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 Features: Opportunity Workflow Actions
Workflows help you manage your internal processes without effort. However, if you’re having trouble translating automation power into customer journey management, this new feature will simplify that process.
⭐️Why Is This Feature Beneficial To Your Company?
Upgraded Flexibility: Manage all changes to your contacts as they enter your sales pipelines with a hands-off approach that gives you full control and customization directly from your workflows.
Convenient Follow-Up: Update, assign, and remove opportunities with precise actions that ensure effectiveness and increase consistency.
Accurate Creation: Streamline your onboarding process by creating opportunities as they come, helping you improve your opportunity management.
⭐️How Does It Work?
We’ve added and improved a few Opportunity-related actions, let’s check which ones they are, what they do, and how to use them.
“Find Opportunity” Action: This helps you quickly locate the earliest or latest opportunity for a contact. To use it set pipeline, stage, name, value, and any other relevant filters.
“Create Opportunity” Action: Easily create a fresh opportunity in a specified pipeline/stage without affecting any existing record. To use it set pipeline, stage, name, value, and any other relevant details.
“Update Opportunity” Action: Modify fields (name, value, pipeline stage, etc.) of an existing opportunity. To use it set pipeline, stage, name, value, and any other relevant details.
“Add/Remove Owner from Opportunity” Action: Precisely assign or remove ownership of an opportunity, with optional syncing to the contact owner. To use it specify the user(s) you’d like to assign as owner(s).
“Add/Remove Follower(s) from Opportunity” Action: Control who receives updates about an opportunity’s progress, without creating duplicates or unwanted notifications. To use it specify the user(s).
“Remove Opportunity” Action: Remove the opportunity that triggered the workflow, one found in a prior step, or all opportunities in a pipeline.
These improvements and additions will make your opportunity management easier, removing unnecessary confusion, accidental overwrites, or unwanted changes. While adding more flexibility to your workflow’s capabilities!
