[28-Oct-15] Send calendar invites for tasks
You can now send calendar invite to Task Owner, Lead and Task Organizer (creator). First, enable the calendar invite from Task Type setting and then you can send…
You can now send calendar invite to Task Owner, Lead and Task Organizer (creator). First, enable the calendar invite from Task Type setting and then you can send…
We have added a new setting to enable customization of task management feature. You can now create your task types, choose a default one, enable sending calendar invites to leads,…
You can now attach files while adding sales activities (like new Order, Booking, Subscription).  Check this help article for more details.
You can now capture comments on changing Lead Stage. It can be entered as text or selected from pre-defined dropdown values.  Enable it at section “Comments on Lead Stage”…
We have just released a completely new app for android phones. Download it from Google Playstore and enjoy the new user experience!
LeadSquared will be down for 30 mins on 26th Sep for maintenance.  Start time: 5:30 pm UTC ; End time: 6:00 pm UTC. Click here to check the downtime in your…
We have noted email delivery issues at one of our email platform providers.  This has impacted scheduled emails for some customers between Sun 11 pm, Sep 20th to Mon…
We have combined our WP plugins for Website visitor tracking, accessing LeadSquared forms, Comment to Lead and Contact Form 7 lead capture  in one suite. Just install it…
Capture visitors who comment on your WordPress posts as leads in LeadSquared. Get more details.Â
Use our WordPress plugin for LeadSquared forms to capture leads from WPÂ seamlessly in LeadSquared. Â Get more details.Â
Helps you understand the landing page visits, submissions and conversion trends by day of the week. Check the report here.
Helps you analyze trend of visits, submissions and conversion rate across landing pages over time. Check the report here.
Highlights how the overall Engagement Index and over various Lead Stages has been trending over time. Check the report here.
Helps you analyze lead growth trends by various lead origins  (like “Landing Pages”, “API”, “Phone”, “Import” , “Lead Add Form” etc.) in a given time period. Check the…
Check the updated version of Key Lead Metrics report under Analytics -> Lead Insights. The report now covers three key elements – Leads, Activities and Tasks and allows…
LeadSquared customers using telephony services of mCube can now capture call logs inside LeadSquared.  Navigate to Apps -> Apps Marketplace to find new app for mCube.
The report provides ability to analyse effectiveness of online campaigns on parameters utm_source, utm_campaign, and utm_medium.  Check the report here.
You can now filter tasks for  exact dates ranges with an option to show or not to show overdue tasks. Here is an example.
We update LeadSquared app pretty regularly. You can find the latest updates on the notification icon.  Here is an example.
Do trend analysis of lead growth by stages. Check the report under Analytics -> Lead Insights ->Historical Data – Lead Growth Analysis by Stages
Type in first few letters of template name to locate your template easily in Email Composer. Here is an example.
You can find all leads accessible to you as per your role, group membership and permissions in a new system created list “All Leads” at Leads -> Manage List page.
The Administrators can now control which custom activities can be deleted by users. Just select “No” under “Delete Activity” option as shown here to ensure that no user can…
Viewing Starred Leads now got easier. It is available as the first Quick Filter on Manage leads page.