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: Color-Coded Opportunity Pipelines
When managing multiple opportunities inside your system, you need to identify which ones meet your desired conditions, which are a priority, and which are special deals. We’re glad to introduce a great organizational tool that allows you to color-code your opportunities to make this easier. Let’s check how to use it!
⭐️ How To Add Color-Coding To Your Pipelines?
Navigate to the Pipelines tab inside the Opportunities section and click the pencil icon.
Switch to the Smart Lists option and click “+ Add Smart Tag.”
Add your tag’s name and select a color for it, then click “Next: Add Rule.”
Set the rules for when the tag should be assigned to an opportunity, then click Save.
⭐️Why Is This Feature Beneficial To Your Company?
Reduced Cognitive Load: Color coding breaks down complex data into manageable parts by creating an intuitive association between color and meaning.
Simplified Prioritization: Assigning colors to different kinds of opportunities provides a quick visual overview and helps you prioritize what's most important.
Reduced Errors: You can minimize mistakes in fast-paced environments by color-coding and categorizing to create stronger queues of information inside an opportunity.
Color-coding your pipelines will greatly improve your focus when managing opportunities, leading to more sales, happier customers, and fewer mistakes. We hope you enjoy it!
