Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
Improved Feature: Notes in Contacts
We’ve upgraded the Notes feature for Contacts, adding more customization options, a rich text editor, and more search capabilities. Let’s give this improvement a check. ...more
Important Updates ,New Feature Release &Contacts
March 27, 2026•1 min read
New Feature: Facebook Post Sync in Social Planner
This feature fetches posts from the last 30 days and does background syncs automatically. Giving you simplified access to your post history, and accurate analysis and reporting. Let’s learn how to use... ...more
Important Updates ,New Feature Release &Marketing
March 26, 2026•1 min read
New Feature: Associate Companies with Custom Objects & Opportunities
This feature allows you to build rich data relationships that you can view and manage directly within Company records. That gives you streamlined information management and improved accuracy in report... ...more
Important Updates ,New Feature Release &Custom Objects
March 26, 2026•1 min read
New Feature: Rentals in Calendars
Rental products have been added to calendars, giving you the option to create listings that allow you to manage customer bookings with access links that keep reservations contained within your CRM. Le... ...more
Important Updates ,New Feature Release &Calendar
March 25, 2026•1 min read
New Feature: Notes for Custom Objects
Notes for Custom Objects allow memos in a familiar format, with flexible multi-directional connections between custom objects, contacts, and opportunities. These notes also allow for smart filtering a... ...more
Important Updates ,New Feature Release &Custom Objects
March 24, 2026•1 min read
New Feature: Merge Contact Action
This action keeps your contact lists clean by allowing duplicates when it serves you. Preserving the older contact record and meticulous execution logs for every merge. Let’s learn how to use it. ...more
Important Updates ,New Feature Release Workflows Automations &Contacts
March 23, 2026•1 min read
Improved Feature: New Goal Events
We’ve added support for Paid Invoices and Clicked Review Links to the Goal Event action in workflows. Let’s give this improvement a check. ...more
Important Updates ,New Feature Release Workflows &Automations
March 23, 2026•1 min read
New Feature: Export Email Marketing Data
You can generate reports for all campaigns or limit the data to specific ones, helping you efficiently manage, analyze, and share your performance across campaigns, workflows, and bulk actions. Let’s ... ...more
Important Updates ,New Feature Release &Marketing
March 20, 2026•1 min read
Improved Feature: Connect Call Action with Whisper Message
The whisper message allows your team members to prepare, improving the customer experience by including key information as custom values and allowing your team to open the contact information. Come ch... ...more
Important Updates ,New Feature Release Workflows &Automations
March 19, 2026•1 min read
Improved Feature: Standard Builder Sticky Notes 2.0
Use the Sticky Note tool on the Builder canvas to drop notes anywhere in your workflow. Customize with colors, formatted text, and embedded images or links. Let’s give this improvement a check. ...more
Important Updates ,New Feature Release Workflows &Automations
March 19, 2026•1 min read
Improved Feature: Date Picker & Filter Persistence in Dashboard
We’ve added persistent selection to date range, date comparisons, and filters in Dashboards and Custom Reports. Let’s give this improvement a check. ...more
Important Updates ,New Feature Release &Dashboard
March 18, 2026•1 min read
New Feature: Add Product Cost Price & Margin
This tool allows you to monitor your profits easily, providing accurate cost reporting even when the margin is negative, and including the data in your CSV exports for external analysis. Let’s learn h... ...more
Important Updates ,New Feature Release &Payments
March 17, 2026•1 min read
New Feature: Bulk Import Custom Objects
This new feature helps you maintain easily updated information, creating a seamless custom object management compatible with any previous systems you might have been used to. Let’s learn how to use it... ...more
Important Updates ,New Feature Release &Custom Objects
March 16, 2026•1 min read
New Feature: Bulk Import & Export for Companies
These bulk actions help you maintain easily updated information, increasing your efficiency during data migrations and creating a seamless management that allows you to simplify reporting, analysis, a... ...more
Important Updates ,New Feature Release &Contacts
March 13, 2026•1 min read
New Feature: Canva Integration in Media Storage
This connection lets you integrate your Canva work directly into your media storage, eliminating tab switching, manual downloads, and version confusion. Preventing duplicates when managing assets whil... ...more
Important Updates ,New Feature Release &Media Storage
March 12, 2026•1 min read
