1. Feature Overview A Custom Field Set (CFS) is a reusable group of fields that can be added as a field type within a lead, activity, or opportunity. Instead of adding individual fields one by one, you define the group once and attach it wherever needed. Common examples include: KYC Documents — Passport, PAN Card, […]
1. Feature Overview You can use Advanced Search to find leads where a custom activity field either contains or does not contain data. This is useful for identifying gaps in your activity records — for example, finding all leads whose Home Visit activities are missing a scheduled date. For a full guide to Advanced Search, […]
1. Feature Overview LeadSquared’s Advanced Search lets you filter leads based on whether a specific activity, or any activity, has taken place within a given number of days. This is useful when you need to act on leads based on recent engagement — for example, following up with leads who had a phone call in […]
1. Feature Overview LeadSquared allows you to export up to 1 lakh (100,000) leads per export request. If your database contains more than 1 lakh leads, you must export them in multiple batches. You can achieve this by creating lists containing fewer than 1 lakh leads and exporting each list separately. Lists can be created […]
1. Feature Overview On the Lead Details page, you can create custom activity tabs to display logs for specific activity types. For example, you could create a tab that shows only Meetings, Demos, and Home Visits, making it easier to review relevant activity without scrolling through the full history. Note: You can add up to […]
1. Feature Overview Lead Quality Criteria lets you define rules that evaluate leads against your ideal customer profile and assign each lead a quality score between 0 and 10. This score helps you prioritize leads most likely to convert. Rules are built around lead attributes (fields) that matter to your business. Each attribute is assigned […]
1. Feature Overview The Bulk Update feature lets you update a single lead field across multiple leads at once. This is useful when you need to apply the same change to many leads, such as reassigning a Lead Owner, updating a Status, or modifying a custom field. 2. Prerequisites You must have access permission […]
1. Feature Overview You can permanently delete leads from LeadSquared to maintain data hygiene and improve account performance. When a lead is deleted, all associated activities, tasks, and updates are permanently removed as well. Note: Bulk lead deletes are processed overnight. To view deleted leads, access the Deleted Leads List report in the Reports section of your […]
1. Feature Overview For lead fields that require a predefined set of options (such as course, product type, or salary range), LeadSquared lets you create dropdown type lead fields. LeadSquared supports three dropdown variants: Type Description Dropdown Displays all available options in a standard list. Searchable Dropdown Filters options as the user types, useful for […]
1. Feature Overview Sales Activity Management in LeadSquared lets you configure, capture, and manage revenue-related transactions against leads. Depending on your business, each sales activity records the information your organization needs to track a sale, such as the product sold, order value, sales owner, or transaction date. Sales activities aggregate into total revenue figures, which […]
1. Feature Overview The UDS AI Assistant helps you configure flows, debug failed executions, and generate transformation logic — directly within the UDS interface. Instead of manually analyzing error logs or writing LiquidJS expressions from scratch, you can use the assistant to get explanations, suggested fixes, and ready-to-use code. The assistant supports three primary use […]
1. Feature Overview Universal Data Sync (UDS) now supports TCP (Transmission Control Protocol) as both a Trigger and an Action. This allows LeadSquared to integrate with healthcare and legacy systems that rely on socket-based communication instead of REST/HTTPS APIs. With TCP support, UDS workflows can: Receive inbound HL7 messages over TCP and trigger workflows in […]
1. Feature Overview The Union and Union All options in the Analytics Report Builder allow you to combine the results of two or more queries into a single dataset by stacking rows vertically. Unlike Joins, which merge related tables side-by-side (column-wise), Union combines datasets that share the same structure and appends them together (row-wise). Union […]
1. Feature overview Distribution Engine is a simple, rules-based way to automatically assign Leads and Opportunities to the right users. It replaces complex automation-based assignment with an easy-to-manage setup that helps you distribute records fairly, reduce manual effort, and meet response SLAs. You can use Distribute Engine to: Automatically assign new records as soon as they are […]
