Platform Updates – Ytterbium 3
New Calculated Field in Opportunities We have introduced a new display-only opportunity field, which calculates the days passed since an opportunity-related event occurred (e.g., days past due date),…
New Calculated Field in Opportunities We have introduced a new display-only opportunity field, which calculates the days passed since an opportunity-related event occurred (e.g., days past due date),…
Authentication – Trust Device With the Trusted Devices feature, users can log into their LeadSquared account without verifying themselves through Two-Factor Authentication (2FA) each time. Trusting a device…
Date and Time Update During Check-in/Check-out Previously, the device’s local time was utilized for recording the user’s check-in/check-out time. This resulted in inaccurate check-in/check-out recordings as some users…
Activity Audio Recording Users can now record the audio of face-to-face meetings through dynamic forms on the LeadSquared mobile app. These recordings are automatically posted as attachments to…
View Automation Report on Lead and Opportunity Details Users can now view the Automation Report directly on the Lead or Opportunity Details page. This feature is available in…
Retain Filters Filters used on different screens will now be retained until the user logs out. This feature is currently supported for the following areas: Lead list –…
Activity Audio Recording Users can now record the audio of face-to-face meetings through dynamic forms on the LeadSquared mobile app. These recordings are automatically posted as attachments to…
Here are the newest connectors available on the Apps Marketplace – Chatbot LeadSquared’s Chatbot is a no-code, menu-driven bot builder that allows you to boost user efficiency, streamline responses, and…
Two-factor Authentication (2FA) Only Email and Google Authenticator are supported by default for all new customers using Two-factor Authentication. If you want to enable SMS authentication instead, follow…
Custom Filters in Activity Smart Views Users can now create custom filters in Activity Smart Views. To enable the filter, refer to Smart Views for Administrators. Bulk…
Custom Filters in Activity Smart Views Users can now create custom filters in Activity Smart Views. To enable the filter, refer to Smart Views for Administrators. Bulk…
Image-Based Check-in/Check-out Admins can now enable the Image linked Check-in/out setting on Mobile App>Additional Settings for a more stringent approach to attendance registration. With this feature, users will…
Image-Based Check-in/Check-out Admins can now enable the Image linked Check-in/out setting on Mobile App>Additional Settings for a more stringent approach to attendance registration. With this feature, users will…
Button Hover Effects The Button Hover effect be used to create an interactive and engaging experience for the user – when you move your cursor over a button,…
Role Based Two Factor Authentication We have enhanced application security, by enabling Two Factor Authentication (2FA) for all user roles across all tenants. This includes Super Admins and…
Marvin is LeadSquared’s new Inside Sales Application that features significant improvements in the user experience across the platform. Marvin is designed specifically to increase the productivity of Sales…
Send File Attachments in One-to-One Emails Users can now attach files in all one-to-one emails (uploaded to the Images and Documents Library). This feature is generally available. New…
Map View in Task List and Task Smart Views Users can now switch between List View and Map View in Task List and Task Smart Views. With map…
Map View in Task List and Task Smart Views Users can now switch between List View and Map View in Task List and Task Smart Views. With map…
Hide Sensitive Information in Activity Fields Previously, Admins could only mask Activity Types as a whole. Now, they can hide sensitive information in specific Activity Fields (like email…
Add Email Signatures You can now include your email signature on Marvin. You can add or edit your signature on the Settings page. Edit Profile Details Users…
My Trips My Trips is LeadSquared’s new day planning feature designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum…
My Trips My Trips is LeadSquared’s new day planning feature designed to boost users’ productivity by displaying the most efficient route and ensuring the completion of the maximum…
Overwrite Lead Fields Through Dynamic Forms When a Lead Owner is filling a LeadSquared Dynamic Form, and if the lead already exists, the owner will now have the…