| September 2025 |
Update |
Segment Block filter numbering now auto-adjusts. For example, if Filter 1 is removed, Filters 2 and 3 will automatically shift to become Filter 1 and Filter 2, respectively. |
| September 2025 |
Update |
Enabled the “Download” button for ReadOnly Users in SR and Account Mapping. |
| September 2025 |
Update |
Visual flow issue has been fixed where a CRM ID can be searched on all routers’ visual flow and it will also be visible in the Visual Flow Report. |
| September 2025 |
Update |
A new menu option Custom Object Attributes has been added in the CRM Lead Filter. This option will only appear when the user has selected Lead under the “Related to” section in CRM Custom Object Sync. It enables filtering leads based on fields from mapped Custom Objects, providing more accurate and flexible Lead Routing. |
| September 2025 |
Update |
A new option has been added in CRM Custom Object Sync to handle cases when multiple records are matched. Users can now choose whether to select the oldest record or select the newest record, ensuring better control over data synchronization. |
| August 2025 |
Update |
When creating an Event Template, you’ll now see an option to mark it as part of one or more Event Groups. This makes it easier to organize and display related events during web to lead or web to contact routing. |
| August 2025 |
Update |
Inside the Assignment Block of Lead and Contact Routers, users can now enable the option to show calendar events from a selected Event Group. Leads will then see all events from that group instead of a single default calendar link. |
| August 2025 |
Update |
Added "Minute" as a unit for the Last Routed Date attribute under the "System Object Attribute" in the Data Dictionary of any Router, in the attribute options: in past, in past before, in future, and in future after for more precise routing rules. |
| August 2025 |
Update |
A new checkbox “Notify based on the lookup field on Opportunity” has been added in Email, Slack, and MS Teams. When creating an Opportunity object, users can now enable this option and select the corresponding lookup field for notifications. |
| August 2025 |
Update |
A new checkbox option “Update Alternate Opportunity Field Instead” has been added to the Opportunity Router under the Assignment Block section. |
| August 2025 |
Update |
When a user's calendar is not connected while OTS routing, a notification will now be sent to all users with the Admin role. Rather than a generic “calendar not connected” message to the sales rep who was assigned or accepted the lead/contact. |
| August 2025 |
New Feature |
Web to Contact form feature has been added for Microsoft Dynamics 365 CRM users. |
| July 2025 |
Update |
Updated Segment Block behavior: If all filter conditions fail or no connection is available for a passed filter, the record is now routed to the Router’s Default Owner. |
| July 2025 |
Update |
The Object Explorer feature in Administration, previously available only for Salesforce users, is now also available for Microsoft Dynamics users, enabling them to search and view CRM objects directly within LeadAngel. |
| July 2025 |
Update |
Date fields now support "Set to Today" and "Set to Now" in Data Value Updates for routing, processing, and default owner assignments under the assignment block and Detail tab of the router. |
| July 2025 |
New Feature |
Added Test Router in Routers to test routing flows within LeadAngel (visible only in approved routers). Users can also enable notifications and upload results to CRM. |
| July 2025 |
Update |
A new report titled “CRM Error Log” has been added under Analytics. You can use this report to track and review any errors encountered during CRM connectivity. |
| June 2025 |
Update |
Added “Webhook Call Limit Settings” in Webhook Integration to define call limits per second, hour, and day. Also introduced a new “Report” tab beside the Approved webhook for tracking Webhook activity, showing 7 days of data with request and response details. |
| June 2025 |
New Feature |
Introduced the File Insight module under Lead Management, allowing users to upload CSV files, perform bulk lead-to-account matching against CRM records, enrich leads with account data, and download the matched results for further use. |
| June 2025 |
New Feature |
Added “Segment Block” to the flowchart canvas for routers under Lead, Account, Contact, and Opportunity Management. This new block allows up to 10 filter-based segments plus a default path, helping users build cleaner, more flexible routing logic. |
| June 2025 |
New Feature |
A new tab, “Routing Report”, has been added next to “Visual Lead Flow” in the router flowchart. This tab displays routing data for the selected router object, including any previously routed information, along with a visual representation of the route. It helps users quickly review and analyze the routing history for that router ID. |
