Have you learnt how to set up Automation with LeadSquared? Become a pro now! X

Product Updates

[07-Oct-16] Configuring custom actions on Leads and Lists

This new app “Custom Lead and List Actions” allows you to configure custom actions (like making an API call to fetch or send data) on click of custom menu item on Leads and Lists. So you can extend LeadSquared to add features around leads and lists that suit your own custom needs.   Here is the help article.

[04-Oct-16] Introducing LeadSquared Chrome extension for Gmail

We have released an extension for Chrome browser that integrates your Gmail with LeadSquared.  It does following:

  • Create leads from email
  • Create activities on leads from gmail.
  • Create follow-up tasks for leads from gmail.
  • Send trackable email to leads from gmail.

Here is the help article.

 

[04-Oct-16] Import lead tags

You can import tags and associate them with existing leads. We have added an option to import tags on manage leads page.  Note that tag import is different from lead import. While importing tags you just specify email ids of existing leads in one column and tags in another. Here is the help article.

[04-Oct-16] Tag all leads in a list

You can now tag all leads in a list as a bulk operation. The tag action is available as “Tag All Leads” on the List Actions menu inside list details screen.

[04-Oct-16] Add your favorite dashlets to default dashboard

The default dashboard can now be customized. You can remove existing dashlets and add fresh ones. This is in addition to the custom dashboard feature that was already available.

[14-Sep-16] Tag leads based on rules

In the Rules & Notifications feature, we have added a new action: Add Tag. Based on the rules you setup, matching leads can be tagged.

[14-Sep-16] Mailing Preferences can now be enabled in landing page forms

Mailing Preferences (Email Categories) are now available to be added in Landing Pages. This will enable to subscribe leads to specific email categories. Here is the help article.

[25-Aug-16] Introducing Custom Tabs

Custom Tab is a custom lead page where you can fetch data from external sources about the leads.  When you see lead data then it usually comes what is stored in LeadSquared. With custom tabs, you can fetch data about leads from external systems and show it along-with lead details in LeadSquared. Some examples:

  • Show all support tickets stored in external system associated with the Leads and display as a separate tab in Lead Details.
  • Display as a tab in Lead Details for the list of products added in cart by the lead in an E-commerce site
  • Display as a tab in Lead Details for the properties a lead may be interested.

Here is the help article:  Custom Tab Connector.

 

[24-Aug-16] More actions in Rules and Notifications

In Rules and Notifications feature, we have added  four new actions:  1) Add Task : will help automate task creation as a result of lead stage change, or specific activity being posted  2 & 3) Star / Unstar a lead : will help in easily identifying leads matching rules 3) Add lead to list : will help in grouping leads matching rules.

This is additional to the already support actions like Send Email, Update Webhook and Update Lead Fields.