| Month | Release Type | Details |
|---|---|---|
| December 2023 | Update | Added new object Sub Router under Lead Routing to support preferred routing options and assignment conditions. |
| December 2023 | Update | Added assignment condition Execute Sub Router to use predefined routing options and sub-router configurations. |
| December 2023 | Update | Added Last Activity Date, Last Call Date, and Last Email Date to System Account/Lead/Contact/Opportunity CRM Filters. |
| December 2023 | Update | Added Number of Contacts from Matching Account in System Lead Attributes for CRM Lead Filter. |
| December 2023 | Update | Added Number of Leads from Matching Account in System Lead Attributes of CRM Lead Filter. |
| December 2023 | Update | Added Number of Contacts from Account under CRM Contact Filter in Data Dictionary. |
| December 2023 | Update | Added Number of Leads from Account under CRM Contact Filter in Data Dictionary. |
| December 2023 | Update | Added Number of Leads and Contacts under CRM Account Filter in Data Dictionary. |
| December 2023 | New Feature | Introduced Event Templates under Calendar Integration to save and reuse templates. |
| December 2023 | Update | Introduced Add New View option in Net New Account Report under Analytics. |
| December 2023 | Update | Event detail page now displays time zone of host and guest after selecting a time slot. |
| November 2023 | Update | In Client ID under LeadAngel dashboard, company name now shown based on user profile. |
| November 2023 | Update | In Create New Event, users can now add up to 5 participants from their organization. |
| November 2023 | Update | "In/Not In" filter added in Drag and Drop Attributes to switch included/excluded data. |
| November 2023 | Update | In Analytics, Excel's Custom Report now includes selected time zone information. |
| November 2023 | Bug Fix | Increased guest email limit from 20 to 50 in Guest Email section on event detail page. |
| November 2023 | Bug Fix | Fixed issue with missing “Last Updated” in Web to Lead form submissions. |
| October 2023 | Update | Limited Forgot Password attempts to 3; lockout for 1 hour after that. |
| October 2023 | Update | Added ReCaptcha to password reset page for enhanced security. |
| October 2023 | Update | Added Company Preference in Administration settings for company info and time zone. |
| October 2023 | Update | Lead Router Feeder added with options to route via Vyakar Queue or custom feeder. |
| October 2023 | Update | Editable pop-up added when cloning an object to rename before cloning. |
| October 2023 | Bug Fix | Fixed issue with rescheduled invite mail not sent for multi-guest events. |
| October 2023 | Update | Notification pop-up in Account Matching Setup confirms changes and retriggers deduping. |
| October 2023 | New Feature | Added Fallback Assignee in Lead/Contact/Account routing when both Sales Rep and Queue are absent. |
| October 2023 | New Feature | Introduced User Settings in dashboard for setting profile, availability, and feedback. |
| September 2023| New Feature | Create an Event in CRM added under Calendar Integration for scheduling directly within CRM. |
| September 2023| Update | Merge Duplicate Contact option added under Data Cleanup for HubSpot users. |
| September 2023| Update | Option buttons added in Create New Event for full/partial attendee addition. |
| September 2023| Update | Total Response Time metric added to API detail page in API Routing Report. |
| September 2023| Update | New block Update Data Value added to flowchart for updating object data. |
| September 2023| Update | Flowchart UI updated in all routers for clearer drag and drop block sequence. |
| September 2023| Update | Checkbox added to Create Event to reschedule the meeting. |
| September 2023| Update | Checkbox added to select/delete multiple unused objects at once. |
| September 2023| Update | Open icon added to view details from routers' Decision Block. |
| September 2023| New Feature | Personalize Calendar Invitations setting added in Notification Policy. |
| September 2023| Update | "Used by" tab under AE to SDR mapping now updates automatically in email templates. |
| September 2023| Bug Fix | Fixed issue in Email Alert Template with missing recipient when selecting “To”. |
| September 2023| Bug Fix | Fixed Microsoft Calendar disconnection issue. |
| August 2023| Update | The Bonus Leads have been added under Queue Management for both Round Robin and Weighted Sales Team of Lead Management to show the bonus lead count based on the assignment rollback time. |
| August 2023| Update | A Refresh button has been added to refresh and update the attribute list in Round Robin Sales Team, Data Dictionary, and Response Mapping under Webhook Integration. |
| August 2023| Update | A checkbox option has been added under the Queue Owner section in the Detail tab of Round Robin and Weighted Sales Team to assign an object to the Queue Owner irrespective of their calendar availability. |
| August 2023| Update | The “Is Today” option has been added in all the date fields to filter the lead, account, contact, and opportunity based on the date fields. |
