Steps for integration: Go to the integration page Click on the leadsquared Logo Fill all the fields as per the instruction Enter Submit There are some instructions on the Success page. Follow those instructions too and integration is completed. ...
Enable Universal Telephony connector Login LeadSquared Go to APPS→ Apps Marketplace Search Universal telephony connector Install the connector if not installed Click on Configure and complete the steps as per instructions Virtual number update Click2 ...
Incoming Calls: Popup notification will appear on the agent’s screen Lead will be created if no lead exists Activity will be created under the lead Outgoing Calls: Popup notification will appear on the agent’s screen Activity will be created under ...
Prerequisite: Enable Webhook inCall and Webhook AfterCall Enable click2call Mobile number of the user should be updated in Leadsquared User (Agent Phone numbers) Note: If the client has added in other places, phone, mobile, or telephone, then we have ...
User can initiate click2call from CRM Popup notification for every incoming/outgoing call will be initiated Lead/activity will be created for every call