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
Auto Check-out during Logout Admins and Managers can access users’ Check-in and Check-out History Report to track user productivity. Previously, when a user logs out of LeadSquared, they’ll…
Dharshana Santhanam
Image Tile Widget in Casa The Image Tiles widget in Casa enables users to swiftly launch items from a predefined image layout. Users can upload images from the…
Dharshana Santhanam
Image Tile Widget in Casa The Image Tiles widget in Casa enables users to swiftly launch items from a predefined image layout. Users can upload images from the…
Dharshana Santhanam
New Filters in Email Library A new Status dropdown with 3 entries – All, Draft, and Published is introduced. All will be selected by default. We have also…
Zaid Assadi
Day Blocking in Journeys Block specific dates on your plans for planned leave or official activities. Blocked dates will be displayed to your manager, allowing them to view…
Dharshana Santhanam
Day Blocking in Journeys Block specific dates on your plans for planned leave or official activities. Blocked dates will be displayed to your manager, allowing them to view…
Dharshana Santhanam
Auto Retry Mechanism for Agent Popup The Auto Retry mechanism is now available for new Agent Pop-up implementations. The mechanism will retry the Agent Popup every 3 seconds…
Zaid Assadi
Journeys With Journeys, enable sales users to create plans (Beat Plan, PJP etc.) by defining the plan duration (i.e. Start Date & End Date) along with the leads…
Dharshana Santhanam
Journeys With Journeys, enable sales users to create plans (Beat Plan, PJP etc.) by defining the plan duration (i.e. Start Date & End Date) along with the leads…
Dharshana Santhanam
