FAQ: Automations – Page 7

Skip to content

Home
About Us
Docs

Home
About Us
Docs

99acres

4

Discrepancy in lead capture count from 99acres and Leadsquared
Auto failure of connector
Troubleshooting 99acres lead capture issue
Troubleshooting 99acres lead capture issue

API

29

API/ Request blocked by WAF
API call failures || Not hitting LSQ platform
File upload api
Invalid User Id error on the Ozontel V2 connector.
Lead Automation not triggering on Outbound Phone Call Activity.
What’s the difference between prospected and related prospect id in API call
CFS field exception in retrieve API [Exception]
Retrieve the Task details by a particular keyword present in Subject line of task.
504 error API
How to retrieve User ID & Auth Token of a LeadSquared User
Error while Passing SQL payloads,or xss payloads using LSQ APi
User Retrieve API Exception
DIfference Between Capture lead API & Create or update lead API
Update in ‘Get a Lead by Phone’ API
Send email campaign via API
What do I do when API call fails in some instance?
After enabling Delete API – Error:MXAccessDeniedOnOperationException
Avoiding updation of a lead when re-submission is done
Search Lead By Criteria API
Query related to fetching all tasks by task type
API to post an activity in bulk against the email id of the lead
Passing the custom field value through the Task Create API
Lead Capture Activity
Lead capture from various platforms
When the API response does not give the record count and we need to know it to do pagination.
Lead capture API debugging
Opportunity Capture API throwing the following error :- “\”ProspectID\” cannot be updated., while creating or updating the lead
Checks to be done in opportunity capture API failure
Retrieve activity API for Lead Owner change and Lead Stage change

Contact Form 7

7

Fixed value for Contact Form 7
Limitation of Contact form 7
How to create hidden field in contact form 7
Leadsquared lead fields are not showing in contact form 7 page
Tracking Source automatically via Contact Form 7
How do I know the reason why leads didn’t capture through contact form 7
Tracking is activated, but same is not working using wordpress suite

Dashboard

14

Configure Permission Access of Content Section
How many Custom Dashlets can I add to my Dashboard?
Filters not working on Dashlets of the any Dashboard.
How to enable Mavis option in Smartviews
Smart Views Loading – Issue
How to retrieve API Count for the Tenant from Grafana
Opportunity Tab and Grid Icon not visible in the Account
Check-In & Check-Out Frequent Issue : Notable
How to Fetch records 5xx & 2xx error code in Grafana for MUM21 Region.
Dashboard is not loading to the users.
Issue With the Page Loading
TopBar Widget Report Issue – No View and Clicks shown in TopBar Report
How do I set my own dashboard (custom dashboard) as default dashboard in my login?
How can I download the graph seen in custom dashlet

Deprecated Articles

13

Creating CNAME Record & DKIM and SPF settings
Inactive/Obsolete users sending email alerts
Creating templates
Lead Visit Tracking Update
16. Zohodesk ownership solely remains with support
Click2Call Failing
TAM PS-7
Adding Activity fields to SMS templates
Premium Support – 13 (Ashutosh)
Pre-requisites for Outlook Plugin
Download version 2 of LeadSquared Outlook Plugin installer here (released – 4th March 2013)
Landing Pages: Set Custom Country Code in Phone Control
Landing Pages: Set Custom Country Code in Phone Control

DNS

1

CNAME Records

EMail Library

12

Steps to export Email templates as HTML code | Current method
Lead report not visible in Email campaign report
Dynamic Content in Email Template
How do I move existing email template from one leadSquared account to another account?
Email template reverts to older version after making changes
Glitch in Youtube video preview while sending one to one email
Error- “An instance of the task is already in use by lead owner” or “Error changing in task status”
Incorrect First Name Sent in the Email
Unable to send emails from cloned tenant
What are DKIM/SPF and CNAME Records
CTA Button color issue
Why aren’t emojis showing up in my email campaigns?

Email Sync App

8

Email Sync app- Steps to configure it for a user
Sync Issue with the email sync v2.0
Email activities were not reflecting in activity history from Email Connector.
LeadSquared Chrome/Gmail Connector
How to Capture attachment from the Leads through Email Sync App
Error while connecting my Inbox with leadSquared using Email sync app
IMAP/POP Settings
Auto population of lead fields

FAQ: Automations

74

Automation trigger issue | Bulk Lead Import
Lead Sync from one LSQ Account to Other || All lead fields data not getting retrived
Automation – Lead Distribution Based on Check User Availability
Work Day Template’s relation with Automation.
Automation throwing a 500 error while editing them
User Replacement API for User Deactivation
Automation not triggered via Lead Update API
Automation unpublished but still the leads went through the different cards of the automation
Automation did not trigger for Bulk Activity Trigger
Multiple Activities posted on a Lead via Automation
PDID Retrieval Process
Expected behaviours in Evaluation of Automation conditions
Not all lead details pushed in webhook card
User Automation Actions – Webhook
What is the best way to distribute leads to my users?
What happens if we Un-publish an Automation , add some node and publish the Automation again.
Restrictions on adding sub-automation in Automation(Lead Type Trigger)
Why is exit condition behaviour different on wait card?
If/Else condition returning false positive | Automation card error
Automation triggered twice when activities are posted on Lead/opportunity via Bulk API
User is replaced in Automation but unable to deactivate?
Task Owner Number not being mapped in Send Text Card | Automation
Appointment Time varying on Text Reminders and Email Reminders | For user base set in various time zones
Rule syntax for subtracting days from a date time field in automation
Does Between Operator In Automations Include Boundary Ranges?
Automation condition is not triggering on entities with empty fields – ‘IfElse Card’
Bulk Account Create Trigger – New
Request for assistance with sending user-based nudges at regular intervals
Automation did not trigger on a lead.
Sync Issue between ESS and DB – Issue
Workflow executed for user beyond availability | User Check-In
Finding automation with pdid
Owner Change via Automation | Incorrect Automation Name Tagged
Not getting “Contains” option in the conditions of automation
Automation : Owner Update usage in Update Card
Mail Merge by Current Date / Time / Account Specific
Automation Multi If/Else error “Error in Evaluating”
Webhooks and Nudges not getting triggered when the lead owner gets changed through Distribute card in automation
Mail-merge value cannot be null during automation
Automation condition returning false when the criteria is set on activity field “Provider”
Automation cards values in UI and Rule working is Different
Automation Logic for last 1 day filter
Managing Opportunity Assignment for Agents on Leave
Resolving Automation Issues Caused by Special Character Formatting
How to get the PDID of an Automation with Console Command?
Unable to republish the Automation
Automations triggered but not visible in the Automation report
Unable to see configured opportunity stages in the update opportunity card
Trigger on import for opportunities
Lead assigned more than lead assignment quota
Images vanished in the ‘SendEmail’ card of the automation after publishing the automation
Assignment to Available Users in Lead Distribution
Round Robin Distribution Logic in Automation
Automation Limitations
CRON Automation Not triggered even after ALL condition is True
Automation not trigger on owner/Lead update
Automation Execution Delay
Cloned WhatsApp Card Not Retaining Mapped Templates in Automation
Unable to publish the Arabic marketing automation. The button is nonfunctional.
CFS field to be added in the trigger for automation.
Attachment option enablement for Notify User Card
Automation Home (Test)
Automation crash
User Automation Actions – Notify User
I’ve set up an auto check-in/check-out automation but I don’t see any users entering my automation. Why?
I configured reminders to be delivered in my automation but my users aren’t receiving them. Why?
Triggers in Lead Automation
Group Level Automation
Lead Automation Conditions – Compare
Automation Audit Logs
Lead Automation Conditions – Split Test
How to distribute leads to users by matching lead and user properties?
How to Share Leads for a Limited Duration
How do I find the leads where phone call activity is not done

FAQ: Landing Page

31

RESTRICTING BACKDATE SELECTION IN LANDING PAGE
Javascript to pick phone number along with country code using autofill for landing pages(Updated)
Capturing leads URL parameters from URL
Landing page Issue
Encountering an error: “Email from the user lacks the necessary access to send emails(Landing Page)
SMS verification on LSQ Landing pages
How do I assign particular score for a lead visiting particular webpage/landing page
Reacpatcha Code not working on Landing page
Country field is getting captured automatically from form embedded on the website
OTP’s are not triggering from the Landing Page. ( Character limit issue)
OTP not getting delivered via Landing Page – Issue
UTM Parameters not getting captured on LS – Issues
Landing Page Submission Error – Issues
Landing Page – Issue with Progressing to Step 03
Date time field not fetching details from landing page
Landing Page Submission – Attachment
Landing Page Not Working in Safari Browser
Unable to add form in landing page pro
Source Field not getting updated
Issue with Landing Page Alignments
Default Country code not getting populated while exporting tht HTML code from the Landing Pages.
How to remove Subdomain in Landing pages Pro
Understanding UTM Parameter Behavior for Repeat Landing Page Submissions
Issue with CTA button color change
Email ID validation on Landing Page Submission
Add Fevicon Image to Landing page
How to Setup SMS Verification (OTP) In Landing Pages
Javascript to pick phone number along with country code using autofill for landing pages.
Script to restrict emails other than Business Domain Email.
Javascript to pick phone number along with country code using autofill for landing pages.
Script to restrict emails other than Business Domain Email.

