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Author: o | 2025-04-24

On this page you can download LeadSquared CRM and install on Windows PC. LeadSquared CRM is free Business app, developed by LeadSquared. Latest version of LeadSquared CRM is 21.1, was released on (updated on ). Estimated number of the downloads is more than 500,000. Overall rating of LeadSquared CRM is 3,4. Download LeadSquared Sales App AND. What do you wish to achieve with LeadSquared? Your reason for evaluating LeadSquared Invalid! Required. Industry Invalid! Required. Email

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Important: Effective from Android v20.6 and above, Call & SMS Tracking features are available directly on the LeadSquared Mobile App (downloadable from the Google Play Store). However, to enable the Call Recording feature, the Call & SMS Tracker App described in this article must be installed separately.1. Feature OverviewPreviously, the Call and SMS Tracker App described in this article, provided call and SMS tracking features (posting calls and SMS as activities against relevant leads). Now the Call and SMS Tracker App only provides call recording functionality. To enable call recording, download the app from the section below. Recorded calls will be available against the Phone Call activities on your leads for listening and downloading.Note:Call recording is not guaranteed on all devices due to voice recording restrictions imposed by certain operating systems. If it does not function on your device, it is likely due to these OS limitations.This app is only an assistant to the main LeadSquared app available on the Play Store. Its purpose is to enable Call Recording functionality.To automatically record calls, on the Permissions page, under Call and SMS, enable the Record Calls permission.2. PrerequisiteYou must have an Android mobile device. The call recording feature is not supported on iOS devices.Only install this app once you have updated the main LeadSquared Mobile App to the latest version.You can check the version number by navigating to the main menu of the app and selecting –3. Install Call and SMS Tracker AppTo start tracking call and SMS activities on your

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User roles to record calls –Track Calls.Record Calls –No Calls – No call activities are recorded.All Calls – All call activities are recorded.Track SMS.Override settings on device – If enabled, the call and sms permissions set by the Admin will override the mobile device level settings enabled by the users.Click Save.6. View Recorded Activities6.1 On the Web AppNavigate to Lead>Manage Leads.Click on a relevant lead and open the Lead Details page.On the Lead Details tab, click Activity History.Alongside the call activity,To download the recording, click .To listen to the recording, click .Note: The recorded calls are stored in mp4 format.6.2 On the Mobile AppNavigate to the relevant Lead Details page.Tap Activity History.Tap on the relevant outbound call activity.On the Activity Details page, alongside Recording, tap .7. FAQsWhy can’t I select required Call & SMS permissions in the LeadSquared Mobile App?Issue: Users are unable to select the required call settings in the LeadSquared Mobile App.Root Cause: Effective from Android v20.6 and above, Call & SMS Tracking features are available directly on the LeadSquared Mobile App. Unless users require the call recording feature, they don’t need to install the Call & SMS tracker. This issue is typically caused when the “Track calls” option is disabled in the mobile app settings of the web application.Solution: To resolve this –Go to Settings in the web application.Navigate to Mobile App>Permissions>Call and SMS.Ensure that the required permissions for tracking calls and SMS are all enabled.Any Questions?Did you find this article helpful? Please let us know any

LeadSquared Shift - Desktop App for Multiple LeadSquared

With the corresponding LeadSquared fields. If you’ve enabled multiple instances of a service, be sure to map the required fields for each instance. For each service the following statuses are displayed – Not Mapped, Partially Mapped, Fully Mapped.Alongside each attribute, click to view the attribute name.The input requirements for each field are specified.*Select the LeadSquared entity (lead/activity/opportunity) and the entity field (e.g., PAN Number) to map to the attribute.For services with multiple instances, you can use the Same as Primary to inherit the mapping configured in the primary instance.Your mapping configurations are not autosaved. Click Save Mapping to save your configurations at each step, or after mapping all attributes. Close the configuration pop-up when you’re done.Note: *For some attributes, the Regular Expression (Regex) is specified. You can copy the expression and use it directly in the Regex capability present at the field-level validation properties section while creating a dynamic form in LeadSquared.5. Test the ServicesAfter installation and configuration, navigate to the Karza Verification Dashboard and test each service to ensure the connection is established and working as expected. After you test each service, the tag will change to .Note: For all tested services, the API details, including the URL, attribute mapping, request body, and response, is available in the Karza Verification dashboard.On the main menu, navigate to Apps>Karza Verification.Alongside the service you want to test, click .The basic details are pre-populated. Enter setup instructions, and then click Next.Alongside the API Request URL, click View Details.This is the API URL you’ll. On this page you can download LeadSquared CRM and install on Windows PC. LeadSquared CRM is free Business app, developed by LeadSquared. Latest version of LeadSquared CRM is 21.1, was released on (updated on ). Estimated number of the downloads is more than 500,000. Overall rating of LeadSquared CRM is 3,4.

