Mavis DB Mavis lets you create databases and table structures to store data, such as information on courses, properties, products, inventories, etc., right inside your LeadSquared account. This…
Sri Sudhan
In this release we’ve enhanced features across the entire platform and also added new Async APIs. Forms, Processes and Portals You can now pass custom parameters to send…
Sri Sudhan
We’ve released updates across Forms, Processes and Portals, released new Opportunity APIs, and enhanced Smart Views, Automation and Activity Management. Forms and Processes Configure the display name of…
Sri Sudhan
We’ve released updates across Lead Management, released a new payment gateway for Forms and Processes, and enhanced our API security. Forms and Processes PayFast Payment Gateway is now…
Sri Sudhan
LeadSquared Portals Portals are functional self-service websites that help with lead application management, and are used to complete an application or registration process. LeadSquared’s Portal feature allows you…
Sri Sudhan
Here’s what’s new in LeadSquared – Forms and Processes You can now hide mandatory Opportunity fields (such as Name, Owner, Status, Stage) in your form. In the Forms…
Sri Sudhan
Lead Management Export Lead Owner’s Email Address You can now export the lead owner’s email address during Lead Export. While exporting leads, either Export All Fields, or select…
Sri Sudhan
Opportunity Management Opportunity Integration in Telephony Opportunities can now be integrated with the LeadSquared Generic Telephony Connector and the Ozonetel v2 Connector. This will enable you to track phone call interactions…
Vir Singh
We’ve released two new connectors in the Apps Marketplace. 1. Facebook Retargeting Connector The Facebook Retargeting Connector enables you to push lists of leads (interested in a particular…
Sri Sudhan
The list of new updates includes new organization-level settings for admins, bulk update for activity custom field sets, optimization options for forms and processes, support for multiple task-types…
Sri Sudhan
Lead Management Through API, you can now reset (delete) activities, tasks, audit trails and notes on a lead, within a certain time range. To know more, please refer…
Sri Sudhan
With this update, we’ve released a new admin settings page, enhanced lead assignment quotas, updated automations and opportunity management, introduced a new data protection and privacy enhancement as…
Sri Sudhan
Opportunity Management You can now view and access the documents tab on the Opportunity Details page. In case of a manual change in opportunity owner, the lead associated…
Vir Singh
Authentication We now support login to LeadSquared using the Azure OpenID method. To know more, please refer to Integrating Azure AD with LeadSquared. Smart Views Smart Views…
Sri Sudhan
We’ve released enhancements across Opportunities, Azure Active Directory Integration, Permission Templates, Lead Import, Task Management, and more… Opportunity Management On the Opportunity Details page, the Opportunity vCard will…
Sri Sudhan
We’ve enhanced LeadSquared forms with the ability to create portal registration forms, preview and download, collect E-signatures, accept payments through Authorize.Net and more. 1. Preview & Download…
Vir Singh
Now track changes to all lead fields with Lead Field Audit, export tasks from the Manage Tasks page, and enjoy a better experience while merging leads. We’ve also…
Sri Sudhan
We’ve released a number of enhancements across Portals, Forms & Processes, Automation, and more… 1. Portals and Forms & Processes 1. Forms can be used to create…
Vir Singh
In this update, we’ve enhanced automations, improved User Check-In/Check-Out, and the view on the Lead Details page. 1. Automations A new Activity Trigger is added – New…
Sri Sudhan
We’ve released a new connector to enable scheduling Zoom calls right from LeadSquared. Also, we’ve built a custom user actions connector where you can configure new actions on…
Vir Singh
With this update, you can create custom dashboards in LeadSquared. We’ve also enhanced automation and lead management. 1. Dashboard LeadSquared Administrators can now create custom dashboards using external…
Sri Sudhan
In this update, we’ve enhanced activities, forms and processes, landing pages, webhooks and added a new language for the LeadSquared web application. 1. Forms & Processes OCR, QR…
Sri Sudhan
In this update, we’ve enhanced automation, forms and processes, introduced a UI for API logs and added some new languages for the LeadSquared web application. 1. API Logs…
Sri Sudhan
We’ve added a new security setting, enhanced dynamic forms with a custom success message and made some changes across tasks, telephony and lead import. 1. Force Logout All…
Vir Singh
