[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.
[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.