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.

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New Features

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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

Dynamic Routing for Opportunities

New Feature: Dynamic Routing for Opportunities

January 15, 20251 min read

Opportunities allow you to keep track of the customer journey of any contact. However, you may have multiple opportunities with the same contact. So, when sharing with your team it’s important to be accurate with the details. We’ve included the option to share direct links to specific opportunities using a new URL structure.

⭐️Why Is This Feature Beneficial To Your Company?

  • Direct Access: Retrieve specific opportunities and corresponding details with a single link reducing the likelihood of miss-clicking.

  • Enhanced Collaboration: Simplify teamwork by allowing direct navigation to opportunities without looking through the list and keeping everyone aware of changes to the relevant opportunity.

  • Improved Efficiency: This feature eliminates extra steps to access opportunity details helping you save time and minimize errors, even with opportunities with the same contact.

⭐️How To Use Dynamic Routing for Opportunities?

  1. Navigate to the opportunities section and click the desired card.

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  2. Copy the URL from your browser.

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  3. Share the link with your team or stakeholders. Upon clicking the opportunity card will open.

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Take advantage of the added feature in Opportunities to boost collaboration. This tool ensures that the exact Opportunity you intend to share is the one your audience will see.

New FeatureNew UpdateOpportunitiesURL LinkDirect SharingDynamic Routing
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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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