Account (Company) Management

The Accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for all your partners, vendors, third-party services, etc., store all the data you need (account details, account owners, stages, etc.) and add and manage your leads under these different accounts.
For more information on the Accounts/Companies feature, see Manage LeadSquared Accounts.

Note: The terms Account and Company are used interchangeably in the documentation.

 

 Create Retrieve Update  Delete
Create an Account
Create a new account.
Get an Account
Retrieve one or more accounts.
Update an Account
Update details of an account.
Delete an Account
Delete an account.
Create or Update Accounts in Bulk
Create or update upto 25 accounts in a single call.
Create or Update Accounts in Bulk
Create or update upto 25 accounts in a single call.