Lead Management Export Lead Owner’s Email Address You can now export the lead owner’s email address during Lead Export. While exporting leads, either Export All Fields, or select…
Sri Sudhan
Opportunity Management Opportunity Integration in Telephony Opportunities can now be integrated with the LeadSquared Generic Telephony Connector and the Ozonetel v2 Connector. This will enable you to track phone call interactions…
Vir Singh
We’ve released two new connectors in the Apps Marketplace. 1. Facebook Retargeting Connector The Facebook Retargeting Connector enables you to push lists of leads (interested in a particular…
Sri Sudhan
The latest updates for our app, which is available on the Apple AppStore. Account Details You can now set Primary Contact details by long-pressing on a lead in the…
Sri Sudhan
The latest updates for our app, which is available on the Google PlayStore. Account Details You can now set Primary Contact details by long-pressing on a lead in the…
Sri Sudhan
The list of new updates includes new organization-level settings for admins, bulk update for activity custom field sets, optimization options for forms and processes, support for multiple task-types…
Sri Sudhan
The latest updates for our app, which is available on the Google PlayStore. Account List The multi-select functionality is now available in the account list and smart views,…
Sri Sudhan
The latest updates for our app, which is available on the Apple AppStore. Account List The multi-select functionality is now available in the account list and smart views,…
Sri Sudhan
Lead Management Through API, you can now reset (delete) activities, tasks, audit trails and notes on a lead, within a certain time range. To know more, please refer…
Sri Sudhan
With this update, we’ve released a new admin settings page, enhanced lead assignment quotas, updated automations and opportunity management, introduced a new data protection and privacy enhancement as…
Sri Sudhan
The latest updates for our app, which is available on the Google PlayStore. Duplicate Detection in Opportunities When a duplicate opportunity is detected as per the rules set…
Sri Sudhan
The latest updates for our app, which is available on the Apple AppStore. Duplicate Detection in Opportunities When a duplicate opportunity is detected as per the rules set…
Sri Sudhan
Opportunity Management You can now view and access the documents tab on the Opportunity Details page. In case of a manual change in opportunity owner, the lead associated…
Vir Singh
Authentication We now support login to LeadSquared using the Azure OpenID method. To know more, please refer to Integrating Azure AD with LeadSquared. Smart Views Smart Views…
Sri Sudhan
The latest updates for our app, which is available on the Apple AppStore. Account Lists & Smart Views If you have the Accounts feature enabled, you can now view…
Sri Sudhan
The latest updates for our app, which is available on the Google PlayStore. Note: Android 5 is the minimum OS version supported in App versions 10.7 and above. …
Sri Sudhan
The latest updates for our app, which is available on the Google PlayStore. Opportunities in Dynamic Forms You can now set up Forms and Processes for Opportunities on the…
Sri Sudhan
The latest updates for our app, which is available on the Apple AppStore. Opportunities in Dynamic Forms You can now set up Forms and Processes for Opportunities on the…
Sri Sudhan
The latest updates for our app, which is available on the Google PlayStore. LeadSquared’s Opportunity feature is now enabled on the mobile app. To know more about Opportunities, please…
Sri Sudhan
The latest updates for our app, which is available on the Apple AppStore. LeadSquared’s Opportunity feature is now enabled on the mobile app. To know more about Opportunities, please…
Sri Sudhan
We’ve released enhancements across Opportunities, Azure Active Directory Integration, Permission Templates, Lead Import, Task Management, and more… Opportunity Management On the Opportunity Details page, the Opportunity vCard will…
Sri Sudhan
We’ve enhanced LeadSquared forms with the ability to create portal registration forms, preview and download, collect E-signatures, accept payments through Authorize.Net and more. 1. Preview & Download…
Vir Singh
Now track changes to all lead fields with Lead Field Audit, export tasks from the Manage Tasks page, and enjoy a better experience while merging leads. We’ve also…
Sri Sudhan
We’ve released a number of enhancements across Portals, Forms & Processes, Automation, and more… 1. Portals and Forms & Processes 1. Forms can be used to create…
Vir Singh
