09/22/2020Michael Indrelunas
Custom date interval options are now available for four more reports: Task Note Report, Revenue Forecast Report, Email Status Search, and Receivables Report
09/15/2020Michael Indrelunas
Access social media information via merge fields (plus new fields), more contact options in decision diamonds, take upfront payments with Payment Plans, and date interval options for two more reports
09/08/2020Michael Indrelunas
Delay timers can account for weekdays, date filters for the All Sales report gives you insight into your sales performance, and easily identify which merchant account is processing a payment
09/01/2020Michael Indrelunas
New this week: create different automation paths depending on task outcomes and remove contacts from automation with ease thanks to an updated campaign process.
09/15/2020Michael Indrelunas
In August, we introduced Easy Automations in Keap and new functionality for campaigns to help you step up your automation game. Plus, improvements to Infusionsoft's data exports and Keap's lead forms.