Retain Filters Filters used on different screens will now be retained until the user logs out. This feature is currently supported for the following areas: Lead list –…
Dharshana Santhanam
Activity Audio Recording Users can now record the audio of face-to-face meetings through dynamic forms on the LeadSquared mobile app. These recordings are automatically posted as attachments to…
Dharshana Santhanam
Here are the newest connectors available on the Apps Marketplace – Chatbot LeadSquared’s Chatbot is a no-code, menu-driven bot builder that allows you to boost user efficiency, streamline responses, and…
Sri Sudhan
Two-factor Authentication (2FA) Only Email and Google Authenticator are supported by default for all new customers using Two-factor Authentication. If you want to enable SMS authentication instead, follow…
Zaid Assadi
Custom Filters in Activity Smart Views Users can now create custom filters in Activity Smart Views. To enable the filter, refer to Smart Views for Administrators. Bulk…
Dharshana Santhanam
Custom Filters in Activity Smart Views Users can now create custom filters in Activity Smart Views. To enable the filter, refer to Smart Views for Administrators. Bulk…
Dharshana Santhanam
Image-Based Check-in/Check-out Admins can now enable the Image linked Check-in/out setting on Mobile App>Additional Settings for a more stringent approach to attendance registration. With this feature, users will…
Dharshana Santhanam
Image-Based Check-in/Check-out Admins can now enable the Image linked Check-in/out setting on Mobile App>Additional Settings for a more stringent approach to attendance registration. With this feature, users will…
Dharshana Santhanam
Button Hover Effects The Button Hover effect be used to create an interactive and engaging experience for the user – when you move your cursor over a button,…
Zaid Assadi
Role Based Two Factor Authentication We have enhanced application security, by enabling Two Factor Authentication (2FA) for all user roles across all tenants. This includes Super Admins and…
Zaid Assadi
Marvin is LeadSquared’s new Inside Sales Application that features significant improvements in the user experience across the platform. Marvin is designed specifically to increase the productivity of Sales…
Dharshana Santhanam
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
