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 Value Linkage in Documents & Contracts
Besides allowing you to set expectations and limits for your customers, Documents and Contracts give a professional feel to how you collect information. However, to save you the nuisance of having to check individual documents to access the information we’ve added the option to directly link text and date custom values in Documents and Contracts.
⭐️Why Is This Feature Beneficial To Your Company?
Simplified access: Redirect the information to the contact card increasing the readability and allowing for better labeling and organization.
Workflow Integration: Use the information provided to customize automated messages or set triggers for system automation minimizing manual intervention.
Automated Data Sync: Ensure information is accurate and updated by linking fields, helping you stay on top of your client’s status and guarantee protocol compliance.
⭐️How To Link Custom Values to Documents & Contracts Fields:
Navigate to the Documents & Contracts Templates tab inside the payments section and create or edit a Template.
Click a Text or Date Fillable element to open its settings then select Add Custom Fields.
Select Contact Custom Value for the information to update on the contact card then click the search bar icon to select the custom field you want to link.
Click “Link and Save” to finish, you can link a single field to multiple custom values if needed.
Use Custom Value Linkage in Documents & Contracts to keep your information up-to-date and maximize the actions supported by the CRM upon submission, including complex automation and message personalization.
