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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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Troubleshooting Failed Charge Error Messages When using your cards or bank accounts for charges, there may be times when the process results in error. Before contacting Lead Gen & CRM Support, you may want to contact your card issuer or troubleshoot your errors. Last Updated 07/10/24
Managing Billing Info Settings for Clients in Australia, Canada, or New Zealand Lead Gen & CRM is built to accommodate all types of marketing agencies and the relationships they have with clients. This includes how agencies and clients approach their billing and payout preferences. Clients in certain locations have tax-based issues to consider. Last Updated 05/12/25
Managing Billing Info Settings for Clients in the United States Lead Gen & CRM is built to accommodate all types of marketing agencies and the relationships they have with clients. This includes how agencies and clients approach their billing and payout preferences. Clients in the United States have certain banking and tax issues to consider. Last Updated 07/11/24
Managing Billing Info Settings for Clients in Europe Lead Gen & CRM is built to accommodate all types of marketing agencies and the relationships they have with clients. This includes how agencies and clients approach their billing and payout preferences. Clients in the European Union (EU) and the United Kingdom (UK) have certain tax and bank issues to consider. Last Updated 07/10/24