FAQs

10

Location capture issue in mobile application
Unable to select the required permissions in the call settings of Call and SMS tracker app
Minimum Requirements for LeadSquared Mobile Application
Mobile login is restricted
Duplicate call logs from mobile app
Call Activity Not Posting from Downside Call Button
Call logs were not being capture in mobile app.
Device heating issue
Login issues
Clear Data of Mobile App

Kaleyra

1

Configuring the custom menu “Kaleyra SMS Template”

Lead Details

48

Email Campaign’s Tab for ESS tenants
Unsubscribed Leads- Manage Subscription status Manually
Unable to edit the default lead stage
Lead Source is not getting updated via Lead Capture API
Lead Source Value is getting changed
Common Issue with New UI & Steps to Switching Back To Older UI
Unable to delete leads
Sales Activity Button on Lead Page
No Error message on Unprocessed leads in import
Import Failing with Unique Constraint Error
Enable the “Select Field to View in grid option for Opportunities” in the lead details grid.
Notes Tab – Prompting to add less characters
How to Schedule and Manage One-to-One Emails for Leads in LeadSquared
Filters ( Search / Advance Search / Smart Views ) – Not Working – Issue
Date Field storing slightly delayed values for the in Lead Details | Multi-TimeZone User base
Character Limit Error thrown even if under limit | Lead Notes | Lead Activity Stream
Finding User ID without API
Lead Share Query
To view exact large exportable data
Re-arranging the Lead Edit Form on Lead Page | FAQ
Unable to see tabs on lead details page
Order of the column changed in exported file from manage leads page
Lead field is Going in a Queue
API lead capture activity not uploaded in activity history
Unable to preview/download the file from document section of lead details page
Lead Vcard not showing the same fields for the two users
Audit trail not visible in the account after enablement
Unable to delete lead field
Having issues in creating lead Field
Page reload on activity addition
Lead page loading blank
Logs not Visible in the Activity history of the leads
Data not reflecting in audit trail but field got updated
Value for lead field is not reflected on report
Unable to Change Lead Owner Manually & Slow Loading.
Email address getting captured in phone number field
Unable to bulk update stage
Country code was not capturing even passing it from API
What to do when the activites are not shown up under the activity history
Global Search does not return any lead though it exists – why?
Error while saving Lead Source
How do I remove particular lead stage and prerequisite to be noted before removing a lead stage.
If I mark a certain field as unique, what will happen to existing data for this field which are duplicates?
Different leads’ details showing in a particular lead details page
Show Masked Leads data in Lead Details Page.
Can we capture lead details( Name, email ID, etc ) in regional language?
Opt-Out Questions
Leads Visible in imported list but not anywhere else.

Lead Tracking

12

Issue with tracking UTM parameters
Incorrect ProspectID attribution via Lead Capture API – Causing Tracking Issue
Steps to follow while troubleshooting UTM related issues.
Email from address dropdown not showing Lead owner and lead owner manager fields to mail merge.
Auto check-in functionality | Advance configuration setting
Landing Page Issue: Auto-Updating State, Country, and City Fields.
Wrong source captured by UTM parameters
Multi (Cross) Region LeadSquared Website Tracking
Tracking Script Troubleshooting Steps
Created on time is different than the actual lead created on time
UTM parameters not updating when existing lead fills the form
How to use Multi-Region Tracking script using GTM

Leads Settings

25

Creating Opportunity Field with display name ‘Comment’ showing error
Custom Field Set(CFS) Long Text Strings
“Include in Quick Search” Lead field property
Lead Field Displays UTC Time Instead of Default Time Zone
Source campaign’ field not reflecting
Audit Trail Visibility and Cache Settings
Error “Provided Lead Attribute Value is assigned to a Custom Field” While Setting Lead Quality Criteria
Document name getting changed post upload in nextgen
Lead Fields Showing as Read-Only in Form
Character limit- dropdown
FAQ: Dynamic Hierarchy- Manage Sales Activity
Lead Stage not getting changed after posting Sales activity
Bulk Uploading Task Owners
How to Avoid Creating Duplicate Leads
Avoid Duplicate Leads
How to Add a Custom Activity
Where can I find the Activity Code of an Activity?
Custom Field Sets
File upload limits across LeadSquared
To Mark field Unique in Larger Tenants
Cannot mark ‘Phone’ lead field unique
If I remove export access for a sales manager, the sales manager can download the report from request history access.
How can I restrict users in deleting tasks in leadSquared
CFS File Upload API documentation
CFS File Upload API documentation

Mobile App Settings

3

Lead details are not visible on Mobile Application
How to change the Check in Time
Call Recording Permissions

Mobile Application

61

Lead Existing Error not fading on adding New Value in Form
Calls not tracked via Call and SMS tracker app
Mobile App_Location not capturing
Mobile App_Call Recording issue
Unable to login on Mobile App
Mobile App_Day Plan not working
Form Rule Behaviour in Mobile.
How to hide the Lead Age from the Mobile App.
Unable to open Leadsquared mobile application on MAC/iOS
User unable to download Leadsquared Mobile Application
Two call activities of same duration and time is added upon Lead via SMS and call tracker App
Force users to update mobile app
Mobile App Issue – Parse Error: “There was a problem parsing the package”.
Mobile cloud calling not working for knowlarity.
User unable to Check in | Location not fetched
Mobile Users Unable to View Lead Details Page: Error Shows “No Tabs to View – Contact your Admin to Enable this View”
System was Unable to Capture a Lead Using SMS and Call Tracking Application
Sync Failing on Mobile App
Mobile-App Sync Incomplete
User Login History shows Logged in via Mobile app where as user has not logged in or shared OTP
Incomplete mobile app sync
Tasks are not visible in the mobile app but visible in the web app
Overlapping of fields in report in Mobile Application.
Latest features and enhancements in our Mobile app: iOS (20.4) + Android (21.9)
Mobile application supports now multiple languages.
Clone Lead Plans in Journeys
Field Sales Subscription – ‘Location Insights’ has been officially renamed to ‘Field Intelligence’
A mobile user is getting an error while logging in: “Request expired. Your device date and time seem incorrect. Please update them and try again.”
Enabling International SMS for account
User Auto-Logout Before Performing Check-Out
Report Not Visible on Mobile App.
Mobile Application Repeatedly Getting Locked
Widget Form Not Visible on Mobile Device
Announcement Widget in Casa
Repeated Login Prompt on Admin Dashboard – LeadSquared Mobile App
Call from Mobile Option
How to report a bug from mobile App
Activity logging issue:
Phone Control Settings
Pop up display issue (when lead is present):
Check in problem in Leadsquared Mobile Application
Call Recording Issue
What are the reasons call recording might not show in mobile app
Leads Near me
Comparison of Android & IOS apps
What to do when a user says Check in check out history is not reflecting in field sales tracker report
Auto Sync of Lead Updates and Activity updates – Mobile App
Check-In not shown in Mobile App
When I try to view the lead details in mobile app all the lead fields aren’t visible
How to add Unknow phone calls as a lead in Leadsquared ?
Calls not getting recorded for specific users
Basic checks for mobile issues
Checkpoints For LeadSquared Mobile App Issues
Mobile App – Check-In states Could not connect to Server
Mobile app- Location tracking issue
LeadSquared Mobile: Offline Features
I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?
Will the mobile app prompt me in case the location tracking settings on my device are disabled?
[10-May-18] LeadSquared Mobile Updates (v4.3.1) for iOS
[27-Dec-18] LeadSquared Mobile Updates (v5.2.1) for iOS
LeadSquared Call and SMS Tracker App

Outlook Plug-in

1

Can we install Outlook plug-in on Mac ?

Profile Settings

7

Multiple Agent Pop-ups are getting displayed
How to get separate value for United States/Canada under Country field
Issue with LeadSquared Iframe in Dialer Integration
Resolving Blank Signature Page Issue in LeadSquared
Custom Logo not visible on Organisation Switch
Super Admin is not able to login inot the account.
All about UAT Environment

Reports

52

Subscribable Reports List
Do we have a daily limit for exporting Large exportable Reports?
Getting error while opening ‘Group Wise Sales Activity List’ Report
How to add a recipient to a saved report
Error in Reports.
Data fetch issue | Activity based reports
Filters are not getting saved while sharing bookmarked reports
Lead Activity Summary | Data retrieval concern | User reports
Sales Activity List Report vs Revenue Analysis Report
How to disable the report subscription
Inactive users available in reports
Obselete users visible in report
Activity by owners report not showing any data
Activity list by Leads (Exportable) data count issue
List of the Reports that can be subscribed
Discrepancy in Sales activity Date
Is it possible to get the scheduled reports in Excel format.
Opportunity Analysis and Deal Pipeline Reports
Why am I not able to access the report “Productivity of my team report” ?
Can’t generate Sale group wise-Analysis Reports
List of LSQ Reports
List of Reports – User Specific
Missing Custom Activities in Reports
Leadsquared UI seems to changed like all the tabs are scattered/distorted
Lead Distribution Analysis 1,2,3,4 dimensional report
Limitations on ‘Activity by User Reports’ due to User Role change
Sales and Revenue reports made more user friendly
Error for derived fields
Custom report request and work-arounds
How to get notifications for Chat conversation activities
Password for Large Exportable Report
How do I find the list of leads who have not performed any activity on my email campaign
How do you know which leads do not have tasks
Error while accessing the report “Leads updated by location updater app”
How do I find who are the leads made repeated submission on my landing page
Campaign Tracking Analysis report shows zero(0) value under the submission column.
Error while generating Large Exportable Reports
Information of Reports – Group Manager Reports & Large Exportable Reports
To extend an existing custom Report in another account
Passing Request Parameters to Drilldown
Adding Reports into large exportable category
leads.recent_lead_source and salesactivity.conversion_source.
Complex queries/Reports
Distance calculation for field sales tracker
Date values getting passed twice when the drilldown report is reloaded (while using fixed lead filter in drilldown)
Convert_TZ for repeat element
Large Exportable Reports
Sales Activity Report
List of the Reports that can be subscribed.
How do I know who deleted the leads from our leadSquared account
Exported reports using Large exportable reports asking for a password
Is there a way to find out the activities posted by the deactivated user ?

