New Advanced Configurations, Billing and Usage Updates and More

Here are the latest updates across the platform –

Advanced Configurations

We’ve added the following Organization Settings to give you more control over account level configurations –

  • Entity Access through Opportunity ownership
    When enabled, users can view 2,000 or more opportunities that have been assigned to them. To know more see Organization Settings – Advanced Configuration.
  • Disable Agent Popup in Multiple Tabs
    If a user has multiple browser tabs open, a phone call triggers the Agent Pop-up to appear simultaneously on all tabs. You can now configure the Agent Pop-up to appear only on the active LeadSquared tab. To know more, see Organization Settings – Advanced Configuration.
  • Allow International formats for Exotel Virtual Numbers
    The Exotel V2 connector now supports international phone numbers in the Virtual Numbers (Caller Id) field. The feature must first be enabled from Organization Settings – Advanced Configuration.

 

Lead Management

You can now mark attachments uploaded to activities and lead notes as private. Instead of public URLs, pre-signed URLs valid for only 30 minutes will be generated for these files. You can use this feature to store sensitive documents (such as PAN cards, Aadhaar cards, Social Security Numbers, etc.) as attachments on LeadSquared.
To enable this feature, please reach out to your account manager, or write to support@leadsquared.com.

 

Activity Management

 

Smart Views

Now filter Opportunity Smart View tabs using ‘Created By’ and ‘Modified By’ filters.

Product Updates September 2021

Sales group filters in Lead and Task Smart View tabs now support multi-select.

Product Updates September 2021

Previously, you could add a maximum of 5 filters to a smart views tab using the Manage Filters feature. We’ve now introduced a setting that allows you to add up to 15 filters per tab. For more details, see Organization Settings – Advanced Configurations.

product updates sept 2021

 

Telephony

The Exotel V2 connector now supports international phone numbers in the Virtual Numbers (Caller Id) field. The feature must first be enabled from Organization Settings – Advanced Configuration.

product updates sept 2021

 

Opportunities

  • Bulk Update Multiple Opportunity Fields
    Through Opportunity Import, you can now bulk update multiple opportunity fields. To know more, please refer to How to Bulk Update Multiple Opportunity Fields?
  • Freeze Action Column
    On the Manage Opportunities page, the Freeze Action Column LeadSquared Freeze icon is now present on the Opportunity Grid, next to Actions. Enabling this setting ensures the Actions column is visible at all times when scrolling horizontally.

LeadSquared Product Updates

  • Bulk Delete Opportunities
    From the Manage Opportunities page, you can now bulk delete up to 25,000 Opportunities in one go, by applying relevant Advanced Search filters.

LeadSquared Product Updates

 

Billing and Usage

We’ve enhanced the Billing and Usage page (My Profile>Settings>Profile>Billing and Usage), to allow you to directly buy LeadSquared licensed items (users, leads/contacts, emails, automations, API rate limits, Forms, Processes, SMS credits) and view the purchase history for all your orders. We support pre-paid and post-paid methods and you can make purchases on recurring or one-time frequencies. For details, see Billing and Usage.

billing and usage LeadSquared