Form Preview and Download
The latest updates for our app, available on the Apple App Store.
When your users fill forms through the LeadSquared mobile app, they can now preview the form and download a PDF version of it for offline applications, registrations, agreements, etc. Once the form is downloaded, your users can share it with your leads (for approvals, verifications, etc.). To know more, refer to Preview and Download Forms.
Note:
- You must Use Custom Template when you create a preview and download form.
- Only the following settings are configurable when creating the form –
- Preview Layout
- Show Images in Preview
- Allow Download
- Save
- Hide by Default
Lead Lists and Smart Views
For Lead Lists and Lead Smart Views, we’ve released an additional setting that allows you to search for leads using partial keywords. For example, if you search for “Mar”, leads with the names “Marcus”, “Mark”, “Marianne”, etc., will show up in the search results. To enable this setting, refer to Mobile App Additional Settings.
