Check-Out Guide.
Yes, you’ll remain checked-in in this case. Your location will still be tracked and it will reflect in your LeadSquared account as soon as you regain your connection. For more information, see Auto Check-In/Check-Out Guide.
In this case, you can manually check yourself in. For more information, see Auto Check-In/Check-Out Guide.
No, the check-in and check-out features require an internet connection. For more information, see Auto Check-In/Check-Out Guide.
No, we don’t track your location after you check-out. For more information, see Auto Check-In/Check-Out Guide.
Have you set up work day templates? Your automation won’t know when to check-in/check-out your users if you haven’t set up work day templates and applied them to users/teams. Also, automations you create on a particular day won’t trigger till the following day. Our service runs once a day (at 12 a.m. for the configured […]
Yes, you can manually check-in and out on holidays and leaves. However, you won’t be auto checked in or out on these days. For more information, see Auto Check-In/Check-Out Guide.
If you checked out early from the web, you’ll get checked out on mobile only once your work day is over. However, if you check-out from mobile before the end of the workday, you will be automatically checked out of the web application as well. For more information, see Auto Check-In/Check-Out Guide.
The auto check-in feature works regardless of the user role settings you’ve configured. For more information, see Auto Check-In/Check-Out Guide.
Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app. For more information, see Auto Check-In/Check-Out Guide.
If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well. For more information, see Auto Check-In/Check-Out […]
You can automatically check-in/check-out your users across both web and mobile platforms. If you’ve set up automated lead distribution and enabled auto check-in/check-out, leads will be seamlessly distributed to your users without any need for manual intervention. The feature is also part of a complete attendance management solution where you can track the working hours, […]
The default templates for auto check-in and auto check-out don’t extend to the mobile app. If you want to set up notifications/reminders and auto check-in/check-out on your LeadSquared mobile app, you have to configure webhooks as instructed in this article. If you’re new to the auto check-in/check-out feature, see Auto Check-In/Check-Out Guide. Adding Webhooks You […]
1. Feature Overview LeadSquared comes pre-built with a number of core or system activities like email bounced, email link clicked, website page visited, lead captured, etc. We automatically post these activities against your Leads or Opportunities, whenever they are performed. The activities then appear in the Manage Activites page or on the lead’s detail page. Example […]
This article elaborates on the actions available in a user automation. You can set up actions to execute after a condition is met or after a previous action. If you’re new to the automation feature, visit the automation home page. Call Lapp If you’ve created a Lapp, you can call it in your automation. For […]
Use webhooks to automatically post activities to a URL of your choosing. Note: We have ready-made webhooks available to send notifications and enable auto check-in or check-out on the LeadSquared mobile app. For more information, see Auto Check-In/Check-Out for Mobile. Click Webhook and the Webhook Properties pop-up box will appear. Attribute Description Name Enter any name for the webhook. […]
User check-out lets you automatically check-out your users at the end of a workday. It works according to the configured workday templates and allows you to track the working hours of your users. Example Use Case The best application of this feature is automatically checking-out your users at the end of a workday. To do this, the […]