Learn all you need to know to get started with our short videos
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If you’re new to the LeadSquared Mobile app, here’s the best place to start! This short video tutorial takes you through all the key features of the mobile CRM and how you can use them to tackle your field sales challenges – The LeadSquared mobile app is currently available in the following languages – English […]
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 –
This Help Video allows you to understand the Lead Prioritization feature of your LeadSquared CRM in detail. Lead Prioritization from Maanas Kalivarapu on Vimeo.
There are some great email templates in LeadSquared to work with. But, I am sure you would want to customize them more. This video tutorial tells you how to modify the default templates, add structures and change the alignment of the content.
If you hate redoing the same work again and again, this nifty little hack is for you. What happens if you have sent out a great campaign to your lead list and a few days later new lead gets added to that list? Well, you don’t have to set up the whole campaign again – just […]
Want to improve your click-rates? Making your emails more readable would help. You will be surprised to know that small things like changing your email fonts can also have a major impact on the readability of your emails. This video tutorial shows you how you can change fonts easily in LeadSquared:
The Recipient and Suppression lists make sure that your emails reach a very specific group of people. Check out how you can do it easily in LeadSquared. (You need to be on Step 3: Select Recipients and Tags of creating your email campaigns to use this tutorial.) P.S: We increased our email click rates by 48% by using […]
Nothing builds trust with your leads like sending them useful content. Hyperlinks in emails allow you to quickly direct the email recipients to this content – be it on a landing page or a web page. This quick tutorial helps you to understand how to add Hyperlinks to your Emails in LeadSquared. (You need to be on Step 2: Compose […]
Images allows you to improve the look and feel of your email, and capture the recipients’ attention very easily. In LeadSquared, inserting and editing images are simple. Here’s how you can do it. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)
Looking to share important documents with your leads through email? It’s very easy to do in LeadSquared. This video tutorial shows you how. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)
If your emails are getting opened, but not getting enough clicks, (even with great offers), maybe the look & feel and readability of your email is the problem. This quick video (2 minutes) helps you understand how to fix the look and feel of your emails and enhance their readability in LeadSquared. (You need to be on Step 2: Compose Message of creating […]
Here’s a quick tutorial on how to use the LeadSquared landing page designer –
In this short video, you’ll how to segment leads based on your requirements – For more information, see How to Use Advanced Search.
This video will help you to design, publish and analyze landing pages using LeadSquared:
This video demonstrates four different ways to add leads in LeadSquared. https://leadsquared.wistia.com/medias/h59vai1xzt?embedType=iframe&ssl=true&videoWidth=640
The wait is over. The next generation of LeadSquared is here – sharper, faster, and smarter than ever (with a side of powerful AI) Join our experts as they unveil the newest drops, show you how to make them yours, and help you unlock performance like never before. LeadSquared’s New Web Experience: Marvin hit the […]
For the first time ever, we put two of our senior product directors in the hot seat to answer your questions – live and unfiltered. Understand LeadSquared like never before, explore product strategies, and unravel the latest updates. Whether you’re curious about the roadmap, feature details, or best practices, no question is off-limits. Catch the […]
Our experts have condensed all the hows and whys of LeadSquared’s Core features into a 2-day masterclass. Here’s what we covered on day 2: Activities: Adding, scoring, and updating activities, decoding forms & processes, configuring permission templates & automation. Tasks: The A to Z of creating and managing tasks. Smart views: Creating, editing, hiding, and deleting […]
Our experts have condensed all the hows and whys of LeadSquared’s Core features into a 2-day masterclass. Here’s what we covered on day 1: Leads – Adding, updating, tracking and everything in between. Your cheatsheet for converting leads to deals on autopilot. Users – Different roles, different fields, creating groups, creating teams —explore simplified user […]
In this webinar, we walk you through the major features we’ve recently released – Lead Management: Marvin just got a makeover – now managing leads feels like a day at the spa! Workflow Management: From document designer to workflow automator, let us do the hard work. Your to-do list is now on autopilot. Chatbot: Our […]
In this webinar, we walk you through our latest offering – Service CRM. Our support powerhouse combines cutting-edge technology with a user-friendly interface for a seamless customer support experience, from AI-powered summaries to effortless ticket management. To know more, refer to the presentation.
In this webinar, learn how to navigate LeadSquared Reports seamlessly, gain fine-grained control over visibility, and empower your team with precise report access control. To know more, refer to the presentation.
Join us as we talk about key features, best practices, and most frequently asked questions, all of which will help you use LeadSquared better. To know more, we’ve attached the presentation.
