Menu Builder in CASA Admins can now customize the side and bottom navigation menu directly on CASA. You can also create custom tabs on these menus for team-specific…
Dharshana Santhanam
Distance Travelled Widget in Casa Users can now track the distance they have traveled over different timeframes (like yesterday, weekly, or monthly) using the Distance Travelled Widget in…
Dharshana Santhanam
We’ve introduced the new Location History Tracker report to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the…
Vir Singh
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…
Dharshana Santhanam
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…
Dharshana Santhanam
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…
Dharshana Santhanam
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…
Dharshana Santhanam
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…
Dharshana Santhanam
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…
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
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
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 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
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
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
The latest updates for our app, available on the Apple App Store. UI Enhancement We’ve enhanced the overall look and feel of the mobile app in the following ways…
Sri Sudhan
Here’s what’s available with v13.5 of the LeadSquared Mobile App for iOS- Filter ‘Leads Near Me’ by dropdown fields You can now filter leads on the ‘Near Me’…
Vir Singh
The latest updates for our app, available on the Apple App Store. Tasks When adding Tasks through the default task form, if the task location is the same as…
Sri Sudhan
The latest updates for our app, available on the Apple App Store. Accounts You can now restrict your users from Viewing, Creating, Editing and Deleting individual Accounts by applying Permission Templates.…
Sri Sudhan
The latest updates for our app, available on the Apple App Store. LeadSquared Forms You can now display an Add More button to add multiple activities set up through…
Sri Sudhan
The latest updates for our app, available on the Apple App Store. Secure App Lock We’ve now added an additional layer of security to protect sensitive data you store…
Sri Sudhan
The latest updates for our app, available on the Apple App Store. Goals You can now view and track LeadSquared Goals from the mobile app. The feature will be…
Sri Sudhan
The latest updates for our app, available on the Apple App Store. Additional Settings You can now configure the LeadSquared mobile app update frequency for your users, to ensure…
Sri Sudhan
