Steps to getting started for administrator users.

1. Getting Started
Administrator Users

2. Prerequisites
You must have a paid LeadSquared account.
Visit https://www.leadsquared.com/ for pricing information.
If you already have one, take note of your LeadSquared account number. You’ll need to provide it in all communication with us.
Know which lead fields you want to create in LeadSquared.
For example, you may need a lead field for course or exam results
if you run an education business. If you run a travel business, you may need to have a field for budget and travel interest.
Decide which lead field you want to mark as unique.
The email address and phone fields are unique by default but you can change these to whatever suits your convenience.
E.g., PAN Number, Aadhaar Number, Social Security Number, etc.
This will help you avoid creating duplicate leads and keep your data clean.
Ensure you’re using the correct URL to login to your LeadSquared account.
The login URLs are region based
Indian region - https://in21.leadsquared.com
U.S.A. region - https://us11.leadsquared.com
Singapore region - https://run.leadsquared.com

3. Prerequisites
Have your lead capture sources in order.
You can integrate all your third-party lead capture sources with LeadSquared including online ads, chat, email, telephony, etc.
You’ll need access to your Domain Name System (DNS).
This will help you configure LeadSquared landing pages to capture new leads.
Get access to the APIs of the accounts you want to integrate with LeadSquared.
You’ll need the API keys of any third-party accounts (Justdial, Ozonetel, etc.) you want to integrate with LeadSquared.
Ensure you have access to your website’s HTML.
You’ll need install the LeadSquared tracking script on your website to track leads and activities.

4. Disclaimer
Some of the features listed here may not be available in your current plan
For more information on plans and pricing, visit https://www.leadsquared.com/

5. 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

6. Complete
basic
settings
Customize
LeadSquared
Connect
LeadSquared
with your
Business
Configure
add-on apps
Migrate
Data
Test & Train Go Live
Steps to Get Started

7. Basic Settings:
Your Profile

8. 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

9. 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

10. 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
Report Subscriptions

11. Update your company details like preferred country code, default currency, time zone etc.
Navigate to My Account>Settings>Account Settings>Company Profile
Add Your Organization’s Details

12. Upload your organization’s logo. Once uploaded, it will be displayed on the top left corner of your screen
Navigate to My Account>Settings>Account Settings>Custom Logo
Upload Your Company Logo

13. View details of your plan and your LeadSquared usage limits and stats. Contact sales@leadsquared.com
if you have any questions.
Navigate to My Account>Settings>Account Settings>Billing and Usage
Check Billing & Usage

14. Basic Settings:
Users, Sales Groups and Permission
Templates

15. Now create your users.
Each user must have a
role (admin, marketing,
sales manager, sales
user).
Later, you’ll be able to
create sales groups, set
permissions and lots
more…
Navigate to My Account>Settings>Users and Permissions>Users
Create Users

16. Navigate to My Account>Settings>Users and Permissions>Sales Groups
Create Sales Groups. You can set certain users as group managers and assign them permissions to view
leads, modify leads and add users to the group.
Create Sales Groups
Relevant Help Pages
• Sales Groups
• Group Hierarchies

17. Navigate to My Account>Settings>Users and Permissions>Permission Templates
Permission templates let you control access to reports, apps, leads activities and tasks. Create a permission
template first, then assign it at the user, role or sales group level.
Create Permission Templates
Relevant Help Pages
• How to Create a Permission Template

18. Navigate to My Account>Settings>Users and Permissions>Permission Templates
Once you’ve created a permission template, you can assign it at the user, role or group level. Pick a particular template and click
Apply Template.
Assign Permission Templates
Relevant Help Pages
• How to Assign Permission Templates

19. Basic Settings:
Teams and Attendance Management

20. Navigate to My Account>Settings>Users and Permissions>Teams
My Company
Bangalore Chennai Delhi Chandigarh
Region 1 Region 2
Create teams to reflect your organization’s hierarchy. You can later setup attendance management, auto check-
in/check-out and smart views for your teams.
Create Teams
Relevant Help Pages
• LeadSquared Teams

21. Navigate to My Account>Settings>Users and Permissions>User Check-in
User Check-In/Check-Out lets you know when and where your users’ check-in and check-out of LeadSquared
and their online statuses. You also get insights on the general attendance trends of your users through
reporting.
Once enabled, users will see this
widget every time they check-in.
Enable User Check-In
Relevant Help Pages
• User Check-In