Ring Central Connector

11

Error while saving Connector Access Configuration – RazorPay
Passing Dynamic DID numbers in the Click to Call URL.
Facebook Lead Ads Connector – Error 190 Bad Request
Not able to install the Zoom meeting connector
Phone number captured in Incorrect format (Zapier)
FB, Call and SMS Connector Related Issues
Not Able to establish the connection between the RingCentral and LeadSquared.
Unable to access facebook page – Getting [object Object] Error
Lead Marketplace connector Information
Incorrect credentials error while integrating 99Acres connector
Perquisites for integration of Sulekha connector

Scripts

3

Page wise lead scoring
How to read the ProspectID from the browser cookies using PHP
How to read the prospectid from cookies using javascript

SendGrid

3

Request Access Management
Creating CNAME Record
DKIM and SPF Settings

SMS related queries

16

Call and SMS tracker app
MSG91 – SLUG VALUE
Missing SMS sent/ SMS received activities in under Activity History. (CTM Texting Connector)
MSG 91 Connector – No Activity for Bulk Messages
WhatsApp and SMS Actions for Opportunities
Send-text failure | Opportunity based automation trigger | Call Tracking Metrics
SMS campaign failure (Provider- Value First)
Error occuring while configuring New SMS connector
Not able to send Bulk SMS
Only selected/Few SMS not being delivered
Export Option Not Available in SMS Report
SMS Limits on Characters & Truncation of message with Special Characters
SMS App – Changes in Billing effective Dec 1st 2018
Debugging the issue wherein SMS is being delivered but the activity isn’t reflecting
Debugging the issue wherein SMS is being delivered but the activity isn’t reflecting
LeadSquared-SMS Marketing App

SOPs

21

Status report of Open tickets
HandOff Email Format
Update Website on Company details.
List of US and EMEA Accounts – Updated 16th June 2023
Support Case-WorkFlow
Basic SOPs for US/EMEA Support
Process to follow when creating dev cases.
Resolution Category and Sub-Resolution Category
Template|| Format to create a Dev Ticket
Enabling Emails from “System”
Routine and Check for Support Operations
SOP: How to raise SRE request/ Tickets
How to raise Change Request to SRE
1. Procedure to handle server side issues
17. Ticket Management & Customer call Management
22. SMS – SenderID whitelisting – Process
23. Tickets which qualify for soft close?
26. Templates for reporting issues outside Zohodesk (Dev, Reports, Mobile & Connector)
How to address Dracore tickets
How to address Dracore tickets
How to address Dracore tickets

Tracking Script

10

“Email Opened” Activity Capture Issue | Email Settings (Outlook)
SSL certification configuration issue
Email Opened activity is not captured for the lead
Website Visit not tracked on Websites when the link is sent from Email
How to Capture State, City, Country of the leads created via Landing Pages
Tracking Script
How to verify the Multi-Region tracking is working fine/not
Multiple page visists before the conversion is not tracked.
Could Not verify Leadsquared Tracking Script on the Website
Lead/Visitor Tracking Limitations with Mozilla Firefox Private Browsing Mode

Troubleshooting Mobile App Issues (Basic Check before passing to Engineering)

14

Mobile App Basic Checks
Auto Check Out User from Mobile App.
Fwd: LeadSquared Android App – Bug Report
2FA not working for a Mobile User – On Logging Getting Blank Screen – Issues
Fetching Forms error on Mobile App
Not Getting a WhatsApp Message Option on Right Swipe (Mobile Application).
Lead details view not visible in the Mobile application
Incorrect Distance Calculation Between Check-In and Check-Out Times in Report
Work area validation for mobile users
Issue with installing call and SMS tracker
System not visible in user dropdown in mobile application
Form location fetching not working as expected in the IOS
Basic Check – Mobile Issues
Suggestions to Support Team – Mobile Issues

User Management

20

Enable User Checkin/ Checkout Location and Time Restrictions Request
A Sales User (A) who is not a Lead Owner is able to view Leads of Other User (B).
Reporting to Group Hierarchy Explained
The Manage Users page goes blank after selecting a custom user field
Sale Group Manager Not able to delete/complete the task of Sales group User
User Management FAQ’s
Billing user
Not able to login to the Mobile app : SUD Life users
Not able to Check-in and Check-out : SUD Life users
Incorrect or Missing Branch Assignment in “Branch” Opportunity, SUD Life users
Missing or Incorrect Latitude and Longitude for Entity in Lead Details, SUD Life users
SUD Life Branch Not Visible for Users
Super Admin
Unable to delete Unused Team
Can an admin user change the availability status of users ?
I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?
I got a notification to check-in but it doesn’t work when I tap on it. Why?
I checked in by tapping the notification on my phone but it hasn’t reflected in my account. Why?
How to Manage Organization (Agency) Switch
Permission Templates – Control Users Shown in All User/Owner Drop-down Fields

Webinar app

5

Zoom Webinar Activities were not getting posted only on few leads.
Common issues related to Zoom Meeting/Webinar connector
Simulated webinar sync with leadSquared
GoTo Webinar not working for some landing pages
Webinar ID getting replaced with the number “2147483647”

Word-press

12

WordPress Source Capture Issue
Troubleshooting 400 Bad Request Errors for Leads in Elementor Form Connector
How to use International Telephone Number Field on Contact Form 7
How to troubleshoot if Contact Form 7 is not working
How to Map Contact Form 7
Updated Gravity Form plugin
Leadsquared Tracking Script for WordPress Not Working
Plugin Conflicts
Leads not reflecting in LSQ
How to delete Leadsquared logs from your WordPress account(backend)?
Is it possible to get remote IP address in a hidden field of WordPress form?
WordPress integration is done, but the Leadsquared landing pages are not available under forms for mapping.

Zopim

2

Issue with Zopim chat integration
Assign Zopim chat lead to person who took the chat

Apps: General issues

20

Recording URL of Connectors
LSQ Connectors
Third-party connector POC / Contact details
Facebook/Instagram Lead Ads connector – Unable to connect Pages.
Delay in Sent SMS activity creation over leads.
Issue with Kaleyra SMS Connector
Issue With the ULC Custom Actions
Converse showing Service window inactive
entity share popup issue
Nudge connector configuration showing blank
How to get the “connector ID” ?
Zoom connector not capturing phone number
Duplicate entry error in call log
Links displayed and hover (redirection) is different in Meeting Scheduled form
Connector’s enabled from Billings but still not able to install in the application.
Zip based lead distribution connector issue. Error (“One or more email addresses contained in the CSV file do not match with valid active LeadSquared users. Please correct the user email address in the CSV or create/activate the user in LeadSquared.”)
Unable to View Attachment in the Converse
Agent Pop-Up Grid Not Displayed in NextGen UI for Existing Opportunities
Zapier Integration Failing with Parsing Error
Check points for Common connector issues

Aviva

12

Account details – Homelane (39828)
Account Details – FIIB (4258)
Account details – Regenesys (14014)
Account details – Practo
Account details – Podar Education (42246)
Task Organiser Receiving Task Notification Emails.
upGrad 49074 Common Issues
Common Issue in Aviva India Account | 63710
TAM Accounts: PS-6
Premium Support – 9 (Sanjeev)
My TAM Accounts
Critical TAM accounts

CTM

15

CTM_Voice mail not coming
Enable call routing to Cell/other user number in CTM
Click to call not working in CTM
Call Routing not working as expected in CTM
Tracking Source Update_CTM
Fixing SMS Sync Issue: Reconnecting & Generating Ring Central User Authentication Token.
Lead owner reassignment post phone call
Spam Leads created with no “names” (RC Connector Accounts)
Steps to Enable MFA in CTM | US Telephony
Not able to play the call recording in a activity history tab | CTM
Answered Call in CTM logged as Missed Call | CTM Workflow
Texts registering Activity to the wrong owner | US Telephony CTM Connector
Do Not SMS – CTM Configuration
Embed Your Call Tracking Metrics Dashboard in LeadSquared
How to Send and Receive SMS Using Call Tracking Metrics

Data Protection & Privacy

1

Data Privacy – ‘Do Not Track’ Lead Field

Email Experts

3

Free tools to leverage for Potential SPAM check.
Check list for Emails being landing up in SPAM
Account pushed from sendgrid to sparkpost – issue with gmail landing into spam

Facebook Leads Ad connector

3

Steps to check integration of Facebook Lead Ads Connector
Facebook Lead Ads Connector
Facebook Lead Ads Connector

FAQ

56

Unable to delete accounts
Delay in Large Exportable Report
Can we create a lead associated with an account through Add Lead Forms?
Null Value in Opportunity Owner Field
Sales User/Manager modified Opportunity Type under Setting without access?
Mandatory Field Error in Opportunity Capture API.
Siera edited report throws error while saving the report
Siera Dashboard error
Reports | Email Category – ‘Others’
The functionality of AND operator while retrieving opportunities via Manage leads page
How to push CFS Fields(non-Filetype) for Opportunity? | API
Additional Zeros in Get Activities of an Opportunity API
Activity type is Showing Blank in Seira Report for Users
Distance showing more than expected distance travelled by the users
Opportunity Share via Agent Popup not working
Account Management Activity Fields Issue
Unable to Delete Bookmarked Reports | 72850
Large Exportable report not getting processed
Deleted activities visible in SIERA reports
Opportunity creation error
Sales revenue report analysis
Opportunity Share not working even after setting enabled from TM
Unable to create SIERA reports even when enabled
Unable to view reports of few users in SEIRA
Unable to Create Custom Reports in LeadSquared: Troubleshooting and Resolution Steps
Users able to edit opportunity even after the opportunity is shared and only view access is given
Data export limit for SIERA report
Opportunity Export Report issue
Unable to Select “Weekly” Option While Scheduling Reports
Blank Reports Received via Email from Large Exportable Reports
Unable to Add Opportunity Fields in LSQ Custom Report
Issue with changing stage and status from Action Column in Manage Opportunities
The saved report added to the Home screen is showing an “Oops” error.
Stuck After Selecting Data Type in “Create Report”? Here’s What’s Causing the Glitch — and How to Fix It
Error While Capture Opportunity Via API where the error message indicates that the field (ex: mx_Custom_19) is mandatory, but the field does exist in System.
Discrepancy in Lead Counts Between SIERA Report and Manage Leads
Opportunity Type Based Export in Bulk Export & Delete setting
“Check all” option is not showing in activity field in Custom activity list by leads reports
Issue with creating Custom Columns Overwriting Existing Groupings in SIERA Reports
Opportunity Advance Search behaviour in showing dropdown values
Oops Error in report and Activity Fields Custom Field Name Not Appearing
Report Data Sources Functionality
Unable to Locate “Zero Value” Option in SIERA Reports
Export Failure for Sales Group-wise Activity Analysis Report (Reports with Charts)
SIERA Report Displays Only Reporting Users
Issue with filtering owners in Reports
Error While Editing Scheduled Report in SIERA
Siera Report – Created By and Owner Filter Behavior
Incorrect user field value displayed in SIERA custom report with Custom Activity Data source
Building a Report to Identify “Leads With No Tasks” in SIERA
Account Settings
Manage Accounts
Account Details
How to Import Accounts
How to Post Activities on Accounts
How to Access Reports with Shared Bookmarks in LeadSquared

