Troubleshoot Telephony Issues from the UI Earlier, diagnosing a telephony problem such as a missing agent popup or a failed click to call usually meant raising a support…
Zaid Assadi
Capture addresses on a map in web app forms This feature removes manual address entry for field teams and agents, so location data is captured faster and with…
Zaid Assadi
End of Life Date: 31st August 2026 Starting Date: 8th June 2026 LeadSquared will discontinue the Marvin interface effective 31 August 2026. This notice serves as the official…
Oshin Anand
Feature Overview Distribution Engine is a rules-based way to automatically assign Leads, Opportunities, and Tasks to the right users, without building and maintaining complex automation workflows. Until now,…
Zaid Assadi
1. Restrict Operations on Closed Opportunities What’s the Benefit Protect closed opportunities from unintended edits by non-admin users and maintain the integrity of finalized deals. Admins continue to…
Oshin Anand
UDS Integration Assistant The UDS Integration Assistant is now available across the UDS interface. It understands your workflow context and delivers actionable, step-by-step guidance tailored to your configuration.…
Zaid Assadi
NextGen Image Rotation and Zoom Support in Previewer Users can review documents and images more easily with improved visibility and control during preview. What’s New? The image previewer…
Oshin Anand
Currency Format for Number Fields in NextGen What’s the Benefit? You can now ensure consistent and standardized currency display across NextGen. By configuring a default currency format, all…
Oshin Anand
Call Preference Settings What’s the Benefit? Users can manage their calling preferences directly within NextGen, ensuring smoother call handling, better control over outbound calling behavior, and a more…
Oshin Anand
You can now use TCP Triggers and TCP Actions in Universal Data Sync (UDS) to enable direct communication with external systems over TCP. This enhancement allows UDS flows…
Zaid Assadi
Object Type Associations in Automation What’s the Benefit? Save time and reduce manual effort by automatically linking associated objects during workflow execution. Ensure that object relationships are always…
Zaid Assadi
Deeper Lead Insights What’s the Benefit? Instant, enriched behavioral visibility that drives smarter segmentation, clearer attribution, and more personalized conversions. What’s New? Every interaction across Portals, Widgets, and…
Zaid Assadi
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…
Oshin Anand
Feature Overview By default, UDS logs could only be searched using a Request ID, making it challenging to trace business-critical records such as Loan ID, Customer ID, or…
Zaid Assadi
Mail Merge Support for Call Session ID in NextGen Forms Accurately link form submissions to specific calls for better QA, compliance, and tracking, while improving visibility and data…
Zaid Assadi
Object Type–Based Filtering in Forms Form configurations involving Object Types are now smoother and more user-friendly. The Form Designer has been enhanced to ensure that only Activity and…
Oshin Anand
Mobile Editor for Portals & Landing Pages Pro We’ve introduced a Mobile Editor in the Portals and Landing Pages Pro Designer. With this update, you can now switch…
Zaid Assadi
We’ve introduced the UDS Dashboard, a centralized view to monitor the performance of your Universal Data Sync (UDS) integrations. Instead of checking individual flow logs, you can see…
Zaid Assadi
Introduced V2 API to Fetch Opportunity by Lead Unique Fields What’s the benefit? This enhancement simplifies API calls, improves performance, and makes it easier to retrieve opportunities using…
Zaid Assadi
Multiple Billing User Support for all Accounts Administrators can now assign multiple users as billing users, granting them access to the Manage Subscription page. This enhancement allows more…
Oshin Anand
We’ve introduced four new Lead Action Templates in Universal Data Sync (UDS) to simplify lead management operations. These templates eliminate the need for manual API setup and allow…
Zaid Assadi
Configurable Opportunity Sorting Fields Currently, all opportunity fields are available for sorting on both web and mobile platforms. However, users prefer to have only selected fields available in…
Oshin Anand
Opportunity Term Renaming in Forms Opportunity-related terms in forms have been updated to match the revised nomenclature used across the platform, ensuring consistency in how opportunities are referenced.…
Zaid Assadi
Gen AI for Email Campaigns You can now generate subject lines and email content for both one-to-one emails and emails to lists using LeadSquared’s GenAI Feature. This enhancement…
Zaid Assadi
