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: Contact-to-Contact Association
You can manage relations by using Contact-to-Contact Association. This will link contacts together using custom labels that help you define and manage relationships between contacts simplifying commun... ...more
Important Updates ,New Feature Release Contacts &Custom Objects
November 07, 2024•1 min read
New Feature: Internal Comments and Mentions in Conversations
This tool allows for easy communication with your team inside the contact conversations by adding private, internal comments that help you and your team individuals collaborate and manage conversation... ...more
Important Updates ,New Feature Release Contacts &Conversations
November 06, 2024•1 min read
New Feature: Recurring Tasks
Automate the reminder process and ensure information is easily accessible by using Recurring Tasks inside of your system. Helping you minimize errors and create accountability with team members. ...more
Important Updates ,New Feature Release &Contacts
October 29, 2024•1 min read
New Feature: Import Contacts & Opportunities Simultaneously
Opportunities and Contacts are intimately related. They depend on each other to work properly. This new update allows you to update and create contacts and opportunities directly from a CSV. ...more
Important Updates ,New Feature Release Opportunities &Contacts
October 29, 2024•1 min read
New Feature: Subscriptions & Invoices in Contact Details
Subscriptions and Invoices are the center of payment management for your business, they allow you to keep track of income and keep transparent communication with your customers at all time, with this ... ...more
Important Updates ,New Feature Release CRM | Customer Managment &Contacts
October 03, 2024•1 min read
Improved Feature: Remove All Tags in "Remove Contact Tag" Action
Tags allow you to maintain your contacts properly organized so it’s important to keep them updated and remove any that no longer apply to a customer. We’ve improved the Remove Contact Tag, now you can... ...more
Important Updates ,New Feature Release CRM | Customer Managment &Contacts
September 30, 2024•1 min read