FAQ: Email Campaign

28

Links broken and distorted in email campaign
How is Click and Open count calculated in Email Campaign Report?
Why Email Open event for some of my emails is not tracked?
Issue with accessing links in email campaigns
List of keywords not supported in Email Contents.
UTM Fields not captured
How to add HTML code in Email Campaign
Access Denied Error in Email Campaign
Why are emails Landing in Promotions tab/folder?
Attaching a hyperlink in a button | Email Campaigns {Workaround}
How to resolve error “There was an error processing your request. Please try again later” while sending out the test email in Create Email Campaign?
Post unsubscribing the lead still receives the email
Email Campaign Issue with Template Saving
Re-subscribing to Emails from LeadSquared | Email Campaigns | Send Email failures
Insert file option in the email template
Issue with the Mail Delivery count in the Campaign triggered.
Access denied error while sending our Email campaigns
Mailing Preferences behavior and when to request for removal of lead email from Suppression List | Email Preferences
Email being sent from obsolete user
Email credits limit
Can the recipient list for emails be edited for an account?
Email Templates page Throwing Error
The ‘From’ address dropdown is not visible to Marketing users in the email campaign.
Access Denied do not have permission to access “email campaign link” on this server or Content Reload When Saving or Testing Email Campaign
Email campaign status – Error
Resend functionality in email campaign
When the facebook posts and youtube posts have to be embedded in email campaign
Email campaign Report disripency

FAQ: Forms & Processes

40

Read only fields not updating in Forms
Rule trigger field is read-only in Forms
Read-only fields are editable in the form
Unable to submit form
Forms update fields that are not visible
Read only fields with other validations – Forms
Dynamic Forms | Behavior (Additional setting)
How to fetch Schema names of all fields used in a Dynamic form?
Issue in Publishing the Form – Issue with CFS
Form rules not working on the mobile app
Why some form field’s data is not pushed to pre-validation Lapp?
Dropdown field not getting updated through form rules
Delay in Form Rules Load on Portal ( Live )
Duplicate Detection of opportunity – How to allow Form Submission
Form submission error
Lead stage/ owner getting changes automatically after the dynamic form submission
Error while creating a form
500 oops error in manage forms page
Associated opportunity error in form creation
Forms “You are not authorized to update the records” issue
Issue in Forms Module for new UI
Opportunity Activity getting error while submitting Form : Issue
Form Export Issue
Invalid OTP issue
Unable to mark a field as mandatory via form rules
Form values Are not fetched as per the LAPP logic
Difference between Mobile App and Web on Success Message post Form Submission
Uploaded document field is not reflecting on the portal
Form not getting Deployed on Add Opportunity
Form field getting blank upon upon switching of rules
Form getting Stuck while selecting Field rules
Show error can be configured in a rule containing form on submit/ On Tab submit Error
Unable to Identify Lead (Contact) Owner based on Admin Role in Form
Not able to see captcha in the form
Form Fields not visible in New UI
Maximum character/ word limit for a form string field
Activity and form submitted but got an error while form submission
Form Fields Visible on Web Despite Show/Hide Rules
Date field value getting stored incorrect in the lead field
How to Create a Form

Grafana

4

API error Counts in Grafana.
Grafana Training for Support
Grafana Training for Support
Grafana Training for Support

Knowlarity Issues

16

Team Assignment for the users under UTC is done but the users are seeing 2 Agent Panels
A Guide to Universal Telephony Connector – Features & Information
Agent Pop up not displayed
Telephony Webhook URL Missing
Inbound/Outbound Telephony activity time is wrong
Add custom fields in call Log API
Customized Click to call error in Lead page
Call Activity getting posted with status Faliure
Call activity not posted against the lead owner – Assigned to System Owner
Call recording in not accessible from LSQ (MCube connector)
Pop Up not coming in the New UI
call status mapping for custom status
New lead is getting created whenever Outbound call is placed.
The Dynamics behind an Ameyo Integration
Exotel Outbound call showing call duration 0 seconds
Universal Telephony Connector

Lead Root

2

How to get Cluster ID without Who Lead Roots?
Support Tools – Who.LeadRoot urls to get LS User and Org data

Manage Activities

18

How to Enable Sales Activity in new Tenants
Additional activity field visible in the activity posted on the lead.
Activity export Issue
Manage activities page showing no data when we add an activity field in the columns grid.
Unable to change the core activities and getting 500 error while changing it.
Advanced Search getting changed when opportunity and Activity is used
Discrepency in call duration posted in activity history and phone call metrics
Unable to edit/update score of Core Activity
Issue while Importing Activities – Mapping Issue
Older activity being reflected as the latest activity
Why don’t I see the all activities in the Activity type dropdown of Manage activity grid ?
Adding any notable activity, the activity getting logged for past date.
Bulk update option is visible only for some activities under Manage activity
How do I know which user has updated the activity fields?
If I update the score of an activity, will it update the lead score for the existing activitise on the leads ?
Link to View all Activity Details – from the Updated Activity
Importing Sales activity in bulk
Outbound Call activity (Async) is not getting posted

Manage Lapps

9

Lapp Time out error
Lapp Timeout error
Lapp code not visible
Lapp not triggered
Lapp status issue
Lapp DB
Field not getting captured in the form even after receiving successful Lapp response.
Pre-submission LAPP Validation Not Triggering on iOS for Duplicate Phone Numbers
How to Re-run a LAPP/Debug LAPP failure.

Manage Leads

49

Add Lead Form panel and Quick filters not visible in Manage Leads page
Task conflict issue for Appointment task type
Quick Search with Secondary Email on the Manage Lead page
Duplicate leads are being created
Advance search “IN” clause filter
ERROR WHILE IMPORTING NUMBER TYPE FIELD
Understanding Source Field Behaviour in Contact Form 7 for WordPress
Lead capture Actvity posted but no logs are present for the same in the account.
CSV Bulk Lead Import Failing – Column header must not be larger than 64 characters
How to retrieve modified leads only from Imported files ?
Lead Import Error – Column Header must not be longer than 64 characters
Issue Known Bug : Lead Import fails with same errors
Lead stage change not coming in bulk update
FAQ – Reports | Import Download Summary
Lead Deleted but still visible in the Account
Sorting columns using Quick Search | ESS Tenants
CFS fields when exported there is an additional quotes appended to it
Advanced Search Irregularities and What to do
Facing Import issue: Some of the records have Larger size
Search Limit in Advance Search
All data exported from manage leads page
Unable to Delete Leads in Bulk Action
Checkpoints to look into when Lead share using pop up is not working.
Warning message while Importing Lead
Permissions for merging leads
Help Article: Why Are Email Activities Showing on Multiple Leads with the Same Email Address?
Lead Prioritization not reflecting even after publishing.
UTM Parameters Not Getting Captured for Tracking URL
How to find leads with NO ACTIVITY
How do I share bulk lead details with external users (Non LeadSquared user)
How many search conditions are allowed in advanced search
Why all drop down values of a drop down field is not shown up in advanced search?
How do I untag a series of leads
How do I customize Manage lead grid by adding my own fields?
Quick search using multiple phone numbers
Filtering leads with same mobile but different email through form submissions
How to untag leads ?
Discrepancy in exported lead details
Why don’t I see Lead Stage under bulk update filed drropdown ?
How do I retrieve all leads where lead’s domain email id leadsquared.com
Can’t find values in drop-down field in ‘Advanced Search’
Changes not reflecting while re-importing CSV files
Time discrepancy in lead export
How do I Import leads into different list
Lead Details page unresponsive
Difference between Engagement and disengagement Leads
Dropdown with Others not visible in Advanced Search
Lead Import tag status
The lead creation and modified on time varies when its compared with exported CSV file and time shown inside the application

Manage Lists

16

Filtering Leads Based on Lead Capture Activity
Delete All Leads Option Not shown for List?
Static List Error: “List Id does not exist in the system”
Support Access User – Starred Leads Restriction
“Dynamic list” is not visible in the “Member of List” tab
Sent an SMS to a list but not all the leads have received the SMS
MANAGE LISTS: Unable to delete a list
Check list to verify when an user says unable to view Activities that were performed
Create List based on Recent Custom Activity Type without Automation
Create List on basis of Tag Name
Dynamic Lists Created using Last N days criteria before 7th May 2018
Issue with Merged leads activities
How do I add leads there in one list to another list
Dynamic Lists Created using Last N days criteria before 7th May 2018
Issue with Merged leads activities
How do I add leads there in one list to another list

Manage Tasks

15

Task owner in opportunity page and in manage task page can be different
Tasks invisible in task tab
Tasks Are Not Visible in Lead Details Page
Process execution error while marking task as complete.
Task Management Actions Not Working
Activity Not Posted on Task Completion
Error Encountered While Adding Tasks – ‘Instance of Tasks Already in Use’
Task creation over the calender
‘Appointment Dates’ column sorting button isn’t loading, while other columns work fine
Task creation failure using webhooks
Sending additional reminder email before 5 min
How can I track the location of task marked as completed
How to Bulk update the Overdue tasks to Complete or Change Owner
Notify a user when task status gets overdue
How do I customize the calendar invite email template

