Product Updates

[19-May-17] Restrict ‘user access’ to LeadSquared based on IP address

The Restriction using IP Whitelisting setting of LeadSquared allows you restrict user access to LeadSquared using IP address. You will be able to add the list of IP addresses using this setting. Only users whose IP addresses are included in this list will be able to log into LeadSquared.

Note: This feature is only available for Enterprise plan customers.

 

 

[16-May-17] Introducing ‘Automation’ – a Powerful Workflow Designer

The Automation feature of your LeadSquared allows you to create visual workflows for various events. You can automate your workflow from start to finish and also determine the direction of the workflow based on the conditions and actions that you provide

Here is the help articles:
1. Automation feature of LeadSquared
2. How to Create an Automation?

If you aren’t able to see this feature under Marketing-> Automations,
Please reach out to support@leadsquared.com

[10-May-17] Restrict “From Address” in emails

Administrators can now restrict users to send emails on behalf of other users / lead owner.  This can be controlled at Role level.

The setting is available in Settings -> Email Settings -> From Address Restrictions

For detailed information on this, refer From Address Restrictions

restrictions window

“Are you making these 3 mistakes in LeadSquared?”

Shrikant Mudaliar discusses the common mistakes LeadSquared users make and how you can avoid them.

Are you making those mistakes? Join the session to find out

Shrikant webinar final corrected spacing

[20-Mar-17] Personalize your Lead Details view

Lead Details window now allows
(1) Ability to add your own tabs with activities that matter to you.
(2) View tabs in a list and navigate, set default.
(3) Refresh the contents of tab
(4) and drag/drop tabs horizontally to re-order them

For more information regarding this changes, refer to
How-to-add-and-manage-activity-tabs-in-the-lead-details-window/

 

enhanced lead detail

[20-Mar-17] Enable browser notifications for Task Reminders

You can now enable browser notifications for Task Reminders in your LeadSquared system. Notifications pop-up based on the remind time you set while creating a task.

For detailed information on this, refer to
How to Set Web Browser Notifications for Task Reminders in your LeadSquared CRM?

 

[02-March-17] Email to List Reports and CreatedOn Import

Email to List Reports now available from the Email Campaign window which allows you to view the Reports of Emails which is sent to a list using Email Campaign wizard or directly to a Lead list from the Manage Lists window.

Email to list report

Email to list report1

You can now import the CreatedOn (datetime field which contains Lead creation date) field while doing a Lead import. This is particularly useful if you are importing data from your previous CRM systems.

For more information on Lead import, refer to How to import leads to LeadSquared?

10 Features you must setup in LeadSquared

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[30-Jan-17] Alignment of Activities Tab in Lead Details Page

The lead details feature change is now updated in the Lead Details Help Article.
The Activities Tab of the Lead Details Page is now moved to the top of the Lead Details.

For more information regarding this feature change, refer to Leads: Lead Details