1. Lead 360 – All Lead Insights in One Place
Quickly access and navigate between lead details and related records within one page, in minimal taps. If you have Casa enabled on your account, you can now customize and view your complete lead history including activities, interactions, tasks, opportunities, and custom fields all in one screen. This new feature lets you configure:
- Quick view card
- Page
- Actions
Card
To configure the quick view card –
- Select Identifier – Choose the best identifier for your case (e.g., Name, Email). If the first preference is empty, the system will display the next available field.
- Display Fields – Show up to 4 fields on the card from the available lead fields.
- Configure Quick Actions – Configure up to 4 actions from options like Call, SMS, WhatsApp, WhatsApp Business, Email, Star, or Stage Change.
- Enable ‘Show In List Card’ – Enable this option to apply the same configuration to Lead List and Smart View lead cards.
Page
While configuring the page, you have two options –
- Classic Menu Tabs
From here, you can add menu items from system tabs. You can also add custom tabs and rearrange them as required.
- Custom Landing Page
You can add widgets from the available options or create custom ones. Widgets can be displayed either in the Tile View or Detailed view. The widgets in the Tile View can be configured with either an icon or an image. In Detailed View, each widget shows the three most recently modified entities. For example, the Opportunities widget displays the three latest opportunities. Tapping the right arrow opens the detailed page. You can scroll up to view all the other configured widgets.
Actions
You can configure and rearrange system and custom actions as required.
Once you’ve configured the details page, you can enable the Preview Mode toggle to view the card, tab, and action arrangement. If you’re satisfied, you can Publish it as the default view or assign it team-wise.
2. Device Binding
Ensure that your users log in from the same mobile device to avoid location and status manipulation. Device Binding is a security feature that ties a user’s mobile app login to a single, registered device. Once bound, user logins from any other device will be blocked unless explicitly approved by an admin.
As an admin, to find the Active device of the user, Go to Location Insights>Device Binding>All User devices.
Login from Unregistered Device
If a user logs in on an unregistered device, a non-dismissible pop-up appears saying “This device is not registered with us. Please contact your admin to register this device.”
From here, the user can make one of these choices:
- Contact Admin – Sends approval request to admin, shows “Request Sent” message, and logs the user out.
- Cancel – Logs the user out without sending a request.
Approval / Rejection of Device Binding Requests
Admin can approve or delete requests from Location Insights>Device Binding>Approval Requests tab in web app.
Actions that can be performed by the admin:
- Approve – Marks new device as approved, unmaps old device, displays notification that says, “New device registration request approved”.
- Delete – Discards the request, shows toast “Request Deleted”.
Once the new device is approved, the user can log in and continue with their daily workflows.
Login using Unmapped Device
In case a user loses their device, or does not have access to it anymore, they can request the admin to unmap their device. If a user tries to log in via the unmapped device, they receive a pop-up saying “This device is no longer linked to your account. Please contact your admin to regain access”. The user can then attempt logging in again and go through the same flow as logging in using an unregistered device (as mentioned above).
View Device History
You can click any user’s name in the Device Binding page to view their complete device history.
3. Enhancements
Support for ‘Restrict operations on closed opportunities’ setting
Prevent unnecessary actions on Won or Lost opportunities by enabling the new Restrict Operations on Closed Opportunities setting. Once this setting is enabled non-admin users cannot edit, add activities or mark associated tasks as complete, reopen, edit or cancel the task for closed opportunities. If a user attempts to perform any of these actions, they will be faced with an error message that says “You do not have permission to perform operations on closed opportunities. Please contact your Administrator”.
1. If you want to stop actions on closed opportunities, you must enable the Restrict Operations on Closed Opportunities toggle from Advanced Configuration settings on the web app.
2. Then, to apply the restriction to a specific opportunity type, edit that opportunity type and select the checkbox alongside Restrict Operations on Closed Opportunities.
Customize Action Button only to reflect in the Final Submit Button on Multi-step forms
Previously, the customized action button label appeared on every step of a multi-step form. Now, when an action button label is customized, it appears only in the final submit button, while all intermediate buttons remain labelled as Save. This helps avoid confusion and clearly differentiates step-wise saves from the final submission.
4. Journeys
Max Lead Frequency Count for Lead-Based Plans (With or Without Object Types)
Encourage users to focus on new or untouched leads and avoid wasting effort on repeatedly engaging the same lead. A new Set Lead Frequency Per Plan setting in the Journeys Settings lets admins control how many times the same lead can be added to a lead-based plan. Once the maximum frequency is defined, if a user tries to add the lead again after the limit is reached, the Add button for that lead will be disabled. If a user attempts to tap the Add button, they will see a toast message saying “Maximum Frequency limit reached!”.
To set maximum lead frequency, navigate to Apps>Journeys>Settings>Journeys. Enable the toggle under Set Lead Frequency Per Plan and enter the maximum frequency number.
‘Allowed Object Types for Journeys’ with Reordering on Mobile (My Plans, My Approvals & My Templates)
Improve plan creation by restricting users to view and incorporate relevant object types. Using Journeys settings, admins can control which object types are available when creating plans. This applies to My Plans, My Approvals, and My Templates in the mobile app. During plan or template creation and editing, only the configured object types will be shown when adding leads.
On your LeadSquared web app, navigate to Apps>Journeys>Settings>Journeys. Under Allowed Object Types settings, click All Object Types. From here, you can select and reorder the relevant object types to display to your mobile users.
5. Bug Fixes
Fixed an issue with the ‘Initiate KYC’ button functionality.
