| November 2024 |
Bug Fix |
Fixed bonus lead count issue across object types; now restricted to the Lead object only. |
| November 2024 |
Update |
Added new section “Custom Task” under Task Information while creating a New Task. Displays values of custom fields uploaded from LeadAngel. |
| November 2024 |
Update |
Added “Notify based on lookup field on Contact” to Email Notifications for Recipient To and Recipient CC – notifies sales reps based on lookup field on the Contact. |
| November 2024 |
Update |
Added “Notify based on lookup field on Lead” to Email Notifications for Recipient To and Recipient CC – notifies sales reps based on lookup field on the Lead. |
| October 2024 |
Update |
Added new 'Label' column in Leadangel Data section of any CRM object in Object Explorer under Administration. |
| October 2024 |
Update |
Added API Only User connection option under Salesforce Connection Activation for CRM Activation (paid users only). |
| October 2024 |
Update |
Added App Exchange Free App option under CRM Activation for free LeadAngel app users. |
| October 2024 |
Update |
Added LeadAngel Paid App – Legacy Connection under CRM Activation (for LeadAngel Paid App v4.28 or earlier). |
| October 2024 |
Update |
Added new sub-menu Inactive Contact Owner Management under Contact Management. |
| October 2024 |
Update |
Added Re-route to Router in One Time Re-assignment and Re-assignment Schedule (under Inactive Lead Owner Management). |
| October 2024 |
Update |
Added Lead Rejection Notification via Email and Slack under OTS Notifications in the Administration tab. |
| October 2024 |
Update |
Users can now fetch object activity data using CRM ID in Object Explorer under Maintenance. |
| September 2024 |
Update |
Redesigned ReCAPTCHA section under Web-to-Lead in Administration. |
| September 2024 |
Update |
Added Lead Re-routed checkbox in Setup tab of Web-to-Lead Form. |
| September 2024 |
Update |
Added Allow PrimaryID checkbox in Additional Setup of Web-to-Lead Form. |
| August 2024 |
Update |
Added Merge Dedupe Account radio button in CRM Data Refresh Details. |
| August 2024 |
New Feature |
Added submenu Object Explorer under Maintenance in the Administration panel. |
| August 2024 |
Update |
Added Meeting Booked status in API Routing Report and Lead Routing Report (under View Detail Report). |
| August 2024 |
Update |
Added Notify without changing owner in CRM checkbox under OTS CRM Configuration. |
| August 2024 |
Update |
Added Do not assign to default owner checkbox in detail tab for Round Robin and Weighted Sales teams. |
| August 2024 |
Bug Fix |
Fixed extra columns issue in View Details Report under Analytics. |
| July 2024 |
Update |
Renamed “Skip Calendar Availability” under Assignment block to “Assign only to users if available on integrated calendar”. |
| July 2024 |
Update |
Added checkbox + dropdown for Slack Channel under Weighted Sales Team’s Detail Tab. |
| July 2024 |
Update |
Added Formatting toolbar with Header and Footer in Slack Notification template. |
| July 2024 |
Update |
Added two sections: OTS Route Status Reason and Route Status Reason under OTS Transaction Report. |
| July 2024 |
New Feature |
Added new menu Data Dictionary Index in Administration to enhance performance of IN filter queries. |
| June 2024 |
Update |
Instead of sending the master lead ID, now the sub-lead ID will be sent for routing after leads are merged. This update aims to improve the efficiency and accuracy of lead routing operations. |
| June 2024 |
Update |
Added dropdowns for Email, Slack, and Text Notification templates under the Default Owner Notification setup on the OTS Router Detail tab. Enables default owners to receive notifications via selected channels and templates when leads are assigned. |
| June 2024 |
Update |
The field “Subject” in the Enter Details section of the event booking detail page has been renamed to Customize Subject Line (Optional). Allowing the users to customize the subject line on invitations and reminder emails. |
| June 2024 |
Update |
A new report “Visual Flow Report” with sub-menus “Account Flow Report”, “Contact Flow Report”, “Lead Flow Report”, and “Opportunity Flow Report” has been added under Analytics. These reports will show the routing detail with flow path history. |
| June 2024 |
New Feature |
A new tab “Visual Opportunity Flow” has been added to the Opportunity Routers with the existing routing flowchart. This will allow the users to view the opportunity routing flow path by inputting the Opportunity ID and clicking the Search button. |
| June 2024 |
New Feature |
A new tab “Visual Contact Flow” has been added to the Contact Routers with the existing routing flowchart. This will allow the users to view the contact routing flow path by inputting the Contact ID and clicking the Search button. |
