User check-in lets you automatically check-in your users at the start 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-in your users at the start of a workday. To do this, the […]
The Notify User action lets you send personalized emails to your users. Example Use Cases Here are some of the many applications of the notify user action – Send work anniversary emails to your users. Send birthday wishes to users. Remind users to check-in if they begin their workday early. Remind users to check-out […]
The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not. Example Use Cases Here are some examples of how you can use the If.Else condition – If a user’s availability status in Offline then check-in the user […]
The wait condition lets you delay an action or another condition for a specified period. Example Use Case If you trigger an automation to start, say, half an hour before a work day, you can send the user a notification (your work day starts soon) and then wait half an hour before auto checking in the […]
Conditions in User Automation are similar to those in Lead Automation with the key difference being that criteria in User Automations are set up on the basis of user (not lead and activity) fields. Since user automation conditions depend on user fields, you can now set up criteria using the User Advanced Search feature. So […]
A trigger is the starting point of an automation. Users can enter the automation based on 3 triggers – On a Specific Date Start of a Workday End of a Workday On a Specific Date Use this trigger to initiate your automation on a specific date. It works best for sending greetings on special […]
The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort. Here are some examples of what you can achieve […]
1. Feature Overview With user automation, you can automatically check-in and check-out your users. You can create tasks and alerts based on their availability and even send them automated messages on special occasions. If you’re new to the automation feature, visit the automation home page. 2. Quick Start You can create an automation from […]
1. Feature Overview The Universal Telephony Connector (UTC) enables you to integrate your cloud telephony service provider(s) with LeadSquared – Integrate multiple instances/accounts of your telephony provider – If you have multiple contact centers in different regions (E.g., northern region, southern region, etc.), you can configure each of them as separate tabs. Integrate multiple telephony […]
These settings enable you to meet the privacy requirements of your end users and comply with data protection regulations such as GDPR. They allow your users the choice of sharing or restricting data with your organization and with LeadSquared. The settings available are – Cookie Consent Lets you customize and display a cookie consent banner on […]
1. Feature Overview Administrators can create smart views and assign them to different teams. As an admin, this gives you control over the views each of your teams see. With this feature, you can show your teams only those accounts, leads, opportunities, activities and tasks relevant to them. Note: Smart views assigned to teams will […]
Business Use Case LeadSquared captures two important dates related to visitors (prospects) and leads – Prospect Creation Date – The date when someone visits your website/landing page for the first time. Lead Created On date – The date a visitor (prospect) is converted into a lead by filling in a website form for example. What […]
1. Feature Overview You can save the dynamic responses from webhooks or Lapps and use them to insert dynamic content through various automation actions. This article shows you how to first save a Lapps or Webhook response and then use that response in the following actions – Update Lead Create Activity Update Activity Pass to […]
The Leave Tracker enables you to manage the leaves of all your users in one place. Users can create their own leaves while administrators can create leaves for all users. The following sections tell you how you can fill in your own leaves if you’re not an administrator user (or sales group manager) and how […]
1. Feature Overview The Holiday Calendar feature allows you to set up your organization’s holiday schedule in LeadSquared Sales Cloud and Service Cloud. You can apply holiday calendars to different Teams and Service Groups across regions and enable auto check-in for users based on the holiday schedule. Note: By default, you can add only up […]
1. Feature Overview Workday templates define your organization’s schedule and working hours across the Sales Cloud and Service Cloud platforms. This enables automatic user check-ins and allow you to set the timezone, working days, and office hours for your users. Once created, you can assign the templates to Teams and Service Groups. So if you […]
1. Feature Overview The LeadSquared Teams feature reflects the structure of different teams/departments in your organization. This feature is not to be confused with the Organisation Hierarchy feature that lets you leverage features like LeadSquared Goals, Reporting, and Automation on the hierarchy of users. Once you create teams in your LeadSquared account, you can assign […]
Personalized email content fuels better engagement scores and conversion rates. You can send the same offer to all your leads and that may work for you in the short-term. However, if you learn to use dynamic content to accommodate individual preferences and needs, you’re bound to generate higher conversions and get better results from your emails. […]
The ‘Wait Until Activity’ condition lets you wait until activities are performed before taking an action. You can choose to wait until a single activity occurs or you can set and/or conditions to include multiple activities. Business Use Cases To illustrate this feature, imagine you have 2 teams – sales and legal. You want […]
Yes, but to do so you’ll have to – Deploy the LeadSquared Tracking Script on all domains. Reach out to our support team at support@leadsquared.com to enable the back-end settings.