Platform Updates – Tungsten 3

Casa Homepage on Web (Soft Launch)

The Casa homepage, previously available only on the mobile application, is now extended to the web platform for NextGen users. This allows you to customize your homepage view according to team-specific needs directly within the application. You can easily access critical updates, take immediate actions, and navigate to key work areas. The homepage also offers tailored dashboards that provide essential insights:

• Status: “Where am I today?”
• Information: “What do I need to do next?”
• Action: “How do I go about doing it?”

This feature keeps teams aligned by providing clear visibility into work priorities and statuses. It allows teams to create customized dashboards tailored to their specific roles or projects, ensuring that everyone stays on track.

Bulk Export and Delete Entity Data: Activities

You can now bulk export and delete activities associated with a lead or opportunity created before a specific date. With the ability to export and delete up to 200,000 records in a single request, this feature streamlines large-scale data management. When creating a bulk delete request, you can choose between “Export & Delete” or “Only Delete” options. If you opt to export data, the records are provided in a downloadable CSV format, ensuring easy access and analysis. To know more, read Bulk Export & Delete Data.

App Tabs

You can now open entity detail pages (e.g., leads, opportunities, accounts) in dedicated tabs within the same browser window, allowing for easy switching between multiple tabs without cluttering the browser. This feature seamlessly integrates with primary work areas like Smart Views, Manage Leads, and Tasks. For users utilizing Softphone or Click2Call, inbound calls automatically open the lead’s detail page in an app tab, providing immediate context for conversations. This feature streamlines workflows by reducing the need to manage multiple tabs, improving multitasking efficiency, and minimizing errors. To know more, see App Tabs.

Enhancements in Automation

Enhanced Object Type Selection and Activity Triggers in Automation

Automations now support selecting an Object Type in all activity triggers, dynamically displaying activities mapped to the selected type. Activity-related Action Cards now adjust dynamically based on the Object Type selected in the trigger, ensuring accurate and relevant configurations.

• Activity Triggers:
  • Add/Update Activity on Lead
  • Add/Update Activity on Activity
  • Add/Update Activity on Opportunity
• Activity Related Actions:
  • Add/Update Activity on Lead
  • Add/Update Activity on Activity
  • Add/Update Activity on Opportunity

Lead Stage Selection in Object Type Automations

Automations now allow selecting Lead Stages associated with specific object types in action and conditional cards. This enhancement provides greater precision and control in configuring
workflows for object type-related automation.

Optimized Trigger Payload in Automations

Automation trigger payloads now include only the data for fields configured in triggers and action cards, along with basic entity system details. Unused custom fields are excluded, ensuring a leaner and more efficient payload.

Customizable Call Status Mapping in UTC

The Universal Telephony Connector (UTC) now supports mapping provider-specific call statuses to LeadSquared-specific statuses. Previously, providers had to follow a predefined LeadSquared format. With this new feature, admins can customize call status mappings and configure multiple statuses as a comma-separated list for Inbound and Outbound calls.

For example, let’s specify Attended as the Provider Status Code for Answered.

Then, the Raw Call Status in the call log will show this mapping after the call ends.

Benefits:

• Greater Flexibility: Simplifies integration with telephony providers by allowing custom status mapping.
• Improved Compatibility: Improved compatibility between provider and LeadSquared call status formats for seamless call management.

Enhanced Virtual Number Filtering in UTC Click2Call

Admins can now apply additional filters to Virtual Numbers in UTC Click2Call, beyond the existing Team Assignment. The new feature allows filtering based on business use cases by defining a user field schema in the Virtual Numbers tab.

For example, consider the following Virtual Numbers and their respective tags –

Next, assign only the Bangalore and Mumbai tags to a respective user through a custom field.

On the UTC Click 2 Call tab, toggle the Enable Virtual Number Filter switch, and select the user custom field with the virtual number tags (previous step).

Now, only these virtual numbers will be shown to the respective user.

Benefits:

• Increased Control: Tailor Virtual Number access to specific users based on business requirements.
• Flexible Configuration: Easily manage Virtual Numbers or tags using a user field schema.
• Layered Filtering: The new filter works alongside the team assignment filter for more refined access control.

Enhancements in Telephony

Prompt to Delete Associated Webhooks in UTC

Admins are now prompted to deactivate associated webhooks (e.g., call log, popup) when deleting an instance in UTC. This prevents telephony providers from calling expired webhooks, ensuring a cleaner workflow.

RetrieveLeadByPhoneNumber V2 API Update

The V2 API can now return raw phone numbers without applying additional formatting, if the number is passed in the format: +CountryCode-PhoneNumber. This ensures more accurate data retrieval for providers using this format. To enable this feature, send an email to support@leadsquared.com.

Bug Fixes

Core Platform

• Fixed a problem where deleted opportunity IDs weren’t being tracked in the system during large-scale opportunity deletions.
• Fixed an issue where certain sensitive activity information wasn’t being hidden as it should in the API response.
• Fixed a problem where automation wasn’t running after a lead’s dropdown field was updated through a specific API.
• Fixed an error that occurred when using the API with large lists, preventing a database issue.

Telephony

• Resolved a customer-specific issue causing access denied errors on multiple pages
  due to a null reference error in the agent popup flow.