Each quarter, we present a webinar about new and updated features. Below are links for upcoming and past webinars.
Next Webinar:
- TBD
Past Webinars:
-
Top 12 Features of 2025 (Dec 10 2025)
- Review of 12 items with a great impact that were released in 2025.
- View the recording here.
-
Automations (Sep 23 2025)
- Overview of various automation and dynamic features around the CRM.
- View the recording here.
-
Residuals (Apr 17 2025)
- Overview of Residuals with the updated look and new features.
- View the recording here.
-
Web Forms (Mar 27 2025)
- Overview of Web Forms and several recent enhancements.
- View the recording in this article.
-
Helpdesk (Sep 26 2024)
- New features covered: Categories, Outcomes, Zapier, Importer, Ticket Merge, and new Comment Notification Options.
- View the recording in this article.
-
Custom Properties (Jun 6 2024)
- This new functionality allows custom dropdowns to show in leads, and selecting a value drives automation and perpetuates in reporting through the CRM.
- View the recording in this article.