We’ve released new audit reports that will help administrator users track changes to important entities in LeadSquared. To view these reports, from your administrator dashboard navigate to Reports>Reports…
Vir Singh
We’ve released a new automation action – ‘Send to Sub-Automation’, and we’ve also enhanced lead distribution to work for available/checked-in users. New ‘Send to Sub-Automation’ Action Use this…
Vir Singh
Here’s what’s new to our API suite – User Management Get Check-In Status of a User – Retrieve your check-in/check-out status using this API. Get Check-In History of…
Vir Singh
We’ve updated your LeadSquared Android app. This release brings you – A new login experience. Add & edit activity form fields organized by section. In addition, we’ve also…
Vir Singh
We’ve updated your LeadSquared iOS app. This release brings you – A new login experience. Add & edit activity form fields organized by section. Bulk updates on activity…
Vir Singh
We’ve made a few tweaks to our APIs – Earlier, if you passed a non-region specific API host, you’re response would be slower but the call would go…
Vir Singh
We’ve enhanced some telephony features to give you a better experience. Now incoming calls from numbers that match a lead’s secondary phone number will get tracked but won’t…
Vir Singh
We advanced our advanced search even more! You can now filter leads by tasks. Find Leads – With open tasks of specific task type With overdue tasks For…
Vir Singh
We have a brand new user management feature! To get an in-depth look, see Check-In and Check-Out. User Check-In/Check-Out lets you know when and where your users’ check-in…
Vir Singh
We’ve added new APIs to the LeadSquared suite- User Management Check-in and Check-out APIs – Now your users can check-in and out of LeadSquared and you can get…
Vir Singh
This release brings you the exciting new ‘Check-In/Check-Out’ feature, enhancements to activities, and view permission restrictions for reports. Check-In/Check-Out Now see the location you’re checking in and out…
Vir Singh
This release brings you the exciting new ‘Check-In/Check-Out’ feature, enhancements to activities, and view permission restrictions for reports. Check-In/Check-Out Now see the location you’re checking in and out…
Vir Singh
The Activity List is now available on the menu, so you can manage and access all your activities/opportunities from one place. You can edit these activities, add new…
Vir Singh
The Activity List is now available on the menu, so you can manage and access all your activities/opportunities from one place. You can edit these activities, add new…
Vir Singh
The LeadSquared automation feature lets you automate your workflows using a powerful visual designer that is intuitive and fun to use. See Automation feature of LeadSquared if you…
Samuel D
Activities are notable events in the lead life-cycle. LeadSquared comes built in with certain activities but also lets you create custom activities according to your business requirements. For…
Samuel D
You can setup webhooks to receive data from LeadSquared on the occurrence of certain events. To know more about webhooks and how you can implement them, see Webhooks.…
Samuel D
If you’re familiar with telephony integrations in LeadSquared, we have good news for you! We’ve released some agent pop-up enhancements to make life even easier. Launch Agent Pop-up…
Samuel D
You can setup webhooks to receive data from LeadSquared on the occurrence of certain events. To know more about webhooks and how you can implement them, see Webhooks.…
Vir Singh
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
