Over the past year, we’ve observed the reports mentioned in this article have minimal to no usage. As part of an exercise to declutter, the reports mentioned below…
Zaid Assadi
We’ve introduced new Reports to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the following existing reports and…
Dharshana Santhanam
New Features Manage Tasks Users can now manage their tasks on Marvin by navigating to the Manage Tasks page. To create tasks and schedule reminders, in the Views…
Dharshana Santhanam
We’re changing the Lapps logs retention policy to 7 days from the current 30 days. This change will be effective tentatively from November 1st, 2023. Why are we…
Vir Singh
New Calculated Field in Opportunities We have introduced a new display-only opportunity field, which calculates the days passed since an opportunity-related event occurred (e.g., days past due date),…
Dharshana Santhanam
Authentication – Trust Device With the Trusted Devices feature, users can log into their LeadSquared account without verifying themselves through Two-Factor Authentication (2FA) each time. Trusting a device…
Zaid Assadi
View Automation Report on Lead and Opportunity Details Users can now view the Automation Report directly on the Lead or Opportunity Details page. This feature is available in…
Dharshana Santhanam
Here are the newest connectors available on the Apps Marketplace – Chatbot LeadSquared’s Chatbot is a no-code, menu-driven bot builder that allows you to boost user efficiency, streamline responses, and…
Sri Sudhan
Two-factor Authentication (2FA) Only Email and Google Authenticator are supported by default for all new customers using Two-factor Authentication. If you want to enable SMS authentication instead, follow…
Zaid Assadi
Button Hover Effects The Button Hover effect be used to create an interactive and engaging experience for the user – when you move your cursor over a button,…
Zaid Assadi
Role Based Two Factor Authentication We have enhanced application security, by enabling Two Factor Authentication (2FA) for all user roles across all tenants. This includes Super Admins and…
Zaid Assadi
Marvin is LeadSquared’s new Inside Sales Application that features significant improvements in the user experience across the platform. Marvin is designed specifically to increase the productivity of Sales…
Dharshana Santhanam
Send File Attachments in One-to-One Emails Users can now attach files in all one-to-one emails (uploaded to the Images and Documents Library). This feature is generally available. New…
Dharshana Santhanam
Hide Sensitive Information in Activity Fields Previously, Admins could only mask Activity Types as a whole. Now, they can hide sensitive information in specific Activity Fields (like email…
Zaid Assadi
Add Email Signatures You can now include your email signature on Marvin. You can add or edit your signature on the Settings page. Edit Profile Details Users…
Dharshana Santhanam
Overwrite Lead Fields Through Dynamic Forms When a Lead Owner is filling a LeadSquared Dynamic Form, and if the lead already exists, the owner will now have the…
Dharshana Santhanam
New Filters on Smart Views On Activity and Task Smart Views, you can now add Opportunities as conditions when creating a Smart View. This allows you to filter…
Zaid Assadi
Search By Comma-separated Values in Advanced Search Previously, to search for multiple values (such as email addresses, phone numbers, etc.) using Advanced Search, you had to create multiple search…
Sri Sudhan
Self-Apply Home Loan Template By using the Self-Apply Home Loan template on Portals, your customers can complete their home loan application journeys and track their progress throughout the…
Zaid Assadi
Filter Leads by Time Now filter Leads by time. This is especially useful when you have a large volume of incoming leads in your account, and you want…
Sri Sudhan
LeadSquared Enquiry Widget You can now publish LeadSquared Enquiry Widgets without the need for LeadSquared Portals or Portals License. Minimalistic Conversion Template Minimalistic Conversion Template 2 is…
Zaid Assadi
Decentralized User Management Controls Sales Group Managers now have complete user management control over users in their sales groups. They can now Activate, Deactivate, Mark Users Obsolete, and…
Vir Singh
We now support custom fields (e.g., for unique Ids required for integrations) in the post data of the lead update webhook. To get this enabled for your account,…
Vir Singh
We’ve released a new API that enables you to remove all the users present in a Static List. This helps reduce the effort and errors you may encounter…
Vir Singh