22. Navigate to My Account>Settings>Users and Permissions>Work Day Templates
With workday templates, you can automate check-in and check-out for your users. Create workday templates to
define the work shifts of each of your teams.
After creating workday templates for different
teams, assign them by clicking Assign Team under
the Actions menu.
Create Workday Templates
Relevant Help Pages
• Workday Templates

23. Navigate to My Account>Settings>Users and Permissions>Holiday Calendar.
Holiday Calendars let you define annual holidays and then assign them to different teams. So if you have a U.S.
team and an India team, you can define the various national holidays and apply them to the corresponding
teams. You can even include the different state holidays for teams operating in different states within a country.
After creating holiday calendars for different teams, assign them
by clicking Assign Team under the Actions menu.
Create Holiday Calendars
Relevant Help Pages
• Holiday Calendars

24. Navigate to My Account>Settings>Users and Permissions>Leave Tracker
All the leaves your users apply for show up here. As an admin, you can create leaves on behalf of other users as well.
The Leave Tracker
Relevant Help Articles
• Leave Tracker

25. Basic Settings:
Lead Tracking

26. Navigate to My Account>Settings>Lead Tracking>Tracking Script
The LeadSquared Tracking script tracks the pages on your website your leads are visiting. Copy the script and
paste it on all pages of your website before the closing </body> tag.
• Paste the tracking script on all
pages of your website.
• We have a plug-in available for
WordPress websites.
• The script differs for HTTP
and HTTPS websites.
• If your subscription plan
supports multiple domains,
put the script on all domains.
Install the Tracking Script
Relevant Help Articles
• Deploying the LeadSquared Tracking Script

27. Navigate to My Account>Settings>Lead Tracking>Website & Landing Page Domains
*You can connect LeadSquared with multiple websites and landing page sub-domains. You can track website
visits on multiple domains (and sub-domains in each domain). You can also associate multiple domains for your
landing pages.
*Differs as per subscription plan.
Connect Website & Landing Page Domains
Relevant Help Articles
• Publish Landing Pages on Your Domain
• How to Edit DNS in Web Hosting Services

28. 1. Your landing pages are hosted by LeadSquared. The default hosting domain
http://<youraccountname>.viewpage.co. You can choose to change this and host the landing pages in your
own domain.
2. Create a cName record in your DNS and point it to cloud.viewpage.co. For example, if your domain name
is yourdomain.com and cName is pages, then the setting will look like pages.yourdomain.com points to
cloud.viewpage.co
3. After creating the cName, navigate to My Account>Settings>Lead Tracking>Website & Landing
Page Domains and specify the sub-domain there.
DNS Settings for Landing Pages

29. This setting ensures accurate tracking of website visits of your leads who open emails sent through
LeadSquared.
Create a cName record called ‘click’ in your DNS and point to go.transfersecure.net. For example, if your
domain name is yourdomain.com, the setting will look like click.yourdomain.com points to
go.transfersecure.net
After creating a cName record, login to LeadSquared and go to My Account>Settings>Lead
Tracking>Email Link Domain and click the ‘Confirm New Domain’ button.
DNS Settings for Emails
Relevant Help Articles
• DNS Settings for
Emails

30. If you want to disable tracking for certain IP addresses, navigate to My Account>Settings>Lead
Tracking>Ignore IPs
Ignore IPs

31. You can use your landing pages in multiple marketing campaigns, such as Facebook, Google Pay Per Click ads
and so on. To do this, you’ll first need to create tracking URLs with UTM parameters (source, campaign,
content, etc.). These settings are available at My Account>Settings>Lead Tracking>Tracking URLs
Tracking URLs
Relevant Help Articles
• How to Use the Tracking URL Feature

32. Reverse IP lookup identifies the
location of a lead when they
submit on a LeadSquared
landing page. If you don’t want
LeadSquared to automatically
capture these details, disable this
setting from My
Account>Settings>Reverse
IP Lookup
If you want to track multiple email
opens for the same lead navigate to
My Account>Settings>Multiple
Email Opens. This setting is
helpful in case the emails are
forwarded in the same organization,
and different people open it to
trigger a higher lead score.
Reverse IP Lookup and Multiple Email Open Settings

