Service CRM Updates.2024.12
We’re excited to announce significant improvements to Service CRM. These updates are designed to enhance your experience and streamline your workflow. Email Channel Email Threaded View – View…
We’re excited to announce significant improvements to Service CRM. These updates are designed to enhance your experience and streamline your workflow. Email Channel Email Threaded View – View…
Introducing SIERA Dashboards in the Mobile App Access key metrics and analyze dependencies with the new SIERA Dashboards on the mobile app, all in one view. Simply open…
Introducing SIERA Dashboards in the Mobile App Access key metrics and analyze dependencies with the new SIERA Dashboards on the mobile app, all in one view. Simply open…
Lead Stages for Different Object Types in Default & Dynamic Forms Marvin and NextGen platforms now support different lead stages for object types present in Default and Dynamic…
Save as Draft for Dynamic Forms Experience a flexible form-filling process with the new Save as Draft option for Dynamic Forms. You can now easily save a form…
Holiday Calendar View Enhance your planning and approval process by scheduling around holidays. When creating or approving a plan, you can now view holiday blocks based on your…
We’ve enhanced the Leadsquared Web App by introducing a new user interface for a faster and improved experience. We’ve also added videos to help you navigate the new…
Clone Lists Introducing a new feature that allows you to easily clone lead lists, reducing the effort required when creating lists with multiple advanced search conditions. It is…
Smart Links Portals now support the creation of Smart Links, a feature designed to enhance how you guide leads through their journey. With Smart Links, you can seamlessly…
Lapp Code Quality Scan Using AI To uphold high code quality standards, all code must now pass Code Validation before publishing. If the scan detects any errors or…
Introducing Lexi AI We’re excited to introduce Lexi AI, which uses an advanced LLM model to generate templated responses to customer queries. With a single click, the system…
This post rounds up the most significant, highest value, biggest impact LeadSquared releases this year. Here’s the latest – Service CRM Managing customer support shouldn’t be complicated.…
Hide System Fields from Users via Permission Templates While configuring permissions for sales users via Permission Templates, admins can now restrict access to system lead fields (e.g., “Created…
1. Customizable Themes for Enhanced Brand Identity With the new Theming feature on Casa, you can now personalize the LeadSquared Mobile App to align with your organization’s branding.…
1. Ace Notifications to stay informed on Goals and Incentives Stay up-to-date with your goals and incentives directly from the LeadSquared Mobile App. Users will receive real-time notifications…
We’ve rolled out new enhancements to improve efficiency, streamline workflows, and enhance communication. From bulk actions and smarter ticket management to seamless integrations and automated processes, these updates…
Manage Subscriptions: Complete Transparency The new Manage Subscriptions feature is designed to provide complete visibility and control over your LeadSquared subscription, making it easier than ever to manage…
Automations Now Associated with Email Templates in Email Library Email templates created via the Email Library can be used in Automations. Often, you will be making minor edits to these…
Minimum Quota Enforcement for Lead-Based Plans Improve your sales users’ productivity and ensure they are consistently performing by enforcing the minimum number of leads they must cover in…
Minimum Quota Enforcement for Lead-Based Plans Improve your sales users’ productivity and ensure they are consistently performing by enforcing the minimum number of leads they must cover in…
We’re rolling out a major upgrade to the Tickets screen, built to streamline navigation, reduce load times, and help your team work faster. What’s New? A Refreshed Layout…
Currency Format Support for Task Number Fields Previously, Currency Format was supported for Lead, Opportunity, Activity, and CFS Fields. Now, the feature is also available on the number…
Opportunity Level Check-in/Check-out Earlier, sales users had to submit multiple dummy forms to record the time spent with a lead. With the new opportunity level check-in/check-out, the users…
Opportunity Level Check-in/Check-out Earlier, sales users had to submit multiple dummy forms to record the time spent with a lead. With the new opportunity level check-in/check-out, the users…