Offline Mode for Opportunities and Activities Field users can now view opportunities, add new opportunities, and log activities on opportunities without an internet connection. Records created offline are…
Oshin Anand
Legacy Reports Replaced with SIERA / Field Sales Reports All legacy reports in the LeadSquared Mobile App have been replaced with SIERA and Field Sales Reports. This ensures…
Oshin Anand
Announcements – Guaranteed In-App Communication on Mobile Ensure important messages are delivered with high visibility directly inside the LeadSquared Mobile App. Announcements on the LeadSquared Mobile App is…
Oshin Anand
Task Completion Offline Ensure tasks don’t remain pending just because users are in remote or low-connectivity areas. Field users can now complete tasks (including form submission) even without…
Oshin Anand
Journeys – Half Day Blocking for Lead & Template-Based Plans Experience greater flexibility and more precise day planning, without unnecessarily blocking full days. Sales users often have days…
Oshin Anand
Enhanced Lead Identification in ‘Associated Lead’ Screen Quickly and accurately identify the right lead when adding tasks, activities, opportunities, or accounts. The ‘Associated Lead’ field in the Add…
Oshin Anand
Support for 4 New Languages Enjoy a more personalized experience on the LeadSquared Mobile App with the new language options. The app now supports Kannada, Telugu, French, and…
Oshin Anand
1. Lead 360 – All Lead Insights in One Place With Lead 360, quickly access and navigate between lead details and related records within one page, in minimal…
Oshin Anand
Lead/Opportunity Check-In with Location Tracking With Lead/Opportunity-level Check-In Location Tracking, managers can now – Gain full visibility into their field team’s movement during customer visits. Monitor not just…
Oshin Anand
Journey Templates Management You no longer need to log in to the web app to create Journeys Templates! Save time and effort by creating these templates directly from…
Oshin Anand
1. My Teams 1.1 Map View for User Location Tracking The Map View in My Teams lets you monitor your field team’s real-time or last known locations on…
Oshin Anand
My Team – Your Entire Field Team at a Glance Introducing My Team – a feature for Sales Group Managers and Reporting Managers to get real-time visibility and…
Oshin Anand
Auto-Approval Feature for Pending Plans in Journeys The new Auto-Approval feature in Journeys streamlines your workflow and eliminates unnecessary delays in plan execution. If the admin enables this…
Oshin Anand
Set SIERA Dashboard as Your Mobile App Landing Page You can now access the full SIERA dashboard directly from the homepage by setting it as the mobile app’s…
Oshin Anand
Introducing SIERA Dashboards in the Mobile App Access key metrics and analyze dependencies with the new SIERA Dashboards on the mobile app, all in one view. Simply open…
Oshin Anand
Save as Draft for Dynamic Forms Experience a flexible form-filling process with the new Save as Draft option for Dynamic Forms. You can now easily save a form…
Oshin Anand
1. Ace Notifications to stay informed on Goals and Incentives Stay up-to-date with your goals and incentives directly from the LeadSquared Mobile App. Users will receive real-time notifications…
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
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
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
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
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
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
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
