Release notes and updates 2024

November 2024

	Fixed bonus lead count issue across object types; now restricted to the Lead object only.
	A new section “Custom Task” has been added under the Task Information while creating a New Task. This displays the value of the selected “custom fields” when leads are uploaded from LeadAngel and a task is created in Salesforce.
	In the Email Notification, a new option, “Notify based on lookup field on Contact,” has been added to the Recipient To and Recipient CC. Allow sales reps to be notified based on a lookup field on the contact record.
	In the Email Notification, a new option, “Notify based on lookup field on Lead,” has been added to the Recipient To and Recipient CC. Allow sales reps to be notified based on a lookup field on the lead record.

October 2024

	Added a new 'Label' column visible in the Leadangel Data section of any searched CRM Object in Object Explorer under the Administration. Allowing the user to view the label name of fields.
	A new option API Only User connection has been added for paid users for Salesforce Connection Activation in the CRM Activation sub-menu under the Administration section. Allowing integration using an API Only user profile.
	A new option App Exchange Free App has been added in the CRM Activation sub-menu to activate the Salesforce connection for free LeadAngel app users, installed from Salesforce App Exchange.
	A new option LeadAngel Paid App – Legacy Connection has been added in the CRM Activation sub-menu, for users on LeadAngel Paid App version 4.28 or earlier.
	A new sub-menu “Inactive Contact Owner Management” has been added under Contact Management, allowing users to manage the inactive contact owner or sales reps and assign the contacts as per the definition set under the sub-menu.
	A new option “Re-route to Router” has been added in the One Time Re-assignment and Re-assignment Schedule submenus under the Inactive Lead Owner Management.
	Added two new sub menus for Lead Rejection notification via Email and Slack under the OTS Notifications in the Administration tab.
	Users can now fetch object activity data by entering the object’s CRM ID, instead of the previously used Owner ID, in the Object Explorer under the Maintenance menu in the Administration tab.

September 2024

	The ReCAPTCHA section under the Web-to-Lead in Administration has been redesigned.
	In the Web-to-Lead Form, a new option Lead Re-routed has been added in the Setup tab of the form. Allowing the user to re-route the same leads within the selected timeframe, with or without a PrimaryID using any of the two sub-options provided.
	A new checkbox option “Allow PrimaryID” has been added under the Additional Setup option in the Setup tab of the Web-to-Lead Form. The users can select this option to add it as a field in the form’s HTML Code to re-route the same lead by entering the ID value.

August 2024

	For Admin Users, we have added a radio button "Merge Dedupe Account" in the CRM Data Refresh Details. This will allow the system to merge the duplicate accounts and it will be visible in the CRM.
	Added a new submenu "Object Explorer" under the Maintenance section in the Administration panel. This feature lets users view data for selected objects from both LeadAngel and your CRM system by entering the object's ID.
	Added a new status “Meeting Booked” has been added in the View button of the API Routing Report and Lead Routing Report, under the View Detail Report. This shows if a meeting has been booked or canceled in case a lead is routed through the Web to lead form.
	A new checkbox “Notify without changing owner in CRM” has been added under the OTS CRM Configuration section in the detail tab of OTS Router. This checkbox allows users to route the lead without changing the owner name in CRM.
	A new checkbox “Do not assign to default owner" has been added in the detail tab of both the Round Robin and Weighted Sales teams. Allowing the OTS router will notify the initiator to manually route the lead to the sales team member in case no sales team member is available.
	Fixed an issue where extra columns were added when creating a "view" filter; now, only the selected columns are displayed in the View Details Report in multiple reports under Analytics.

July 2024

	Renamed "Skip Calendar Availability" under the Assignment block to "Assign only to users if available on integrated calendar".
	Added a checkbox option "Assign to sales team owner if no one accepts within the selected time". And a drop-down to select Slack Channel under Round Robin and Weighted Sales Team's Detail Tab.
	Added Formatting toolbar along with Header and Footer in the Slack Notification template.
	Added two new sections "OTS Route Status Reason" and "Route Status Reason" under the OTS Transaction Report.
	Added a new menu Data Dictionary Index in the Administration block. This feature enhances the performance of IN filter queries by storing distinct values for selected attributes in separate index tables.

June 2024

	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.
	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.
	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.
	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.
	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.
	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.
	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.
	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.
	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.
	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.
	The menu list on the left side now has expandable and collapsible items, marked by a ">" icon, allowing users to toggle sub-menu visibility.
	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.
	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

	The Account Matching Setup page in the Administration has been redesigned.
	Added Slack Notification option in the Assignment Block of all the Routers.
	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.
	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.
	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”.
	The “Profile” page under User’s Settings has been redesigned with added Change Password and Connected Devices sections under the profile setting.
	The “CRM Custom Object Sync” page under the Integrations has been redesigned.
	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.
	The Router Flowchart has been redesigned with added mini-view in the top right section of the flowchart.

April 2024

	Multiple routing data of the object instead of single routing data will be visible in the routing reports under Analytics.
	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.
	Added “Detail tab” beside the Email, Slack, and Twilio templates, to show the details of that particular template.
	Added a new page for the Preference menu under the Administration, allowing users to select the preference option directly.
	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.
	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.
	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.
	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

	Users can now integrate MS Dynamics 365 CRM with the LeadAngel app to route all four objects.
	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.
	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.
	A new object SR and Group Mapping has been added under Sales Team to show the report of Sales Rep and Group mapping.
	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.
	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

	The LeadAngel App Login page has been redesigned and a "Remember me" checkbox has also been added to the page.
	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.
	An OTS Contact Routing Report has been added in the Analytics, to show the detailed report of Contacts routed through the OTS Router.
	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.
	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.
	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.
	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.
	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

	A new Assignment option “Assign to Sales Rep ID Lookup on Account” has been added to the assignment options of the Account Router.
	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.
	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.
	“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.
	The “Create Dedupe Group By” list has been added in the Flag Preference under Flag Duplicate Leads and Contacts to customize the flagging preferences.
	To customize the merging preferences, the “Create Dedupe Group By” list has been added to the Merge Preference under Merge Duplicate Leads and Contacts.
	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.
	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.
	Users can now integrate Slack and Twilio into the LeadAngel Application, to be used for OTS Lead and Contact routing notifications.
	An OTS Transaction Report has been added under  Analytics which shows the transaction report of the Lead and Contact routed through the OTS Router.
	An OTS Lead Routing Report has been added in the Analytics, to show the detailed report of Leads routed through the OTS Router.
	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.
	Users can now successfully reschedule or cancel events booked through Google Calendar after switching to Microsoft Calendar, previously affected by disconnecting the Google Calendar.