Day Blocking in Journeys Block specific dates on your plans for planned leave or official activities. Blocked dates will be displayed to your manager, allowing them to view…
Dharshana Santhanam
Day Blocking in Journeys Block specific dates on your plans for planned leave or official activities. Blocked dates will be displayed to your manager, allowing them to view…
Dharshana Santhanam
Auto Retry Mechanism for Agent Popup The Auto Retry mechanism is now available for new Agent Pop-up implementations. The mechanism will retry the Agent Popup every 3 seconds…
Zaid Assadi
Journeys With Journeys, enable sales users to create plans (Beat Plan, PJP etc.) by defining the plan duration (i.e. Start Date & End Date) along with the leads…
Dharshana Santhanam
Journeys With Journeys, enable sales users to create plans (Beat Plan, PJP etc.) by defining the plan duration (i.e. Start Date & End Date) along with the leads…
Dharshana Santhanam
Opportunity Details View Customization Create completely customized Opportunity Details page views for different teams using the Opportunity Details View Customization (ODVC). Once the ODVC is enabled, Admins can…
Dharshana Santhanam
New Features Hide Empty Values in Radio-Button Dropdowns While setting up dynamic forms, when you render a dropdown as Radio-Buttons, you can either show/hide the empty options that…
Dharshana Santhanam
Task Timer Optimize the daily tasks of your sales users by monitoring the time it takes for them to finish their assigned tasks. On the user’s task details…
Zaid Assadi
Scan Text from Business Cards Extract text from business cards and automatically map it to lead fields while creating a new lead. To scan an image, you can…
Dharshana Santhanam
Lead Metrics Widget in CASA Explore your lead count history, gain instant insights, and optimize your lead management strategies by tracking and analysing the leads added over time.…
Dharshana Santhanam
Over the past year, we’ve observed the reports mentioned in this article have minimal to no usage. As part of an exercise to declutter, the reports mentioned below…
Zaid Assadi
Menu Builder in CASA Admins can now customize the side and bottom navigation menu directly on CASA. You can also create custom tabs on these menus for team-specific…
Dharshana Santhanam
Menu Builder in CASA Admins can now customize the side and bottom navigation menu directly on CASA. You can also create custom tabs on these menus for team-specific…
Dharshana Santhanam
Distance Travelled Widget in Casa Users can now track the distance they have traveled over different timeframes (like yesterday, weekly, or monthly) using the Distance Travelled Widget in…
Dharshana Santhanam
Distance Travelled Widget in Casa Users can now track the distance they have traveled over different timeframes (like yesterday, weekly, or monthly) using the Distance Travelled Widget in…
Dharshana Santhanam
We’ve introduced the new Location History Tracker report to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the…
Vir Singh
We’ve introduced the new Location History Tracker report to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the…
Dharshana Santhanam
We’ve introduced new Reports to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the following existing reports and…
Dharshana Santhanam
New Features Manage Tasks Users can now manage their tasks on Marvin by navigating to the Manage Tasks page. To create tasks and schedule reminders, in the Views…
Dharshana Santhanam
We’re changing the Lapps logs retention policy to 7 days from the current 30 days. This change will be effective tentatively from November 1st, 2023. Why are we…
Vir Singh
New Calculated Field in Opportunities We have introduced a new display-only opportunity field, which calculates the days passed since an opportunity-related event occurred (e.g., days past due date),…
Dharshana Santhanam
Authentication – Trust Device With the Trusted Devices feature, users can log into their LeadSquared account without verifying themselves through Two-Factor Authentication (2FA) each time. Trusting a device…
Zaid Assadi
Date and Time Update During Check-in/Check-out Previously, the device’s local time was utilized for recording the user’s check-in/check-out time. This resulted in inaccurate check-in/check-out recordings as some users…
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