33. 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

34. Customize LeadSquared:
Users, Leads, Activities & Tasks

35. Add more custom fields for your users here. Adding date-time fields like birthdays and joining dates will later help you
send automated greetings to your users.
You can add up to 10 custom fields.
Navigate to My Account>Settings>Customization>Users>Custom Fields
Create User Custom Fields
Relevant Help Articles
• Manage User Custom
Fields

36. Lead fields capture information on your leads. LeadSquared comes pre-built with a number of system created fields. In
addition to editing the system fields, you can also create new custom fields to capture information specific to your
business requirements.
• Choose from a number of
input types (text, date-time,
drop-down, etc.) for each
field.
• You can make fields
mandatory in your lead add
forms.
• You can also mark fields as
unique to apply duplicity
constraints.
Navigate to My Account>Settings>Customization>Lead Fields
Customize Lead Fields
Relevant Help Articles
• Create Custom Lead Field Video Tutorial

37. You can set up dependent fields (type must be drop-down) by selecting a parent and child field. For example, country
and city are dependent fields, based on the country selected, the choice of cities appear.
Navigate to My Account>Settings>Customization>Dependent Lead Fields
Create Dependent Fields
Relevant Help Articles
• Dependent Lead Fields

38. The lead stage represents the progression of your leads down your marketing funnel. You can create new stages as well
as rename or delete existing ones.
Navigate to My Account>Settings>Customization>Lead Stages
• Inactive stages represent
dormant leads
• The sequence of active lead
stages are shown in the Lad
Funnel Report.
Customize Lead Stages
Relevant Help Articles
• Understanding Lead Stages
• Managing Lead Stages

39. Lead sources are the channels through which your leads have made first contact with your business. For example, Online
Ads, Telephone, TV ads, etc. S
Navigate to My Account>Settings>Customization>Lead Sources to add more lead sources.
Add Custom Lead Scores
Relevant Help Articles
• Lead Scores
• How Does Lead
Scoring Work

40. You can manually create leads through the ‘Quick Add Lead’ form, ‘Add New Lead’ form and ‘Capture Lead’ form on
mobile. Create new sections, arrange fields, hide fields and customize the forms to your liking.
Navigate to My Account>Settings>Customization>Lead Forms
Customize Lead Forms
Relevant Help Articles
• Lead Form Customization

41. The lead score tells you how active a lead is. You can configure the lead score by assigning different scores to each
activity based on their relative importance.
Online activities (email open/click, website visits, etc.) are automatically tracked by LeadSquared.
Navigate to My Account>Settings>Customization>Core Activities & Scores
Set Up Lead Scoring
Relevant Help Articles
• Lead Scores
• How Does Lead
Scoring Work

42. You can create custom activities and associate scores to it. Custom activities must be posted manually by your users.
Some examples from different industries are site visits, attended webinar, attended demo, walked in to branch, etc.
Navigate to My Account>Settings>Customization>Custom Activities & Scores
You’ll see the lead score on the lead
details page for each lead.
Set Up Custom Activities & Scores
Relevant Help Articles
• How to Add Custom Activities

43. Sales activity settings let you add products and sales activities to your LeadSquared account.
• Navigate to My Account>Settings>Customization>Manage Products to add your products.
• Go to My Account>Settings>Customization>Sales Activity Settings to configure currency, display
names, etc.
• Finally, navigate to My Account>Settings>Customization>Sales Activity Fields to create custom fields
for sales activities.
Sales Activity Settings
Relevant Help Articles
• Sales Activity
Management

44. First, configure task types and choose calendar, reminder and location settings. You can also more task types as
per your business requirements. Later, you’ll be able to create these tasks for your sales users.
Navigate to My Account>Settings>Customization>Task Types
Create Task Types
Relevant Help Articles
• Managing Task Types

45. Customize LeadSquared:
Lead Prioritization

46. Navigate to My Account>Settings>Lead Prioritization>Lead Quality Criteria
The lead quality criteria lets you define the attributes and values that constitute an ideal lead for your business.
For example, you may be looking for leads within a demographic or with certain qualifications. You can choose
the weightage you want to assign each attribute and define scores based on the attribute values.
Lead Quality Criteria
Relevant Help Articles
• How to Use Lead Quality Score
• Lead Quality Criteria Set Up

