Lead/Opportunity Check-In with Location Tracking With Lead/Opportunity-level Check-In Location Tracking, managers can now – Gain full visibility into their field team’s movement during customer visits. Monitor not just…
Journeys Templates Management on Mobile You no longer need to log in to the web app to create Journeys Templates! Save time and effort by creating these templates…
1. My Teams 1.1 Map View for User Location Tracking The Map View in My Teams lets you monitor your field team’s real-time or last known locations on…
My Team – Your Entire Field Team at a Glance Introducing My Team – a feature for Sales Group Managers and Reporting Managers to get real-time visibility and…
Auto-Approval Feature for Pending Plans in Journeys The new Auto-Approval feature in Journeys streamlines your workflow and eliminates unnecessary delays in plan execution. If the admin enables this…
Set SIERA Dashboard as Your Mobile App Landing Page You can now access the full SIERA dashboard directly from the homepage by setting it as the mobile app’s…
Introducing SIERA Dashboards in the Mobile App Access key metrics and analyze dependencies with the new SIERA Dashboards on the mobile app, all in one view. Simply open…
Holiday Calendar View Enhance your planning and approval process by scheduling around holidays. When creating or approving a plan, you can now view holiday blocks based on your…
1. Customizable Themes for Enhanced Brand Identity With the new Theming feature on Casa, you can now personalize the LeadSquared Mobile App to align with your organization’s branding.…
Minimum Quota Enforcement for Lead-Based Plans Improve your sales users’ productivity and ensure they are consistently performing by enforcing the minimum number of leads they must cover in…
Opportunity Level Check-in/Check-out Earlier, sales users had to submit multiple dummy forms to record the time spent with a lead. With the new opportunity level check-in/check-out, the users…
Support for Converse in Lead Card Swipe On the Mobile App Additional Settings, under Gesture – Lead card swipe, a Converse option has been included. If you select…
Opportunity Details View Customization Based on each Team’s requirements, LeadSquared Admin users can customize the Tabs, Actions, Buttons, and Opportunity V-Card on the mobile app’s Opportunity Details page. To…
Image Tile Widget in Casa The Image Tiles widget in Casa enables users to swiftly launch items from a predefined image layout. Users can upload images from the…
Day Blocking in Journeys Block specific dates on your plans for planned leave or official activities. Blocked dates will be displayed to your manager, allowing them to view…
Journeys With Journeys, enable sales users to create plans (Beat Plan, PJP etc.) by defining the plan duration (i.e. Start Date & End Date) along with the leads…
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.…
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…
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…
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…
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…
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 –…
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…
Image-Based Check-in/Check-out Admins can now enable the Image linked Check-in/out setting on Mobile App>Additional Settings for a more stringent approach to attendance registration. With this feature, users will…
