Here’s what’s new in Automation – Send dynamic content in your emails with ‘Saved Responses’. Now use the ‘Wait Until Activity’ condition in your automations. ‘Call Lapps’ is…
Vir Singh
We’ve made enhancements across multiple features to improve your overall LeadSquared experience – Activities Permission Templates Automation Check-In/Check-Out Webhooks In addition, you can now include the Lead Number…
Vir Singh
We’ve added some new capabilities to the advanced search feature on the Manage Leads page – 1. Find leads where either a specific activity or just any activity…
Vir Singh
You’ll see two new actions, Import and Export, on the Manage Activities page – You can import multiple activities through CSV, provided they are of the same activity…
Vir Singh
The user advanced search feature is helpful if you have a large number of users and want to filter them based on multiple conditions. We’ve also introduced the…
Vir Singh
We’ve released a fresh new version of the Ozonetel telephony connector (V2). You can find it under telephony in the Apps Marketplace. The new app comes with a…
Vir Singh
We’ve made a bunch of updates to improve our telephony capabilities. For new telephony installs from this point on, there won’t be any Activity Stream displayed. Customers should…
Vir Singh
You can now trigger webhooks on ‘Activity Update’ events. See our Webhooks Documentation for more information. We’ve also enhanced a few APIs – Both these APIs now return all custom…
Vir Singh
We’ve made a few enhancements to automation and tasks – Marketing Users and Sales Managers can now update tasks of other users from the Manage Tasks page (they…
Vir Singh
We’ve released new audit reports that will help administrator users track changes to important entities in LeadSquared. To view these reports, from your administrator dashboard navigate to Reports>Reports…
Vir Singh
We’ve released a new automation action – ‘Send to Sub-Automation’, and we’ve also enhanced lead distribution to work for available/checked-in users. New ‘Send to Sub-Automation’ Action Use this…
Vir Singh
Here’s what’s new to our API suite – User Management Get Check-In Status of a User – Retrieve your check-in/check-out status using this API. Get Check-In History of…
Vir Singh
We’ve made a few tweaks to our APIs – Earlier, if you passed a non-region specific API host, you’re response would be slower but the call would go…
Vir Singh
We’ve enhanced some telephony features to give you a better experience. Now incoming calls from numbers that match a lead’s secondary phone number will get tracked but won’t…
Vir Singh
We advanced our advanced search even more! You can now filter leads by tasks. Find Leads – With open tasks of specific task type With overdue tasks For…
Vir Singh
We have a brand new user management feature! To get an in-depth look, see Check-In and Check-Out. User Check-In/Check-Out lets you know when and where your users’ check-in…
Vir Singh
We’ve added new APIs to the LeadSquared suite- User Management Check-in and Check-out APIs – Now your users can check-in and out of LeadSquared and you can get…
Vir Singh
The LeadSquared automation feature lets you automate your workflows using a powerful visual designer that is intuitive and fun to use. See Automation feature of LeadSquared if you…
Samuel D
Activities are notable events in the lead life-cycle. LeadSquared comes built in with certain activities but also lets you create custom activities according to your business requirements. For…
Samuel D
You can setup webhooks to receive data from LeadSquared on the occurrence of certain events. To know more about webhooks and how you can implement them, see Webhooks.…
Samuel D
If you’re familiar with telephony integrations in LeadSquared, we have good news for you! We’ve released some agent pop-up enhancements to make life even easier. Launch Agent Pop-up…
Samuel D
You can setup webhooks to receive data from LeadSquared on the occurrence of certain events. To know more about webhooks and how you can implement them, see Webhooks.…
Vir Singh
Lead Field Masking and Activity Access Control has been added to Permission Templates Lead Field Masking – Specific lead fields can now be hidden/masked through permission templates. Activity…
Samuel D
You can now associate several additional fields for Users. This includes custom fields that can be used based on business needs. The User creation screens have been enhanced,…
Samuel D
