Holiday Calendar View
Enhance your planning and approval process by scheduling around holidays. When creating or approving a plan, you can now view holiday blocks based on your team’s holiday calendar settings. If you choose to work on a holiday, simply tap on the + icon in the holiday block to add relevant templates or leads.
During plan reviews or approvals, admins and managers can also see holiday blocks on the requester’s plan, providing a quick view of how holidays might affect the plan. If templates or leads are removed from a holiday, the holiday block remains. With holidays displayed automatically, you can streamline planning based on the team’s availability. To know more, see Manage Plans on the Mobile App.
Auto-Approval for Pending Plans
Sales users can now enjoy smooth daily operations by avoiding delays from pending plan approvals and ensuring timely completion of tasks. With this update, admins can enable automatic plan approvals on their scheduled start date, allowing sales users to proceed without waiting for manual approval. To know more, see Setting Up Journeys on the Web App.
Integration of Journey Services (FSP) for all My Trips operations
On your LeadSquared Mobile App, when you tap on My Trips, a One Time Setup pop-up will now be displayed. This pop-up will only be displayed the first time you open My Trips. On this pop-up, you can configure the Start Time, Start Location, End Time, and End Location of your trips. This setup saves your preferences to the server. The Manage Locations feature has also been enhanced, allowing users to rename addresses as Locations, prevent locations from deletion and add or edit locations seamlessly. All user preferences are stored on the server and retrievable across devices, providing a consistent experience no matter where you access the app.
New Special Field For Enhanced Form Actions – Buttons
The new Button special field in Dynamic Forms simplifies and streamlines actions. This feature allows you to initiate actions like opening links or deep-linked content, fetching data and displaying fields directly in forms. Buttons can be used to validate PAN/Aadhar cards, apply coupon codes, make payments, etc. Buttons can be configured by the admins with rules based on their business needs to be triggered only when the conditions are met. For mobile-specific actions, deep linking is given priority to create a cohesive user experience across mobile devices.
Customizable Measurement Units for “Near Me”
On the Near Me feature, you can now customize units of measurement to match your preferences. Previously, Kilometers and Meters were the only units available. Now, for US-based users and others familiar with imperial units, the Near Me radius can display in Miles and Yards. Admins can now select the preferred units under Near Me – Measurement Units by navigating to Settings>Mobile App>Additional Settings on the LeadSquared Web App. To know more, see Mobile App Additional Settings.
Restricting Cloud Calls on Leads Marked as ‘Do Not Call’
The ‘Do Not Call’ feature on mobile has been updated to fully align with the web platform. Now, if a lead marked as ‘Do Not Call’ is selected for a cloud call from any area in the app, users will see a toast message: “Cannot initiate the call as the Lead has opted for Do Not Call.” This enhancement improves adherence to customer preferences and aligns with web restrictions, helping users avoid unintended calls to leads who have opted out. To know more, see Mobile Cloud Calling.
Object Types
Object Type Support in Opportunity Details Page
Customize your Opportunity Details Page through the Form Configuration settings by navigating to Settings>Opportunities>Opportunity Types and selecting Create or Edit. This new enhancement provides streamlined control over which fields appear in key sections for each object type, ensuring your team sees the most relevant information at a glance. The Object Type dropdown in Form Configuration for Related Lead and Opportunity vCard sections allows users to configure specific fields based on the chosen object type. On the Mobile App, fields set in the Opportunity vCard display in the Key Details section, while fields chosen in the Related Lead section are visible under Related Details—ensuring the details align with the web configurations.
Bug Fixes
- Fixed an issue where Block Day feature was not working in Journeys on the Mobile App.
- Fixed an issue where activities were not getting reflected in the Location History Tracker Report.
