Product Updates

Nov 02, 2023

New Lead Management UI

We’ve enhanced the Lead Management feature 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. Note: If the new UI is not available in your account, contact your account manager or reach out […]

Nov 02, 2023

Oct 23, 2023

New Field Sales Reports – Platform

We’ve introduced new Reports to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the following existing reports and replacing them with new ones on 8th November, 2023. User Attendance Analysis In place of the Field Sales Tracker Report, you can now use the User Attendance […]

Oct 23, 2023

Oct 20, 2023

Marvin Updates – Canis Minor

New Features Manage Tasks Users can now manage their tasks on Marvin by navigating to the Manage Tasks page. To create tasks and schedule reminders, in the Views section, under Manage, select Tasks. Admins can restrict their users from accessing this page by setting up relevant Restriction templates. Note: This feature is not available in […]

Oct 20, 2023

Oct 18, 2023

Updated Logs Retention Policy for Lapps

We’re changing the Lapps logs retention policy to 7 days from the current 30 days. This change will be effective tentatively from November 1st, 2023. Why are we making this change? We believe logs primarily serve the purpose of tracing errors, including fatal and other issues within our systems. It’s vital to address these errors […]

Oct 18, 2023

Oct 16, 2023

Platform Updates – Ytterbium 3

New Calculated Field in Opportunities We have introduced a new display-only opportunity field, which calculates the days passed since an opportunity-related event occurred (e.g., days past due date), or the days passed between two opportunity-related events. For example, in the case of a home loan, the field can be configured to display the number of […]

Oct 16, 2023

Sep 28, 2023

Platform Updates – Ytterbium 2

Authentication – Trust Device With the Trusted Devices feature, users can log into their LeadSquared account without verifying themselves through Two-Factor Authentication (2FA) each time. Trusting a device will help you save time during log-ins. Add Tags to Emails You can now add tags to email templates while creating or editing them. You can […]

Sep 28, 2023

Sep 12, 2023

Marvin Updates – Canis Major

View Automation Report on Lead and Opportunity Details Users can now view the Automation Report directly on the Lead or Opportunity Details page. This feature is available in both Marvin and the regular platform (in the new view). Reply To Header in Emails Users can now direct replies to one-on-one and bulk emails to […]

Sep 12, 2023

Aug 16, 2023

New Apps Marketplace Releases

Here are the newest connectors available on the Apps Marketplace – Chatbot LeadSquared’s Chatbot is a no-code, menu-driven bot builder that allows you to boost user efficiency, streamline responses, and engage leads 24/7 on your website and WhatsApp. To know more, refer to Chatbot. Document Designer Create templates for different documents (like Application Forms, Fee Receipts, etc.), […]

Aug 16, 2023

Aug 14, 2023

Platform Updates – Ytterbium 1

Two-factor Authentication (2FA) Only Email and Google Authenticator are supported by default for all new customers using Two-factor Authentication. If you want to enable SMS authentication instead, follow the instructions in this article. Enable Both Account and Opportunity Management You can now enable both Account Management and Opportunity Management on the same account. To […]

Aug 14, 2023

Jul 28, 2023

LeadSquared Portals Update – June & July

Button Hover Effects The Button Hover effect be used to create an interactive and engaging experience for the user – when you move your cursor over a button, it will animate. Select a button, under the Effects tab, you can enable Hover and click on Manage Effect. You can choose from the following three effects when you hover over a […]