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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 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

Attribution and UTM Parameter Filters for Opportunity Widgets

New Feature: Attribution and UTM Parameter Filters for Opportunity Widgets

August 20, 20241 min read

This feature allows you to gain a deeper understanding of your contacts and opportunities based on their source and activities. The data gained can be filtered by properties such as Activity, Session Source, and Medium, creating interactive donut and line graphs.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Marketing: With the added data you can better understand and manage your contact’s campaigns and source, so you can invest in what works.

  • Personalized Data: Tailor your widgets to your needs giving you added control over what you see.

  • Enhanced Control: By identifying which channels, campaigns, or team efforts are most effective aiding you in deciding and better managing your business.

⭐️How To Use Attribution and UTM Parameter Filters for Opportunity Widgets:

  1. Enter edit mode inside the Dashboard section.

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  2. Click on Add Widget and add any Widget under the Opportunity Category.

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  3. Switch to the condition tab. Then add the conditions for choose Attribution and it's type.

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  4. Click on Add Attribution Field. Then configure attribution parameter filters as per your requirements.You can add more by clicking on Add attribution field again.

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  5. Once you're done save your changes.

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When it comes to business management, the more data you have the better. Since it allows you to make informed decisions and maximize your profits, and with Attribution and UTM Parameter Filters for Opportunity Widgets you can get that additional data in a comprehensive manner.

Custom WidgetsNew UpdatesOpportunitiesAttribution UTM Parameters
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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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