Netcore

2

Pepipost Integration with LeadSquared
Pepipost Integration with LeadSquared

Process Designer

1

How to Create a Process

Smart Views

19

Data retrieval failure | Smart views
SLOWNESS IN LOADING SMARTVIEW TAB
Error while Opening Tab – Smart View
Error while creating new tabs – Smart View
Malfunction Error – Smart View
500 OOPS Error – Smart View
Filters not visible at user level in Smart View in MAHE
Lead and Opportunity condition filter not working correctly
Not able to add a CFS Field in SmartView or Manage opportunities page
Smart Views frozen Issue
Smart view tabs not visible in old UI
Lead details not visible under one/few Smart View tabs only for one user
Smart View Columns not visible for User
How can we schedule a report under Smart views?
What is the maximum limit on the number of tabs one can add in Smart views?
Smart view section is non-responsive
Smart Views Administration
Smart Views troubleshooting and Checkpoints
Smart Views troubleshooting and Checkpoints

Steps to Troubleshoot

9

Agent Popup Checklist
Agent Pop Up Not reflecting- User Specific (Settings)
Steps to follow in order to export the necessary HAR files
Activity History does not display all the activity posted on the lead.
async api
Smart View data auto-refresh
Debugging Email Sync through Loggly
Debugging Email Sync through Loggly
Debugging Email Sync through Loggly

Support Operations

11

Vishwas – TAM accounts
Devika- TAM Accounts
Ashish’s TAM distribution
Arnav’s TAM Transfer
Karan – TAM transfer
Ankita TAM Transfer
TAM Article – Last Updated on 6th Oct 25
Dev POC List
List of accounts handled by US/EMEA Support
Monthly metrics report for MIS
Monthly metrics report for MIS

Technical Points

12

ESS
How to find automation details with PDID.
User getting “I’m not a Robot” login check on every login
API Error: ECONNREFUSED
Truncated data in Mavis Export
Inactive service window for admins with masked phone field
Portal not publishing in Live Environment
Automation Throwing unexpected authorization error | Web Application Firewall
Multi if-else execution behaviour in automation
Issue with Opportunity Capture
Automation evaluated as False although the conditions are Matching
Browser Logs for Chrome

US Support

8

Addition for new source. Account name: AI holdings | Account Number : 51469
User ID (Campus Director) Updation via Lapps – Porter and Chester
Lead Cohort Assignment | Gurnick and GEGI Integration
Fee Payment Link | Gurnick
YTI: Start Date & End Date issue on Portal forms.
CNAM Request for CTM | US Specific
CTM to LeadSquared Lambda Integration | US Enterprise Accounts
Most imp. Cxs- US.11 [MRR]

Account Details_Master Folder

105

Account Information – Master Sheet
Attachment received through email not stored in document tab
Location history Tracking stopped tracking
Removing the Call downloading option from the activity history
Pixel Code not being detected
Phone Call Activity is not being posted even after call logs are shown
Assigning Users to Different Authentication Profiles in LeadSquared
Dropdown Fields not getting updated
Lead Owner Update Not Reflecting in Audit Trail
Smart View Tabs – Incorrect Order
Unable to Assign Smart View to the Users
WhatsApp Massage Reflecting with Delay in the Converse
Unable to Update an Opportunity Details in the Opportunity Details Page
Lead receiving calendar even after disbalement
Wait card: Add Days to Mail Merge Field in Automation
Agents number being marked as SPAM
Inbound Phone Call Activity
Export as plain text option in notes field
Marvin Login Issue
Siera Reports Enablement Time & Visibility Under Reports Dropdown
Webhook not Triggered on Bulk imports
sms connector server error
Remove ‘Powered by LeadSquared’ banner in Landing pages pro
Network Error in Facebook/Instagram Lead Ads Page
Issue with Email Thread Links After Lead Deletion
Location tracker insights not reflecting in system
Sales Group manager unable to view his reporting user’s activities in his Manage Activity Page.
Unable to enable Converse from Connector
Error occurred while sending the email: “Unknown column ‘P.RelatedCompanyOwnerId’ in ‘field list'”
Dependencies Detected while Unpublishing Object Type
Enabling Object Types Setting: Important Dependency and Considerations
Unable to Delete Leads due to Assigned Service Tickets
Button Limit in Forms
Capitalize Letter Regex case when there is a space between letters
Multiple Repayment Activities Allowed Instead of Single
Non editable field was updated
Main Applicant activity is created on the Lead but does not show up on the Opportunity record
Duplicate Phone Call Activities Logged on Leads
Understanding Bulk Trigger Delays in automation and SLA Compliance
Lead Ower change not tracked in Audit trail
Lead owner change not captured in Audit trail
How to remove footer from email template
Re: Bulk export permissions
Updating the lead field through API but not visible in Audit Trail
The SMS option is not appearing in Lead Actions after selecting leads in bulk.
CallLapp Card Triggered much Later than the automation
Activity not visible on opportunity but is visible on lead level.
Unable to view or download the attached file from the activity record
Restrict actions for particular SmartView
Lead owner able to access all the opportunity under them
Restrict Sales Manager to view lead of other sales manager who is not part of the sales group.
Error while renaming the Activity name
Default lead field values not getting stamped while creating leads
Incorrect lead details Updates Due to Concurrent Processes
Leads are not getting captured through incoming calls.
Lost status leads getting open again
Sorting Logic in smartviews does not work on CFS field
Reports Loading issue.
One of the user is unable to view the data in custom tab for opportunity.
Landing page pro OTP enablement issue.
Edit option is not visible to edit the user type for the Admin user.
Lead source – form -instead of inbound
SOP – ASD Addition request
Bajaj | ASD Termination Process
Bajaj | CAM Mapping Request
CFS Fields in Subform Not Visible
Form Button Becomes Unclickable or Read-Only
Modules were not visible after enabling “Object Type”
Click2Call not working for “Alternative Phone Number” field
Users unable to see shared Opportunity, In Admin access it is showing as processing
SOC 2 report for LeadSquared
Error in automation- Number of unique Recipient is Zero.
Unable to Login Using Google SSO
Task Completed Without Triggering Dynamic Form Submission
Error: You are not authorized to update this record, While creating or updating the opportunity.
Phone Number Visible in Converse Despite Masking in Permission Template
Lead stages are not being changed via automation after Dynamic form Submission.
Data in form fields are not being fetched from Mavis DB
Getting negative values for the ignored leads while trying to import the file.
Task Completion Offline and Auto sync
Bajaj | Account Stage Change Logic and Roving Test Ride
Bajaj | ASD Vistaar_Service Enhancements & Automation Walkthrough
Lead vs Opportunity Call Log Mapping
Call Log Posting When the Same Phone Number Exists on alternate phone number of Multiple Leads
Form Live edit issue
Incorrect Chat Routing Behavior Due to Improper Routing Rule Mapping in Converse
Issue with fetching Data from LAPPs .
Users are Not Visible in Opportunity Share Card
Difference Between API and UI Date-Based Filtering – LastModifiedOn vs ModifiedOn
Displaying Date and Time Values in Siera Reports
Custom SIERA reports are not visible for admins
WhatsApp Message Card Failure – “Lead data not found”
App Tab feature – New UI
UDS Card inside automation
Super admin is unable to set permission for admin
Understanding Advanced Search Logic for Multiple Activities
Journey Report Missing Check-out and Task Completion Due to Activity Type–Object Type Mismatch
Mobile Number Visible in Browser Inspect though the restriction was applied
Task Completion Fails with “Sorry, You Are Too Far Away” Due to Missing Latitude & Longitude Mail Merge in Automation
Lead / Opp fields values are not updated through dynamic form submission
Mail Merge @{Event1_Response.Message.Source,} Not Resolving – Field Updating with Schema Instead of Actual Value
Database report
Issue – in configure WhatsApp Buiness
As a admin all the live chats handled by the sales user should reflecting right?
iOS Boolean Value Conversion Issue

Account Management

2

Account Management FAQ
How to remove a user from Leadsquared Usage alert notifications?

Ace & Goals

34

Ace KT
Ace: Goals, Rule Configurations & Incentive
Last Modified ON | Product Behavior
Allow Auto Update Not Working In Forms
Reports Explanation: Group Wise – Conversion Analysis Report
Difference in the format of data sent from the Call Lapp card
Error while uploading file in Mavis
Incoming Whats App Message Error in Whats App Reports
Inbound texts are not being pushed to LeadSquared from CTM.
Can Enabling “Allow non-lead email address(es) in the CC field” Setting Generate Unwanted Leads in LeadSquared?
How to capture DTMF and the digits of the IVR pressed by the caller
“Error in Initiating Call” C2C Error while calling from LeadSquared
Lead Field not getting removed from Lead Properties
Lock After Create Not working for API updates
Remove activity types in the add activity button on the mobile app.
Phone Number Visibility in Send Text Feature
Error in Zoom Webinar Card
Error while opening the Activity
Wati inbound webhook getting disbaled for inbound message
Agent pop up not broadcasting on the screen when multiple number is Agent Phone number
Call recording not visible for Exotel | Record: True
Configure custom fields for User on-boarding in Mobile App (Advanced Configuration)
Regarding Slowness in Mobile App Check in – and Check out
Sales user’s able to see Admin owner opportunities | User Hierarchy
Leads Bulk Update -Error
Configuration of Dynamic Button Type for Visit Website
Landing page not capturing leads/ unresponsive
Navigating Date Differences: Understanding Automation and Manage Leads Discrepancies
Location History Tracker Report
Automation Date Time Mail Merge
A user has initiated an email campaign; however, it appears that none of the recipients received the campaign emails.
Cloud Telephony Error
Google Chrome Extension Issue – McAfee WebAdvisor – Issue
How to Stop Nudge Emails for Ace and Goals

Activity FAQ

3

Activity FAQ
Google Form Activity Not Posting on Subsequent Submissions
Lead field masking not happening in mobile app

