Offline Mode for Opportunities and Activities Field users can now view opportunities, add new opportunities, and log activities on opportunities without an internet connection. Records created offline are…
Oshin Anand
Select All / Deselect All in Multi-Select Filter Dropdowns You can quickly select or clear multiple filter options, making it easier to work with fields that have a…
Oshin Anand
Period Comparison and Trend Indicators A KPI widget previously showed a single number with no reference point, so a strong month looked identical to a weak one. Dashboard…
Zaid Assadi
Offline Mode for Opportunities and Activities Field users can now view opportunities, add new opportunities, and log activities on opportunities without an internet connection. Records created offline are…
Oshin Anand
Opportunity Lists You can organize opportunities into lists based on specific criteria, making it easier to segment records, perform bulk actions, and manage opportunities more efficiently. What’s New?…
Oshin Anand
Data Purge Policy What’s the Benefit You can automatically remove older or unnecessary activity records based on defined retention rules. This helps you manage CRM data volumes, support…
Oshin Anand
Quick Add Activity Now Supported in NextGen What’s the Benefit You can log frequently used activities much faster without opening and completing the full activity form. This reduces…
Oshin Anand
Global Search on the Mobile App With the Global Search feature on the mobile app, you can search across entities without navigating through multiple tabs. Experience an efficient…
Oshin Anand
Global Search on the Mobile App With the Global Search feature on the mobile app, you can search across entities without navigating through multiple tabs. Experience an efficient…
Oshin Anand
Restrict Email Sending Per User Role What’s the Benefit Get greater control over email communications by allowing admins to decide which users can send emails. This helps organizations…
Oshin Anand
Troubleshoot Telephony Issues from the UI Earlier, diagnosing a telephony problem such as a missing agent popup or a failed click to call usually meant raising a support…
Zaid Assadi
Capture addresses on a map in web app forms This feature removes manual address entry for field teams and agents, so location data is captured faster and with…
Zaid Assadi
End of Life Date: 31st August 2026 Starting Date: 8th June 2026 LeadSquared will discontinue the Marvin interface effective 31 August 2026. This notice serves as the official…
Oshin Anand
Feature Overview Distribution Engine is a rules-based way to automatically assign Leads, Opportunities, and Tasks to the right users, without building and maintaining complex automation workflows. Until now,…
Zaid Assadi
AI-Powered Ticket Field Enrichment Based on ticket properties and configured AI prompts, the system can now automatically populate ticket fields with appropriate values. This reduces manual effort and…
Sri Sudhan
1. Restrict Operations on Closed Opportunities What’s the Benefit Protect closed opportunities from unintended edits by non-admin users and maintain the integrity of finalized deals. Admins continue to…
Oshin Anand
Dynamic Jira Ticket Form in Service CRM Previously, the Jira ticket form in Service CRM displayed only static fields when logging an issue. Now, based on your input,…
Sri Sudhan
UDS Integration Assistant The UDS Integration Assistant is now available across the UDS interface. It understands your workflow context and delivers actionable, step-by-step guidance tailored to your configuration.…
Zaid Assadi
Legacy Reports Replaced with SIERA / Field Sales Reports All legacy reports in the LeadSquared Mobile App have been replaced with SIERA and Field Sales Reports. This ensures…
Oshin Anand
Legacy Reports Replaced with SIERA / Field Sales Reports All legacy reports in the LeadSquared Mobile App have been replaced with SIERA and Field Sales Reports. This ensures…
Oshin Anand
NextGen Image Rotation and Zoom Support in Previewer Users can review documents and images more easily with improved visibility and control during preview. What’s New? The image previewer…
Oshin Anand
Announcements – Guaranteed In-App Communication on Mobile Ensure important messages are delivered with high visibility directly inside the LeadSquared Mobile App. Announcements on the LeadSquared Mobile App is…
Oshin Anand
Announcements – Guaranteed In-App Communication on Mobile Ensure important messages are delivered with high visibility directly inside the LeadSquared Mobile App. Announcements on the LeadSquared Mobile App is…
Oshin Anand
CSAT Surveys on Ticket Resolution Emails You can now automatically include CSAT survey links in emails sent using Send & Resolve or Send & Close. This reduces manual…
Sri Sudhan
