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
Improved Feature: Activity Section Upgrade in Contacts
The activity section of the Contact cards helps you track their interactions with your system, however, it could feel cluttered. So, we’ve fully redesigned it, making it easier to monitor activity with faster load times and constant updating.
⭐️How Will These Changes Affect You?
Improved Design: Each activity type (for example, calls and emails) has a distinct icon for instant recognition, which is consistent across devices.
Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity.
Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links you can interact with for easy access.
⭐️How To Access A Contacts Activity Details?
With the update the way you use the activity tab has changed around a bit so let’s check it out!
To start, navigate to the Contacts sections and click on the contact card you wish to check.
Switch to the Activity tab and click any event card for details.
This will open a pop-up window that contains all the necessary information including redirection links.
Click an event’s link right from the card to jump to related records or external URLs.
This will make managing events more efficient and rounded, using click-through cards that keep you in context and get you to detailed interaction data in one tap. We hope you enjoy the upgrades.
