Product Updates

Mar 13, 2023

Platform Updates – Erbium 4

New Filters on Smart Views On Activity and Task Smart Views, you can now add Opportunities as conditions when creating a Smart View. This allows you to filter by opportunities-related activities and tasks. For example, Create a smart view tab to display all tasks created on an opportunity of Car Insurance type with the Expected Deal Size […]

Mar 13, 2023

Feb 10, 2023

Platform Updates – Erbium 3

Search By Comma-separated Values in Advanced Search Previously, to search for multiple values (such as email addresses, phone numbers, etc.) using Advanced Search, you had to create multiple search conditions (for example, Email is abc@leadsquared.com or Email is xyz@leadsquared.com or…). Now, you can search up to 1,000 comma-separated values (for Text, Email, Number, and Phone lead […]

Feb 10, 2023

Jan 23, 2023

LeadSquared Core Platform Updates – Erbium 2

Filter Leads by Time Now filter Leads by time. This is especially useful when you have a large volume of incoming leads in your account, and you want to filter them by specific time (like calls placed to leads over the last 2 hours, leads modified in the last 30-minutes, etc.). This was already possible […]

Jan 23, 2023

Dec 21, 2022

Updates Across the LeadSquared Platform – Erbium 1

Decentralized User Management Controls Sales Group Managers now have complete user management control over users in their sales groups. They can now Activate, Deactivate, Mark Users Obsolete, and assign users to other Sales Groups. This ensures your Sales Group Managers can operate independently, without any reliance on Admin users to perform any of these actions. […]

Dec 21, 2022

Nov 07, 2022

New Connectors on the Apps Marketplace

Here are the newest connectors available on the Apps Marketplace – Google/Outlook Calendar Sync Connector Sync tasks and meetings between your Google/Outlook calendars with LeadSquared. View all appointments in one place, without having to navigate between different apps. To know more, refer to Google/Outlook Calendar Sync Connector Set-up for Admin Users. LeadSquared SMS Connectors […]

Nov 07, 2022

Oct 21, 2022

LeadSquared Platform Releases

New User Creation Permissions By default Admins, Marketing Users, and Sales Managers can create, activate and deactivate users in your LeadSquared account. To better manage your user licenses and related billing, you can now control which of these users can add, activate and deactivate users. The feature is available in Permission Templates under the Restrict […]

Oct 21, 2022

Sep 26, 2022

LeadSquared Platform Updates

Manage Leads Through the Lead Details Customization feature, you can now customize the Tabs, Actions, Buttons, and Lead vCard on the Lead Details page for different teams. This feature is enabled by default for all new customers created after 20th September 2022. For accounts created before the mentioned date, to get this feature enabled, contact […]

Sep 26, 2022

Aug 04, 2022

Platform Product Updates

Dashboards You can now star Dashboards to mark them as favourites. These starred Dashboards will be displayed on top of the list of available Dashboards in your account. Authentication You can now sign in to LeadSquared using Okta, or any other OIDC (OpenID Connect) providers that follow the standard OIDC specifications protocol. To know […]

Aug 04, 2022

Jul 06, 2022

Enhancements Across the LeadSquared Platform

LeadSquared Platform You can now export up to 5 lakh (500,000) Leads and Tasks in a single request. This feature can only be enabled for ESS tenants. To enable it on your account, contact your account manager, or write to support@leadsquared.com. As an alternative to restricting export for each LeadSquared entity through Permission Templates, you […]

Jul 06, 2022

Jun 14, 2022

Cutomize Your Lead Details Page, LeadSquared Login Passwords for Your Users, and more…

Lead Management Admin users can now customize the Tabs, Actions, Buttons and Lead vCard on the Lead Details page to suit each Team’s requirements. To know more, refer to Lead Details Customization. To enable this on your account, contact your account manager, or write to support@leadsquared.com. Security Settings You can now customise the Password […]