Lead Field Masking and Activity Access Control has been added to Permission Templates Lead Field Masking – Specific lead fields can now be hidden/masked through permission templates. Activity…
Samuel D
You can now associate several additional fields for Users. This includes custom fields that can be used based on business needs. The User creation screens have been enhanced,…
Samuel D
You can now associate an ‘advanced search condition’ at the Automation trigger. Notify Actions – Activity fields are now available to be mail merged. All automation actions have…
Samuel D
Here are some of our recent updates Ability to Send Texts in Bulk to Leads You can send multiple leads a text at once from either the Lead…
Samuel D
Manage Activities allow you to manage and view notable activities. It would be ease to manage any ‘custom entity’ related to Lead/Contact. Navigate to Leads -> Manage Activities Sales activities would…
Samuel D
We are happy to support Zapier Integration. It will help you connect 750+ apps to your LeadSquared system! You can access Zapier Connector on our Apps Marketplace. (Apps ->…
Samuel D
This allows you to uniquely identify a Lead using phone number. By making the phone number field unique, a LeadSquared user is not able to create a Lead…
Samuel D
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…
Samuel D
Automation helps companies(B2B and B2C) eliminate repetitive tasks and to maximize the efficiency of the business. The Automation feature of your LeadSquared is advanced and easier than ever…
Samuel D
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…
Samuel D
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.…
Samuel D
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…
Samuel D
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…
Samuel D
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…
Samuel D
The Metric Section below the lead details displays field values like Lead Score, Lead Quality and so on. You can customize this area to show field values of…
Samuel D
You can now view, edit and share the Lead Details of the vCard from Lead Details window. The fields of this vCard are customizable. Here is the help…
Samuel D
Activity History will now show Notes and completed tasks. The filter on the lead details page has options to show/hide Notes and Tasks.
Prashant Singh
You can now fetch the delivery, open/click report of email campaigns sent in a given time-frame via API: Retrieve Campaign Statistics
Prashant Singh
We have introduced bulk version of Create or Update API: Bulk Create or Update. It can be used to create/update upto 25 records in one go.
Prashant Singh
You can now pull activities of a given lead by specifying a date: Get Activities by date range.
Prashant Singh
The Notes associated with leads can be now accessed and managed thru APIs. Following APIs have been added: Get Lead Notes Add Note Update Note Delete Note
Prashant Singh
The Metric Section below the lead details displays field values like Lead Score, Lead Quality and so on. You can customize this area to show field values of…
Samuel D
You can now view, edit and share the Lead Details of the vCard from Lead Details window. The fields of this vCard are customizable. Here is the help…
Samuel D
You can now LeadSquared to initiate & track call to leads via your mobile phone. All you need is an android phone with working SIM, internet access and LeadSquared…
Prashant Singh
