AI Propensity Scoring
AI Propensity Scoring helps sales teams prioritize leads and opportunities with the highest likelihood of conversion, save time through auto-segmentation, and improve efficiency and win rates. Continuous score updates and integrated Smart Views ensure users can quickly focus on high-conversion leads.
What’s New?
This is an AI machine learning–driven feature that predicts the likelihood of a lead or Opportunity converting into a customer. It analyzes past sales data, user activity, and engagement signals to generate real-time propensity scores and classify leads into High, Medium, and Low segments, helping sales teams focus on the right leads at the right time.
Field-Level Encryption
Protect sensitive customer data and ensure compliance with security standards. Encryption prevents unauthorized access, safeguards confidential information, and helps build customer trust.
What’s New?
The Field & File Level Encryption feature enhances data security by encrypting sensitive information stored in LeadSquared. You can generate or upload your own key to encrypt the data.
Advanced Search in Tasks
Experience a faster, more precise task lookup, enhancing task management for all your teams. Task Advanced Search improves the overall usability of the Manage Tasks and Task Smart Views tabs.
What’s New?
The Task Advanced Search feature is now available on the Manage Tasks page. It allows users to quickly locate specific tasks using advanced filters, improving visibility and productivity when handling large task volumes. Apply multiple filters such as task type, owner, status, due date, and more.
Support for Opportunity Type conditions in Task Smart Views
Quickly filter and manage tasks by Opportunity Type to focus on relevant deals and improve task organization.
What’s New?
In Task Smart Views, you can now filter tasks based on the Opportunity Type condition. This is available only on NextGen.
Support for Task Type in Opportunity Advanced Search
Easily find opportunities linked to specific task types, helping you track progress and ensure timely follow-ups.
What’s New?
You can now filter opportunities based on Task Type using the Advanced Search condition builder in both the Manage Opportunities page and Opportunity Smart Views.
Support for ‘Disable Submission & Show Error’ on Form ‘Label’ fields
Previously, users had to create dummy fields to display error messages on Dynamic Forms. Now, Label fields can be used for error display, conserving field quotas and simplifying form setup.
What’s New?
Label fields can now be correctly used as error targets for the “Disable Submission & Show Error” rule. The configured error message will display on the Label field, and form submission will be blocked until the validation condition is resolved.
Bug Fixes
Core Platform
- Fixed an issue where creating a Dynamic List or Refreshable List was sent to Workflow Automation when the list count exceeded 100,000 records.
- Fixed an issue where the Created-On filter did not work on the Manage Leads page when Advanced Search was applied.
- Fixed an issue in Opportunity Capture where updating empty Custom Field Set (CFS) fields failed, even when UpdateEmptyFields was set to true, if one of the CFS subfields already contained a value.
- Fixed an issue where the Bulk Export and Delete Record grids did not load correctly.
Marketing
- Fixed an issue where Email Sent and Email Opened activities were not appearing correctly when the Data Source was set to 3.
Workflow – Automation
- Fixed an issue where the task duration was off by one second for tasks created through automation in the mobile app.
Workflow – Forms & Processes
NextGenForms
- Fixed an issue with respect to text and value.
- Fixed an issue where seconds are getting passed for the due date component in the scheduler API.
- Fixed an issue where preview field shows date one day less than actual Date field in Edit Case.
- Fixed an issue where propensity fields are currently getting reflected in the form.
- Fixed an issue where files get duplicated when multiple uploads are in progress and user deletes files in File field.
- Fixed an issue where User/Owner dropdown doesn’t load latest data with clearing cache.
