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: Custom Object & Opportunity Associations
This update lets you define relationships with unique labels supporting multiple association types between Custom objects and Opportunities directly from the Associations panel. Let’s learn how to use... ...more
Important Updates ,New Feature Release Opportunities &Custom Objects
November 10, 2025•1 min read
New Feature: Color-Coded Opportunity Pipelines
With this tool, you can break down complex data into manageable parts by creating an intuitive association between color and meaning. Simplifying prioritization and reducing errors when interacting wi... ...more
Important Updates ,New Feature Release &Opportunities
October 28, 2025•1 min read
Improved Feature: Pipelines Page Refresh
We’ve updated the Pipeline’s tab UI, giving it a smoother interface and slicker look. Come check it out with us! ...more
Important Updates ,New Feature Release &Opportunities
September 03, 2025•1 min read
New Feature: Pipeline Specific Insights for General Opportunity Widgets
We added a pipeline selector for your general Opportunity Widgets, letting you collect individual data and improve the control over your insights. Come check it out! ...more
Important Updates ,New Feature Release Dashboard &Opportunities
July 30, 2025•1 min read
New Feature: Bulk Actions in Opportunities Available in Card View
This new feature allows you to select multiple opportunity cards for editing, while limiting edits to what you enter in the side module to prevent accidental changes. ...more
Important Updates ,New Feature Release &Opportunities
June 24, 2025•1 min read
Improved Feature: Contact-Linked Appointment Notes
Appointment notes help you follow up with contacts and satisfy their needs. With this update, you can find them alongside other contact details. Check it out! ...more
Important Updates ,New Feature Release Calendar Opportunities &Contacts
June 18, 2025•1 min read
New Feature: Contact Engagement Score in Opportunity Cards
This will help you boost your conversions by providing a visual way to tell how interested a contact is and prioritize the ones who need to be contacted first. ...more
Important Updates ,New Feature Release &Opportunities
March 26, 2025•1 min read
New Features: Opportunity Workflow Actions
These improvements and additions will make your opportunity management easier to automate providing avenues for convenient follow-up, accurate opportunity creation, and workflow customization. ...more
Important Updates ,New Feature Release Workflows Automations &Opportunities
March 18, 2025•2 min read
New Feature: Opportunity Custom Value Support in Terms & Notes
This feature will help you ensure accurate dates in your invoices and estimates, providing a flexible approach that uses auto-populated fields to elevate the customer experience. ...more
Important Updates ,New Feature Release Payments &Opportunities
March 12, 2025•1 min read
Improved Feature: Notes Experience
When you need to record internal information without notifying the contact the best place to do so is “Notes.” However, this area was lacking when finding your notes and maximizing efficiency. So, we’... ...more
Important Updates ,New Feature Release &Opportunities
February 11, 2025•1 min read
New Feature: Unlabeled Cards in Opportunity View
This feature will help you condense the information that you display in the opportunity card, leading you to a system that fits you perfectly and helps you search, copy and manage information efficien... ...more
Important Updates ,New Feature Release &Opportunities
January 31, 2025•1 min read
New Feature: Invoices & Estimates Available in Opportunities
This feature will help you enhance your payment processing efficiency, creating an automated process that results in updated data and simplified transaction management. ...more
Important Updates ,New Feature Release Payments &Opportunities
January 30, 2025•1 min read
New Feature: Dynamic Routing for Opportunities
This feature facilitates sharing specific opportunities with your team, minimizing the chance of confusion, removing human error, and maximizing collaboration. ...more
Important Updates ,New Feature Release &Opportunities
January 15, 2025•1 min read
New Feature: Opportunity Card Customization
Using Opportunity Card Customization, you can keep priority information easily accessible, icons understandable, and your data display personalized! This new feature gives you control over your intera... ...more
Important Updates ,New Feature Release &Opportunities
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