1. Feature Overview The FloStack–UDS integration lets you automatically sync key lead interactions—such as appointments, reschedules, cancellations, callback requests, and microsite information—from FloStack into LeadSquared. All FloStack actions are pre-configured in UDS, so you only need to authenticate and complete field mappings. Once configured, new appointment bookings, updates, and microsite events flow directly into LeadSquared […]
1. Feature Overview The Bookings & Events module is the central hub for publishing, managing, and sharing all scheduling experiences created in Flostack. Whether you’re hosting personal consultations, running large-scale webinars, or offering multiple types of sessions to leads and customers, this module brings everything together in one place. It consists of three core components: […]
1. Feature Overview The Meetings Type feature in Flostack enables users to define and manage different categories of meetings with tailored scheduling rules. It supports instant scheduling, allowing users to specify availability for specific purposes, while controlling duration, time slots, visibility, and participant capacity. Meeting types can be one-on-one or group meetings, and can be […]
1. Overview Iframes let you embed custom designs or external tools inside Portals or Landing Pages Pro without affecting the main layout. To ensure your embedded content works smoothly, follow the guidelines listed on this page. 2. Guidelines For Iframe or Custom Code 1. When using AI tools to generate custom designs or widgets […]
1. Overview This document outlines the Portal’s redirection rules and provides explanations to assist in debugging your implementation. 2.SmartLink Auto-Evaluation Matrix When configuring a SmartLink—a feature designed to automatically log users into the Portal—options are available to configure associated activities and opportunities. Once an activity or opportunity is configured within the SmartLink and subsequently […]
1. Overview LeadSquared Portals now support UDS-based validation for signup (registration/login) forms. This ensures that only verified and approved users can sign up on your portal When a user submits a registration form, the portal sends the form data to a UDS flow for real-time validation before the user account is created. UDS can run […]
1. Feature Overview By default, users can only search UDS logs using a Request ID, making it difficult to trace business-critical records such as Loan ID, Customer ID, or Phone Number when issues arise. This slows down investigations, increases developer dependency, and delays resolution. Logger Parameter solves this by allowing users to define up to […]
1. Feature Overview ACE Notifications help keep users and managers engaged by sending timely nudges about their progress. Notifications can be configured as time-based (pre-defined time intervals or cycle completion based) or progress-based (triggered when a percentage of the goal is achieved). 2. Prerequisites Only Admins and Super Admins can manage notifications and create […]
1. Feature Overview This action allows you to make a call to any REST API within your UDS workflow. Configuration Includes: Endpoint URL and HTTP method (GET, POST, PUT, etc.) Request headers, query parameters, and body Dynamic value mapping using variables from previous steps Transform data as needed using LiquidJS filters. Handling responses and errors […]
1. Feature Overview You can create Custom Columns in the Data Source section of SIERA reports. A custom column lets you build new fields by writing expressions that combine existing columns, apply conditions, or transform values. This makes your reports more flexible by allowing you to model business-specific logic without altering the underlying data. Once […]
1. Feature Overview With the enhanced Portals and Landing Pages Pro (LPP) designer, you can now create professional, responsive pages much faster. The new designer includes ready-made and reusable sections and design elements, so you spend less time designing from scratch and more time focusing on content and conversions. 2. Prerequisite You must be […]
1. Feature Overview The UDS Dashboard provides a single, consolidated view of your Universal Data Sync (UDS) flows and applications. Instead of searching through countless individual logs, you can see all the important information in one centralized view. This dashboard helps you: Monitor performance across all apps and flows. Detect and categorize errors quickly. Analyze […]
1. Feature Overview You can now import external data stored in Mavis into SIERA and use it in your SIERA reports and dashboards. This enhancement allows you to combine third-party campaign data (e.g., from Facebook Ads, Google Ads) with your LeadSquared data for deeper performance insights. 2. Prerequisites SIERA is a paid feature. To […]