Aditya Birla

13

Account Information – Aditya Birla Capital
Adityabirlacapital – Branch code issue
Password Reset Issue
Password Criteria Issue
Website Login Issue
Mobile Login Issue
Not able to Create Opportunities
Account Deactivate Issue
OTP Issue
ReCAPTCHA Issue
Location Issue
Not Able to access Web Application Issue
Sync Issue

Admitkard

1

Account Information – Admitkard

Adonomo

1

Adonomo- Account Information(69054)

Alliance

1

Account Information- Alliance

Amity

1

Account Information – Amity and Univo

Angel Broking

1

Account Information – Angel Broking

API FAQ

8

API FAQ
Search by Criteria API.
API limit for Get Activities by Activity Event API
Get Availability slots of user API issue
Export data from Grafana
UTF Format issue in LSQ
Whatsapp Data not visible in Manage Subscriptions
API Calls for Object Type Associations

API Related

10

Correct Time Zone and Time Range for Lead Retrieval Using Criteria Base API.
Lead Source Update Issue on Lead Capture API Call
Update Leads in Bulk v2 API – Lead does not exist in the system or You do not have permission to update the lead
Lead Origin getting added in the API request
API payload to update the custom task field
User advanced search API behaviour for System User
Get Tasks by Lead Id give data in ascending order
Quick Search API giving null [] response
API error/response : External API was disabled for the tenant
MXDuplicateEntryException / Lead Update Behavior for Same Phone Number (FLE-Enabled Tenant)

APPS: Calendly

2

Error In Calendly
Calendly account not working

Apps: Converse

15

WhatsApp message is sent multiple times to the same lead during Whatsapp campaigns
Issue with Whatsapp Inbound Messages
While Clicking on “WhatsApp Personal” on lead it throws Error
WhatsApp Template Outbound Message Failed with error “Your message couldn’t be sent”
Failed to post activity for WhatsApp message but received successfully on mobile via Automation.
Converse Screen Blanks Out and Becomes White on Selecting Lead
WhatsApp incoming messages are not visible on Converse to User other than lead owner like Admin
Custom Whatsapp Message not getting delivered
Texts being routed to the wrong user | Telephony – Converse
Converse Messages not being delivered, getting billing session threshold reached error.
Issue with Replying in Converse LSQ – Authentication failed due to Invalid User ID and password.
Converse chat not Visible on the Activity History Page
Users Not Receiving Carter Notifications When Lead Owner Is Updated via Automation
WhatsApp Template Showing as “Not Supported” in Converse
Converse message sync behavior

Apps: Customisation

2

Published Custom app not visbile under APPs
Error While Adding SmartViews Tab in CASA Dashboard – “Request has malicious content”

Apps: Facebook

6

Facebook Page list is not loading
Facebook Leads Ads Connector Issue – Pages are not displaying in the CRM
Audience List Count not Visible LeadSquared and Facebook Ad Management
Missing Facebook Lead Data in LeadSquared
RTO Testing Tool for Facebook Leads
Configuring Facebook Conversions Connector

Apps: Lead Capture

11

Facebook/Instagram Lead Ads connector (100 Bad Request)
Meta (Facebook): Unable to load list of pages (Steps to check -1)
Meta: How to add users under Page access to connect Facebook Instagram Lead Ads Connector ?
Universal Lead Capture is not loading or displaying error | Cache-issues
ULC – Lead Capture Actions
International lead numbers are getting captured with incorrect country code in Universal Lead Capture.
Fixing 400 Bad Request Error in Elementor Form Connector Due to Incorrect Key Mapping
How to find correct mapping key in UDS?
The webhook is failing due to a 400 Bad Request error, which is causing the associated automation to fail.
Leads Not Getting Captured from Housing.com into LeadSquared.
UDS Intermittent Timeout Failure

Apps: Mobile

5

LeadSquared Calls and SMS tracker not working for some Leads for outbound calls.
User check in template not reflecting in mobile view
Custom Menu not Getting Rendered
Unable to Edit Smart Views Tab in CASA Builder
Missing Opportunity Fields in Advanced Search API Response

Apps: Payment Gateway

1

Razorpay payment update Activity case study

Apps: Scheduling

2

Task creation error | Calendly integration
Zoom Error (User does not exist in zoom account)

Apps: Whatsapp

35

Issues with Whatsapp Connector
Error while configuring Whatsapp Business Connector
Whatsapp Campaign failure ‘TO’ number empty error
Whatsapp activity date error
Template for Increasing Daily WhatsApp Messages Limit
Service Window WhatAapp Connector
Why the Delivery status shows “Awaited” in WhatsApp reports?
Activity Creation Error – WhatsApp
Error while sending Whatsapp Message (Error: Issue while sending a message refer the details on error)
WhatsApp message(s) could not be submitted to provider successfully!
Whastapp message error as “Error occured. Pease contact support” only with few leads || Whatsapp Connector
Correct activity owner variable mapping in Whatsapp template.
WhatsApp daily messaging limit change from UI
Enable WhatsApp Report and Template under Apps module
Discrepany in Whatsapp Report (Query)
WhatsApp Inbound Message Activity not getting Posted
What if converse is not enabled in the account?
Difference between ‘Sent Status’ and ‘Sent’ Column Values in WhatsApp Reports
GupShup WhatsApp Delivery Error Codes and their Meaning
WhatsApp throwing error as “Error occurred”
Whatsapp Converse: End Chat and Service Window Functionality
Users are unable to find “Messaging >> Whatsapp” option in the lead actions.
Billing cycles of converse and whatsapp
whatsapp templates not reflecting in converse
Register callback error (Whatsapp Business Connector)
whatsapp connector issue in common
Users are still able to export WhatsApp reports even though the permission has been restricted.
WhatsApp Option Not Visible on Opportunities
Missing WhatsApp Template in Converse
WhatsApp Templates are not visible
Whatsapp error “API error/response : External API was disabled for the tenant” with templates
Whatsapp report – Marketing role
WhatsApp Message Failure Due to Invalid Footer Placement in API Payload
WhatsApp Template Body Content Truncated at 1000 Characters in LeadSquared
Documents are Not Attaching in WhatsApp Template

Automation FAQ

10

Automation FAQ
Date format is showing as yyyy-mm-dd where mail merge is used
Automation Cards Failure email alerts
FAQ: Leads Added to list Automation | Bulk Action Options
Understanding Automation Queues for Grafana
unable to publish an automation, it says it cannot be published because it creates an infinite loop
Automation Not Executed Despite Triggering Within Working Hours
Automation not triggering for a specific work area
On specific date automations not working correctly
Automation exit condition do not work on triggered data

Bajaj

18

Known issue in Bajaj
Resolution fields to be added in Bajaj Tickets
Account Information – Bajaj Auto
Adding Users to Groups for Bike Wale, Bike Dekho & Concentrix Teams | Bajaj Account 60847
Unable to create enquiries: Error Enquiry Already Exist
Branch Live Request in Bajaj Chetak account or UB
Exchange Fields Showing up as ‘no’ in Reports | Bajaj – 60847
Brand/Model/Varient/Colour is not Visible for users while punching enquiry
Enquiry Import Process Bajaj Auto
MBO Addition in Bajaj Account
Authentication Error | Sprinkle Reports
Authentication Error | Sprinkle Reports | Bajaj Auto
Nearest Dealer Details are not visible in the tele caller forms | Bajaj Auto
Infra Monitoring Guide | Bajaj Auto (60847) | Grafana
Enquiry Re-Booking Process | Bajaj Auto
User Creation / Update / Deactivation | Bajaj Auto
Task Cancellation Process of Bajaj Auto
Tips to use V2 reports of sprinkle | Bajaj Auto

Batch Jobs

3

Admin getting permission denied error on Batch Jobs page
Batch Job Error – Exceeded Batch Job execution duration allowed for a day.
Batch Jobs Settings Control & Region IP Address

Best Practices

1

Template for creating Developer ticket

Byjus

2

Byjus Common Issues SOP
Account Information – Byju’s

Canara HSBC

1

Account Information – Canara HSBC 75069

Capital Float

1

Account Information – Capital Float (Axio)

Clone DB

3

Private IP whitelisting is not supported in Clone DB
Notes field not available in Clone DB
LeadSquared Data Access – Summary(Clone DB)

Cloud Calling

1

Receiving “Unprocessable Content” error on Mobile Cloud calling

College Vidya

1

Account Information – College Vidya

Converse

1

WhatsApp Approved Templates are not Visible in Converse

Cuemath

1

Account Information – Cuemath

Dashlet

1

Behaviour of Custom filters in Dashlet

Drafts

3

Rahul- TAM Accounts
TAM Article – Last Updated on 21st March ’23
Unable to Send SMS to Leads

Email Settings FAQ

5

Email Template Dos
Email Settings FAQ
HTTP URL encoding.
Email Campaign FAQ
EMAIL Attachments FAQ

Email Templates

6

Can we sync Email templates automatically in Automations?
Error occuring while sending test mail for a particular HTMl template.
Email Issue
Process for Exporting Email Templates as HTML Code
Email Limit/Credit Issue
Email attachment

Email Tracking

1

Redirection Issue Through Email

Equentis

1

Account Information – Equentis / ResearchandRanking

Errors

32

Error with Publishing Sub-automation
Cron Automation did not trigger on any leads
Opportunity Share Card not Visible on Automation
Error while deleting lead field
Automation failure Report Email sent to the user. When checked no lead was present in the list.
Opportunity activity added Trigger | “is not” operator not working as expected
Issue while copying Distribute Card
Known Issue: Accessing Automation Report Automatically Triggers Sub-Automation
Default behaviour of Distribute Card
Unable to update the distributed owner’s name in the automation
Status retrying in multi if else card
Automation not triggered on lead
Email attachments not sent in Automation
Automation failure with “Duplicate Detection Engine Failed” error
Value in UI for the lead field showing different compared to the value of the field updated through the update lead card.
Lead Assignment Activity – (Assigned Date Activity Not posted)
Error- automation card showed “Email credit is currently disabled”
Issue with Send Email Card in Automation
Automation error in Multi-If/else card.
Opportunity/Lead List Not Visible for Custom Date Range in Automation Reports
Merge lead card not showing in automation
In Automation the share card is throwing an error “Invalid ContextEntityId(s) passed.”
Automation – Round Robin
Compare Card issue when comparing datetime fields across different dates
File attachment not going with Send Email card (Automation)
Automation Trigger Card Not Executing at Regular Intervals
Sales Users Unable to View Existing Lead Details While Creating New Leads
Webhook / Automation Not Triggered When Lead Owner Is Assigned via Distribute Card
Tasks Created via Automation Default to 8 Hours
Unable to Merge Leads, Error observed during Merging
Issue with Trigger Activity Type Limit
Automation Issue – ‘If Lead Exists’ Condition Not Working as Expected

