Product Updates

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

May 14, 2021

Introducing Mavis DB

Mavis DB Mavis lets you create databases and table structures to store data, such as information on courses, properties, products, inventories, etc., right inside your LeadSquared account. This data can be consumed by various features, such as application forms, self-service portals, and also managed using REST APIs. Mavis can be used to store all kinds […]

May 14, 2021

Apr 19, 2021

Updates Across the Entire Platform and New APIs

In this release we’ve enhanced features across the entire platform and also added new Async APIs. Forms, Processes and Portals You can now pass custom parameters to send additional data to all the payment providers available on LeadSquared Forms. An example of this would be to pass additional information, to enable your finance team to […]

Apr 19, 2021

Mar 16, 2021

Enhancements Across Forms and Processes, Portals, Opportunities, and more…

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 […]

Mar 16, 2021

Feb 15, 2021

Enhancements Across Forms and Processes, Lead Management and API Security

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 […]

Feb 15, 2021

Jan 27, 2021

Introducing LeadSquared Portal Management

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. […]

Jan 27, 2021

Jan 22, 2021

Feature Enhancements across the LeadSquared Platform

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 […]

Jan 22, 2021

Dec 09, 2020

Enhancements Across Leads, Activities, Users, Forms and More

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 […]

Dec 09, 2020

Opportunity Integration in Telephony and Updates in Zapier, WhatsApp and Facebook Connectors

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. […]

Dec 09, 2020

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Product Updates

Core Platform Updates

Enhancements Across Portals, Forms and Processes, and APIs

Introducing Mavis DB

Updates Across the Entire Platform and New APIs

Enhancements Across Forms and Processes, Portals, Opportunities, and more…

Enhancements Across Forms and Processes, Lead Management and API Security

Introducing LeadSquared Portal Management

Feature Enhancements across the LeadSquared Platform

Enhancements Across Leads, Activities, Users, Forms and More

Opportunity Integration in Telephony and Updates in Zapier, WhatsApp and Facebook Connectors

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