1. Feature Overview The Logs feature in Universal Data Sync (UDS) allows you to monitor and troubleshoot the execution of your data sync flows. It provides complete visibility into the input requests, action-wise execution paths, transformation outcomes, and response payloads. Each log entry reflects a unique request processed by a UDS flow and helps you: […]
1. Feature Overview The Return Response action allows UDS workflows to send a custom response back to the API caller. When added, all actions before it run synchronously, while actions after it are queued and processed asynchronously. This is useful when an immediate, dynamic reply is needed. Note: For an overview on UDS actions, refer […]
1. Feature Overview The Lead Workflow action template in Universal Data Sync (UDS) allows you to manage leads using advanced search. It searches for the lead based on the defined primary and secondary search criteria. It then performs the selected Action. This template helps you handle the dedup cases. It supports two-level search logic using […]
1. Feature Overview The Lead Capture action template in Universal Data Sync (UDS) allows you to either create a new lead or update an existing one based on a defined search key. This template uses the LeadSquared V2 Lead.Capture API, eliminating the need for manual API setup. Note: For an overview on UDS actions, refer […]
1. Feature Overview The Lead Update action template in UDS allows you to update existing leads in LeadSquared using the Lead ID or Prospect ID. This template leverages the LeadSquared V2 Update a Lead API. Note: For an overview on UDS actions, refer to Universal Data Sync (UDS) – Create Actions Overview. 2. Use […]
1. Feature Overview The Lead Create action template in Universal Data Sync (UDS) App enables you to create new leads in LeadSquared. This template leverages the LeadSquared V2 Create a Lead API and eliminates the need for manual API configuration. Note: For an overview on UDS actions, refer to Universal Data Sync (UDS) – Create […]
1. Feature Overview The SIERA Report Builder supports advanced data modeling capabilities through Joins and Sub-Query Joins. These features allow users to combine multiple data sources, apply cross-entity filters, and build complex expressions across nested queries. Use Joins to merge fields across related entities such as Leads, Tasks, Activities, Opportunities, and more. Use Sub-Query Joins […]
1. Feature Overview UDS (Universal Data Sync) includes usage limits and restrictions based on your account’s plan. This article will help you understand the plan details associated with the Universal Data Sync (UDS) App. Note: To increase the limits on your current plan, contact your account manager or reach out to support@leadsquared.com. Additional charges may […]
1. Feature Overview By default, landing pages created using Landing Pages Pro are hosted on a LeadSquared subdomain. To maintain brand consistency, you can instead publish landing pages on your own custom domain (e.g., pages.yourcompany.com). This article explains how to configure a custom domain and map it to your Landing Pages Pro environment. 2. […]
1. Feature Overview This article helps you understand your account’s database usage and how storage is distributed across different entities. Through LeadSquared’s Database Size report, you can monitor database usage to improve system performance and reduce storage costs. Note: On the Manage Subscription page, you can view your active plan and storage limits. Use the […]
1. Feature Overview The Ace Dashboard serves as a central hub for tracking key performance metrics across all Goals, Incentives, and Leaderboards within the ACE suite. It provides a comprehensive, real-time view of individual and team performance, ensuring managers and users can easily track progress without navigating multiple sections. 2. Prerequisites Ace is a paid […]
1. Feature Overview FloStack provides detailed insights into all the leads that are captured. The Lead Dashboard displays key statistics on leads matching your criteria, while the Leads page offers a breakdown of each lead’s details and status. Note: The insights presented here will also be available in the CRM you integrate with. 2. […]
1. Feature Overview The Rule Board feature in FloStack enables businesses to streamline their sales process by implementing structured automation rules. By leveraging these rules, sales teams can create a tailored journey for every lead entering their system, ensuring the most efficient and personalized engagement. The Rule Board allows you to define: Prioritization Rules: Automatically […]
1. Feature Overview In the FloStack Microsite Builder, you can create customized Microsites to showcase your services and engage leads through callbacks, appointment bookings, or live chat. You can build multiple Microsites tailored to different audiences, ensuring a personalized experience. By configuring Rule Boards and assigning Microsites to different priority buckets, you can dynamically adjust […]
