We’ve released a number of enhancements across Portals, Forms & Processes, Automation, and more…
1. Portals and Forms & Processes
1. Forms can be used to create a login to your portal, by enabling password or OTP functionalities. You can also prevent junk leads and spam submissions by enabling captcha. To know more, refer to LeadSquared Portals.
2. You can now associate a lead with an account using the Account field. For more information on LeadSquared forms, see How to Create a Form.
2. Automation
1. We recently released automation triggers for activities on activities. You can now view reports for these automations. For more details, see Automation Reports.
2. For activity on activity automation triggers, parent activity fields are now available for mail merge in all automation actions (Send Email, Send Opt-In Email, Notify). In the example below, in the ‘Notify User’ action, we’re using mail merge to dynamically set the parent activity owner who the user must contact about the lead –
3. The task ‘Schedule’ field (task due date) is now available for mail merge in all supported actions.
4. Now export the list of filtered leads from the send email action in your automation.
3. Others
1. Advanced search can now be performed using the ‘Prospect Id’ field.
2. If you don’t want certain users to view the first name and/or last name of your leads, you can now use permission templates to mask these fields. For more details, see How to Create a Permission Template.
3. Documents uploaded to custom field sets for both leads and activities can be viewed and downloaded from the Documents tab. Be sure to set the Document Source field as Custom Field Set Files.
4. Activity export and lead export now includes a column containing the image slide show URL (for documents uploaded in custom fields sets) in the exported CSV.