| June 2024 |
New Feature |
A new tab “Visual Account Flow” has been added to the Account Routers with the existing routing flowchart. This will allow the users to view the account routing flow path by inputting the Account ID and clicking the Search button. |
| June 2024 |
New Feature |
A new tab “Visual Lead Flow” has been added to the Lead Routers with the existing routing flowchart. This will allow the users to view the lead routing flow path by inputting the Lead ID and clicking the Search button. |
| June 2024 |
Update |
The Audit Log under the Administration has been redesigned with an added Date Picker, allowing users to select a start and end date to view the details of the logs for that particular period. |
| June 2024 |
Update |
The Inactive Lead Management object has been renamed to Inactive Lead Owner Management. This allows the users to manage the leads of the inactive sales reps or owners. |
| June 2024 |
Update |
The menu list on the left side now has expandable and collapsible items, marked by a ">" icon, allowing users to toggle sub-menu visibility. |
| June 2024 |
Update |
The “Copy Account Data to Lead” page under Administration has been redesigned and the Detail page has been added to it. Allowing users to view the details. |
| June 2024 |
Bug Fix |
An issue where, after users are redirected to a specific page, any subsequent attempts to open the overview page do not function as expected has been fixed now. |
| May 2024 |
Update |
The Account Matching Setup page in the Administration has been redesigned. |
| May 2024 |
Update |
Added Slack Notification option in the Assignment Block of all the Routers. |
| May 2024 |
Update |
A new object “Contact Processing Without Routing” has been added to Contact Management. This will prefill and identify the suggested Contact Owner instead of routing. |
| May 2024 |
Update |
The “Upload dedupe master group ID to CRM” option has been added to all three Dedupe Flagging Preferences in Administration. When a record qualifies for deduplication, the dedupe master group ID is uploaded to the CRM and stored in the selected field. |
| May 2024 |
Update |
The “Profile” page link has been added to the User Profile in the User menu section. This allows users to redirect to the Profile page by clicking on the “User Profile”. |
| May 2024 |
Update |
The “Profile” page under User’s Settings has been redesigned with added Change Password and Connected Devices sections under the profile setting. |
| May 2024 |
Update |
The “CRM Custom Object Sync” page under the Integrations has been redesigned. |
| May 2024 |
Update |
Added "Related to" section in CRM Custom Object Sync, where the user can select the preferred object Lead or Account. This allows the user to map the custom object according to the selected object. |
| May 2024 |
Update |
The Router Flowchart has been redesigned with added mini-view in the top right section of the flowchart. |
| April 2024 |
Update |
Multiple routing data of the object instead of single routing data will be visible in the routing reports under Analytics. |
| April 2024 |
Update |
A new option, "Allow Notification in OTS Screen," has been added under the detail tab of the OTS Router. It includes three checkboxes for users to select notification preferences visible on Salesforce's OTS screen. |
| April 2024 |
Update |
Added “Detail tab” beside the Email, Slack, and Twilio templates, to show the details of that particular template. |
| April 2024 |
Update |
Added a new page for the Preference menu under the Administration, allowing users to select the preference option directly. |
| April 2024 |
Update |
A new attribute “Contact Owner” has been added under the Attributes section in the CRM Contact Filter. This allows users to filter the contacts as per the attributes selected under the Contact Owner. |
| April 2024 |
Update |
A new attribute “Lead Owner” has been added under the Attributes section in the CRM Lead Filter. This allows users to filter the leads as per the attributes selected under the Lead Owner. |
| April 2024 |
Update |
The assignment option “Assign to Queue” has been added in the Assignment Option under the OTS Router. To route the lead to the selected queue. |
| April 2024 |
Update |
A new checkbox option “Create Task for the New Owner” has been added in the OTS Router for the Assignment type “Direct Assignment”. This allows the user to select a task for the new owner from the task list. |
| March 2024 |
Update |
Users can now integrate MS Dynamics 365 CRM with the LeadAngel app to route all four objects. |
| March 2024 |
Update |
Custom Groups section has been added to the Routing Preference Detail page. This allows all four objects to be grouped with the preferred attribute value selected from the drop-down list. |