| August 2023| Bug Fix | In Upload Lead Report under Error Detail Report, the value of the total count of the graph and the data of “View Detail Report” are now matching to each other. |
| August 2023| Bug Fix | Users are now able to copy the password reset link in the LeadAngel Admin Panel. |
| August 2023| Update | A sub-option “Account Name Only” is added under Merge Duplicate Contacts in Data Cleanup Preference to merge duplicate contacts based on account name only. |
| August 2023| Update | A sub-option “Account Name Only” is added under Flag Duplicate Contacts in Dedupe Flagging Preference to flag duplicate contacts based on account name only. |
| August 2023| Update | New Flagging Preferences based on First Name, Last Name, Phone Number and Email have been added under Flag Duplicate Lead. |
| August 2023| Update | A sub-option “Assignment Rollback” has been added under Additional Field in the web to lead form to select a time period in which a visitor could be counted as a lead or bonus lead for a sales rep. |
| August 2023| New Feature | CRM Custom Object Sync functionality has been added under Integrations to sync the custom object created by users in their CRM to the LeadAngel app. |
| August 2023| New Feature | The “Route Leads Based on Lookup Object” option has been added under Assignment Conditions in Lead Router, Lead Processing without routing, and Partner Router to route leads based on the custom object in the CRM. |
| July 2023 | Update | Assignment History tab added in Queue Management for tracking decisions and reasons. |
| July 2023 | Update | Lead Routing Report now includes routed leads’ time period (customizable). |
| July 2023 | Bug Fix | Fixed BSE section bug in Detail tab of Response Mapping. |
| July 2023 | Update | Data Value Update option added to attribute block for CRM update. |
| July 2023 | Update | Select Flagging Preference added under Deduplication Preferences. |
| July 2023 | Update | Sub-option Company Name Only (fuzzy matching) added under Data Cleanup Preference. |
| July 2023 | Update | Account Management introduced in HubSpot-integrated LeadAngel dashboard. |
| June 2023 | New Feature | Partner Lead Management introduced to allow multiple partner reps to distribute leads. |
| June 2023 | Update | Redirect Option added to Web to Lead detail tab to allow link redirection. |
| June 2023 | Update | Keep Site Sales Rep on Top logic added to Round Robin Sales Team. |
| June 2023 | Update | Modify the Event in Calendar option available if linked with Google Calendar. |
| June 2023 | Update | Re-pushing of failed Salesforce objects enabled. |
| June 2023 | Update | LeadAngel - Leads Routing Report now includes Weighted Sales Team column. |
| June 2023 | Update | Calendar Reports performance improvements implemented. |
| May 2023 | Bug Fix | Random Split Box UI fix for 3-input limitation. |
| May 2023 | Update | Company name visibility improved in Calendar Integration's company logo section. |
| May 2023 | Update | Queue Management now allows users to update queue order. |
| May 2023 | Update | Reset button added in Queue Management for quick reset. |
| May 2023 | Bug Fix | Microsoft Office 365 calendar connectivity issues fixed. |
| May 2023 | Update | Multi-select User Environment control added. |
| May 2023 | Update | Only active sales reps now visible in selection list in assignment block. |
| April 2023 | Bug Fix | Calendar user limit enforcement enhanced. |
| April 2023 | Update | Notify based on Lookup field added in Email Alerts Template. |
| April 2023 | Update | Sales Team Manager Role can now see analytics. |
| April 2023 | Update | Default Owner set for all Activated Routers. |
| April 2023 | New Feature | Random Split - Arrow split logic added across all routers. |
| April 2023 | Bug Fix | Assignment Limit enhancement for Weighted Sales Team. |
| April 2023 | Update | Thank you page enhancement for non-ISP calendar invites. |
| April 2023 | Update | Zoom meeting setup visible in email reminders. |
| March 2023 | Update | Time zone added to Web to Lead form. |
| March 2023 | Bug Fix | Approval dialog issue fixed. |
| March 2023 | Bug Fix | Flowchart UI issue with node appearance fixed. |
| February 2023 | New Feature | Encryption and Decryption of all object fields implemented. |
| February 2023 | Update | Accepting all domains in Web to Lead. |
| February 2023 | Bug Fix | Calendar Integration - Time Zone issue fixed. |
| February 2023 | Update | Sales Rep to ISR Mapping renamed to “Account Executive to SDR Mapping.” |
| February 2023 | Update | Data Cleanup Identification Rule updated for clarity. |
| February 2023 | New Feature | Send HTML Reminder Emails option enabled in calendar events. |
| February 2023 | Bug Fix | Team/account matching UI bug fixed. |
| February 2023 | Update | API Name of Assignment Block added for custom mapping. |
| January 2023 | New Feature | Homepage Booking URL setting added to event list. |
| January 2023 | Update | Sync to CRM renamed to Update to CRM. |