Opportunity Details View Customization Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the mobile app’s Opportunity Details page. To…
Dharshana Santhanam
Geo Alerts With this feature, users can be informed about leads nearby through notifications, helping them stay proactive in their sales activities. Each notification will provide users with…
Dharshana Santhanam
Deprecated Feature – Export Form as HTML The Export Form as HTML feature has been deprecated. Instead, customers can use a more advanced feature – Form Widgets. The…
Zaid Assadi
Additional Content-Type Support for “Test Lapps” functionality The Test Lapp functionality now supports additional content types – XML, form-data and x-www-form-urlencoded. For more details, see How to Test a…
Vir Singh
Auto Check-out during Logout Admins and Managers can access users’ Check-in and Check-out History Report to track user productivity. Previously, when a user logs out of LeadSquared, they’ll…
Dharshana Santhanam
Image Tile Widget in Casa The Image Tiles widget in Casa enables users to swiftly launch items from a predefined image layout. Users can upload images from the…
Dharshana Santhanam
Image Tile Widget in Casa The Image Tiles widget in Casa enables users to swiftly launch items from a predefined image layout. Users can upload images from the…
Dharshana Santhanam
New Filters in Email Library A new Status dropdown with 3 entries – All, Draft, and Published is introduced. All will be selected by default. We have also…
Zaid Assadi
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
