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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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Using the CRM Migration Tool Lead Gen & CRM's Migration Tool relies on a step-by-step process for importing each of the five possible areas. This allows you to add data in and ensure that all of the data relationships are correctly maintained. Last Updated 11/06/23
Adding Your Logo to Notifications A good design starts with a personal touch. Lead Gen & CRM allows you to rebrand notifications with your logo. VisitorID emails, double opt-in emails, system notifications, and billing notifications can be rebranded by adding your logo. Last Updated 11/06/23
Creating DateTime Fields Lead Gen & CRM allows you to create custom fields for many uses in your account, such as triggering workflows or segmenting contacts into a list. Last Updated 11/06/23
Organizing and Reordering Custom Fields and Categories For ease of use and organization, it can be helpful to group custom fields together as you customize your account and gather contacts. In your Lead Gen & CRM account, you can create categories for custom fields and order them in any way you wish. Last Updated 11/06/23
Import Tool Overview Lead Gen & CRM allows you to import more than one contact at a time by importing a Comma-Separated Value (.CSV) file via the Import Tool. Last Updated 04/23/24
Using the Attachment URL Custom Field Lead Gen & CRM enables you to create custom fields that be used in various locations in the application. These custom fields come in a variety of formats, enabling you to tailor your instance of Lead Gen & CRM to fit your company’s needs. Last Updated 03/24/25
