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[17-Sep-19] LeadSquared Mobile Updates (v9.2) for Android

This release has multiple enhancements that allow you to integrate dynamic forms and processes in different screens on the Android app.

 

Lead Identification Pop-up

Forms can be added to collect call disposition on the lead identification pop-up. This will help you log important information regarding the status and resolution of the call.

  1. On the web application, navigate to Workflow>Process Designer.
  2. While creating or editing a process, on the Choose starting point pop-up, under Lead Identification Pop-up alongside Call disposition, click the mobile check-box.
  3. Click Save.

lead identification pop-up process designer

Click the Add Details link to view the forms set on this work area (or add notes by default).

Lead Identification pop-up mobile - add details

 

Add Leads from Unknown Numbers

Forms can also be triggered to appear for unknown numbers.

  1. On the web application, navigate to Workflow>Process Designer.
  2. While creating or editing a process, on the Choose starting point pop-up, under Manage Leads alongside Add New Lead, click the mobile check-box.
  3. Click Save.

add new lead on mobile

Click on Add Lead in th pop-up for unknown numbers to view forms set through the process designer.

add new lead for unknown numbers

 

Smart Views Activity Tabs

In addition, forms can also be set on activity smart views tabs.

process designer work areas for mobile

Configured forms will show up accordingly in the app –

add lead under smart view activity on mobile

 

Other Enhancements

We now support the following on mobile as well –

  • Set field value with API
  • Set field value with Calculations
  • Set field value with mailmerge

For more information, see ‘Form Rules’ section here.