1. Feature Overview This article will help you set up your profile and calendar on FloStack. Setting up your profile and calendar lends credibility, makes you presentable, and helps FloStack efficiently assign leads to you while displaying your availability to inbound leads. 2. Prerequisites You must be a member or admin on FloStack. To […]
1. Feature Overview This article will help Administrators set up their workspace settings on FloStack. Workspace settings will let the administrator configure their company profile, add members, create routing forms, and integrate their CRM with FloStack. 2. Prerequisites You must be an Admin user on FloStack to configure workspace settings. To learn more about […]
1. Feature overview This article will help you understand the Wait Time configurations on Automation Wait Cards – Wait, Wait (Advanced), Wait Until Activity, and Wait Until Workday. Note: The contents of this article will take effect in the platform on 23rd April 2025. Check your existing automation. If you have wait times longer than […]
1. Feature Overview Admins can now apply additional filters to Virtual Numbers in UTC Click2Call, beyond the existing Team Assignment. The new feature allows filtering based on business use cases by defining a user field schema in the Virtual Numbers tab. Note: This is an additional filter that will be applied over and above the team […]
1. Feature Overview In Universal Data Sync (UDS), Actions are the building blocks of a workflow. When a trigger initiates a workflow, one or more actions are executed sequentially or conditionally to perform tasks such as API calls, transformations, or returning a custom response to the API caller. 2. Prerequisites You must be an […]
1. Feature Overview With UDS, you can create an application and configure multiple data flows within it. Each data flow consists of two key components: Trigger Action A trigger is the starting point of a data flow—it initiates execution whenever a specific event occurs and then actions are performed. This document provides an overview of the […]
1. Feature Overview With UDS (Universal Data Sync), you can create an application and set up multiple data flows within it—allowing you to consolidate and manage all data flows related to a single provider or use case in one unified workspace. This article will guide you through creating and managing data flows within a UDS […]
1. Feature Overview When setting up your flows, you may need to use credentials or tokens that remain consistent across flows. UDS supports this through Global Variables, which can be defined within an App. Global Variables provide a secure space to store and reuse values like authentication tokens, API keys, or passwords across multiple flows and […]
1. Feature Overview Universal Data Sync (UDS) enables effortless, no-code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. To integrate your third-party data sources with LeadSquared, create an app for each service (e.g., Razorpay, Outlook, Calendly, etc.). An App serves as a container where […]
1. Feature Overview Universal Data Sync (UDS) enables effortless no code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. With UDS, you can create an application and setup multiple data flows within it, enabling you to consolidate and manage all data flows for a […]
1. Feature Overview Smart Links on Portals allow you to guide customers to resume progress from where they left off. For example, if a student begins filling out an application for an online course but leaves before completing the payment process, you can send a follow-up email with a customized link for them to continue. […]
1. Feature Overview This feature will help you auto-fill the Date, DateTime, or Time values on the Dynamic form. 2. Prerequisites You must enable Dynamic Forms on your account. This feature works on fields of data type: Date, DateTime, and Time. The feature is only supported on Marvin. 3. Auto-Fill Date and Time […]
1. Overview This article will help you set up Tata Teleservices with LeadSquared Mobile Cloud Calling connector 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector, referring to this article: Mobile Cloud Calling. 3. Set Up for Tele Teleservices 1) Click2Call API Navigate to the Click to […]
1. Feature Overview This article will help you troubleshoot issues relating to the LeadSquared Telephony feature. 2. Prerequisites You must be an Administrator user to access connector configurations and settings. Some technical experience is required to understand the format of the data and configure the connector with your telephony provider. The table below outlines […]
1. Feature Overview Schedule the delivery of your SIERA report to your LeadSquared email address. Admins can schedule reports for themselves or other users, while non-admin users can schedule reports for themselves. 2. Prerequisites SIERA is a paid feature. To enable it, contact your account manager or send an email to support@leadsquared.com. 3. Scheduling […]
