Product Updates

Dec 23, 2021

New Organization Settings and Other Enhancements Across LeadSquared

Organization Settings Advanced Configuration We’ve added the following Advanced Configurations to give you more control over account level configurations – Avoid edit conflicts on Email Campaign Page When enabled, multiple users will not be able to edit an Email Campaign at the same time. An error notification will be displayed to subsequent users who try […]

Dec 23, 2021

Nov 29, 2021

Updates Across LeadSquared

Here’s the newest release on the LeadSquared web platform – Advanced Configurations We’ve added the following Organization Settings to give you more control over account level configurations – Enable Auto Check-In on Login When enabled, users logging in to their LeadSquared accounts will be automatically checked in. This setting can be enabled only if user check-in is […]

Nov 29, 2021

Oct 14, 2021

Updates across Lead, Opportunity and Telephony Management

Here are the latest updates across the platform – Lead & Opportunity Management If you’ve masked phone type lead fields and/or any opportunity fields using permission templates, you can now unhide them for your users on the Lead Details and Opportunity Details pages. However, they’ll still be hidden from your users on the listing pages […]

Oct 14, 2021

Sep 15, 2021

Introducing Universal Lead Capture Connector

Universal Lead Capture Connector With the Universal Lead Capture Connector, you can now capture leads from popular third-party platforms (99acres, Unbounce, CommonFloor, Sulekha, etc.). In addition, you can also build your own integrations to capture leads from custom data sources. To know more, refer to Universal Lead Capture Connector. Activity History Tab Connector If […]

Sep 15, 2021

New Publisher Connector and Distance Travelled Report

There are two new connectors available on the Apps Marketplace. Distance Travelled Report We’ve launched a new connector that allows you to track and monitor the distance travelled (in kilometers) by your sales users on a particular day. To know more, please refer to the Distance Travelled Report. Publisher Connector The LeadSquared Publisher Connector […]

Sep 15, 2021

Sep 03, 2021

New Advanced Configurations, Billing and Usage Updates and More

Here are the latest updates across the platform – Advanced Configurations We’ve added the following Organization Settings to give you more control over account level configurations – Entity Access through Opportunity ownership When enabled, users can view 2,000 or more opportunities that have been assigned to them. To know more see Organization Settings – Advanced Configuration. Disable Agent […]

Sep 03, 2021

Aug 05, 2021

Feature Updates Across the Web Platform

Here are the latest updates to our web platform – Forms Ungroup CFS fields Custom field sets associated with leads/opportunities/activities can now be ungrouped in forms. This allows you to re-arrange the CFS fields into relevant sections throughout the form. Process Payments Asynchronously Asynchronous payment processing is now available for Razorpay. When enabled, payment activities […]

Aug 05, 2021

Jul 06, 2021

Updates Across the Platform and LeadSquared Converse

Embed the Activity History page in a 3rd part application, let sales managers configure sales groups, filter opportunities in Smart Views using new options, set quotas on opportunity distribution, check LeadSquared Converse usage reports, and more. Lead Management You can now embed the Activity History page in a 3rd party application. To facilitate this, we […]

Jul 06, 2021

Jun 03, 2021

Core Platform Updates

We’ve released updates across Lead Management, Opportunity Management, Smart Views, Automations, LeadSquared Converse, and more. Lead Management Bulk Update Leads From the Manage Leads page, you can now Bulk Update a specific number of leads (e.g., 12,000 leads, 8,000 leads, etc.). These leads will get updated based on the order they appear in, on […]

Jun 03, 2021

Enhancements Across Portals, Forms and Processes, and APIs

Among other updates, you can now capture UTM parameters in portals, remove the LeadSquared branding from portals, and dynamically update currency while accepting payments from different geographies through Forms. Portals Performance Improvements We’ve optimized forms to load faster in Portals. Re-publish your Portals to experience the improvements. Capture UTM Parameters Registration forms will now […]

Jun 03, 2021

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Product Updates

New Organization Settings and Other Enhancements Across LeadSquared

Updates Across LeadSquared

Updates across Lead, Opportunity and Telephony Management

Introducing Universal Lead Capture Connector

New Publisher Connector and Distance Travelled Report

New Advanced Configurations, Billing and Usage Updates and More

Feature Updates Across the Web Platform

Updates Across the Platform and LeadSquared Converse

Core Platform Updates

Enhancements Across Portals, Forms and Processes, and APIs

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