Product Updates

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 […]

Jun 14, 2022

May 16, 2022

New Platform Updates

Users & Permissions You can now export existing team details (Team Code, Team ID, etc.). This will enable you to directly add users to a team (by passing the Team ID) when importing users to LeadSquared. To know more, refer to Teams. Activity Management For the Activity tab on the Smart Views page, and […]

May 16, 2022

Apr 08, 2022

Enhancements Across LeadSquared

Dashboards You can now filter dashlets using Custom date-range filters. Lead Management We’ve added a new optional parameter “ActivityID” to the Get Activity Change History API. When using the Advanced Search feature across LeadSquared, you can now filter by the Time Zone lead field. Automation For automations created using any Opportunity trigger, if […]

Apr 08, 2022

Mar 21, 2022

Introducing LeadSquared Goals

Ace is LeadSquared’s new sales performance management solution. Built on top of the LeadSquared platform, Ace is a scalable, and easy-to-use suite of products geared towards improving your operational efficiency and effectiveness. Ace offers solutions that span incentive compensation management, advanced analytics, gamification, and more. LeadSquared Goals is the first in a series of upcoming […]

Mar 21, 2022

Mar 09, 2022

LeadSquared Portal Enhancements and CTM Connector v2

LeadSquared Portals Now you can configure and customize SMS for OTP verifications on your portals. You can now add up to four custom fonts when building your portal. To know more, refer to Create Portals with Multiple Web Pages. You can now set the default form state for Signup Forms, as either Registration Form (sign-up) […]

Mar 09, 2022

Mar 01, 2022

LeadSquared Platform Product Updates

Lead Management For tenants created after February 22nd, 2022, attachments uploaded to activities and lead notes are marked private by default. Instead of public URLs, pre-signed URLs valid for only 30 minutes will be generated for these files. You can use this feature to store sensitive documents (such as PAN cards, Aadhaar cards, Social Security […]

Mar 01, 2022

Jan 31, 2022

Enhancements Across the Web Platform

Organization Settings We’ve added the following Advanced Configurations to give you more control over account level configurations – Enable Opportunity Sharing When enabled, you can share opportunities with your users for a defined duration, using the Share an Opportunity API. Enable opportunity audit for import and V2 API operations Once enabled, changes made through Opportunity […]