How to set a Dashboard as default?
You can set a dashboard as default by navigating to a dashboard page and clicking the tick icon alongside the dashboard title –
Entries by Vir Singh
How many Custom Dashlets can I add to my Dashboard?
There is no limit on the number of Custom Dashlets you can create but you can only add 12 Custom Dashlets to your dashboard. For more information on Custom Dashlets, see Custom Dashlet Builder App.
What is the best way to distribute leads to my users?
The best way to distribute leads to your users is through automation. To know more, see Lead Distribution Automation in LeadSquared. However, if you want to distribute leads based on Zipcode, use the Zip Based Lead Distribution App. Note: The Lead Distribution App in the apps marketplace has now been deprecated. All lead distribution functionality […]
Managing Lead Access Across Groups – Group Hierarchies
If you’re new to the groups feature, see Managing Lead Access for Sales Users – Groups. Here’s a quick video on how you can manage lead access rights across different groups and setup hierarchies –
How to Login to LeadSquared?
There are 2 ways you can login to your account – By accessing the https://login.leadsquared.com URL By logging in from the LeadSquared website. If you forgot the email address or password of your account, contact your manager or LeadSquared administrator.
How Do I Raise a Support Ticket?
There are a few ways you can raise a support ticket – From the help portal – Use the Submit a Ticket button. Access the https://stg-supportb-testhelpsite.kinsta.cloud/support URL. From your LeadSquared account. By sending an email to support@leadsquared.com
Custom Menus for Web App
1. Feature Overview The Custom Menu for Web connector lets you create custom menu tabs in your LeadSquared web application. These tabs appear in your navigation menu and let you access external URLs or third-party websites directly from your LeadSquared account. Say you use GoToMeeting to schedule meetings with your leads. Using this connector, you […]
How to Log Activity Updates?
If you’re not familiar with the custom activities feature, see How to Add a Custom Activity. You can track changes or updates to custom activities from the Lead Details page. All you have to do is enable the configuration for the custom activities you want to track – Navigate to My Profile>Settings>Leads>Custom Activities and Scores, then […]
Smart Views – Feature Guide
1. Feature Overview The Smart Views page lets you access your accounts, leads, opportunities, activities, and tasks in one place. Configure the views based on your business requirements (using Advanced Search to create conditions), and share them with users across your organization. Here are some added benefits – Give sales users a single work area for […]
Automation Reports
1. Feature Overview Once you’ve published an automation, you can check its performance in real-time by accessing the automation report. You’ll get insights into leads who’ve – Entered the automation. Transitioned through the various steps (action cards) or taken a certain course of action. Exited the automation successfully or stalled at a certain step. You […]
How to Export More than 1 Lakh Leads?
You can’t directly export more than 1 lakh leads. However, if you have more than 1 lakh leads you can always create lists of less than 1 lakh leads and then export those lists. You can create these lists based on any criteria (lead fields, lead activities, tasks, etc.) but this article shows you an […]
Advanced Search: Find Leads Where Activity Fields Contain/Don’t Contain Data
You can use advanced search to find leads where custom fields of activities contain or don’t contain data. Let’s say you created a custom activity called ‘Home Visit’. You then created a custom field under this activity called ‘Scheduled Date’. You now want to ensure all your home visit activities have dates scheduled for them. In this […]
Advanced Search: Find Leads with Activities in the Last ‘N’ Days
You can use advanced search to find leads where a specific activity or just any activity has taken place within the last ‘N’ days. Say you want to find all leads with whom you’ve had a phone conversation in the last 5 days. Or say you want to find all leads with just any activity […]
How to Use the My Location History Report?
The My Location History report allows you to track your route on the go, the distance you have covered and the activities you have posted along the route. To access this report: From the default dashboard menu, go to Reports -> User Productivity Reports -> My Location History. The My Location History report appears: Here, by default, the […]
Location Tracking on LeadSquared Mobile
The LeadSquared mobile app comes with real-time location tracking capabilities. This feature is available on both Android and iOS platforms and enables you to – Geo track your entire field sales team. Get real-time location insights and metrics. Find leads closest to you and plan tasks accordingly. Prerequisites (on your device) You must have a working […]
Ozonetel v2 Connector
Important: The Ozonetel V2 connector is no longer listed on the Apps Marketplace. Customers onboarded after 28th Feb will be unable to install it, but we’ll continue to provide support for existing installations. For new installations, please use the Universal Telephony Connector instead. The Ozonetel v2 connector lets you integrate your Ozonetel account with LeadSquared. […]
User Advanced Search
The user advanced search feature is helpful if you have a large number of users and want to filter them based on multiple criteria. You can access this feature by navigating to My Account>Settings>Users and Permissions>Users and clicking the Advanced Search link – Condition Groups The feature works on the basis of Conditions, Condition Groups and […]
How to Add a Dependent Field to a Custom Activity
Previously, you could only add dependent fields to leads but now you can add them to custom activities as well. A simple example of dependent fields is Country>State>City. If you’re new to dependent fields, see Dependent Lead Fields. This article shows you how to add dependent fields to custom activities. Let’s take an example from the […]
Lead Automation Conditions – Wait
Feature Overview The wait condition lets you delay an action or condition for a specified period. A few of the many applications of this feature are listed here – Delay sending emails to avoid flooding a lead’s inbox. Wait till a lead score exceeds ‘x’ number and then change the lead stage. Wait a certain […]
Lead Automation Conditions – If/Else
1. Feature Overview 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. You can set up If/Else conditions on lead, activity and task fields. A few of the many applications of this condition are mentioned here – […]