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: Public Documents
Documents & Contracts offer the base for any guidelines and agreements with your business. This makes it crucial to have easy ways to share them. Public Documents allow you to create a unique link for easy sharing, adding flexibility to this tool.
⭐️Why Is This Feature Beneficial To Your Company?
Enhanced Functionality: This allows you to handle standard agreements without adding a contact, providing the option to have them signed on the go.
Simplified Signing: Recipients can enter their information and sign the document. A copy will automatically be emailed to them, making this process available for anyone with the link.
Improved Lead Capturing: All responses are captured and accessible for download or viewing in the Responses section. Providing ample opportunity to capture qualified leads.
⭐️How To Create Public Documents:
Navigate to the Templates tab of your Documents & Contracts inside the Payments section.
Click New then select Create Public Document.
Create your template as normal, once ready select Publish.
Click Generate a Link, sharing this link will allow you to share this document with anyone you desire.
Use Public Documents to capture prequalified leads and make your contract usage more flexible. This provides plenty of opportunities to connect with interested people and collect their data under your conditions.
