What is leadsquared and how does it work? Reduced lead leakage, automated marketing and sales processes, complete sales tracking, and a CRM platform that guides sales teams about their actions – are some of the benefits that people have realized after using the platform. Used by customers from enterprise, medium and small businesses, LeadSquared can scale down as easily as it can scale up.What can i do with leadsquareds apis? These include APIs that facilitate lead registration, sign-in and forgot/change/reset password functionality. In conjunction with these APIs, you can export the custom forms in your LeadSquared application and use them to capture lead data directly from your portal to your account.How do i embed a customer portal form in leadsquared? You don’t need to embed any forms separately. In your LeadSquared account, on the main menu, navigate to Workflow>Process Designer. Click Create Process, then click At Specific Work Area. On the pop-up, under Available Work Areas, click Customer Portal, then select the checkbox under Web. Click Save when you’re done.How do i view telephony logs in leadsquared? To view telephony logs, navigate to My Profile>Settings>API and Webhooks>Telephony Logs. This setting hides the Delete all Leads action on the List Details page. It helps prevent accidental lead deletion. This is a security setting that disables clickjacking in your LeadSquared account.
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