The latest updates for our app, which is available on the Apple AppStore. Opportunities From the mobile app, you can now bulk update multiple opportunity statues at once. To know more, please refer to Opportunity Management. Activities and Tasks On the mobile app, links added to the text (string) data type fields in activities and […]
The latest updates for our app, which is available on the Apple AppStore. Activity Audio Recording You can now record the audio of face-to-face meetings through the LeadSquared mobile app. You can configure and set-up Audio Recording from Additional Mobile Settings. There are two recording modes available – Single Activity Mode and Dual Activity Mode. To […]
The latest updates for our app, which is available on the Apple AppStore. Mobile Cloud Calling Connector We’ve launched a new Mobile Cloud Calling Connector, that allows you to place cloud calls through any telephony provider. To know more, please refer to Mobile Cloud Calling. Opportunities In reports, you can click on any opportunity, […]
The latest updates for our app, which is available on the Apple AppStore. Opportunities We’ve now added the documents tab for opportunities, on the Opportunity Details screen. Here, you can view all the documents attached to the opportunity. You can now filter opportunities by their stages. Leads We’ve now added the documents tab for leads, […]
The latest updates for our app, which is available on the Apple AppStore. Forms and Processes You can now use third-party service providers to send OTPs to your leads, in place of the default LeadSquared service. This can be configured in Dynamic Forms, using Lapps. Lead Details Activity History-Edit work area is now supported on the […]
The latest updates for our app, which is available on the Apple AppStore. Additional Mobile Settings Introduced To access the following settings, navigate to My Profile>Settings>Mobile App>Additional Settings. Image upload Compression – By default, the image compression setting will be set to “High”. You can change this using the available options – High – The images […]
The latest updates for our app, which is available on the Apple AppStore. Account Details You can now set Primary Contact details by long-pressing on a lead in the lead tab, and selecting the Set Primary Contact option. Account Details tab now includes both Accounts About tab along with the Account Details tab. Opportunity Custom […]
The latest updates for our app, which is available on the Apple AppStore. Account List The multi-select functionality is now available in the account list and smart views, with options to change the account owner and the account stage. To know more, see Manage Accounts. Leads Near Me We’ve introduced new radius values to […]
The latest updates for our app, which is available on the Apple AppStore. Duplicate Detection in Opportunities When a duplicate opportunity is detected as per the rules set on the web application, a pop-up shows up on the app, and from the pop-up, the user can navigate to the existing opportunity. To know more, please […]
The latest updates for our app, which is available on the Apple AppStore. Account Lists & Smart Views If you have the Accounts feature enabled, you can now view Accounts in the navigation menu on your mobile app. Manage Accounts – Where all the account types are shown. Account List – All the accounts created for a […]
