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: Send Prospects to Pipeline
Managing leads with your pipelines helps you be efficient and organized, so we’ve integrated the Prospecting Tool with it. Allowing you to directly add leads to your pipelines at the moment of creation. Let's learn how to use it!
⭐️How to Add Prospects to a Pipeline?
Head to the Prospecting tab inside the Marketing section and click “+Add Prospect.”
Use the search bar or enter the information manually to add your prospect.
Check the box next to add to pipeline then select the pipeline and stage they should be added to.
Click “Add Prospect” to generate the report and add the customer to your pipelines.
⭐️Why Is This Feature Beneficial To Your Company?
Enhanced Management: Handle progress stages directly within your pipeline, removing the need for manual additions for already existing prospects.
Simplified Automation: This feature improves workflow compatibility, funneling new leads into tried-and-true automations you’re used to.
Integrated Reporting: Measure ROI from Prospecting inside your CRM, removing the need for workarounds and allowing for instant tracking with dashboard widgets.
This feature helps you create a smooth, streamlined path for reporting leads, treating them like any other in the system and granting you access to the communication and reporting features you’re used to without manual intervention. We hope you enjoy it!