47. Navigate to My Account>Settings>Lead Prioritization>Engagement Scoring
The engagement score is a measure of how active a lead has been in recently. You can define the time period and
activities to consider in the computation of this score. You can also choose which lead stages you want to consider.
Set Up Engagement Scoring
Relevant Help Articles
• How to Set Up Engagement Scoring

48. Connect LeadSquared With Your
Business

49. You can capture leads from your website to LeadSquared. All you have to do is embed a LeadSquared form in
your website pages.
1. Create a form in a
LeadSquared landing page
(Marketing>Landing Pages)
2. After publishing the landing page,
select the ‘Embed’ option.
3. Paste the code in place of your
form on your website.
Capture Leads From Your Website Using LeadSquared Forms
Relevant Help Articles
• Capture Leads From Website Forms

50. Use LeadSquared REST APIs to create leads in your account straight from your website.
Website Your Server Create JSON
Post to
LeadSquared
API
Lead gets
created in your
LeadSquared
account
• Get your API access and secret keys from My Account>Settings>API and Webhooks>API Access Keys.
• Visit API docs and find the right API.
• Create JSON of the captured lead data and post it to LeadSquared.
• Here’s sample code.
Capture Leads From Your Website/Apps With LeadSquared API

51. Use LeadSquared landing pages to capture leads from your search, banner and social ads.
Create Landing
Pages in
LeadSquared
Point the URL of
the landing page
to your domain
Add additional
UTM parameters
(optional)
Use it as the
destination URL
in your online ads.
Analyze campaign performance
Connect Your Online Ads With LeadSquared
Relevant Help Articles
• Capturing UTM Parameters

52. Get your web chat leads to LeadSquared using our apps.
These integrations let you capture leads as well as chat transcripts.
Capture Web Chat Leads to LeadSquared

53. Capture incoming calls as leads. We support a number of leading telephony providers in our apps marketplace.
• Capture incoming calls as new leads.
• Make outbound calls directly from
LeadSquared (Click2Call).
• Capture call recordings
• Enable an agent pop-up to capture
more lead details while taking calls.
Capture Leads From Inbound Phone Calls

54. Capture the senders and/or recipients of emails as leads. A number of email integrations are available at the
apps marketplace.
Capture Leads From Email

55. You can capture leads from classifieds like local search websites, auto portals, education portals, property listing
sites, etc.
A lead submits an enquiry
on a classifieds site
Classifieds site sends data
to LeadSquared API
Lead gets created in your
LeadSquared account
Capture Leads From Classifieds

56. Capture leads who attend your webinars using our GoToWebinar integration in the apps marketplace.
• Add registrations to
GoToWebinar from
LeadSquared landing pages.
• After webinar, sync attendee
data with LeadSquared.
• Do lead scoring based on
webinar
registration/attendance.
Capture Leads From Webinars

57. If you use WordPress, install our Wordpress integration suite.
• Install the LeadSquared tracking script for
Wordpress.
• Capture leads from Wordpress comments
• Capture leads using Contact Form 7
Capture Leads From Wordpress
Relevant Help Articles
• LeadSquared Tracking Script for WordPress

58. Configure Apps

59. Here are some apps we recommend for a more rewarding LeadSquared experience.
The dashlet builder lets you display important metrics on
your dashboard. Send SMS to leads with Twilio or Kaleyra
Create custom menu tabs in your LeadSquared
web application. These tabs appear in your
navigation menu.
Apps to Simplify Your Processes

60. Migrate Data

61. Import your leads by uploading a CSV file to LeadSquared. You’ll have to map the fields in the file to the lead
fields in your LeadSquared account.
Ensure that all lead fields have been created in LeadSquared. You can create more custom lead fields by
navigating to My Account>Settings>Customization>Lead Fields.
Import Your Leads
Relevant Help Articles
• Import Leads to LeadSquared

62. Some Features to Get Started With

63. ✓ Create leads using quick add, add new lead forms as well on the mobile lead capture form
✓ Filter leads with quick search
✓ Filter leads with advanced search
✓ Create static and dynamic lists
✓ Check the lead score, engagement score and quality score on the Lead Details page
✓ Add activities to leads
✓ Create tasks
✓ Assign user permissions through permission templates
✓ Create your own custom dashboard
✓ Create Smart Views
✓ View Reports
Test Your LeadSquared Account

64. Go Live

65. 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!