Facebook FAQ

1

Facebook Connectors FAQ

FAQ: Apps

4

UTM CAMPAIGN VALUE FOR FB LEADS IS COMING AS NUMBER.
Issue with SMS Sent for the CTM Connector
Issue with Mail Merge Field in CTM Template Creation
Troubleshooting 403 Access Denied Error for Softphone Login on LSQ with CTM

FAQ: Dashboard & Reports

1

How to use Grafana core platform frontend Dashboard for slowness

FAQ: Portals

12

Form updation not reflected in Portal | Portal Settings
Why are User Fields not supported in Custom UI
Getting ‘Cannot open duplicate tabs’ error message in Portal?
UNABLE TO PUBLISH PORTAL TO TEST ENVIRONMENT
Page Redirection Issue on Portal
Dynamic form submission captured twice against the lead from portal
Field values not getting reflected on the Portal
Portal not publishing to Live Environment
Admin user getting logged out when trying to access Manage Portal
Dual-Login for Portal End-Users
Dynamic form Submission Issue
DFS updating a lead field as “;” what to do?

FAQ: Widgets

4

Capturing UTM parameters using Portal Widget
Website Widgets View Page Issue
Form Rule With Mavis not Working for Mobile App
Widget Layout Issue on Landing Page – Input Fields Overflowing / Extra Spacing

FAQ:Apps Marketplace

5

Custom action not visible even though it is added in the connector?
Universal Data Sync Error | Syntax error
Issue with File Sharing Connector – No Emails Received
Automated Review Request Emails Sent to Leads Despite Auto-Reply Being Disabled in Google Review Connector
400 Error in Document designer

Fincorp

3

Poonawalla Fincorp – Debugging loan application issues
Understanding Grafana dashboard – PFL Monitoring
Account Information – Poonawalla Fincorp

Forms

5

Form submission Error – “You are not authorized to update this record”
Sales owner field not visible in Form rules
Error in form calculation when submitted from the mobile application
Unable to View Uploaded Files in Mobile App – “You do not have permission to view this file” Error
|| Checking Form Issues

Forms FAQ

3

Forms FAQ
Iframe limitation with new UI
|| Checking Form Issues

General

43

User unable to sync with ‘connect my inbox’ || Talent UAE || 61026
Email Sync Connector – Inbound Leads not getting created | 62730
Error in syncing the inbox to LeadSquared account || 60712 (Medivant Health)
Lead Distribution Issues
Timestamp Difference in UI and DB
How to find activity id
Agent pop up not appearing after all the permissions given
Activity field when mail merged with a masked lead field
Motilal Oswal – Account Information
GetSimpl – Account Information
Difference in activity count | Varthana
Duplicate Leads created | Unique Parameters
Lead field not showing up in Advance search | Scaler
Activity owner is not read-only | Varthana
None of the activity type is visible in seira report for users
Platform Slowness | Troubleshooting
Login Issue | Trouble-shooting steps
Getting an error while creating an activity
opportunity capture, Lead prospect ID as null
.
Accounts Import in the Leadsquared
Webhook Count is showing different with Support access and Admin access
Add Days to Mail Merge Field in Automation
Lead receiving calendar invite even after disbalement
Default Lead Stage Edit Issue
SMS Received criteria in automation
New CTM converse enablement issue
Automation evaluated as False altough the conditions are Matching
Failure of Email Send Card In Automation
Failure of Email Send Card In Automation – Recipient Issue
Form Not Integrated in Landing Pages Pro
Drill Down Data not Populating in Siera
Unable to Edit Permission Templates – Error
Unable to export calls in Call Tracking metrics (CTM)
Existing WhatsApp templates are not visible
phone call metrics report is not reflecting for sales manager
Unable to Map Agent Due to Email ID Length Exceeding 50 Characters
How to restrict Sales Group Managers to see other group manager leads
Automation execution report.
List of All Logi Reports Migrated to Siera Reports
Audit trail is not visible for the users
Bulk Action Summary Report emails are sent to an additional user
Automation scheduled at regular Intervals did not trigger on the Leads

Google Adwords

1

Configuration : Google Ads Lead Form Connector Mapping

Google meet connector

2

Google Meet connector issue | Adding new account
Leads not flowing to Go To Webinar App

Greenply

2

lsq tagging greenply(57771)
Account information Greenply (57771)

Hero HFL

1

Account Information – Hero HFL Details

Housing

1

Account Information – Housing (66539 and 64107)

Housing/Grihum

4

Account Information – GRIHUM HOUSING FINANCE (Poonawalla Housing)
Debugging Recurring Production Issues in Grihum Account (Part 1)
Debugging Recurring Production Issues in Grihum Account (Part 2)
Debugging Recurring Production Issues in Grihum Account (Part 3)

Images & Documents

1

Image upload error in email campaign/Library

Import Issue

11

Unable to create opportunity via automation/ opportunity capture API.
Issue with search in Opportunity Module | UAT
Opportunity Import Issue – Error Code : Creation of new Opportunity is restricted
Opportunity import error | Updation | Import restrcition
Issue while updating opportunity through Opportunity Import
Failed to create an opportunity & activity error
Access denied message | Create Opportunity
Behaviour of Origin field for opportunity created via Import
How to update opportunities via import
Opportunity Fields Not Shown in Select Column.
Is Autoid considered for Dedupe in opportunities?

Issues & Errors

10

Error while submitting the form on Portal
Documents are not populating on portal
Unable to Capture Source and Sub-Source Using Tracking URL
Managing URL Expiration for Portal Access
Unable to disable the “Form submitted successfully” message after the widget form submission
Lead Stage not being changed through Portal
How to view Script in Portal
How to clone Portal from one account to another ??
Unable to download portal template
Unable to Load Portal Page

Karma Group

1

Account Information : Karma Group

Known issues/bugs

21

Filter and search only opportunity fields in form rules
Special Field “Preview” in forms (Mobile app Behavior)
Portal (Issue): Dates are off by one day. (Time zone difference)
Form behaving differently when it is deployed on 2 different processes
On a website hosted live landing page, a newly updated field value is not shown.
Different Workarea Manage Form Behavior in Old UI and New UI
Read-only field with the default value as Current date is editable while testing the form
CIF file not downloadable or viewable
Multiple form submission received on leads
Disable Submission & Show Error Action Not Triggering on Tab Submit
Form rule is not working on mobile application.
Issue while saving POP UP form.
Opportunity Fields are getting update automatically
Issue with Agent Pop-Up Form Submission
Display name of the lead field is not showing in the Landing page.
Forms are not visible when accessed through the Admin account, whereas the same forms are accessible when logged in through the SA
Unable to Preview Forms containing Ticket Fields
Unable to publish the form – “Custom entity not chosen or form does not contain any custom entity fields.”
Unprocessed Error When Linking Parent and Sub-Automation
Multi select dropdown in Form Rules
Unable to Preview Ticket Field Form – Permission Denied

KT Sessions

2

Technical Trainings on Network and Browser level Troubleshooting
Amazon Pay – Introduction

Landing Page FAQ

2

Landing Page FAQ
Oops something went wrong error on landing page submission

Lead Management FAQ

6

Lead Management FAQ
Lead share activity’s revoke status
Lead Origin Discrepancy
Agent pop up not showing up in multiple tabs
Dropdown fields not showing newer values | FAQ
File not being accepted by the system due to file type set in the field configuration

Leapfinance

1

Account Information- Leapfinance (47048)

Loggly

1

Loggly User Guide

Manage Oppertunities

18

Opportunity Duplicate Detection rule is not executed
Opportunity Owner is changing automatically
Unable to edit or perform any activities on the opportunity.
Enable date datatype for opportunity fields
Status and Stage are Auto Populating whenever customer is creating New Opportunity.
Bulk Update Error | Opportunity (If Dedupe is present)
Duplicate Opportunities Getting Created!
Setting for Bulk Processing Opportunities | Duplication Engine Synchronous Execution
Won – opportunity is not visible in Green Colour in Mobile App
All the opportunity fields are not posted on webhook for opportunity update event trigger
Oppotunity API
Update Opportunity card not reflecting
Unable to remove Opportunity Tab- quick add lead button in Marvin UI of Smart View
Unable to import opportunities
Opportunity is not Visible in the Account (User Level)
Opportunity Duplicate Detection Not Working
Hindware quotation generation and process
Missing Opportunity Fields in Advanced Search API Response

Manage Users

12

User creation error
Sales Groups permission doesn’t work as expected
Requirements while setting password for users
How To Stop Report Subscriptions for Existing and New Users in Account
Service Cloud API failed to execute. Please Contact Administrator- Error
Cannot delete or update a parent row. a foreign key constraint fails (codingninjas3_mxradon”. TeaminstanceMap Base, CONSTRAINT FX TeamInstanceMap_TeamId’ FOREIGN KEY (‘Related Teamld’) REFERENCES “Team Base (Teamid))- Error
Access Denied Error while performing mass deletion of leads
Admin user is not visible in the account.
Disable 2FA for specific user.
Super Admin Unable to Edit User Configuration Settings (Ignore IP Check at Login)
Admin unable to delete or edit the Leave Tracker added.
Unable to Create Users – Getting User Email Address/Phone Number Already Exist Error