| March 2024 |
Update |
Added "Route to latest owner in Custom Group" checkbox in the Assignment block of all four routers, enabling routing based on the preferred attribute selected in the Custom Groups section. |
| March 2024 |
Update |
A new object SR and Group Mapping has been added under Sales Team to show the report of Sales Rep and Group mapping. |
| March 2024 |
Update |
An OTS Setup has been added under the Detail tab of OTS Router to select Default Lead Owner, OTS Initiation Validation preference, and OTS Notification preferences. |
| March 2024 |
New Feature |
OTS Notification has been introduced in the Notifications under the Administration, to be used as a predefined notification template to inform users about the OTS lead routing and processing. |
| February 2024 |
Update |
The LeadAngel App Login page has been redesigned and a "Remember me" checkbox has also been added to the page. |
| February 2024 |
Update |
A new Setup page has been added to the Web to Lead form which includes all the information that was previously visible on the Detail page. |
| February 2024 |
Update |
An OTS Contact Routing Report has been added in the Analytics, to show the detailed report of Contacts routed through the OTS Router. |
| February 2024 |
Update |
Users can now select multiple sales teams in the filter section of all four objects Routing Reports, OTS Lead Routing Reports, and SR Unavailability Report. |
| February 2024 |
Update |
A Download button has been added to the SR Unavailability Report, on clicking the download button, the report file will be exported as a CSV file. |
| February 2024 |
Update |
A Download button has been added to the Assignment Error Report, on clicking the download button, the report file will be exported as a CSV file. |
| February 2024 |
Update |
A 2-factor authentication option has been added in the Manage Client Settings section in the Admin portal. So they can enable 2FA for specific users. |
| February 2024 |
Update |
A new tooltip list has been added in the Admin portal under the Frontend Settings for Web to Lead functionality. This allows users to enable or disable certain fields in the Web to Lead Form and Setup page. |
| January 2024 |
Update |
A new Assignment option “Assign to Sales Rep ID Lookup on Account” has been added to the assignment options of the Account Router. |
| January 2024 |
Update |
A new checkbox option has been added to the “Create Event Template” page in the “Invitee Questions” box. This allows users to customize the subject line on the invitation and reminder emails. |
| January 2024 |
Update |
Added “Time zone” drop-down on the event booking page. This allows the users to select their preferred time zone while selecting the date and time for booking an event. |
| January 2024 |
New Feature |
“On The Spot Router” has been added to the Lead Router under Lead Management and in the Contact Management to route the lead or contact in real-time, allowing for an immediate response and action from the individuals or the sales team. |
| January 2024 |
Update |
The “Create Dedupe Group By” list has been added in the Flag Preference under Flag Duplicate Leads and Contacts to customize the flagging preferences. |
| January 2024 |
Update |
To customize the merging preferences, the “Create Dedupe Group By” list has been added to the Merge Preference under Merge Duplicate Leads and Contacts. |
| January 2024 |
Update |
A new report “SR Unavailability Report” has been introduced under Analytics to show the data of unavailable sales reps of both the sales team, at the time of lead assignment. |
| January 2024 |
Update |
An Assignment Error Report has been added under the Analytics which shows the reason for assignment error due to the unavailability of sales reps during the assignment process. |
| January 2024 |
Update |
Users can now integrate Slack and Twilio into the LeadAngel Application, to be used for OTS Lead and Contact routing notifications. |
| January 2024 |
Update |
An OTS Transaction Report has been added under Analytics which shows the transaction report of the Lead and Contact routed through the OTS Router. |
| January 2024 |
Update |
An OTS Lead Routing Report has been added in the Analytics, to show the detailed report of Leads routed through the OTS Router. |
| January 2024 |
Update |
A new "Skip Calendar Availability Check" checkbox added in Lead/Contact/Account/Opportunity Router's Assignment block allows direct assignment to sales reps without checking their calendar if selected. |
| January 2024 |
Bug Fix |
Users can now successfully reschedule or cancel events booked through Google Calendar after switching to Microsoft Calendar, previously affected by disconnecting the Google Calendar. |