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 LeadSquared’s native Scheduling & Lead Engagement Platform. FloStack (www.flostack.io) simplifies engaging your inbound leads with its interactive microsite and instant scheduling capabilities. This ensures you never lose a high-priority lead from your website again. FloStack can instantly auto-qualify leads, intelligently assign an advisor or sales rep, schedule a meeting, and […]
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 […]