1. Feature Overview This article will help you add Buttons to your Dynamic Form. 2. Prerequisites To create a Dynamic Form, refer to How to Create a Form. The Button Special Field can be rendered only in the New UI/Marvin Application and LeadSquared Mobile Application. 3. Use Case Buttons on a Dynamic Form can […]
1. Feature Overview LeadSquared’s Landing Pages Pro (LPP) Designer enables you to build customized landing pages to capture leads and opportunities. You can create a landing page without writing a single line of code. 2. Prerequisites This feature is specifically for Landing Pages Pro. Landing Pages Pro is a paid feature. To enable it, […]
1. Feature Overview This article will help you configure your Landing Page or Portals to display multiple variations of the same page to different target audiences. In the example below, the landing page is designed for students enrolling in a full-stack developer course. However, the same page can dynamically display content for a front-end developer […]
1. Feature Overview LeadSquared’s Landing Pages Pro (LPP) enables you to create and publish compelling landing pages in minutes (for education/insurance/lending/medical applications, course registrations, etc.) to capture leads and opportunities. Leverage the intuitive DIY, drag-and-drop designer to build pages from scratch or access ready-made industry-specific templates. Publish your landing pages on custom domains, or the default LeadSquared domains […]
1. Overview This article will help you set up Ozonetel Cloud Agent with LeadSquared Mobile Cloud Calling connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set up for Ozonetel Cloud Agent Sample APIs for […]
1. Overview This article will help you set up Ozonetel CCaaS with LeadSquared Mobile Cloud Calling connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set Up for Ozonetel Sample APIs for Ozonetel are listed […]
1. Overview This article will help you set up MCube with LeadSquared Mobile Cloud Calling connector. Note: International calling is not supported on this connector. 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling. 3. Set Up […]
1. Overview This article will help you set up Knowlarity with LeadSquared Cloud Calling. 2. Set up Knowlarity To configure Knowlarity as the telephony provider, please refer to Knowlarity Set-up.
1. Feature Overview SIERA’s Quick Edit feature lets users change the basic parameters of an existing report and Save it as a new copy or overwrite the existing report. This functionality is available to all user types. 2. Prerequisites SIERA is a paid feature. To enable it, contact your account manager or send an […]
1. Feature Overview This article lists the various mail merge fields available in the Universal Telephony Connector (UTC). 2. Prerequisites The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com. You must be an Administrator user to access the connector configuration. 3. Click2Call Mail Merge Fields Note: The following click […]
1. Feature Overview To create a report using the SIERA Report Builder, admins must first select a data source. SIERA stores data separately in multiple tables, which offer the following features – Designed for superior performance during report generation. Simplify reporting by joining multiple tables in LeadSquared to create a mega-table, streamlining the report creation […]
1. Feature Overview This article helps you understand the process behind writing Expression through the SIERA Expression Builder. Admins can create custom expressions that can be used to easily retrieve and manipulate data on any report. Note: This article will only explain the expression-building process. To find a list of expressions you can use, read […]
1. Overview This article will help you troubleshoot LeadSquared’s Automation feature. 2. Automation Triggers 1. Why didn’t the Automation trigger? Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time. If you’ve included additional conditions/inclusion criteria, the entities […]
1. Feature Overview The Bulk Automation Trigger feature enables Automations to trigger when entities (leads, opportunities, activities, etc.) are created or updated in bulk through Import and Bulk Update via UI or API. Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done […]
1. Feature Overview The Large Exportable Reports (LER) feature can be used to export large data sets from LeadSquared, for example, large volumes of lead, activity, and opportunity data. 2. Prerequisites To enable Large Exportable Reports, reach out to your account manager, or contact support@leadsquared.com. You must have access to the reports you’re exporting. […]
1. Feature Overview With the Incentives Formula Builder, you can create tailored calculations that address complex use cases, meeting the specific needs of an enterprise. For example, you can create a program to adjust the commission through additional rewards or penalties based on the targets achieved by the users. 2. Prerequisites You must know […]
