Getting started for sales managers and sales users
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The document provides an overview of how to get started with LeadSquared for sales managers and users, detailing key functionalities such as managing leads, setting up email signatures, creating tasks, and customizing reports. It highlights how to navigate through the platform for various tasks, including managing leads and generating reports, while also providing links to relevant help articles and support resources. Additionally, it emphasizes the availability of the LeadSquared mobile app for both Android and iOS devices.
Getting started for sales managers and sales users
- 1. Getting Started Sales Managers and Sales Users
- 2. Bookmark the LeadSquared Login Page Bookmark the login page in your browser • Indian region - https://in21.leadsquared.com • U.S.A. region - https://us11.leadsquared.com • Singapore region - https://run.leadsquared.com
- 5. Update your personal details, work details, location info and other custom details you want to store. Navigate to My Account>Settings>Account Settings>My Profile Update Your Profile
- 6. You can use your email signature on the emails you send out from your LeadSquared account. You can create both HTML and text signatures. Navigate to My Account>Settings>Account Settings>My Email Signature Create Your Email Signature
- 7. Select which reports you would like to receive. You can also customize the columns you want to view. Navigate to My Account>Settings>Account Settings>My Report Subscriptions Subscribe to Reports
- 8. This is where you can apply for new leaves and view all the previous leaves you’ve taken. Navigate to My Account>Settings>Account Settings>My Leaves Create and View Leaves Note: Managers of sales groups will be able to see the leaves of all users in their group Relevant Help Articles Leave Tracker
- 9. First, configure task types and choose calendar, reminder and location settings. You can also more task types as per your business requirements. Navigate to My Account>Settings>Customization>Task Types Create Task Types Relevant Help Articles Managing Task Types
- 10. You can see the list of all blocked email addresses and email domains here. Navigate to My Account>Settings>Email Settings Email Settings
- 11. Here are your LeadSquared API keys. They are confidential so be sure to avoid sharing them in any public forum. Navigate to My Account>Settings>API and Webhooks API Keys
- 12. Manage Leads
- 13. On the main menu, navigate to Leads>Manage Leads You’ll find the list of all your leads here. Manage Leads – Select Columns Relevant Help Pages Manage Leads Click here select the columns you want displayed on the grid
- 14. Manage Leads – Filter & Search Relevant Help Pages • Quick Search • Advanced Search Quickly search for leads based on primary fields like first name, last name, phone and email. Search for leads based on multiple criteria using advanced search Set quick filters to sort your leads Sort columns in ascending or descending order
- 15. Manage Leads – Actions Quickly search for leads based on primary fields like first name, last name, phone and email. Select multiple leads and perform bulk actions Relevant Help Pages Manage Leads Quickly add a new lead with only the important lead details Add a new lead in a pop-up with more details than the ‘quick add’ option Add a new lead with all lead details Import leads through CSV
- 16. Lead Details Click on a lead to go to the lead details page. This is the lead’s vCard. It shows you all essential lead info at a glance. These lead tabs show you different kinds of information about your leads. Here are all the activities posted on your leads. Scores related to each activity appear here.
- 17. Lead Details Choose from an entire list of lead actions including adding the lead to a list, editing the lead’s info, changing the lead owner, changing the lead’s stage and even sending SMS. Post activities, create tasks and sales activities, add notes and send emails
- 18. On the main menu, navigate to Leads>Manage Tasks Task Calendar You can view your tasks as a list, by day, week or month. You can create tasks on this page using the ‘Create Task’ button or by simply double clicking a time-slot on the calendar. Relevant Help Pages How to Create Tasks
- 19. Manage Lists
- 20. On the main menu, navigate to Leads>Manage Lists Manage Lists Here’s where you can create lists. Click the ‘Create New List’ or ‘Create Empty List’ button to get started. Relevant Help Pages • How to Create Static Lists • How to Create Dynamic Lists
- 21. You can group leads that match certain criteria into a list. There are 2 types of lists you can create - Static & Dynamic Lists Static Fixed number of leads Can only be altered manually (adding, deleting, importing leads) Dynamic Variable number of leads Is altered automatically when leads meet the criteria defined. • Leads can be part of multiple lists. • All leads will still show up on the Manage Leads page regardless of the lists they’ve been added to. • Removing a lead from a list does not delete the lead. • You can convert a dynamic list to a static list but not vice-versa. Relevant Help Pages Static and Dynamic Lists
- 22. You can send SMS and emails to all the leads in a list. List Actions Relevant Help Pages List Actions
- 23. Click on a list to view the list details and all leads in the list. List Details Relevant Help Pages List Actions
- 25. The first thing you’ll see when you log in to LeadSquared is your dashboard. You can even create multiple dashboards and set your favourite as default. Customize Your Dashboard Relevant Help Pages • Customize Your Dashboard • How to Set a Dashboard as Default • Custom Dashlet Builder (for admins)
- 26. On the main menu, navigate to Reports>Reports Home The reports you’ll have access to will depend on the permissions set up by your LeadSquared administrator. Sales Reports Relevant Help Pages LeadSquared Analytics
- 27. Smart Views
- 28. Smart Views lets you create, view and manage leads, activities and tasks all in one place. You can also see the count of leads/activities/tasks for each smart view tab you create. The advanced search feature helps you define criteria to set up your tabs and you can also apply local filters to find exactly what you want! Smart Views Relevant Help Pages Smart Views You’ll find it under Lead>Smart Views
- 29. LeadSquared is available for both Android and iOS devices. Install the app from the play store or app store. Install LeadSquared for Mobile Relevant Help Articles Mobile App Video Tutorial
- 30. Find all the help you need – https://help.leadsquared.com/ https://apidocs.leadsquared.com/ Contact our support team – support@leadsquared.com Visit our blog – https://blog.leadsquared.com Visit our website – https://www.leadsquared.com/ Watch webinars – https://help.leadsquared.com/webinars We’re Here to Help!