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
Deeper Lead Insights What’s the Benefit? Instant, enriched behavioral visibility that drives smarter segmentation, clearer attribution, and more personalized conversions. What’s New? Every interaction across Portals, Widgets, and…
Zaid Assadi
AI Agents for Automated Ticket Resolution Agentic AI Agents can now automatically respond to and close simple customer tickets using your organisation’s training resources, reducing agent workload and…
Sri Sudhan
AI Propensity Scoring AI Propensity Scoring helps sales teams prioritize leads and opportunities with the highest likelihood of conversion, save time through auto-segmentation, and improve efficiency and win…
Oshin Anand
Enhanced Lead Identification in ‘Associated Lead’ Screen Quickly and accurately identify the right lead when adding tasks, activities, opportunities, or accounts. The ‘Associated Lead’ field in the Add…
Oshin Anand
Enhanced Lead Identification in ‘Associated Lead’ Screen Quickly and accurately identify the right lead when adding tasks, activities, opportunities, or accounts. The ‘Associated Lead’ field in the Add…
Oshin Anand
Add Tags Automatically with Automations Use Automations to automatically add tags to tickets, helping you organize and categorize them more efficiently. Easily Include Multiple Email Recipients You…
Sri Sudhan
Feature Overview By default, UDS logs could only be searched using a Request ID, making it challenging to trace business-critical records such as Loan ID, Customer ID, or…
Zaid Assadi
