We’ve released updates across Forms, Processes and Portals, released new Opportunity APIs, and enhanced Smart Views, Automation and Activity Management. Forms and Processes Configure the display name of the Processes button, present on the Add Activity process on the Lead Details page. To know more, please refer to Organization Settings – Advanced Configuration. From the […]
We’ve released updates across Lead Management, released a new payment gateway for Forms and Processes, and enhanced our API security. Forms and Processes PayFast Payment Gateway is now supported on LeadSquared forms. To know more, please refer to How to Add a Payment Gateway to a Form. Lead & Activity Management In Advanced Search […]
LeadSquared Portals Portals are functional self-service websites that help with lead application management, and are used to complete an application or registration process. LeadSquared’s Portal feature allows you to build your own online portals to capture leads and opportunities, through online forms, making the entire process paperless. To know more, please refer to Portal Management – Feature Guide. […]
Here’s what’s new in LeadSquared – Forms and Processes You can now hide mandatory Opportunity fields (such as Name, Owner, Status, Stage) in your form. In the Forms Designer, click the fields you want to hide, and from the right-panel, under Configure Field Properties, against Hide by default, enable the slider. Smart Views We’ve […]
Lead Management Export Lead Owner’s Email Address You can now export the lead owner’s email address during Lead Export. While exporting leads, either Export All Fields, or select Export Selected Fields and check the Owner field. The exported CSV will contain both the owner’s name and email. Lead Origin Field & Lock After Create […]
Opportunity Management Opportunity Integration in Telephony Opportunities can now be integrated with the LeadSquared Generic Telephony Connector and the Ozonetel v2 Connector. This will enable you to track phone call interactions with your leads, for each opportunity or potential deal. Once the call is completed, a call activity, with all the call details, is posted on the Opportunity Details page. […]
We’ve released two new connectors in the Apps Marketplace. 1. Facebook Retargeting Connector The Facebook Retargeting Connector enables you to push lists of leads (interested in a particular product or service) directly to your retargeting campaign on Facebook Ads. To know more, please refer to Facebook Retargeting Connector. 2. Google Meet Connector From your […]
The list of new updates includes new organization-level settings for admins, bulk update for activity custom field sets, optimization options for forms and processes, support for multiple task-types in a single automation, and more… Advanced Configurations We’ve added new Organization level settings to give you more control over your LeadSquared configurations. Infinite scroll in Activity […]
Lead Management Through API, you can now reset (delete) activities, tasks, audit trails and notes on a lead, within a certain time range. To know more, please refer to Reset a Lead. You can now fetch the lead metadata without retrieving dropdown values for fields. This is helpful for customers who have configured a large […]
With this update, we’ve released a new admin settings page, enhanced lead assignment quotas, updated automations and opportunity management, introduced a new data protection and privacy enhancement as per GDPR compliance, and more… Admin Settings We’ve now introduced a new ‘Advanced Configuration’ page, where admins can control settings related to key features in their […]
