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
New Feature: Custom Values in Ad Copy
The custom values help you avoid extra work while increasing your copy's consistency across campaigns, with alerts for any issues, integrated previews, and cross-account support. Let’s learn how to us... ...more
Important Updates ,New Feature Release Marketing &Ad Manager
July 24, 2026•1 min read
New Feature: New Communities Triggers in Workflows
We’ve added four new triggers to aid you in your Community management and engagement response. Let’s check what they are and how they are configured! ...more
Important Updates ,New Feature Release Workflows &Automations
July 23, 2026•1 min read
Improved Feature: Goal Action Supports User Replies
The Goal Type “User Replied” allows you to use team member responses as the finishing condition for your workflow. Let’s check what has changed with this inclusion! ...more
Important Updates ,New Feature Release Workflows &Automations
July 22, 2026•1 min read
Improved Feature: Wait Step Now Supports User Replies
The Wait Type “Until A User Replies” allows you to use team member responses as the triggering condition for the next step. Let’s check what has changed with this inclusion! ...more
Important Updates ,New Feature Release Workflows &Automations
July 21, 2026•1 min read
New Feature: Tags for Courses
Tags help learners quickly find courses that match their needs, delivering a more polished, catalog-like browsing experience in the Client Portal and improving the customer experience. Let’s learn how... ...more
Important Updates ,New Feature Release Membership &Courses
July 20, 2026•1 min read
New Feature: SMS Notifications for Rentals
You can now enable SMS notifications for your Rental bookings. Helping you reduce the need for manual follow-ups, improve attendance rates, and maintain template flexibility by contact type. Let’s lea... ...more
Important Updates ,New Feature Release &Calendar
July 17, 2026•1 min read
New Feature: User Replied Trigger
The User Replied Trigger fires whenever a team member replies to a contact, making it easier to automate internal processes without waiting for a customer reply. Let’s learn how to use it! ...more
Important Updates ,New Feature Release Workflows &Automations
July 16, 2026•1 min read
New Feature: Client Portal File Uploaded Trigger
We’ve added a trigger to help you create seamless document-driven customer journeys within the Client Portal Shared Documents experience. Let’s learn how to use it! ...more
Important Updates ,New Feature Release Membership &Workflows
July 15, 2026•1 min read
New Feature: Rentals are Live
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
July 14, 2026•1 min read
Improved Feature: Notify Followers & Opportunity Owners with Workflows
We’ve expanded the Internal Notification capabilities, increasing the user selection options. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 08, 2026•1 min read
New Feature: Conversations SLA Trigger & Permissions Management
We’ve increased your management capabilities with the SLA timer in conversations, adding automation and permission limitations for an improved experience. Let’s learn how to use them! ...more
Important Updates ,New Feature Release Automations &Conversations
July 07, 2026•1 min read
New Feature: Calendly Actions & Triggers
With this feature, meeting details automatically sync to the CRM, helping you eliminate manual logging, add support for more complex, personalized automation, access AI agents, and increase your produ... ...more
Important Updates ,New Feature Release Workflows &Automations
July 06, 2026•1 min read
Improved Feature: Workflow AI Assistant
We’ve increased the response capabilities of your Workflow AI Assistant, allowing it to provide complete answers to conversational questions. Let’s check what has changed! ...more
Important Updates ,New Feature Release Workflows &Automations
July 03, 2026•1 min read
New Feature: Company fields in the Custom Value Picker
This feature allows you to reference a recipient's data for smarter personalization, using standard and custom fields to create effective communications, auto-filled contracts, and context-aware autom... ...more
Important Updates ,New Feature Release &Companies
July 02, 2026•1 min read
Improved Feature: Opportunity Owners & Followers in If/Else Action
Now, you can use owners and followers currently assigned to the opportunity as Conditions to route the contact when reaching the If/Else step. Let’s check the changes! ...more
Important Updates ,New Feature Release Workflows &Automations
July 01, 2026•1 min read
