The latest updates for our app, available on the Apple App Store.
Forms
From the mobile app, you can now add To-do and Appointment type tasks through LeadSquared Forms. To know more, refer to How to Add Tasks to a Form.
Custom Tabs
On the Account Details screen, through Custom Tabs, you can now fetch and display data from external sources. To know more, refer to Custom Tab Connector.
Advanced Configurations
Enables restricting Operations on Closed Opportunities (Won/Lost) – This setting restricts users from posting any updates, or any activities/tasks on a closed opportunity. Once enabled, you can configure individual opportunities to restrict user operations. To enable this setting, refer to Advanced Configurations – Restrict Operations on Closed Opportunities.
