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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

Opportunity Changed Trigger

Improved Feature: Opportunity Changed Trigger

January 27, 20261 min read

Previously, the Opportunity Changed trigger would fire for any change to an opportunity that matched specific field values, creating missfires due to the lack of specification. To fix this, we’ve added event-based operators. Let's check how they work!

⭐️How Have The Standard Fields Changed?:

  • Assigned To and In Pipeline: The operators for these standard fields now include Has Changed, Has Changed To, and Equals.

    1
  • Status: The Status standard field now contains operators for Has Changed and Has Changed To.

    2
  • Lost Reason: The Lost Reason field supports the Equals operator, along with already existing operators.

    3

⭐️How Have The Custom Fields Changed?:

  • Checkbox: The checkbox now includes operators for Added, Equals, and Removed, helping you specify what should trigger the workflow when selecting options.

    4
  • Radio Select, Dropdown, and Date Fields: The operators for these fields now include Has Changed, Has Changed To, and Equals.

    5

This added support for event-based operators will make it easier to ensure your workflow is working as intended, triggering only for the right contacts and resulting in a smoother experience and increased effectiveness. We hope you enjoy it!

Improved FeatureNew UpdateWorkflowsAutomationOpportunities
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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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