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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

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

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