Currency Format for Number Fields in NextGen What’s the Benefit? You can now ensure consistent and standardized currency display across NextGen. By configuring a default currency format, all…
Oshin Anand
Task Completion Offline Ensure tasks don’t remain pending just because users are in remote or low-connectivity areas. Field users can now complete tasks (including form submission) even without…
Oshin Anand
Task Completion Offline Ensure tasks don’t remain pending just because users are in remote or low-connectivity areas. Field users can now complete tasks (including form submission) even without…
Oshin Anand
View Support Tickets on Opportunities You can now view tickets tagged to opportunities directly from the Opportunity Details page. This provides full context at a glance and eliminates…
Sri Sudhan
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,…
Sri Sudhan
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…
Oshin Anand
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…
Zaid Assadi
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…
Zaid Assadi
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…
Oshin Anand
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…
Oshin Anand
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…
Zaid Assadi
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…
Sri Sudhan
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…
Oshin Anand
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…
Oshin Anand
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…
Oshin Anand
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…
Sri Sudhan
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…
Zaid Assadi
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…
Oshin Anand
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…
Oshin Anand
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…
Zaid Assadi
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…
Sri Sudhan
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…
Oshin Anand
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…
Oshin Anand
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…
Oshin Anand