| June 2025 |
Bug Fix |
Fixed an issue where the OTS ID was not displayed in the Analytics report (OTS Lead Routed by assignment block) for new leads routed via Live Claim, Broadcast, or Direct Assignment. The OTS ID now correctly appears when clicking the view icon in the report. |
| June 2025 |
Update |
Updated the OTS Rejection Confirmation templates (Email, Slack, MS Teams) to replace the "@Owner" tag in the header. The header now clearly indicates the name of the sales rep who rejected the lead or contact. |
| June 2025 |
Update |
Microsoft Dynamics users can now create tasks in Task Lists under Lead and Contact Management, including task types like Phone Call, Email, Appointment, and more. |
| May 2025 |
Update |
Added new checkbox options under "Lead Re-routed" in the Web to Lead form. Users can choose to route using the same assignment block or reroute to the same SalesPerson if the lead is re-routed within the selected time frame. Selecting "None" disables re-routing logic. |
| May 2025 |
Update |
Users can now add a note when requesting credit for a bad lead. The note appears in final notifications (Slack/email) along with lead details. Credit request links auto-expire once the lead is marked as bad. |
| May 2025 |
Update |
Added validation for activating or approving router objects. If the selected Default Owner, Feeder Filter, or Feeder Object is deleted in Salesforce, an error message will be shown with suggestions to select a new owner, feeder filter, or feeder object. |
| May 2025 |
Bug Fix |
Fixed an issue where both folders and objects were incorrectly displayed together after moving an object to a folder. |
| April 2025 |
Bug Fix |
Fixed an issue where creating calendar events with the same name generated identical links, preventing new bookings. Now, if a link with the same name exists, a unique identifier is automatically appended to ensure every event has a distinct link. |
| April 2025 |
Update |
In the OTS Assignment Block’s Details tab, added two checkboxes—Direct Assignment and Lead Acceptance, to block the calendar based on lead activity. Users can now also select a calendar block template for each scenario. |
| April 2025 |
Update |
Added a new submenu “Calendar Event Template” under Notifications. It allows you to select a time frame (from 5 minutes to 60 minutes) meeting in the sales rep's calendar to block availability and prevent immediate OTS routing. |
| March 2025 |
Update |
Added Enable Delete Protection checkbox in the Details tab. When enabled, the object can’t be deleted, and a message is shown indicating that only LeadAngel support can remove it. |
| March 2025 |
Update |
Added support for custom tags in Microsoft Teams, allowing users to tag channels from a predefined list. This affects both standard Notifications and OTS Notifications in MS Teams. |
| March 2025 |
Update |
Redirect icon has been added to the approved and draft objects under Calendar Integration, Administration, Analytics, Waterfall Router, and Details tab. Allows users to redirect to the detail page of the particular object. |
| March 2025 |
Update |
Custom Group Name is now clickable in SR and Group Mapping. Clicking it opens a detailed view of associated Leads, Contacts, or other objects, helping users quickly access and verify the objects linked to a specific custom group without navigating away. |
| March 2025 |
Update |
Added two new dropdown options for “Reject Lead” for Live Claim assignment type in the OTS Assignment block. Assignee and Member of the Sales Team lets both the assignee and team members reject leads, while Anyone Can Reject allows rejections on behalf of the assignee for added flexibility. |
| March 2025 |
Update |
Added a checkbox option “Keep the sales rep on top until the lead is accepted by the sales rep” in the Queue Management of the Sales team under Lead and Contact Management for OTS assignments. When enabled, their queue position changes even without accepting, and the next lead goes to them with a bonus count. |
| March 2025 |
Bug Fix |
Fixed an issue where the Visual Flow Report was not displaying correctly for OTS Routing via Broadcast assignment type. |
| March 2025 |
Bug Fix |
Resolved an issue in the Analytics > Error Detail Report where exporting CSV showed an error. CSV export now works as expected. |
| January 2025 |
New Feature |
Added a new “Let salespeople request credit for bad credit” checkbox option for Round Robin Team and Weighted Sales Team in the Queue Management section under Lead and Contact Management. |
| January 2025 |
Update |
Users can now integrate Microsoft Teams into the LeadAngel Application, to be used for routing notifications. |
| January 2025 |
Update |
Users can now create and send Ms Teams notifications under Notification menu. |