Release notes and updates 2023

December 2023

	In the Lead Management, a new object “Sub Router” has been added under the Lead Routing. It allows users to create sub-routers with their preferred routing options and assignment conditions.
	A new assignment condition “Execute Sub Router” has been added which allows users to assign the leads based on the pre-defined routing options and assignment conditions on the sub-router.
	New attributes Last Activity Date, Last Call Date, and Last Email Date have been added in the System Account/Lead/Contact/Opportunity Attributes of all the CRM Filters. This assigns the leads based on the last activity of the user.
	A new attribute Number of Contacts from Matching Account has been added in the System Lead Attributes of the CRM Lead Filter to qualify leads based on the number of contacts and leads from the matched account.
	A new attribute Number of Leads from Matching Account has been added in the System Lead Attributes of CRM Lead Filter to qualify leads based on the number of contacts and leads from the matched account.
	A new attribute Number of Contacts from Account has been added in the System Contact Attributes of CRM Contact Filter under Data Dictionary to qualify the Contact based on the number of contacts and leads from the matched account.
	A new attribute Number of Leads from Account has been added in the System Contact Attributes of CRM Contact Filter under Data Dictionary. This qualifies the Contact based on the number of contacts and leads from the matched account.
	New attributes Number of Leads and Number of contacts have been added in the System Account Attribute of CRM Account Filter under Data Dictionary. This qualifies the Account based on the number of leads and contacts matched.
	A new menu “Event Templates” has been added to the Calendar Integration. This allows the user to create and save an event template and use that template instead of creating a new event every time.
	A new custom view option “Add new view” has been added in the Default View section in the View Detail Report of Net New Account Report of the Account Report under Analytics.
	The time zone of the host and the guest are included along with the scheduled date and time on the event detail page after a user selects a time slot on the booking page.

November 2023

	In the LeadAngel dashboard, the Client ID has been removed and the company name has been added to the user profile panel. For a new user, the user name will be visible instead of the company name.
	In the Create New Event page, while creating an event a user has the option to add up to five other participants from their organization for the meeting.
	Added move buttons in the "In/ Not In" option in the dropdown list of Drag and Drop Attributes to move all the data at once from the left column to the right column and vice versa.
	In Analytics, the “Custom Report” generated in the Excel sheet will show the date format according to the user’s selected time zone in the application.
	The maximum character limit in the “Guest Email” section on the Event detail page has been removed. A user can now add a maximum of 20 guest email IDs.
	In the Web to lead form, the issue of not updating the  “Last Updated” and “Last Updated by” sections has been fixed.

October 2023

	If a user initiates the 'Forgot Password' process three consecutive times within an hour, the application will temporarily restrict that user from using the 'Forgot Password' feature for the subsequent hour.
	For security reasons, the re-captcha has been added to the link to change the password when a user selects Forgot Password.
	Company Preference has been added under the Preference section in Administration to set or edit your company’s name, logo, and time zone.
	The Lead Router Feeder has been added in the detail tab of the lead router with options to route leads based on the Vyakar Queue or the selected feeder.
	When cloning an object, the new name pop-up will be in an editable state so that a user can rename it immediately before cloning the object.
	An issue related to the rescheduled invitation mail sent from LeadAngel with multiple guests has been resolved.
	In the Account Matching Setup, a notification popup has been added so after any changes have been made and saved the system will re-qualify all Accounts for the de-dupe process based on the new changes.
	A Fallback assignee option has been added to the user settings to assign lead/ contact/ account/ opportunity to the fallback assignee instead of the Default Owner in the absence of both the sales rep and queue owner.
	User Settings has been introduced in the LeadAngel dashboard to set up your profile, preference on your availability, and fallback assignee.

September 2023

	A new option Create an Event in CRM has been introduced under Calendar Integration, if selected an event is created in the CRM (Salesforce) when a meeting is scheduled through the Web to Lead form.
	The Merge Duplicate Contact option has been added in the Data Cleanup Preference to merge duplicate contacts for the HubSpot users.
	Option buttons have been added to the “Create New Event” page providing options to show a particular event to all or to the selected Web-to-Lead forms.
	Total Response Time has been added to the API Detail page in the API Routing Report to show the total response time to execute API.
	A new block “Update Data Value” has been introduced in the flowchart to update the data value of Lead, Contact, Account, and Opportunity.
	The Flowchart has been updated in all the routers where users can select the blocks through the “Drag and Drop Diagram” list.
	A checkbox option has been added to the "Create Event" page in Calendar Integration if the user wants to allow guests to cancel or reschedule the meeting.
	A checkbox has been added to select and delete multiple unused objects in the overview section of every object.
	The Open icon has been added to the filter objects under the Decision Block of all routers, so when you click on that icon a new tab will open to display the detail of that particular object.
	The Personalize Calendar Invitations option has been added under the Notification Policy in the “Create New Event” page in Calendar Integration to customize the invitation subject of the event created within your calendar service.
	The “Used by” tab of any AE to SDR mapping object gets updated when used in an email template.
	The save button in the Email Alert Template gets activated without even selecting any “Recipient TO” checkbox has been fixed.
	The Microsoft Calendar disconnection issue has been fixed.

