Query: The client is questioning the reason behind the deletion of all leads in the sandbox account after performing a sync. Reason: During the sync process, all configurations from the production account are copied to the sandbox account, depending ...
Product behaviour: Sub-Automations created for an Activity type Trigger cannot be used in other automations with Lead type Triggers. Root cause: Sub-automation cards for Lead Type Triggers have a validation that only allows Sub-automations created ...
Issue:Inbound texts are not being pushed to LeadSquared from CTM. Possible causes: 1.) The incorrect webhook is added on CTM. 2.) The trigger for that Webhook is not configured correctly. Solution: For cause 1.) Verify the correct Webhook from the ...
Query: The client wants to avoid the creation of junk or unwanted leads in LeadSquared when enabling the "Allow non-lead email address(es) in the CC field" setting. What steps can the client take to prevent this situation? Solution: To prevent this ...
Hi Team, You can encounter error that lead stage update option will not come in bulk update from manage leads grid:- Resolution To resolve this issue kindly disable "enable comments on stage change " from Lead stage settings:- Now you can see the ...