Marvin

7

Marvin user getting logged out and redirected to normal leadsquared login page
Unable to reset the password in Marvin
Unable to Create Marvin User
Auto selection of IVR number | Marvin
How to switch back to OLD UI in LeadSquared
Manage Leads Page Not accessible | Marvin | New UI
User Getting Redirected to Marvin Even after using the Normal UI Link

Mavis

7

Missing Columns in CSV – Mavis
Table names for accessing the data in clone db.
Payment Webhook not Processed
Mavis Data Search Not Working
Issue with fetching data from Mavis DB table on form level
Error while uploading CSV file in Mavis.
How to use Mavis data in SIERA report

Mavis DB FAQ

1

Mavis DB FAQ

Mobile App FAQ

1

Mobile App FAQ

New UI

3

Regarding Call History Tab Functionality – =New UI
Unable to Submit Dynamic Form | 70553
Unable to submit form in new UI

NIIT

1

Account Information – NIIT

OLX

1

Account Information – OLX

Oppertunities Settings

3

Task owner in opportunity page and in manage task page is different
Unable to View Opportunity field in Mobile
Activity does not exist Error while hitting add opportunities in bulk (API)

Opportunity Duplicate Detection

6

Issue with DeDup Logic – Opportunity Module
Add opportunity fields as column in lead detail view under opportunity tab
Dedup Logic not working for fixed entity values
If Opportunity Exists Card Issue- “All Criteria in Automation”
User ID is populated in the owner [Lead/opportunity/activity] mail merged value.
Opportunity owner update failure in the UI

Opportunity FAQ

2

Opportunity FAQ
How is the ‘Opportunity Auto Id’ made visible as a column on the UI in ‘Opportunity Management’?

Ozonetel Issues

7

Agent pop-up issue with Ozonetel Predictive Dialer
Lead retrieve in agent pop up in case of multiple calling number on Leads
Agent Pop-Up Issue – Ozonetel Telephony UTC – Issue
“System.Object” error in C2C API.
The “Disable Close Option” on the phone call popup is not functioning as expected.
C2C issue: Object reference not set to an instance of an object
Multiple Ozonetel iframe pop-ups are being displayed for a single request (API call)

Payments

3

Payment Missing when Integration through Dynamic Form: (Razorpay Payment Gateway)
Payment Missing – Push Payment Activities manually
Payment Webhook not processed in LSQ

Permission Template

7

Restriction on Edit of User fields via Permission template.
Error group access not visible while logging in manage permissions(manage users)
Users are unable to check-out automatically
Logic behind Lead view access
Users when clicking on the Owner Dropdown Field it is only showing their name instead of all users.
No Email address were present in From address .
Users Unable to Access Indirect Sales Group Leads Issue

Permission Templates

5

How to mask activity Fields?
Permissions and Restrictions on Merge Activity | Permission Templates
Create Lead and API Access Given via Permission Template but LeadCapture API throws Insufficient Permissions Error
Restrictions faced even after Permissions are provided
Activity Level Masking from Permission Template for users.

Proptiger

2

PropTiger Ticketing Flow – Standard Process
Account Information – PropTiger (62854)

Reliance Nippon

3

Account Information : Reliance Nippon
Reliance || Leads not found in LeadSquared
Reliance || How to debug when customer unable to initiate the feedback link

Reports FAQ

3

Reports FAQ
Less leads coming in Report data export
Fields supported in SIERA

Security

6

How to change Two Factor Authentication from Email to SMS?
ADFS Common Issues
Compatibility of SMS 2FA with Compulsory Email 2FA Enforcement
Google Authenticator – ‘Key’ is lost.
Dynamic token for mobile app
IP restriction behavior in case organization switch is enabled

Service Cloud FAQ

1

Service Cloud FAQ

Settings

8

Sales Group Hierarchy
Deletion of Leads in Sandbox Account after Sync
LEADS RE-ASSIGNMENT ON USER DEACTIVATION
Checking Payment Logs
How to make 2 or more sales users see each other’s leads via Sales Group
Admin receiving report queue emails for sales user requests
Exporting activities failed though the users have the permission in the permission template
View User Hierarchy not visible for admins even though it has enabled from TM.

Siera

8

Custom reports are not being downloaded with the correct file type. (SIERA)
How to share “My View” SIERA reports to all users
SIERA Reports not loading/working
Siera Reports refresh rates
Duplicate Entries in Siera Reports due to configuration issue
How to give Siera Dashboard access
Unable to view data in Siera Report
Unable to view reports of some users in SEIRA

SMS FAQ

2

SMS FAQ
LeadSquared-SMS Marketing App

Sonalika

1

Account information- Sonalika (62253)

Tasks FAQ

1

Tasks FAQ

Teachmint

1

Account Information – Teachmint

Telephony Connectors

29

Ozonetel v2 Connector
Click2Call API Client side script to add an extension number.
Ozontel Progressive/predictive dialling Agent pop up issue
Call Failure: ‘Error While Retrieving User Details from Cache’
Enable Opportunity Telephony Mapping
Agent pop-up disappears in a fraction of second with an error on the pop-up
User field mail merge in call disposition URL in UTC
Mobile Agent Pop-Up not coming – Issues
Agent Panel loading issue new UI
Leads Need to Add Country Code to DID / Campaign Number to Call Back LSQ Sales Users
Talk-time update UPGRAD(49074)
Call Activities not getting posted (RC) | Ring Central Connector
Case Sensitive direction for telephony
Telephony FAQ & Troubleshooting
Call logs time Zone(UTC to IST conversion)
Virtual Numbers not Visible in the C2C Pop-Up
Unsupported Media type error
Multiple Call Activity posted on leads
Microphone Access Denied in Servetel Agent Panel?
Agent Pop UP in New UI
Virtual number starts with %2b91 instead of +91 while placing outbound call.
The virtual caller ID stickiness in New UI
Click to call is not working in nextgen while it’s working in old UI.
The pop-up form is showing the Opportunity field instead of the Lead field.
Mail-Merged Lead field value not showing in Opportunity Pop-Up form
Incorrect Talk Time Display in LeadSquared Application.
Call Log Posted to Wrong Lead When Phone Number Is Duplicate
Unable to Log In to AMEYO – Resolution via UTC SSO API Issue
Activities / Call Recordings Not Visible to Specific Sales Users

Telephony FAQ

1

Telephony FAQ

Telephony Settings

2

Discrepancy in telephony section
Lead Access shared not revoked – Lead Shared via Agent Popup

Toyota

1

Toyota 73680 Account Information

Tracking Script FAQ

3

Tracking Script FAQ
Steps to follow while clearing Chrome browser cache || Initial browser set-up for LSQ usage || LSQ Site settings
‘Allow Auto Update’ not working for dropdown fields under opportunities for the imported opportunities

TVS credit

1

Account Information – TVS Credit

UI Errors

7

500 OOPS error in Manage task page
Lead updated successfully. Failed to create 1 activitie(s)
Opportunity Updation Error: Duplicate! Another Customer already exists with same Details.
Maximum Custom Field Not Sufficient Error coming while enabling Opportunity Module from TM
Different date in Audit trail
Save Button on Forms is Not visible to some of the users
Unable to complete task

ULC FAQs

1

ULC FAQs

Unext

1

Account Information – UNext (Manipal Education)

Upgrad

1

Account Information – upGrad

Use Cases

1

Custom requirement: To update correct lead name.

User Management FAQ

2

How to reset Leadsquared Password
User Management FAQ

UTC - FAQs

14

Number of custom fields in UTC generic instance for call log
Incorrect user value posted in call log activity
Can we increase Virtual Number/DID limit in UTC?
Virtual number captured as tagname in call activities.
Opportunity Call Route API – No response
View details agent pop-up
Lead source empty for inbound phone calls
Lead Owner Changing from System to Calling User During Outbound Calls
Leads are Not Created from Inbound Calls although the logs are pushed from provider
Agent Panel size issue
Agent Pop-up Form Not Visible in Mobile
phone call metrics report not reflecting for sales manager
Call Log Posted on Wrong Lead When Two Leads Have Same Phone Number
Agent Pop-Up Not Received During Calls (Third-Party Auto Dialer)

VidhyaShilp

1

Account Information – Vidyashilp University Details

Webhook FAQ

3

WEBHOOK FAQ
Webhook Discrepancy
Call Log Failure

Webhooks

9

Issue while configuring a webhook
Basic checks to add valid webhook
Overview on how to write Webhook In LSQ
Connecting to FTP and SFTP Servers Using FileZilla
Webhook is not getting verified at LSQ end
Error: “Unable to submit form, try again”.
Webhook Gets Disabled due to Continuous Failures
Lead stage update using Webhook – One stage to another stage
Lead stage update using Webhook – Any stage to any stage

Whatsapp FAQ

1

WhatsApp Connector FAQ

xanadu

1

Account Information : Xanadu

Xylem

1

Account Information – XYLEM

Zapier

1

Limited activity fields in Zapier Actions

ZOHO

3

Zoho Desk General Settings – KB
Zoho desk FAQs
Zoho Desk Automations – KB

Guidelines

1

Mobile Login Issue | Azure

Lead Prioritization

1

Lead Field Not Visible in Lead Quality Criteria

NextGen

2

Next Gen Login issue
How to Resolve Issues with Accessing the Lists Functionality on the Next Gen Platform

View Categories

Home
Docs
FAQ: Automations

FAQ: Automations

Attachment option enablement for Notify User Card
Automation Home (Test)
Automation crash
User Automation Actions – Notify User
I’ve set up an auto check-in/check-out automation but I don’t see any users entering my automation. Why?
I configured reminders to be delivered in my automation but my users aren’t receiving them. Why?
Triggers in Lead Automation
Group Level Automation
Lead Automation Conditions – Compare
Automation Audit Logs

❮
1
...
5
6
7
8
❯

© 2026

Scroll to Top