Comments for LeadSquared Help and Support

Comment on Email Settings – Manage Email Subscription Preferences (Email Categories) by Oshin Anand

Oshin Anand — Wed, 18 Mar 2026 10:45:11 +0000

Hi, we need more context on this. Can you give us a detailed description of the issue you’re facing?

Comment on Create and Schedule Email Campaigns by Oshin Anand

Oshin Anand — Wed, 18 Mar 2026 10:44:01 +0000

In reply to Alexa.

Hi Alexa. The # of Recipients are valid recipients selected for that particular email. Recipient Lists is the total count of recipients. In your case, you must take into account the # of Recipients.

Comment on Manage Plans on Journeys for Web Users by Oshin Anand

Oshin Anand — Thu, 12 Mar 2026 05:10:12 +0000

In reply to perli pavan.

Hi, we need more context on this. Can you give us a detailed description of the issue you’re facing?

Comment on Create and Schedule Email Campaigns by Alexa

Alexa — Tue, 10 Mar 2026 20:19:53 +0000

How should i be interpreting, or communicating, the size of the list and campaign?
Like there’s the # of recipients in campaign details & recipient lists in campaign details, which both have differing totals.

So for example, if a manager asks me, “how large is the email list” – which # would be the best to communicate? The # of recipients? This is important because we have email limits so we’re trying to allocate how many emails we can send.

Comment on SIERA Expression Builder by Zaid Assadi

Zaid Assadi — Tue, 10 Mar 2026 10:27:31 +0000

In reply to Randhir.

Hi, we’ll need a bit more information about the use case you’re trying to address. Could you please raise a support ticket at [email protected] with the relevant details so our team can assist you further?

Comment on Manage Plans on Journeys for Web Users by perli pavan

perli pavan — Sat, 07 Mar 2026 13:05:13 +0000

How can I compare if the user is performing against the plan

Comment on SIERA Expression Builder by Randhir

Randhir — Thu, 05 Mar 2026 07:11:26 +0000

Hi I try to create a custom column using the expression If( All Activities.ActivityEvent = 217,All Activities.ActivityDate,Null) and when i replace the Null with 0 it allow me to save but when i try to use this column in report it show "Incompatible data formats detected! Some fields from the data source use different data representations and cannot be processed together. Please review and add compatible fields in the Data Source section." as All Activities.ActivityDate this is Date range and i try to remove the the missing value with 0 that's why it give me error i also try to use this formula "MinIf(All Activities.ActivityDate, All Activities.ActivityEvent = 217)" bu i can't save this one i don't why can you please help me in this.

Comment on Integrate Facebook Conversions with LeadSquared by Sri Sudhan

Sri Sudhan — Wed, 04 Mar 2026 09:17:05 +0000

In reply to Saleem.

Hi, Saleem. You can refer to Meta’s event mapping guidelines to understand how custom events should be structured. In LeadSquared, you can map any field value, including a Lead Status such as “Qualified”, to a Meta native event or define it as a custom event. So just like you mapped “Closed-Won” to the custom event “AdmissionConfirmed”, you can similarly map the “Qualified” stage to a custom event in Meta based on your campaign tracking needs.

Comment on Email Settings – Manage Email Subscription Preferences (Email Categories) by Tori Salt

Tori Salt — Tue, 03 Mar 2026 15:19:35 +0000

Why does the Campaign module require the use of Mailing Preferences, I cannot just use Unsubscribe, I have to add Mailing Preferences when sending out email campaigns – we only use one category type when emailing our clientelle.

Comment on Scheduling Reports on SIERA by Zaid Assadi

Zaid Assadi — Mon, 02 Mar 2026 06:59:03 +0000

In reply to Ajay.

Hi. Can you please email [email protected] with a bit more context on the issue you’re facing? Our team will reach out ASAP.

Comment on Integrate Facebook Conversions with LeadSquared by Saleem

Saleem — Sat, 28 Feb 2026 05:43:15 +0000

Hi, I need to push my lead status value as a custom event. In my case, I want to push the lead status (Qualified) as a custom event to Meta. Like I push converted leads- [ When. Lead Stage Staged to ‘Closed-Won’ as Custom Event “AdmissionConfirmed’. But I feel a bit confused about sending values for Qualified Leads.

