Introducing NextGen Application

1. Feature Overview

We’ve enhanced the Leadsquared Web App by introducing a new user interface for a faster and improved experience. We’ve also added videos to help you navigate the new UI as it will become the default UI shortly. Currently, the UI changes are reflected on Manage Leads, Lead Details, Opportunity Details, Account Details, Manage Tasks, Smart Views pages.

Note: If the new UI is not available in your account, contact your account manager or reach out to support@leadsquared.com.

Leadsquared - UI Enhancements

 

2. What’s New

Leadsquared - UI Enhancements

2.1 Manage Leads Page

 Lead Actions

Previously, lead actions were accessed through separate buttons on the Manage Leads page. Now, all lead actions are grouped under More Actions in the top right corner. From here, you can easily add, import, and export leads—all in one place.

Leadsquared - UI Enhancements

Lead Grid Settings

Previously, you could access the Select Columns settings by clicking Leadsquared - UI Enhancements on the Manage Leads page. Now, to customize the view of your Manage Leads page, click Leadsquared - Manage Leads on the top right corner of the page. A dropdown of all the necessary settings will appear.

Note: This grid setting change is also reflected on Manage Tasks and Smart Views.

Leadsquared - UI Enhancements

Actions Button

Previously, the Actions icon (Leadsquared - Manage Leads) was located at the right end of your lead grid on the Manage Leads page. Now, it’s represented by a new icon (Leadsquared - Manage Leads) and positioned next to the lead name for quicker and easier access.

Note: The icon change is also reflected on Lead Details, Smart Views and Manage Tasks.

Leadsquared - UI Enhancements

Smart Views Filters

Filters on the Manage Leads page are now located next to the Search Leads tab. The filter count is displayed above the Filters button, and a Clear Filters button is also available beside it.

Note: Advanced Filters is now available within the Filters feature.

Leadsquared - UI Enhancements

2.2 Entity Details Pages

Entity vCard

The vCard on the Entity Details pages is now displayed at the top of the page for a more concise and accessible view.

Note: The change is reflected on Lead Details, Account Details and Opportunity Details pages.

Leadsquared - UI Enhancement

More Button

On the new UI, you can now access the hidden tabs on your Lead Details page by clicking Leadsquared - Manage Leads button.

Leadsquared - UI Enhancements

Calling Bar

Previously, when placing a call from the Lead Details page, a pop-up window would open. Now, a calling bar appears at the bottom of the page, allowing for better visibility of lead details while on the call.

Leadsquared - UI Enhancements

2.3 Smart Views Page

Info Button

Previously, the Details button on the Smart Views page allowed you to view information about the Smart View, subscribe to the Smart Views report, edit, delete, or hide the Smart Views tab from users. Now, the LeadSquared - Info icon icon next to the Smart View name provides information about the Smart View.

Leadsquared - UI Enhancements

2.4 Manage Tasks Page

Export Tasks

Previously, the Export Tasks option was available under Actions on the top right corner of the Manage Tasks page. Now, the option is available under More Actions.

Leadsquared - UI Enhancement

List & Calendar Views

Previously, the List & Calendar View toggle was available on the top right corner of the Manage Tasks page. Now, the toggle is available alongside the Create Task button. In the new UI, List View is represented by Leadsquared - UI Enhancements icon and Calendar View is represented by Leadsquared - UI Enhancements icon.

Leadsquared - UI Enhancements

 

3. Telephony Experience

When you place or receive a call, a call bar at the bottom of your screen indicates the call’s progress.

Through the call bar, you can:

  • Open the lead or opportunity details page in a new tab by clicking the lead’s name or selecting the relevant opportunity.
  • Change the opportunity via the Change Opportunity button.
  • You can add a new lead by clicking the Add Lead button.
  • Select and fill in a relevant disposition form, then click Save & Dispose to end the call.
Note: The call bar appears only on the tab where the call was initiated. Actions must be taken from this tab.

telephony next gen ui

Click the telephony history icon icon to view your call history from the past 24 hours. Calls without a submitted disposition form will display a telephony form disposition icon  icon; click this to select and submit the relevant form.

telephony history net gen ui

 

4. Help Videos

The enhanced UI will be available on the following pages –

  • Lead Details – With the new Lead Details UI, you can access your incoming and outgoing call history, dispose previously made calls, and more.

  • Manage Leads – With the new Manage Leads UI, you can perform customization on the leads displayed, clear filters applied on the page, and more.

  • Smart Views – With the new Smart Views UI, you can customize columns and filters, view highlighted leads upon user visits, and more.

  • Opportunity Details – With the new Opportunity Details UI, you can view the details of the associated lead, refresh the details in the opportunity tabs, and more.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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Aakash
Aakash
3 months ago

How much time to implement this new Ui on leadsquared

Last edited 3 months ago by Aakash
Preetha
Preetha
3 months ago

What about reports?