1. Lead 360 – All Lead Insights in One Place
With Lead 360, quickly access and navigate between lead details and related records within one page, in minimal taps. If you have Casa enabled on your account, you can now customize and view your complete lead history including activities, interactions, tasks, opportunities, and custom fields all in one screen. This new feature lets you configure:
- Quick view card
- Page
- Actions
Once you’ve configured the details page, you can enable the Preview Mode toggle to view the card, tab, and action arrangement. If you’re satisfied, you can Publish it as the default view or assign it team-wise.
2. Device Binding
Ensure that your users log in from the same mobile device to avoid location and status manipulation. Device Binding is a new mobile security feature that allows users to access the LeadSquared Mobile App only from a single, registered device. This helps protect sensitive business data, maintain accurate location tracking, and prevent unauthorized access.
- Once a device is bound, any login attempt from another device is automatically blocked.
- Users who switch or upgrade their devices must send a request to their admin for approval.
- Admins can manage device registrations from the web app – view device details, approve/reject requests, and unmap lost or stolen devices.
3. Enhancements
Support for ‘Restrict operations on closed opportunities’ setting
Prevent unnecessary actions on Won or Lost opportunities by enabling the Restrict Operations on Closed Opportunities setting. Once this setting is enabled non-admin users cannot edit, add activities or mark associated tasks as complete, reopen, edit or cancel the task for closed opportunities. If a user attempts to perform any of these actions, they will be faced with an error message that says “You do not have permission to perform operations on closed opportunities. Please contact your Administrator”.
1. If you want to stop actions on closed opportunities, you must enable the Restrict Operations on Closed Opportunities toggle from Advanced Configuration settings on the web app.
2. Then, to apply the restriction to a specific opportunity type, edit that opportunity type and select the checkbox alongside Restrict Operations on Closed Opportunities.
Customize Action Button only to reflect in the Final Submit Button on Multi-step forms
Previously, the customized action button label appeared on every step of a multi-step form. Now, when an action button label is customized, it appears only in the final submit button, while all intermediate buttons remain labelled as Save. This helps avoid confusion and clearly differentiates step-wise saves from the final submission.
4. Journeys
Max Lead Frequency Count for Lead-Based Plans (With or Without Object Types)
Encourage users to focus on new or untouched leads and avoid wasting effort on repeatedly engaging the same lead. A new Set Lead Frequency Per Plan setting in the Journeys Settings lets admins control how many times the same lead can be added to a lead-based plan. Once the maximum frequency is defined, if a user tries to add the lead again after the limit is reached, the Add button for that lead will be disabled. If a user attempts to tap the Add button, they will see a toast message saying “Maximum Frequency limit reached!”.
To set maximum lead frequency, navigate to Apps>Journeys>Settings>Journeys. Enable the toggle under Set Lead Frequency Per Plan and enter the maximum frequency number.
‘Allowed Object Types for Journeys’ with Reordering on Mobile (My Plans, My Approvals & My Templates)
Improve plan creation by restricting users to view and incorporate relevant object types. Using Journeys settings, admins can control which object types are available when creating plans. This applies to My Plans, My Approvals, and My Templates in the mobile app. During plan or template creation and editing, only the configured object types will be shown when adding leads.
On your LeadSquared web app, navigate to Apps>Journeys>Settings>Journeys. Under Allowed Object Types settings, click All Object Types. From here, you can select and reorder the relevant object types to display to your mobile users.
5. Bug Fixes
Fixed an issue with the ‘Initiate KYC’ button functionality.
