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…
Journey Templates Management You no longer need to log in to the web app to create Journeys Templates! Save time and effort by creating these templates directly from…
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…
Save as Draft for Dynamic Forms Experience a flexible form-filling process with the new Save as Draft option for Dynamic Forms. You can now easily save a form…
1. Ace Notifications to stay informed on Goals and Incentives Stay up-to-date with your goals and incentives directly from the LeadSquared Mobile App. Users will receive real-time notifications…
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…
Check-in/Check-out at Lead Level Previously, users had to perform tasks and mark them as complete to calculate interaction duration, which helped managers assess productivity. However, for accounts using…
Geo Alerts With this feature, users can be informed about leads nearby through notifications, helping them stay proactive in their sales activities. Each notification will provide users with…
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…
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…
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…
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…
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…
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…
