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.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Contact Tag Management

Improved Feature: Contact Tag Management

June 12, 20261 min read

Previously, selecting or deselecting a tag would instantly apply the changes and unintentionally trigger workflows. With this update, you have more control and can confidently manage tags without accidental changes. Let's check the improvement!

⭐️How Do These Changes Affect You?:

  • Apply Confirmation: Added an Apply button for tag changes, allowing you to finalize changes before applying them.

  • Easy Undo: Added a Cancel button to discard unintended changes and prevent accidental workflow triggers caused by unintended tag updates.

  • Improved Safety: Enhanced overall safety and accuracy while managing contact tags, creating a wider margin for error in all updates.

⭐️How To Manage Contact Tags?

Let’s go over how to add or remove tags after this update!

  1. Head to the Contacts tab inside the Contacts section and select your desired contact.

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  2. Open the tag dropdown for a contact and select or deselect the desired tag(s).

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  3. Click Apply to confirm the addition or removal of the tags.

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  4. Click Cancel if you do not want to proceed.

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This update improves the tag management experience in the Contacts module by introducing confirmation for adding and removing tags, allowing you to modify your contact tags with confidence. We hope you enjoy it!

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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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