We’ve added some neat new features to help you get the most out of LeadSquared’s Forms and Processes.
Add Tasks to Forms
In addition to leads and activities, you can now create tasks through forms. For details, see How to Add Tasks to a Form.
New task-specific work areas are available in the process designer.
Here’s an example of a form displayed in the Manage Tasks>Create Task work area.
Add Forms to the Agent Pop-up
Forms can now be configured to appear in the Agent pop-up. Users can also switch between multiple forms. For example, users handling different loan departments can switch between home loan, car loan and personal loan forms as per the lead’s requirement. For details, see How to Create a Process.
Set Payment Values Dynamically
Now set payment amounts dynamically through form rules. So let’s say you have multiple products like health insurance, life insurance, etc. You can now set the payment value depending on the product being purchased. For details, see How to a Payment Gateway to a Form.
More Field Validation Options
Date fields now allow you to set additional validations like minimum/maximum dates and dynamic date ranges (e.g, After next 7 days, etc.).
OTP validations can now be done through Lapps for customers who’d like to use their own SMS providers.
Form Submission Activities
Activities are now posted on form submission to help you maintain a transparent audit log of changes. For more information, see How to Create a Process.
