LeadSquared for Outlook
par MarketXpander Services Pvt Ltd
Manage leads and boost your productivity with LeadSquared for Outlook.
The LeadSquared integration with Outlook lets you experience LeadSquared
right in Outlook.
Benefits
Visibility
View the lead associated to emails and appointments without switching
between LeadSquared and Outlook.
Productivity
View Lead information inside Outlook.
Perform necessary actions of LeadSquared in Outlook.
Features
Create New Lead if contact does not exist in LeadSquared
When email is received from a contact, the sales user will get the
information whether the lead exists in LeadSquared CRM or not. If the
contact does not exist, the sales user will get the option to add the
lead in LeadSquared.
View lead information for existing leads
If the contact already exists in the system, then the sales user can
view the information related to the lead in Outlook.
Update lead details
Sales user will be able to update the lead details from Outlook, and
updated information will be reflected in LeadSquared.
Post activities on leads
Sales user will be able to post following 5 activities from Outlook-
- Negative Response to Email
- Neutral Response to Email
- Inbound Lead through Email
- Positive Response to Email
- Email Unsubscribed
Update lead stage
Sales user will be able to update the lead stage of leads from
Outlook.
Changed lead stage will be reflected as an activity against the lead.
Manage Tasks
Sales user will be able to create appointments and To-dos from
Outlook.
Sales user will be able to view and modify recent tasks in Outlook.
View details in LeadSquared from Outlook
Sales user will be able to navigate to lead details page in
LeadSquared from Outlook.
Note: A LeadSquared account is required to use this add-in. The
features will require a paid subscription to LeadSquared. Learn more here:
https://www.leadsquared.com/sales-crm-plans/
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut accéder aux informations personnelles dans le message actif (tels que le corps, l’objet, l’expéditeur, les destinataires et les pièces jointes) et modifier ces informations. Elle peut également envoyer ces données à un service tiers. Les autres éléments dans votre boîte aux lettres ne peuvent pas être lus ou modifiés.