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Last Updated: 09/29/2022 in Release Notes
Classic, users were shown an error When adding a negative payment to an order, an error was occurring … Learn more Bug fixes When attempting to view or edit a Sales Template on a referral partner record in Max
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Last Updated: 11/08/2021 in Release Notes
Funnels in Max Classic You can create automated sales funnels that encourage customers to increase
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Last Updated: 04/25/2022 in Release Notes
Learn more Delete quotes in bulk Max Classic users can now delete quotes in bulk from the Quote Status … Classic even though Stripe showed the payment as successful. … more Bug fixes For some contacts or orders paid via Stripe 3D Secure, the payment would not show in Max
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Last Updated: 04/14/2022 in Release Notes
Classic app. … would be a “Caution: You Were Sent To This Page From An Unverified Source” message when working in the Max
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Last Updated: 10/07/2021 in Release Notes
Bug fixes When a non-admin user in Max Classic has "can edit all records" for campaigns set to no, the
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Last Updated: 02/23/2021 in Productivity Tools Mobile App
An Active US Payments account is required to use the Max Classic Mobile Payments feature. … You can tap the Tax field to create and add a tax percentage to the order. … To add tax to your order, toggle a previously set tax by tapping the switch.
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Last Updated: 02/23/2021 in Productivity Tools Mobile App
Learn how to view, create, and collect payments for orders on your mobile device with Max Classic Mobile … You can tap the Tax field to create and add a tax percentage to the order. … To add tax to your order, toggle a previously set tax by tapping the switch.
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Last Updated: 03/31/2021 in Release Notes
Improved Saved Search (Max Classic) New Ecommerce Setup Page (Max Classic) Improved Reporting for Multiple … New Tracking Link in Emails (Max Classic, Max, Pro, Lite) … Tags (Max Classic, Max, Pro) Zoom Integration (Max, Pro, Lite) Custom Appointment Reminders (Max,
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Dashboard When you sign into Keap, you will see your home page dashboard. … Contact Quick-Add - Quickly add new contacts to Keap. … Understanding this information will help you build success with Keap.
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Last Updated: 04/08/2021 in Release Notes
Max Classic. … (Max Classic, Max, Pro)
Form templates (Max, Pro, Lite) New form builder (Max, Pro, Lite … Group selection in reports & search (Max Classic, Max, Pro)
Drag and drop columns in reports
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Last Updated: 05/20/2021 in Release Notes
Now Keap can help with the “Set Field Value” process, which can update your field values using addition … For example, you may want to track a client’s total number of purchases with the addition field, or subtract
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Last Updated: 05/20/2022 in Release Notes
Social login You can now use your Google Account to log into Keap easily and more securely. … That means no more needing to remember a separate username and password just for Keap. … Just click the Log in with Google button, and choose the email address you use with your Keap account
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Last Updated: 02/23/2021 in Productivity Tools Mobile App
communicate with the contact by tapping icons to call, text, email, or view the contact's address on your map
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Last Updated: 05/06/2021 in Release Notes
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Last Updated: 05/27/2021 in Release Notes
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Last Updated: 11/11/2021 in Release Notes
Only text-capable numbers will receive messages Your Keap Marketing Number will stop sending messages … present on an order form or in the shopping cart, the amount due was incorrect A bulk merge request may
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Last Updated: 02/23/2021 in Productivity Tools Mobile App
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Last Updated: 11/18/2022 in Release Notes
Keap Marketing Number Validation Toll-free message verification is currently required in the U.S and … , you will be prompted with a verification form to add or update your information before using your Keap
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Last Updated: 03/18/2022 in Release Notes
upgrading without needing to contact Keap. … Self-service subscription management You will now be able to unlock additional Keap functionality by … You will only need to contact Keap for edition downgrades or cancellations. Learn more
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Last Updated: 05/05/2022 in Release Notes
email received when a quote is accepted, the old Infusionsoft logo was displayed instead of the current Keap