Service CRM Updates.2025.11
Reorder SLAs by Priority You can now reorder the SLAs Policies in your account to define their order of priority. The system evaluates the top SLA first and,…
Reorder SLAs by Priority You can now reorder the SLAs Policies in your account to define their order of priority. The system evaluates the top SLA first and,…
Call Preference Settings What’s the Benefit? Users can manage their calling preferences directly within NextGen, ensuring smoother call handling, better control over outbound calling behavior, and a more…
You can now use TCP Triggers and TCP Actions in Universal Data Sync (UDS) to enable direct communication with external systems over TCP. This enhancement allows UDS flows…
Object Type Associations in Automation What’s the Benefit? Save time and reduce manual effort by automatically linking associated objects during workflow execution. Ensure that object relationships are always…
Journeys – Half Day Blocking for Lead & Template-Based Plans Experience greater flexibility and more precise day planning, without unnecessarily blocking full days. Sales users often have days…
Journeys – Half Day Blocking for Lead & Template-Based Plans Experience greater flexibility and more precise day planning, without unnecessarily blocking full days. Sales users often have days…
Deeper Lead Insights What’s the Benefit? Instant, enriched behavioral visibility that drives smarter segmentation, clearer attribution, and more personalized conversions. What’s New? Every interaction across Portals, Widgets, and…
AI Agents for Automated Ticket Resolution Agentic AI Agents can now automatically respond to and close simple customer tickets using your organisation’s training resources, reducing agent workload and…
AI Propensity Scoring AI Propensity Scoring helps sales teams prioritize leads and opportunities with the highest likelihood of conversion, save time through auto-segmentation, and improve efficiency and win…
Enhanced Lead Identification in ‘Associated Lead’ Screen Quickly and accurately identify the right lead when adding tasks, activities, opportunities, or accounts. The ‘Associated Lead’ field in the Add…
Enhanced Lead Identification in ‘Associated Lead’ Screen Quickly and accurately identify the right lead when adding tasks, activities, opportunities, or accounts. The ‘Associated Lead’ field in the Add…
Add Tags Automatically with Automations Use Automations to automatically add tags to tickets, helping you organize and categorize them more efficiently. Easily Include Multiple Email Recipients You…
Feature Overview By default, UDS logs could only be searched using a Request ID, making it challenging to trace business-critical records such as Loan ID, Customer ID, or…
Support for 4 New Languages Enjoy a more personalized experience on the LeadSquared Mobile App with the new language options. The app now supports Kannada, Telugu, French, and…
Support for 4 New Languages Enjoy a more personalized experience on the LeadSquared Mobile App with the new language options. The app now supports Kannada, Telugu, French, and…
Mail Merge Support for Call Session ID in NextGen Forms Accurately link form submissions to specific calls for better QA, compliance, and tracking, while improving visibility and data…
Duplicate Detection Enhancements We’ve released the following Ticket Duplicate Detection enhancements – Include Support Email in Duplicate Identification – Now, you have the option to flag tickets as…
1. Lead 360 – All Lead Insights in One Place With Lead 360, quickly access and navigate between lead details and related records within one page, in minimal…
1. Lead 360 – All Lead Insights in One Place With Lead 360, quickly access and navigate between lead details and related records within one page, in minimal…
Object Type–Based Filtering in Forms Form configurations involving Object Types are now smoother and more user-friendly. The Form Designer has been enhanced to ensure that only Activity and…
Mobile Editor for Portals & Landing Pages Pro We’ve introduced a Mobile Editor in the Portals and Landing Pages Pro Designer. With this update, you can now switch…
Introducing powerful enhancements to ticket management, search, chat, and feedback collection. From tags and email translation to improved search filters and flexible survey options, these updates are designed…
We’ve introduced the UDS Dashboard, a centralized view to monitor the performance of your Universal Data Sync (UDS) integrations. Instead of checking individual flow logs, you can see…
Introduced V2 API to Fetch Opportunity by Lead Unique Fields What’s the benefit? This enhancement simplifies API calls, improves performance, and makes it easier to retrieve opportunities using…