Troubleshoot Telephony Issues from the UI Earlier, diagnosing a telephony problem such as a missing agent popup or a failed click to call usually meant raising a support…
Zaid Assadi
Capture addresses on a map in web app forms This feature removes manual address entry for field teams and agents, so location data is captured faster and with…
Zaid Assadi
End of Life Date: 31st August 2026 Starting Date: 8th June 2026 LeadSquared will discontinue the Marvin interface effective 31 August 2026. This notice serves as the official…
Oshin Anand
Feature Overview Distribution Engine is a rules-based way to automatically assign Leads, Opportunities, and Tasks to the right users, without building and maintaining complex automation workflows. Until now,…
Zaid Assadi
AI-Powered Ticket Field Enrichment Based on ticket properties and configured AI prompts, the system can now automatically populate ticket fields with appropriate values. This reduces manual effort and…
Sri Sudhan
1. Restrict Operations on Closed Opportunities What’s the Benefit Protect closed opportunities from unintended edits by non-admin users and maintain the integrity of finalized deals. Admins continue to…
Oshin Anand
Dynamic Jira Ticket Form in Service CRM Previously, the Jira ticket form in Service CRM displayed only static fields when logging an issue. Now, based on your input,…
Sri Sudhan
UDS Integration Assistant The UDS Integration Assistant is now available across the UDS interface. It understands your workflow context and delivers actionable, step-by-step guidance tailored to your configuration.…
Zaid Assadi
Legacy Reports Replaced with SIERA / Field Sales Reports All legacy reports in the LeadSquared Mobile App have been replaced with SIERA and Field Sales Reports. This ensures…
Oshin Anand
Legacy Reports Replaced with SIERA / Field Sales Reports All legacy reports in the LeadSquared Mobile App have been replaced with SIERA and Field Sales Reports. This ensures…
Oshin Anand
NextGen Image Rotation and Zoom Support in Previewer Users can review documents and images more easily with improved visibility and control during preview. What’s New? The image previewer…
Oshin Anand
Announcements – Guaranteed In-App Communication on Mobile Ensure important messages are delivered with high visibility directly inside the LeadSquared Mobile App. Announcements on the LeadSquared Mobile App is…
Oshin Anand
Announcements – Guaranteed In-App Communication on Mobile Ensure important messages are delivered with high visibility directly inside the LeadSquared Mobile App. Announcements on the LeadSquared Mobile App is…
Oshin Anand
CSAT Surveys on Ticket Resolution Emails You can now automatically include CSAT survey links in emails sent using Send & Resolve or Send & Close. This reduces manual…
Sri Sudhan
Currency Format for Number Fields in NextGen What’s the Benefit? You can now ensure consistent and standardized currency display across NextGen. By configuring a default currency format, all…
Oshin Anand
Task Completion Offline Ensure tasks don’t remain pending just because users are in remote or low-connectivity areas. Field users can now complete tasks (including form submission) even without…
Oshin Anand
Task Completion Offline Ensure tasks don’t remain pending just because users are in remote or low-connectivity areas. Field users can now complete tasks (including form submission) even without…
Oshin Anand
View Support Tickets on Opportunities You can now view tickets tagged to opportunities directly from the Opportunity Details page. This provides full context at a glance and eliminates…
Sri Sudhan
Reorder SLAs by Priority You can now reorder the SLAs Policies in your account to define their order of priority. The system evaluates the top SLA first and,…
Sri Sudhan
Call Preference Settings What’s the Benefit? Users can manage their calling preferences directly within NextGen, ensuring smoother call handling, better control over outbound calling behavior, and a more…
Oshin Anand
You can now use TCP Triggers and TCP Actions in Universal Data Sync (UDS) to enable direct communication with external systems over TCP. This enhancement allows UDS flows…
Zaid Assadi
Object Type Associations in Automation What’s the Benefit? Save time and reduce manual effort by automatically linking associated objects during workflow execution. Ensure that object relationships are always…
Zaid Assadi
Journeys – Half Day Blocking for Lead & Template-Based Plans Experience greater flexibility and more precise day planning, without unnecessarily blocking full days. Sales users often have days…
Oshin Anand
Journeys – Half Day Blocking for Lead & Template-Based Plans Experience greater flexibility and more precise day planning, without unnecessarily blocking full days. Sales users often have days…
Oshin Anand
