We’ve introduced new functionality and made refinements across the platform. Here’s what’s new – Accounts 1. Lead Activity History Tab Now see a lead’s activity history directly from…
Vir Singh
We’ve made some enhancements across features to improve the overall security of the platform – You can now use permission templates to restrict certain users from using APIs.…
Vir Singh
We’ve made a bunch of enhancements to the accounts feature. Now you can – Capture B2B activities (stakeholder meetings, contract signings, contract renewals, van advertising activities, etc.) on…
Vir Singh
We’ve made some handy improvements to forms and processes and custom field sets – Custom Fields Sets Now add multiple files to the same file field (for example…
Vir Singh
Now share leads with your sales users for a limited period and control their access permissions (read/write). Lead sharing is perfect for temporarily sharing a lead with users…
Vir Singh
We’ve released a new Call and SMS Tracker app as an assistant to the LeadSquared Mobile App for Android. The main LeadSquared Mobile App for Android will no…
Vir Singh
We’ve introduced new APIs to help you manipulate lead and activity drop-down fields – Add Values to a Lead Drop-down Field Lets you add one or more new…
Vir Singh
Here’s what’s new in LeadSquared – Forms and Process Designer (Beta) Custom Objects Account Feature Improvements Formatted Notes Forms and Process Designer The Forms and Process Designer…
Vir Singh
Single Sign-On for Google Suite You can now sign-in to your LeadSquared account using your Google credentials. Your Google Id and LeadSquared email Id must be the same…
Vir Singh
We’ve released a number of new APIs to help you – Push browser notifications to your users Push Browser Notifications Push browser notifications (on Chrome, Firefox, etc.) to…
Vir Singh
If you’re using Call Tracking Metrics as your telephony service provider, we have good news for you! In addition to sending text messages, you can now capture incoming…
Vir Singh
We’ve made 2 new additions to automation – Exit Conditions Ability to create To-Do tasks Exit Conditions Now set up exit conditions to remove leads from your…
Vir Singh
It’s been a few weeks since we released the accounts feature. It gives you the ability to manage your B2B relationships with partners, vendors, third-party services, etc., all…
Vir Singh
We’ve introduced a new ‘User Access’ setting in Permission Templates which lets you control the users shown in user/owner drop-down fields across the LeadSquared application. Once you implement this…
Vir Singh
The accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for your partners, vendors, third-party services, etc., store all the data you need (account…
Vir Singh
Here are our latest releases – Automatically update lead drop-down fields New telephony API for soft phone integration Support for custom URLs in agent pop-up Get activity by…
Vir Singh
A split test is an automation condition that lets you experiment with different email content and find what works best for your automation. You can try out different…
Vir Singh
We’ve introduced new task types and made major improvements to the tasks interface. We also spent time fixing automation issues and making some neat additions to activities. …
Vir Singh
If you’re using LeadSquared for multiple organizations, you can now control which users get access to other organizations and the roles they assume while switching. You can control…
Vir Singh
Now compare the values of different lead and activity fields as well as saved responses from Lapps and webhooks. Use the comparison results to trigger different courses of…
Vir Singh
We’ve added new APIs to our suite, released new webhook triggers and created an easy to use Lapps Marketplace. APIs New API to get one or more…
Vir Singh
We’ve released tons of improvements all across the LeadSquared platform. Here’s what’s new – Automation Group managers can now be excluded from lead distribution. The ‘If/Else’ automation card…
Vir Singh
Since the adoption of the GDPR legislation (25th May 2018), we at LeadSquared have been working hard to help your business remain compliant with the new regulations. In…
Vir Singh
We’ve launched a new calendar view for tasks and upgraded the zip based lead distribution app to version 2. Calendar View for Tasks We’ve created a better…
Vir Singh