The key discussion points in this webinar were – Take LeadSquared with you wherever you go:Â Access your lead’s information on the go, including all their activities from first contact to purchase and beyond, even when you’re offline! Find the most efficient route to complete your tasks:Â The mobile app intelligently plans the most convenient route for […]
Key takeaways from the webinar – How to set up incentives for your sales team in minutes ‘Ace – Incentives’ lets you seamlessly create multiple incentive programs for your business teams with just a few clicks. The business impact Increase employee motivation by gamifying the incentive calculation process. Major use cases across industries We will […]
Sales Intelligence and Efficiency through Report and Analytics (SIERA) is LeadSquared’s new-gen self-service reporting tool. With SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Join this webinar to learn how SIERA can help you generate insightful reports for your business. Here’s what we’re covering -​ How to use filters to build […]
The webinar is designed to help you understand the new features in-depth and adopt them in your own implementation, without any additional assistance. Here’s what we’re covering -​ How to customize the lead details view for maximum productivity. How to use the new smart views filters to segregate your leads. Meet your compliance requirements with […]
In this webinar, we’ve covered – Ace Goals Set-up How to set up daily, weekly, biweekly, monthly, quarterly and yearly goals for your teams in minutes. Business Impact ACE ensures reduced inefficiency and increased operational efficiencies that are as high as 30%. Use Cases across Industries How industries can boost sales by measuring & improving […]
In this webinar, you’ll learn – How to set up daily, weekly or monthly goals for your team, in minutes Ace – Goals works seamlessly with LeadSquared, and with them, you can go live in just a few clicks The business impact We worked with more than 15 businesses during our BETA program, and we […]
From this webinar, you’ll learn – Why do we need Opportunity Management Major use cases across industries Opportunities on LeadSquared, to manage potential deals Duplicate detection rules Managing opportunities against a lead Opportunity forms for seamless data capture Smart views to help users focus on only important opportunities Opportunity reports and automation What next in […]
In this webinar, we’ll show you how to – Seamlessly capture leads and convert them to your paying customers through engaging LeadSquared Portals, without writing a single line of code! Capture a variety of lead information including documents, signatures, images, and payments through portals. Build fast and mobile responsive portals that work with your existing […]
In this webinar, you’ll learn how to – Increase ROI from Facebook Ads & capture leads in real-time from multiple pages & accounts with our latest Facebook Lead Ads & Facebook Retargeting integrations Improve your remote sales team productivity by tracking & recording calls, with Mobile Cloud Calling Boost your Field Sales team’s performance with […]
In this webinar, we’ll cover – Understanding the LeadSquared Developers platform, and how it can help achieve custom requirements Detailed discussion on BatchJobs How a powerful “managed background task processor” can help you generate complex & time-consuming reports, automate tasks that take hours to complete, execute critical tasks on time, and analyze every execution. Mavis […]
From this webinar, you’ll learn about – Enhancements across Leads, Users, Activities, Tasks & Platform Settings Additional user fields, more options to create teams, user/activity restrictions & flexible task filtering options Improvements to Automation Limits on lead distribution & single automation triggers that replace the creation of multiple ones All the latest from Forms & […]
From this webinar, you’ll learn how to use – Opportunities on the LeadSquared iOS and Android apps, to manage potential deals Opportunity forms for seamless data capture Opportunity lists for different product/service offerings Managing opportunities against a lead Smart Views to help users focus on only important opportunities The following quick actions to improve efficiency […]
From this webinar, you’ll learn – What are Tasks & how to use them Configuration of Task Types & creation of new Tasks in user accounts Automating repetitive tasks – a few Automation examples from different industries Using Smart Views & Reports for better task management How to set up Calendar View for Tasks & […]
From this webinar, you’ll learn – How to set up email campaigns How to use templates, lists and split testing How to personalize your email content Detailed reports on click rate, open rate, device open rate and more Advanced email analytics to improve your campaigns Learnings from sending over 5 million emails You can also […]
The topics covered in this webinar were – Basic security features in LeadSquared IP whitelisting, 2-factor authentication, session management, etc. Managing access rights and permissions to users Securing landing pages from cyber threats Protecting the privacy of your leads Review audit logs Securing API calls in LeadSquared You can also download the presentation deck.
In this webinar, we discussed how to – Initiate phone calls & make outbound calls Capture inbound and outbound calls as activities Send SMS to leads & set up auto-response SMS for missed call activities Access all mobile app call handling reports Use our newest feature – Cloud Calling on web and mobile apps You […]
The key takeaways from this webinar are – Identify which reports are relevant to which user or role Get performance reports for each step of your marketing campaigns Monitor every aspect of sales – funnel, people and revenue Know the sources & salespersons driving revenue for your business You can also download the presentation deck.
The key pointers from this webinar are – Feature overview on web and mobile How to automate check-in and check-out How to set up: location restrictions, time restrictions, geo-fencing How to ensure efficient lead distribution & lead assignment Use case discussions on check-in/check-out You can also download the presentation.
In this webinar, you’ll learn to – Monitor your remote teams working from home Track phone calls/meetings/messages Ensure customer engagement continuity Get insights into the productivity of your teams Ensure work carries on despite bad/no connectivity You can also download the presentation.
In this webinar, we walk you through LeadSquared features that help you work more efficiently from home. We’ll cover – How the Check-in/Check-out feature helps you monitor work from home. Dashlets, Smart Views, and Reports for productivity insights. Setting up automation for escalations and delayed tasks. Security features that help you safeguard data while working […]
This webinar explores the new ‘Portal’ feature that lets you build self-serve application portals – How to make the application process seamless &Â paperless Decoding the enquiry to admission journey LeadSquared platform capabilities – admission process, counselor smart views, counselor & publisher dashboard Why your college or university needs an integrated platform to engage students.
In the webinar, we cover – What is quality management and who is it relevant for? How to assess the quality of your sales calls? Tools that can help you implement a quality management system (QMS) for auditing calls What can you do to reduce manual effort and increase call center productivity?
There’s a lot on offer in this sales webinar. Learn how to – Simplify the lead management process with – Lead & Engagement Scoring – Know how engaged they are with your marketing activities. Quality Scoring – Focus your efforts on leads that meet your quality criteria. Smart Views – Manage & monitor leads, marketing activities & […]
Learn how to make the best use of your LeadSquared CRM to maximize your sales. This webinar explores – How to distribute your leads based on geography, interest or any other criteria. How to focus your efforts on leads that meet your quality criteria. Automating tasks like lead & task assignment, list creation, sales notifications […]
With LeadSquared mobile, you can manage your entire fields sales operation straight from the palm of your hand. With a few taps on your smartphone, you can create leads and activities on the go, geo-track your sales team, access performance reports, and do lots more… In this webinar, you’ll learn exactly how you should be […]