1. Feature Overview This article will help you add external videos on LeadSquared Landing Pages. You can link audio, video, and slide shows hosted outside LeadSquared by providing the embedded HTML code. 2. Prerequisites You should be an Administrator or Marketing User of your LeadSquared account. 3. Procedure For instance, let’s consider adding a YouTube […]
1. Feature Overview Leadsquared’s Approvals Flow Connector lets Admins set up seamless approval workflows between users and their respective managers, based on specific criteria. For example, an Admin can configure conditions necessitating approval for loan applications exceeding a threshold. In such cases, when a user inputs an amount surpassing this threshold, the relevant manager(s) will […]
1. Feature Overview FloStack is a lead-qualification and routing layer that connects multiple lead intake channels to the appropriate conversion paths—such as personalized microsites, event microsites, and booking links—and applies routing and prioritization logic to ensure the right leads reach the right advisor at the right time. It addresses the routing gap in acquisition workflows, […]
1. Feature Overview Ace is a Sales Performance Management suite, dedicated to enhancing your Critical Business Metrics. It empowers sales leaders by enabling them to establish clear objectives for their teams and equipping them with psychological and analytical tools that ensure successful accomplishments. The Ace Sales Performance Management suite provides a comprehensive set of features, […]
1. Feature Overview This article will show you how to view the Leaderboards calculations, approve payouts, and manage the progress of the Leaderboards. Note: LeadSquared Leaderboards helps you increase the overall productivity and revenue of your organization through gamification. Before you continue with this article, you must first Create a Leaderboard. 2. Prerequisites You […]
1. Feature Overview Use LeadSquared Leaderboards to increase the overall productivity and revenue of your organization. The Leaderboards feature revolves around gamification – mundane tasks like calling prospects, setting meetings, and closing deals turn into fun activities for your sales users. Based on the criteria and targets you have set (for example, revenue targets), your […]
1. Feature Overview Incoming messages on Converse and Chatbot can be routed to a Chat Group (that consists of several users) through a Routing Rule. On LeadSquared Chatbot, You can create a Chat Group to set up a Handover Node and transfer the chat conversation to a group of agents in your organization. 2. […]
1. Feature Overview Routing management will route the incoming message on Converse and Chatbot to the relevant Lead Owner, Opportunity Owner, Chat Group, Admin, or Specific User. On LeadSquared Chatbot, you can create a Routing Rule to set up a Handover Node and transfer the chat conversation to a group of agents in your organization. […]
1. Feature Overview If a Sales User or a Lead attempts to create an Opportunity through Dynamic Forms, and the Opportunity is identified as a Duplicate (based on the configured Duplication logic for that Opportunity Type), the Form will display an error message stating “Duplicate Opportunity detected.” Now, the feature explained in this article will […]
1. Feature Overview MDT Marketing has made it simple to deliver personalized videos to your prospective students to boost engagement and optimize conversion rates. When a new lead is created in LeadSquared, this connector pushes the lead data to MDT Marketing. MDT Marketing renders a coordinating personalized video, and the video URL is automatically appended […]
1. Feature Overview LeadSquared’s Opportunities feature can be used to manage your potential deals. On LeadSquared Converse, Opportunities in the form of incoming messages can be automatically routed to the respective Opportunity Owners, Chat Groups, or specific users. In this article, you will learn how to set up Opportunity mapping on Converse, and how to […]
1. Feature Overview This article provides a feasibility checklist for integrating the customer’s telephony provider using LeadSquared’s Universal Telephony Connector. The article details a checklist questionnaire for UTC features, namely: Outbound Calls, Agent Popup, Agent Panel, Call Log, Call Disposition, and Call Routing. It also includes a checklist for certain general questions. Note: The most […]
1. Feature Overview SIERA Expression Builder tool lets Admins create their own expressions that can be used to easily retrieve and manipulate data on any report. This is an evolving tool and presently helps users write basic aggregate functions with multi-conditions. Note: This article will only list the different expressions you can use. To learn […]
1. Feature Overview LeadSquared’s Telephony helps you integrate your cloud telephony provider with your LeadSquared account – all the major contact centers, telephony, and IVR tools like Exotel, Ozonetel, Ameyo, CTM, and more, are supported. You can capture your leads, both online and offline, and route them instantly to your internal call center reps. The […]
