Platform Updates – Ytterbium 4
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…
January 2024
December 2023
LeadSquared Mobile App Updates – iOS (v16.2)
Scan Text from Business Cards Extract text from business cards and automatically map it to lead fields while creating a new lead. To scan an image, you can…
December 2023
LeadSquared Mobile App Updates – Android (v19.2)
Lead Metrics Widget in CASA Explore your lead count history, gain instant insights, and optimize your lead management strategies by tracking and analysing the leads added over time.…
December 2023
Deprecated Reports
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…
November 2023
LeadSquared Mobile App Updates – Android (v18.9)
Menu Builder in CASA Admins can now customize the side and bottom navigation menu directly on CASA. You can also create custom tabs on these menus for team-specific…
November 2023
LeadSquared Mobile App Updates – iOS(v16.1)
Menu Builder in CASA Admins can now customize the side and bottom navigation menu directly on CASA. You can also create custom tabs on these menus for team-specific…
October 2023
LeadSquared Mobile App Updates – Android (v18.8)
Distance Travelled Widget in Casa Users can now track the distance they have traveled over different timeframes (like yesterday, weekly, or monthly) using the Distance Travelled Widget in…
October 2023
LeadSquared Mobile App Updates – iOS (v15.9)
Distance Travelled Widget in Casa Users can now track the distance they have traveled over different timeframes (like yesterday, weekly, or monthly) using the Distance Travelled Widget in…
October 2023
New Location History Tracker Report – iOS
We’ve introduced the new Location History Tracker report to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the…
October 2023
New Location History Tracker Report – Android
We’ve introduced the new Location History Tracker report to improve your field sales experience. To ensure a smooth transition to the new reports, we will be deprecating the…
October 2023
New Field Sales Reports – Platform
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…
October 2023
Marvin Updates – Canis Minor
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…
October 2023
Updated Logs Retention Policy for Lapps
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…
October 2023
Platform Updates – Ytterbium 3
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),…
September 2023
Platform Updates – Ytterbium 2
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…
September 2023
LeadSquared Mobile App Updates – iOS (v15.8)
Date and Time Update During Check-in/Check-out Previously, the device’s local time was utilized for recording the user’s check-in/check-out time. This resulted in inaccurate check-in/check-out recordings as some users…
September 2023
LeadSquared Mobile App Updates – Android (v18.7)
Activity Audio Recording Users can now record the audio of face-to-face meetings through dynamic forms on the LeadSquared mobile app. These recordings are automatically posted as attachments to…
September 2023
Marvin Updates – Canis Major
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…
September 2023
LeadSquared Mobile App Updates – Android (v18.5)
Retain Filters Filters used on different screens will now be retained until the user logs out. This feature is currently supported for the following areas: Lead list –…
September 2023
LeadSquared Mobile App Updates – iOS (v15.6)
Activity Audio Recording Users can now record the audio of face-to-face meetings through dynamic forms on the LeadSquared mobile app. These recordings are automatically posted as attachments to…
August 2023
New Apps Marketplace Releases
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…
August 2023
Platform Updates – Ytterbium 1
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…
July 2023
LeadSquared Mobile App Updates – Android (v18.2)
Custom Filters in Activity Smart Views Users can now create custom filters in Activity Smart Views. To enable the filter, refer to Smart Views for Administrators. Bulk…
July 2023
LeadSquared Mobile App Updates – iOS (v15.5)
Custom Filters in Activity Smart Views Users can now create custom filters in Activity Smart Views. To enable the filter, refer to Smart Views for Administrators. Bulk…