Clone Lists Introducing a new feature that allows you to easily clone lead lists, reducing the effort required when creating lists with multiple advanced search conditions. It is…
Zaid Assadi
Smart Links Portals now support the creation of Smart Links, a feature designed to enhance how you guide leads through their journey. With Smart Links, you can seamlessly…
Zaid Assadi
Lapp Code Quality Scan Using AI To uphold high code quality standards, all code must now pass Code Validation before publishing. If the scan detects any errors or…
Zaid Assadi
Introducing Lexi AI We’re excited to introduce Lexi AI, which uses an advanced LLM model to generate templated responses to customer queries. With a single click, the system…
Sri Sudhan
This post rounds up the most significant, highest value, biggest impact LeadSquared releases this year. Here’s the latest – Service CRM Managing customer support shouldn’t be complicated.…
Vir Singh
Hide System Fields from Users via Permission Templates While configuring permissions for sales users via Permission Templates, admins can now restrict access to system lead fields (e.g., “Created…
Zaid Assadi
1. Customizable Themes for Enhanced Brand Identity With the new Theming feature on Casa, you can now personalize the LeadSquared Mobile App to align with your organization’s branding.…
Oshin Anand
1. Ace Notifications to stay informed on Goals and Incentives Stay up-to-date with your goals and incentives directly from the LeadSquared Mobile App. Users will receive real-time notifications…
Oshin Anand
We’ve rolled out new enhancements to improve efficiency, streamline workflows, and enhance communication. From bulk actions and smarter ticket management to seamless integrations and automated processes, these updates…
Sri Sudhan
Manage Subscriptions: Complete Transparency The new Manage Subscriptions feature is designed to provide complete visibility and control over your LeadSquared subscription, making it easier than ever to manage…
Vir Singh
Automations Now Associated with Email Templates in Email Library Email templates created via the Email Library can be used in Automations. Often, you will be making minor edits to these…
Zaid Assadi
Minimum Quota Enforcement for Lead-Based Plans Improve your sales users’ productivity and ensure they are consistently performing by enforcing the minimum number of leads they must cover in…
Oshin Anand
Minimum Quota Enforcement for Lead-Based Plans Improve your sales users’ productivity and ensure they are consistently performing by enforcing the minimum number of leads they must cover in…
Oshin Anand
We’re rolling out a major upgrade to the Tickets screen, built to streamline navigation, reduce load times, and help your team work faster. What’s New? A Refreshed Layout…
Sri Sudhan
Currency Format Support for Task Number Fields Previously, Currency Format was supported for Lead, Opportunity, Activity, and CFS Fields. Now, the feature is also available on the number…
Zaid Assadi
Opportunity Level Check-in/Check-out Earlier, sales users had to submit multiple dummy forms to record the time spent with a lead. With the new opportunity level check-in/check-out, the users…
Oshin Anand
Opportunity Level Check-in/Check-out Earlier, sales users had to submit multiple dummy forms to record the time spent with a lead. With the new opportunity level check-in/check-out, the users…
Oshin Anand
Integer Datatype for Opportunities, Activities, and CFS Previously, only decimal numbers were supported in the Opportunity, Activity & CFS modules. Now, integer numbers are also supported in these…
Zaid Assadi
Support for Converse in Lead Card Swipe On the Mobile App Additional Settings, under Gesture – Lead card swipe, a Converse option has been included. If you select…
Dharshana Santhanam
Check-in/Check-out at Lead Level Previously, users had to perform tasks and mark them as complete to calculate interaction duration, which helped managers assess productivity. However, for accounts using…
Dharshana Santhanam
Opportunity Details View Customization Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the mobile app’s Opportunity Details page. To…
Dharshana Santhanam
Geo Alerts With this feature, users can be informed about leads nearby through notifications, helping them stay proactive in their sales activities. Each notification will provide users with…
Dharshana Santhanam
Deprecated Feature – Export Form as HTML The Export Form as HTML feature has been deprecated. Instead, customers can use a more advanced feature – Form Widgets. The…
Zaid Assadi
Additional Content-Type Support for “Test Lapps” functionality The Test Lapp functionality now supports additional content types – XML, form-data and x-www-form-urlencoded. For more details, see How to Test a…
Vir Singh
