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What's New
Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
Latest Product Updates
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Last Updated date
Adding and Managing Client Accounts Lead Gen & CRM enables you to add new client accounts, assign managers to an account, edit client account settings, and delete client accounts. Last Updated 08/08/24
Email Suppression Settings For Agencies Administrators of companies with a sender status of Healthy or At Risk have the ability to turn off automatic engagement-based suppression through their email settings. Last Updated 07/09/24
Configuring Services and Limits Settings You can configure which of Lead Gen & CRM's features to enable, as well as the maximum usage limits for others. Last Updated 07/15/24
Agency Tools Overview For Lead Gen & CRM agency partners, there are tools directly within the application to help manage your clients. Last Updated 07/15/24
Accessing Clients in Lead Gen & CRM Lead Gen & CRM enables you to access your agency's clients directly through your main agency account. Last Updated 07/15/24
Granting User Access to Client Accounts Lead Gen & CRM is built for agencies and the various client relationships that agencies have. You may have clients for whom your team operates the platform, and you may also have clients that operate the platform themselves. Last Updated 07/15/24
Client Management Console Overview The Client Management Console allows you to view your clients and their recent activity all in one centralized hub. You can quickly jump between client accounts, making management quick and efficient. Last Updated 07/15/24