1. Feature Overview SuperReceptionist by Knowlarity is a cloud-based VoIP (Voice over Internet Protocol) phone system. Once you integrate your Knowlarity account with LeadSquared through the Universal Telephony Connector Generic Instance, you can – Make calls and automatically track the calls in Lead Activity History. Utilize the Agent Popup to store or view lead information […]
1. Feature Overview The SIERA Dashboard Builder tool will allow admins to create their own dashboards, and share them with users. This is an evolving tool and presently helps users in creating widgets using the existing SIERA reports. 2. Prerequisites SIERA is a paid feature. To enable it for your account, contact your account […]
1. Feature Overview The SIERA report builder allows admins to create customized reports using existing data (such as leads, activities, etc.) in their accounts, and determine which users should have access to them. 2. How it Works In this article, we will demonstrate how to create SIERA reports using predefined templates. These templates include pre-joined data […]
1. Feature Overview LeadSquared’s Dynamic Forms feature lets you create intelligent lead capture Forms relevant to your processes and products and build out entire journeys for loan applications, college applications, etc. For example – You can build single or multi-step Forms. Choose to capture Leads, Opportunities, Activities, and Tasks in the same Form. Customize the […]
1. Feature Overview LeadSquared’s Report Management is aimed to help admins configure appropriate reports for their users. Each team/group/individual has their own requirements, goals, and KPIs to track. This creates a need for their own set of reports and dashboards for analysis and insights. While some reports may be common and may be needed by […]
1. Feature Overview CallGear is a cloud-based VoIP (Voice over Internet Protocol) phone system. Once you integrate your CallGear account with LeadSquared through the Universal Telephony Connector, you can – Make calls and automatically track the calls in Lead Activity History. Utilize the Agent Popup to store or view lead information during phone calls. Automatically […]
1. Feature Overview 3CX is an open-platform, VoIP (Voice over Internet Protocol) phone system that works on-premise or in the cloud. Once you integrate your 3CX account with LeadSquared, you can – Make calls and automatically track the calls in Lead Activity History. Open lead details automatically when an inbound call is received. Automatically create new […]
1. Feature Overview This connector sends leads from your LeadSquared account to your Bouncify account. The connector will verify a lead’s email address and then from the response, LeadSquared will post an activity against the lead. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Bouncify account. […]
1. Feature Overview This connector sends lead details like name, phone number, etc., to your SuperBot account. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active SuperBot account. This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com. 3. […]
1. Feature Overview This article will help you understand the best practices to follow when configuring and running your Workflow Automations on LeadSquared. 2. Prerequisites You must be the Administrator of your LeadSquared account to create and configure an Automation. Automation is a paid feature. To enable it, reach out to your account manager, […]
1. Feature Overview When you collect sensitive information about your leads (as part of KYC processes, etc.), which may include their identification documents, address proof, credit score, etc., you need to receive consent from the lead to collect this data. Recording the lead’s consent is helpful for audits and lets you stay compliant with government […]
1. Feature Overview SIERA’s Sales User Dashboard gives you analytics and insights into your entire sales pipeline. The dashboard will give you a birds-eye view of your Call Metrics, Activity Metrics, Lead Metrics, and Task Metrics. You can filter each of these metrics to a specific date range and click on different widgets on the […]
1. Feature Overview You can configure advanced settings for Telephony through the General Settings page. This article explains each of these settings in detail. 2. Prerequisites Settings on this page are only accessible by LeadSquared Admin users. Certain settings are available only if the associated feature is enabled on your account. Contact us at support@leadsquared.com if […]
1. Feature Overview There are cases where the existing lead might be reaching out to a different Sales User to enquire about a different product. So, a Sales User who is not the lead owner can create an Opportunity on the existing lead through LeadSquared’s Dynamic Form. Note: This functionality is also available to users […]