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: 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
Improved Feature: Estimates Available in Contact Details
Estimates are the best tool to captivate clients’ attention while informing them of the price of your services. However, since they are specific to the client’s needs and specifications you must ensur... ...more
Important Updates ,New Feature Release Payments &Contacts
January 30, 2025•1 min read
Improved Feature: Widget Suggestions for Custom Dashboards
If you’re not sure how to leverage the widgets to reflect the data you need and understand the information they relay this improvement will be your best friend. By guiding you on how to build your das... ...more
Important Updates ,New Feature Release &Dashboard
January 29, 2025•1 min read
New Feature: Recurring Invoice Generation After Document Signing
This feature will help you simplify your invoicing process, by keeping momentum going with redirection to your payment platform and helping you increase your conversion rates and enhance your producti... ...more
Important Updates ,New Feature Release &Payments
January 29, 2025•1 min read
Improved Feature: Tasks Lists View
The Task List View helps you keep track of all pending items to complete and ensure your customers are taken care of. It is integral in the delicate machine that is your business, and we’re happy to a... ...more
Important Updates ,New Feature Release &Contacts
January 28, 2025•1 min read
New Feature: View and Delete Cards on File with the Manage Cards Feature
This feature gives you added security by limiting the data you keep in your system and ensuring the one that remains is correct. Therefore minimizing risk and improving the payment collection process. ...more
Important Updates ,New Feature Release Payments &Contacts
January 28, 2025•1 min read
New Feature: Social Share for Blogs
This new feature brings you a convenient way for viewers to share your blog posts or quote from them without having to copy-paste. Instead adding social buttons to your blog post inside the Funnel or ... ...more
Important Updates ,New Feature Release Websites &Funnels
January 28, 2025•1 min read
New Feature: Background Color for Text Elements
By changing the background color you can easily add branding to your emails and create dynamic marketing that is rich in contrast and interest. Helping you maximize engagement and project a profession... ...more
Important Updates ,New Feature Release &Marketing
January 27, 2025•1 min read
New Feature: Trigger a Workflow within Conversation AI
Adding this option helps smooth the transition between bot and internal processes, creating a seamless transition for customers if you streamline them into a workflow, covering internal processes and ... ...more
Important Updates ,New Feature Release &Automations
January 27, 2025•1 min read
New Feature: Country Selection at Checkout for E-Commerce Stores
This allows you to avoid confusion from customers when placing an order while maintaining your interface clean and professional at no additional cost to your business. ...more
Important Updates ,New Feature Release Online Store &Stores
January 27, 2025•1 min read
Improved Feature: Widget Duplication
Widgets provide an easy view into your business health and needs. However, we understand fine-tuning them takes time and effort. This is why we’re excited to improve the Widget Duplication and simplif... ...more
Important Updates ,New Feature Release &Dashboard
January 24, 2025•1 min read
New Feature: Move Posts to a Different Channel
Moving posts simplifies the analysis and testing for your post with smaller audiences before presenting them to your greater audience. Maximizing the engagement your posts receive and reviving posts. ...more
Important Updates ,New Feature Release &Membership
January 24, 2025•1 min read
Improved Feature: Set Frequency for Certificate Expiry Reminders
This allows you to manage the reminder frequency and quantity, improving the timing of your notifications and allowing for a precise approach to customer re-engagement. ...more
Important Updates ,New Feature Release &Membership
January 24, 2025•1 min read
Improved Feature: Companies
The Company tab allows you to manage your business relationships and organize contacts in groups. With the new updates to this section, you can streamline day-to-day activities by providing advanced f... ...more
Important Updates ,New Feature Release &Contacts
January 22, 2025•1 min read
