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
- 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.
- 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
- 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
- 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
- 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
- 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)
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
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
- 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
- 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
- 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
- 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
- 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
- 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
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”
- “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
- 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
- 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
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)?
- 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
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)
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
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
- 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}
- 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
- 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)
- 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
- 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 ?
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
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
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
- 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
- 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
- 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 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
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?
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)
- 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.
- 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.
- 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!
- 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
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
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
- 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
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
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
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.
- 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
- 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
- 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
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)
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
- 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
- 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)
- 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
- 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.
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
- 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
- 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
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
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