August 2023

	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.
	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.
	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.
	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.
	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.
	Users are now able to copy the password reset link in the LeadAngel Admin Panel.
	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.
	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.
	New Flagging Preferences based on First Name, Last Name, Phone Number and Email have been added under Flag Duplicate Lead.
	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.
	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.
	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

	An Assignment History button has been added under Queue Management to view the assignment history, new queue position details, and detailed records of skipped assignments by a salesperson.
	A sub-menu API Routing Report has been added in Analytics to show the details of leads/contacts/accounts/opportunities routed through API Routing.
	Lead Routing Report now shows the data of total leads routed on a monthly basis. The time period can be customized.
	Used By section under the Detail tab of Response Mapping and Custom Header is now getting updated and shows the particular webhook in which it's being used.
	A Data Value Update option has been added in the detail tab of all routers to update any attribute which will reflect on the CRM.
	Select Flagging Preference option has been added under Dedupe Flagging Preference to flag duplicate leads, contacts and duplicate leads against matching contact records.
	A sub-option “Company Name Only (including fuzzy matching)” is added under Merge Duplicate Leads in Data Cleanup Preference to merge duplicate leads based on company name only.
	Account Management has been added under the HubSpot-integrated LeadAngel dashboard to manage the accounts.

June 2023

	Partner Lead Management has been introduced in LeadAngel which allows you to add multiple channel partner users or partner reps outside the CRM system and automates the distribution of leads.
	The Redirect Option has been added to the Web to Lead detail tab from where either you can Always Redirect to the Thank you page or can Redirect to the Calendar Link if Available.
	In the Round Robin Sales Team the option to 'Keep the Sales Rep on the top of the queue until a lead is assigned' is added.
	In the Calendar Events if the option to Modify the Event in Google Calendar is checked then guests can modify the event.
	Enabled re-pushing of the Salesforce objects that failed during the initial upload process.
	Under Analytics - Lead Routing Report a new report "Leads routed by Weighted Sales Team" is added.
	Created a Scheduler for performance improvement to Get Free/Busy for all Calendar Integrated Users.

May 2023

	A random split box is able to take up to three inputs.
	The Company name has been added under Calendar Integration in the Company logo section. The invitee's Company name is visible in all the emails.
	A refresh button has been added under Queue management to update the new queue order for the Weighted Sales Team.
	The reset button has been added under Queue management to reset the queue which was initially set for the weighted sales team.
	Availability and connectivity issues of the Microsoft Office 365 calendar were fixed.
	A multi-select filter component is created that works in the dropdown panel.
	Only active sales reps will be visible in the selection list in an assignment block of a router.

April 2023

	Users will not be allowed to add more calendar users or calendar features if the limit exceeds. The check box will disappear.
	'Notify based on the Lookup field on Account' is added in the Email Alerts Template.
	'Sale Team Manager' User is now able to see Analytics in their menu.
	Default Owner has been set up for all Activated Routers.
	Random Split - A random split block has been added to all the routers. Random split now has three sections, each with its own assignment block.
	Assignment Limit - An assignment limit has been added to the Round Robin and Weighted Sales Team and limits the number of leads that can be assigned to a salesperson.
	Calendar Integration - If the Invitee edits the email address then accept only non-ISP email addresses for Rescheduling Events.
	LeadAngel Thank you page is available as the default thank you page for Web to Lead form.

March 2023

	Time zone added in web to lead form.
	Approve Dialogue box - issue fixed.
	The flowchart issue of not getting approved is fixed.
	Calendar User: Users will not be allowed to add any more calendar users if the limit exceeds.
	Default Lead Owner Added in Lead Router Details tab and removed from Web to Lead Details tab.
	Calendar scheduling with correct time and time zone
	Web to Lead routing changes
	New Role Request in User and Access - Sales Team Manager, Sales Read Only User
	Zoom meeting setup via LeadAngel Calendar is visible in email reminders.

February 2023

	Encryption and Decryption of important fields of all objects.
	Web to Lead - Accepting all domains.
	Calendar Integration - Time Zone issue resolved.
	Change in Nomenclature of Sales Rep to ISR Mapping: The name ‘Sales  Rep to ISR Mapping’ has been changed to ‘Account Executive to SDR mapping’.
	Data cleanup identification rule: A data cleanup identification rule has been added for customization in Data Cleanup Preference.
	Ability to send HTML reminder emails: You will be able to send HTML reminder emails from the calendar event list.
	Fixing the sales team/account matching preference moving up/down issue.
	API Name of Assignment Block: Along with the Assignment Block name you can now give an API name to that particular assignment block.

  January 2023

	Homepage booking URL: You will be able to see the homepage booking URL of the event list.
	Change in Nomenclature of Sync to CRM block: Sync to CRM has been renamed as Update to CRM.