1. Feature Overview Admins can now apply additional filters to Virtual Numbers in UTC Click2Call, beyond the existing Team Assignment. The new feature allows filtering based on business use cases by defining a user field schema in the Virtual Numbers tab. Note: This is an additional filter that will be applied over and above the team […]
This help article offers a guide on using LeadSquared’s Generative AI (GenAI) features in your email campaigns. LeadSquared’s GenAI tools are designed to simplify the process of creating email content and subject lines. By understanding their features, limitations, and best practices, you can leverage these tools to craft effective emails with ease. Here’s everything you […]
1. Feature Overview Managing multiple leads, opportunities, and accounts often requires opening many browser tabs, making it difficult to track follow-ups, switch between work areas, and prevent accidental tab closures. If you have the NextGen UI enabled in your LeadSquared Web App, with the App Tabs feature, open and view multiple entity details pages (lead, […]
1. Feature Overview Casa is LeadSquared’s powerful homepage builder that lets you create a Single Page CRM—a centralized, customizable workspace where users can view and act on everything that matters, all from one place. With Casa, you can design a personalized homepage that brings together key insights, quick actions, and team-specific tools in a clean, […]