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

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 Metrics on the Dashboard

Important Updates| New Feature Release| Dashboard

August 13, 2025•1 min read

Your dashboard is an excellent tool for providing valuable insights into your business. However, if you have specific data you want to see reflected in the dashboard, you can use this new feature to add custom metrics. Let’s check out how.

⭐️ How To Add A Custom Metric To The Dashboard?

Start by navigating to the Dashboard and clicking the pencil icon to edit it.
Click Add widget, switch to Custom Metrics, then select “+Create Custom Metric.”
Pick from “From scratch,” then fill in Name, Data Type, and Description.
In the formula field, type a metric name or click to open the data source, select your desired metrics, and add operators, then click Create.

⭐️Why Is This Feature Beneficial To Your Company?

Enhanced Reporting: Include key details of your business that are not included in the general widgets, thereby improving your reporting and comparison capabilities.
Complex Formula Support: The smart formula editor with live validation, operators, and numeric constants allows you to create complex formulas for specialized reporting.
Trend Direction Control: Use the customization aspects to mark increases as positive or negative for that metric.

Create more inclusive widgets that you can add to Dashboards and Custom Reports, providing you with an easy way to celebrate wins or report errors from your CRM. We hope you enjoy it!

New FeatureNew UpdateDashboardCustom MetricsCustom Widgets

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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