Manage Templates Admins can now create and manage message templates. Users can then use these predefined templates to send emails or messages to leads. If the user already…
Dharshana Santhanam
Manage Templates Admins can now create and manage message templates. Users can then use these predefined templates to send emails or messages to leads. If the user already…
Dharshana Santhanam
New Filters on Smart Views On Activity and Task Smart Views, you can now add Opportunities as conditions when creating a Smart View. This allows you to filter…
Zaid Assadi
Casa (Mobile Home Builder) Lead Shortcut Widget – You can now display a list of the top 10 leads according to the configured criteria (recently added and recently…
Dharshana Santhanam
Casa (Mobile Home Builder) Lead Shortcut Widget – You can now display a list of the top 10 leads according to the configured criteria (Favourite leads, recently added,…
Dharshana Santhanam
Search By Comma-separated Values in Advanced Search Previously, to search for multiple values (such as email addresses, phone numbers, etc.) using Advanced Search, you had to create multiple search…
Sri Sudhan
Self-Apply Home Loan Template By using the Self-Apply Home Loan template on Portals, your customers can complete their home loan application journeys and track their progress throughout the…
Zaid Assadi
Filter Leads by Time Now filter Leads by time. This is especially useful when you have a large volume of incoming leads in your account, and you want…
Sri Sudhan
Forms You can now add leads in your system by importing them directly from your device’s contacts. This feature is supported in both default and dynamic forms. You can…
Dharshana Santhanam
Forms You can now add leads in your system by importing them directly from your device’s contacts. This feature is supported in both default and dynamic forms. You can…
Dharshana Santhanam
LeadSquared Enquiry Widget You can now publish LeadSquared Enquiry Widgets without the need for LeadSquared Portals or Portals License. Minimalistic Conversion Template Minimalistic Conversion Template 2 is…
Zaid Assadi
Decentralized User Management Controls Sales Group Managers now have complete user management control over users in their sales groups. They can now Activate, Deactivate, Mark Users Obsolete, and…
Vir Singh
We now support custom fields (e.g., for unique Ids required for integrations) in the post data of the lead update webhook. To get this enabled for your account,…
Vir Singh
We’ve released a new API that enables you to remove all the users present in a Static List. This helps reduce the effort and errors you may encounter…
Vir Singh
Forms and Processes You can now add Grid fields in your forms to add the following actions within a dynamic form. Open form Open URL Open deep link…
Dharshana Santhanam
Forms and Processes You can now add Grid fields in your forms to add the following actions within a dynamic form. Open form Open URL Open deep link…
Dharshana Santhanam
Settings Admins can now hide certain settings on the mobile app that are irrelevant to end users. For example, you can hide the SMS Templates settings for your…
Dharshana Santhanam
Settings Admins can now hide certain settings on the mobile app that are irrelevant to end users. For example, you can hide the SMS Templates settings for your…
Dharshana Santhanam
All new Lapps created after 1st December 2022 (via the UI or SDK) will be created on Node.js 16.x. When you publish an existing Lapp, the version will…
Vir Singh
Field Sales Territories Auto-distribute leads that are in close proximity to your users using Field Sales Territories. Create territories within a geography and assign sales users/teams/groups to them.…
Dharshana Santhanam
Field Sales Territories Auto-distribute leads that are in close proximity to your users using Field Sales Territories. Create territories within a geography and assign sales users/teams/groups to them.…
Dharshana Santhanam
Payment Transactions Application Block Leads can track their payments better in Portals with the help of the new Payment Transactions Application block. It reduces the custom design efforts…
Zaid Assadi
Here are the newest connectors available on the Apps Marketplace – Google/Outlook Calendar Sync Connector Sync tasks and meetings between your Google/Outlook calendars with LeadSquared. View all appointments…
Sri Sudhan
The latest update for our app is available on the Apple App Store. Capture Videos through Custom Field Sets Users can now capture and upload video files in…
Dharshana Santhanam
