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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

Manage Smart Lists & Restore Options Have Moved!

Improved Feature: Manage Smart Lists & Restore Options Have Moved!

February 19, 20261 min read

As part of the full launch of the revamped Contact List View and Smart Lists experience, we’ve streamlined the header options to reduce clutter and improve discoverability. Now they have moved to the actions menu under the three-dot icon. Let's check how they work!

⭐️How Will These Fields Work?:

Action Menu: The Manage Smart Lists and Restore options have been deprecated from the header menu and moved to the actions menu next to the “Add Contact” button.

1

Restore Contacts Section: Besides being moved from the header menu, the restore contacts section remains the same.

b

Manage Smart Lists Section: Other than being moved from the header menu, the manage smart lists section remains the same.

c

⭐️How To Manage Your Smart Lists?

Let’s review how you can manage your smart lists together.

In the Smart Lists tab of your Contacts section, click the three-dot icon next to the “Add Contact” button, then select Manage Smart Lists.

1

Click the trash can icon to delete a Smart List.

2

To share your smart list with other team members, click the three connected dots icon.

3

Check the box next to the users you want to share the list with, then click Save.

4

This reduces header clutter and keeps frequently used actions focused and contextual. Additionally, it will help you feel more familiar with the system as this setup is consistent across sections. We hope you enjoy it!

Improved FeatureNew UpdateContactsSmart ListsRestore
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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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