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
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Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Email Actions Available in Company and Custom Object Workflows
Previously, workflow email actions were limited to contact-type workflows. However, this made your work harder when dealing with companies or custom objects. So, we're excited to announce that Email Actions are now available in Company and Custom Object Workflows. Let’s learn how to use it!
⭐️ How To Use The Email Action in Company Or Custom Object Workflows?
In the Workflows tab in the Automation section, edit or create a Company or Custom Object workflow.
Click Add Action and search for Send Email.
Choose whether to send to the Earliest associated contact, Most recently associated contact, or All associated contacts.
Select the association labels to identify the contacts who should receive the email.
⭐️Why Is This Feature Beneficial To Your Company?
Automated Follow-Up Actions: Automate emails from Company and Custom Object workflows, giving you support for multiple custom business processes.
Multi-Relationship Management: Select up to 10 association labels for a single email action with confidence. If a contact matches multiple selected association labels, they will receive only one email.
Integrated Support: This helps you reach associated contacts without building additional workflow logic or manually triggering it, streamlining your process.
Use this action to connect effectively with the associated contacts that manage the business or offers you’re interacting with, giving your team more time to focus on other details while conversations are managed automatically. We hope you enjoy it!
