March 2021 Product Recap

This article applies to:

Over the past month, we released tons of improvements so you can easily manage your reports and searches in Keap Max Classic. Check it out!

Group selection in reports & search (Max Classic, Max, Pro)
Drag and drop columns in reports (Max Classic, Max, Pro)
Form templates (Max, Pro, Lite)
New form builder (Max, Pro, Lite)
Improved companies list view (Max, Pro, Lite)
Remove the contact type (Max, Pro, Lite)
Filter to find missing data (Max, Pro, Lite)
Automation: Task outcome goals (Max, Pro)
Keap Business Line: Outbound calling for multiple users (Max, Pro, Lite)
Invoices: Send a recurring invoice (Max, Pro)
Rearrangeable Dashboard Widgets (Max, Pro, Lite)

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