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Enabling it to all users
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System not visible in user dropdown in mobile application
This is an expected behavior and system will not be shown in mobile application and leads under system will also not be visible. From support access login it will be visible but from users account including admins the system will not be visible.Users able to edit opportunity even after the opportunity is shared and only view access is given
Issue: Opportunity is shared and the owner is also changed. Still, the user is able to edit the opportunity even after view-only access is given and edit access is restricted. RCA: The opportunity fields are not editable, but on the opportunities, ...Issue with installing call and SMS tracker
Effective from Android version 20.6 and above, the Call & SMS Tracking features are available directly through the LeadSquared Mobile App, which can be downloaded from the Google Play Store. For devices running older versions of the app, users will ...Billing user
1) Only a existing billing user can make another admin billing user. 2) Admins can not make other users billing user. 3) An admin user who is being used in any automation can not be made as a billing user. 4) A billing user can not be used in ...CIF file not downloadable or viewable
Issue Summary: Users fill out a form, which generates a PDF document. This document is stored in the Documents tab in a CFS field and uploaded to Amazon S3. Some PDFs were not downloadable or viewable. The root cause was a restriction policy on the ...
Popular Articles
Deletion of Leads in Sandbox Account after Sync
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 ...Restrictions on adding sub-automation in Automation(Lead Type Trigger)
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 ...Inbound texts are not being pushed to LeadSquared from CTM.
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 ...Can Enabling "Allow non-lead email address(es) in the CC field" Setting Generate Unwanted Leads in LeadSquared?
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 ...Why is exit condition behaviour different on wait card?
Query: Customer raised a concern that Automation exit condition is not working on the Wait card. For example: When the automation gets triggered and the exit condition is satisfied by the Lead, the lead will not exit on the trigger card, it will exit ...