NextGen Image Rotation and Zoom Support in Previewer Users can review documents and images more easily with improved visibility and control during preview. What’s New? The image previewer…

Currency Format for Number Fields in NextGen What’s the Benefit? You can now ensure consistent and standardized currency display across NextGen. By configuring a default currency format, all…

Call Preference Settings What’s the Benefit? Users can manage their calling preferences directly within NextGen, ensuring smoother call handling, better control over outbound calling behavior, and a more…

You can now use TCP Triggers and TCP Actions in Universal Data Sync (UDS) to enable direct communication with external systems over TCP. This enhancement allows UDS flows…

Object Type Associations in Automation What’s the Benefit? Save time and reduce manual effort by automatically linking associated objects during workflow execution. Ensure that object relationships are always…

Deeper Lead Insights What’s the Benefit? Instant, enriched behavioral visibility that drives smarter segmentation, clearer attribution, and more personalized conversions. What’s New? Every interaction across Portals, Widgets, and…

AI Propensity Scoring AI Propensity Scoring helps sales teams prioritize leads and opportunities with the highest likelihood of conversion, save time through auto-segmentation, and improve efficiency and win…

Feature Overview By default, UDS logs could only be searched using a Request ID, making it challenging to trace business-critical records such as Loan ID, Customer ID, or…

Mail Merge Support for Call Session ID in NextGen Forms Accurately link form submissions to specific calls for better QA, compliance, and tracking, while improving visibility and data…

Object Type–Based Filtering in Forms Form configurations involving Object Types are now smoother and more user-friendly. The Form Designer has been enhanced to ensure that only Activity and…

Mobile Editor for Portals & Landing Pages Pro We’ve introduced a Mobile Editor in the Portals and Landing Pages Pro Designer. With this update, you can now switch…

We’ve introduced the UDS Dashboard, a centralized view to monitor the performance of your Universal Data Sync (UDS) integrations. Instead of checking individual flow logs, you can see…

Introduced V2 API to Fetch Opportunity by Lead Unique Fields What’s the benefit? This enhancement simplifies API calls, improves performance, and makes it easier to retrieve opportunities using…

Multiple Billing User Support for all Accounts Administrators can now assign multiple users as billing users, granting them access to the Manage Subscription page. This enhancement allows more…

We’ve introduced four new Lead Action Templates in Universal Data Sync (UDS) to simplify lead management operations. These templates eliminate the need for manual API setup and allow…

Configurable Opportunity Sorting Fields Currently, all opportunity fields are available for sorting on both web and mobile platforms. However, users prefer to have only selected fields available in…

Opportunity Term Renaming in Forms Opportunity-related terms in forms have been updated to match the revised nomenclature used across the platform, ensuring consistency in how opportunities are referenced.…

Gen AI for Email Campaigns You can now generate subject lines and email content for both one-to-one emails and emails to lists using LeadSquared’s GenAI Feature. This enhancement…

Revamped Domain Mapping To simplify domain configuration before publishing a portal, we have enhanced the setup process. Users can now host portals in either a custom domain or…

Agent WhatsApp Number Field A new system user field, “Agent WhatsApp Number”, has been introduced, similar to the Agent Phone Number field. One or more WhatsApp numbers can…

Introducing GenAI Capabilities in Emails You can now leverage GenAI capabilities to enhance your emails. With LeadSquared’s GenAI feature, you can generate email content and subject lines directly…

Casa Homepage on Web (Soft Launch) The Casa homepage, previously available only on the mobile application, is now extended to the web platform for NextGen users. This allows…

Lapp Usage Dashboard The Lapp Usage Dashboard is now live. The Dashboard provides a centralized view of all Lapp performance data, eliminating the need to check each integration…

Lead Stages for Different Object Types in Default & Dynamic Forms Marvin and NextGen platforms now support different lead stages for object types present in Default and Dynamic…