Portals+ Update – March
Revamped Domain Mapping To simplify domain configuration before publishing a portal, we have enhanced the setup process. Users can now host portals in either a custom domain or…
Revamped Domain Mapping To simplify domain configuration before publishing a portal, we have enhanced the setup process. Users can now host portals in either a custom domain or…
Agent WhatsApp Number Field A new system user field, “Agent WhatsApp Number”, has been introduced, similar to the Agent Phone Number field. One or more WhatsApp numbers can…
Introducing GenAI Capabilities in Emails You can now leverage GenAI capabilities to enhance your emails. With LeadSquared’s GenAI feature, you can generate email content and subject lines directly…
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…
Lapp Usage Dashboard The Lapp Usage Dashboard is now live. The Dashboard provides a centralized view of all Lapp performance data, eliminating the need to check each integration…
Lead Stages for Different Object Types in Default & Dynamic Forms Marvin and NextGen platforms now support different lead stages for object types present in Default and Dynamic…
We’ve enhanced the Leadsquared Web App by introducing a new user interface for a faster and improved experience. We’ve also added videos to help you navigate the new…
Clone Lists Introducing a new feature that allows you to easily clone lead lists, reducing the effort required when creating lists with multiple advanced search conditions. It is…
Smart Links Portals now support the creation of Smart Links, a feature designed to enhance how you guide leads through their journey. With Smart Links, you can seamlessly…
Lapp Code Quality Scan Using AI To uphold high code quality standards, all code must now pass Code Validation before publishing. If the scan detects any errors or…
This post rounds up the most significant, highest value, biggest impact LeadSquared releases this year. Here’s the latest – Service CRM Managing customer support shouldn’t be complicated.…
Hide System Fields from Users via Permission Templates While configuring permissions for sales users via Permission Templates, admins can now restrict access to system lead fields (e.g., “Created…
Manage Subscriptions: Complete Transparency The new Manage Subscriptions feature is designed to provide complete visibility and control over your LeadSquared subscription, making it easier than ever to manage…
Automations Now Associated with Email Templates in Email Library Email templates created via the Email Library can be used in Automations. Often, you will be making minor edits to these…
Currency Format Support for Task Number Fields Previously, Currency Format was supported for Lead, Opportunity, Activity, and CFS Fields. Now, the feature is also available on the number…
Integer Datatype for Opportunities, Activities, and CFS Previously, only decimal numbers were supported in the Opportunity, Activity & CFS modules. Now, integer numbers are also supported in these…
Deprecated Feature – Export Form as HTML The Export Form as HTML feature has been deprecated. Instead, customers can use a more advanced feature – Form Widgets. The…
Additional Content-Type Support for “Test Lapps” functionality The Test Lapp functionality now supports additional content types – XML, form-data and x-www-form-urlencoded. For more details, see How to Test a…
Auto Check-out during Logout Admins and Managers can access users’ Check-in and Check-out History Report to track user productivity. Previously, when a user logs out of LeadSquared, they’ll…
New Filters in Email Library A new Status dropdown with 3 entries – All, Draft, and Published is introduced. All will be selected by default. We have also…
Auto Retry Mechanism for Agent Popup The Auto Retry mechanism is now available for new Agent Pop-up implementations. The mechanism will retry the Agent Popup every 3 seconds…
Opportunity Details View Customization Create completely customized Opportunity Details page views for different teams using the Opportunity Details View Customization (ODVC). Once the ODVC is enabled, Admins can…
New Features Hide Empty Values in Radio-Button Dropdowns While setting up dynamic forms, when you render a dropdown as Radio-Buttons, you can either show/hide the empty options that…
Task Timer Optimize the daily tasks of your sales users by monitoring the time it takes for them to finish their assigned tasks. On the user’s task details…