Send File Attachments in One-to-One Emails Users can now attach files in all one-to-one emails (uploaded to the Images and Documents Library). This feature is generally available. New…
Dharshana Santhanam
Map View in Task List and Task Smart Views Users can now switch between List View and Map View in Task List and Task Smart Views. With map…
Dharshana Santhanam
Map View in Task List and Task Smart Views Users can now switch between List View and Map View in Task List and Task Smart Views. With map…
Dharshana Santhanam
Hide Sensitive Information in Activity Fields Previously, Admins could only mask Activity Types as a whole. Now, they can hide sensitive information in specific Activity Fields (like email…
Zaid Assadi
Add Email Signatures You can now include your email signature on Marvin. You can add or edit your signature on the Settings page. Edit Profile Details Users…
Dharshana Santhanam
My Trips My Trips is LeadSquared’s new day planning feature designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum…
Dharshana Santhanam
My Trips My Trips is LeadSquared’s new day planning feature designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum…
Dharshana Santhanam
Overwrite Lead Fields Through Dynamic Forms When a Lead Owner is filling a LeadSquared Dynamic Form, and if the lead already exists, the owner will now have the…
Dharshana Santhanam
Manage Templates Admins can now create and manage message templates. Users can then use these predefined templates to send emails or messages to leads. If the user already…
Dharshana Santhanam
Manage Templates Admins can now create and manage message templates. Users can then use these predefined templates to send emails or messages to leads. If the user already…
Dharshana Santhanam
New Filters on Smart Views On Activity and Task Smart Views, you can now add Opportunities as conditions when creating a Smart View. This allows you to filter…
Zaid Assadi
Casa (Mobile Home Builder) Lead Shortcut Widget – You can now display a list of the top 10 leads according to the configured criteria (recently added and recently…
Dharshana Santhanam
Casa (Mobile Home Builder) Lead Shortcut Widget – You can now display a list of the top 10 leads according to the configured criteria (Favourite leads, recently added,…
Dharshana Santhanam
Search By Comma-separated Values in Advanced Search Previously, to search for multiple values (such as email addresses, phone numbers, etc.) using Advanced Search, you had to create multiple search…
Sri Sudhan
Self-Apply Home Loan Template By using the Self-Apply Home Loan template on Portals, your customers can complete their home loan application journeys and track their progress throughout the…
Zaid Assadi
Filter Leads by Time Now filter Leads by time. This is especially useful when you have a large volume of incoming leads in your account, and you want…
Sri Sudhan
Forms You can now add leads in your system by importing them directly from your device’s contacts. This feature is supported in both default and dynamic forms. You can…
Dharshana Santhanam
Forms You can now add leads in your system by importing them directly from your device’s contacts. This feature is supported in both default and dynamic forms. You can…
Dharshana Santhanam
LeadSquared Enquiry Widget You can now publish LeadSquared Enquiry Widgets without the need for LeadSquared Portals or Portals License. Minimalistic Conversion Template Minimalistic Conversion Template 2 is…
Zaid Assadi
Decentralized User Management Controls Sales Group Managers now have complete user management control over users in their sales groups. They can now Activate, Deactivate, Mark Users Obsolete, and…
Vir Singh
We now support custom fields (e.g., for unique Ids required for integrations) in the post data of the lead update webhook. To get this enabled for your account,…
Vir Singh
We’ve released a new API that enables you to remove all the users present in a Static List. This helps reduce the effort and errors you may encounter…
Vir Singh
Forms and Processes You can now add Grid fields in your forms to add the following actions within a dynamic form. Open form Open URL Open deep link…
Dharshana Santhanam
Forms and Processes You can now add Grid fields in your forms to add the following actions within a dynamic form. Open form Open URL Open deep link…
Dharshana Santhanam