Comment on Scheduling Reports on SIERA by Ajay

Ajay — Wed, 25 Feb 2026 13:05:00 +0000

I try to mark the attandance,
But not working

Comment on SIERA Quick Edit by Zaid Assadi

Zaid Assadi — Mon, 23 Feb 2026 09:14:52 +0000

In reply to Neeraj.

Hi, At present, this feature isn’t available but is in the pipeline. Also, could you please contact [email protected] with the specific use-case you’re trying solve? Our team will check if there is a workaround.

Comment on SIERA Quick Edit by Neeraj

Neeraj — Thu, 19 Feb 2026 10:07:54 +0000

How do we add percentage% sign in tables

Comment on Opportunity Configurations by Oshin Anand

Oshin Anand — Wed, 18 Feb 2026 10:18:37 +0000

In reply to Shree.

Hi. We need more context on this. Please give us a detailed description of the issue we’re facing, so that we can help you out.

Comment on SIERA Expression Builder by Zaid Assadi

Zaid Assadi — Wed, 18 Feb 2026 05:48:16 +0000

In reply to Gaurav Rai. Hi. Could you please try with the following expression? The one below encloses the StatusCode value in quotations -

CountIf(
 ToDate(EndDate) >= ToDate(CurrentDateTime)
 AND ToDate(EndDate) < DurationAdd(ToDate(CurrentDateTime),1,'DAY')
 AND StatusCode = '0'
)

Comment on SIERA Expression Builder by Gaurav Rai

Gaurav Rai — Tue, 17 Feb 2026 07:42:40 +0000

I want to make a task report in which all tasks should show which are pending for the day. i am using above CountIf( ToDate(EndDate) >= ToDate(CurrentDateTime) AND ToDate(EndDate) < DurationAdd(ToDate(CurrentDateTime),1,'DAY') AND StatusCode = 0 ) but not working

Comment on How to Share Opportunities for a Limited Duration by Oshin Anand

Oshin Anand — Thu, 12 Feb 2026 09:44:23 +0000

In reply to Abhishek. Hi Abhishek, apologies for the delayed response. To learn how to distribute opportunities in a round robin format, please see Opportunity Distribution Automation.

Comment on Opportunity Configurations by Shree

Shree — Tue, 10 Feb 2026 12:24:36 +0000

one of the field value is not getting pushed to netsuite through email internal the field data type is custom type string>200 characters, why the field value is not getting pushed

Comment on List Management – Feature Guide by Oshin Anand

Oshin Anand — Tue, 10 Feb 2026 09:42:15 +0000

In reply to Joju.

Hi Joju, apologies for the delayed response. Yes, when using Delete All Leads to remove leads from a list, the deletions are processed one by one.

Comment on Writing Expressions using SIERA Expression Builder by Sri Sudhan

Sri Sudhan — Tue, 10 Feb 2026 09:22:40 +0000

In reply to Krishna. Hi, Krishna. You must include "countif". Your expression would be CountIf('FieldName' >= 15)

Comment on Writing Expressions using SIERA Expression Builder by Krishna

Krishna — Sat, 07 Feb 2026 09:25:19 +0000

how to write an expression where the count of a field is greater than or equal to 15? Count(Field Team Process.RecordingDurationField>15) is this the right way?

Comment on How to Share Leads for a Limited Duration by Sri Sudhan

Sri Sudhan — Thu, 05 Feb 2026 08:57:37 +0000

In reply to Abhishek. Hey, Abhishek. This can be achieved using Permission Templates.

Comment on How to Share Leads for a Limited Duration by Abhishek

Abhishek — Thu, 05 Feb 2026 08:21:06 +0000

I want only if the lead is shared with the user, then they can only view the lead, but can’t post any activity, so how can we set up this permission?

Comment on LeadSquared Call and SMS Tracker App by Sri Sudhan

Sri Sudhan — Wed, 04 Feb 2026 09:06:36 +0000

In reply to Usman Siddiqui.

Hey, Usman. Sorry for the delay. Can we please get on a call sometime this week to understand this requirement? What would be a good time to reach out to you?