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Enabling for all the usersEmail Experts
Enabling it to all users
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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 ...Data not reflecting in audit trail but field got updated
Hi Team, You can get the issue where lead field is updated perfectly but in audit trail, there will be no audit logs present. Reason This will only happen in the case where lead will be updated via API. Solution Audit trail will only pick up the log ...IP restriction behavior in case organization switch is enabled
Hi Team. As we know that we can restrict the login into LSQ based on IP you can refer to the article for more insights->https://help.leadsquared.com/restriction-using-ip-whitelisting/ However, if the account which is IP restricted has a child account ...Work area validation for mobile users
Settings > Mobile App > Work area validation. The above-mentioned setting will restrict mobile users from posting or adding activities until they have checked in or out. The method is outlined in the JSON body below. { "workAreaValidationMethods": [ ...
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 ...