LeadSquared Custom Apps - Help Support - LeadSquared

Hello, Sales User! Welcome to LeadSquared.This document provides instructions on setting up and using LeadSquared as a Sales User.Note: As a sales user, you can use this guide to familiarise yourself with the features available in your LeadSquared accounts. The set up and configuration for most of these features is controlled by the Administrator user. To modify any configurations, please contact your LeadSquared Admin.1. Log in to your LeadSquared AccountOnce a user is created on LeadSquared, an email would be sent with your login credentials. Log on to LeadSquared using your username and password at login.leadsquared.com. You will be prompted to reset your password to use your account. If you do not have your login credentials, reach out to your administrator.2. Manage Your ProfilePersonal Settings allows you to add personal details, change your password and update your email signature. The information entered here (like city, time zone, manager, etc.) can be accessed by Administrators while assigning leads to you, applying permissions to different sets of users, creating sales groups, etc.3. Manage LeadsHelp ArticleDescriptionManage LeadsView all your leads on a single pageQuick Add Lead FormAdd leads instantly with minimal, essential informationAdd New Lead FormAdd leads with detailed informationImport LeadsBulk import leads into LeadSquaredQuick SearchFind leads based on specific properties by entering values in the search box with specific formatsAdvanced SearchSearch for leads that satisfy one or more conditionsActionsAdd, edit and perform various actions on your leads like sending emails, calling, adding an activity, etc.Manage Lead DetailsView and manage details of a leadNote: As a sales user, by default you can only view the leads that you are the owner of. However, other users can share leads with you via email or through automation.4. Manage OpportunitiesOpportunities are potential sales or business engagements linked to leads. Opportunities are configured by your admin. Add opportunities to leads, and perform multiple actions on these opportunities such as bulk and grid updates, export opportunities and reset filters.Help ArticleDescriptionManage OpportunitiesTrack various aspects of deals in progressActionsTake multiple actions on existing opportunities, on the Manage Opportunities page5. Understanding Lead Prioritization & ScoringTo prioritize leads effectively in LeadSquared, you can use features such as lead prioritization, lead scoring, lead quality criteria, and lead engagement scoring. By applying these criteria, you can further refine your lead list to target those who are most likely to convert, ensuring a more efficient and successful sales process.Help ArticleDescriptionLead StageHelps you create and track

Downloads - LeadSquared Help and Support

LeadSquared mobile app, download our Call and SMS tracker app –Download the latest version nowOnce you click the download app button above, you may be prompted with a request to ‘Install Apps from Unknown Sources’. This is required to allow your default browser to download apps from the web.You can also enable this permission from your device settings –On your device, navigate to Settings.Search for Unknown Sources. Then enable Allow installation of apps from unknown sources.Depending on your device the setting may look like this – Or like this –Once you install the app, first login to your LeadSquared account –Be sure to accept all permissions so calls that were recorded can be stored in your device.4. Enable Call Recording on Your DeviceYou can record your users’ inbound/outbound calls for review and quality control. The calls are automatically posted as activities in the Activity History section of the Lead Details page. Recorded calls can also be downloaded.Note:This feature may not be supported in some mobile phones as it is device dependent. If it is not supported on your mobile, reach out to your account manager or write to support.If you’re using Xiaomi mobile phone, enable call recording through Mobile device settings.To enable call recording on your device –From the dashboard, tap .Tap and then tap Call and SMS.Under Call Settings, enable the Record Calls Permission.5. Set Call Recording Permissions on Web AppFrom the main menu, navigate to My Profile>Settings>Mobile App>Permissions.Click Edit.Under Calls and SMS, set these permissions under the specific

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The KYC verification results and data to the end user. You can map the response to an additional field in the form such as ‘Is PAN Verified’, ‘Verification Status’, etc.The Karza integration requires the following steps –Install and configure the Karza connector.Choose the required services (Retail Verification, Commercial Verification, Asset and Vehicle Verification, etc.).Map system/custom fields in LeadSquared (e.g., lead/opportunity/activity fields) to the attributes required by Karza for the chosen services.Use the Karza dashboard to test the connection for each service. The Karza dashboard provides a convenient tool to test the connection between LeadSquared and Karza, and access success/failure responses for each service. An API URL is generated for each service.Choose a lead to test the API and obtain a response.Note the attributes in the response payload.Create a dynamic form to facilitate the KYC process for the end user.Add the lead/opportunity details to the form (PAN number, Aadhaar number, GSTIN, etc.).Add an additional field to show the result of the KYC verification to the end-user.For example, you can use fields like ‘Is PAN Verified’, ‘Is Aadhaar Verified’, etc.Use additional fields to capture other data points returned by Karza.Use form rules to call the relevant API (available in the Karza dashboard for each service) and populate the additional field (that’s shown to the end-user, e.g., the ‘Is PAN Verfied’ field) with the verification response from Karza.*Publish the formEmbed the form in a work area within the LeadSquared application using the Process Designer.Embed the form in a self-serve portal using the Portals. On this page you can download LeadSquared CRM and install on Windows PC. LeadSquared CRM is free Business app, developed by LeadSquared. Latest version of LeadSquared CRM is 21.1, was released on (updated on ). Estimated number of the downloads is more than 500,000. Overall rating of LeadSquared CRM is 3,4. Download LeadSquared Sales App AND. What do you wish to achieve with LeadSquared? Your reason for evaluating LeadSquared Invalid! Required. Industry Invalid! Required. Email