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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
Exporting Product Data You can create and manage products and services in Lead Gen & CRM and these products and services can be added to opportunities. This data can be exported from your Settings and from Sales Pipelines at any time. Last Updated 07/09/24
Setting Avatars Avatars provide a way to associate a name with a face and to personalize your overall experience. Last Updated 07/10/24
Accessing the Export Manager If you want to access data that you've exported in the past, including exports of leads or contacts, and exports of sales opportunities, you can go to the Export Manager to access these files. Last Updated 07/09/24
Adding and Managing Lead Gen & CRM Users Lead Gen & CRM allows you to add new users to your account and manage the users that are already present. You can designate which employees have access to all of Lead Gen & CRM's tools and limit access for others. Last Updated 11/01/24
Publishing and Permissions Overview As an administrator, you can restrict the ability for users to directly publish social posts and send bulk emails. With this setting, you have more control over the content that you are distributing, which enables you to have an approval process for the content creators to pass off the content for your review. Last Updated 03/12/25
Connecting to Video Calling via Zoom Learn how to connect and configure individual and multi-user Zoom accounts to use the Video calling feature. Last Updated 07/11/24
Using the Tag Manager Lead Gen & CRM offers several different ways to group leads and content, using tags. Tags can be added to leads, emails, lists, accounts, and other content within the app. Last Updated 07/10/24
Company Profile Overview The Company Profile page in your account settings is where all of your company information is stored and edited. This information is important, as it includes your physical mailing address, currency, language, domain, and application URL. Last Updated 07/18/24
Configuring My Account Settings The My Account page in your user settings is where your time zone information and password settings are located. This page is also where you can configure how and when you receive notifications that leads you own have visited your websites. Last Updated 07/16/24
Configuring Auto-Notify Settings Lead Gen & CRM can be configured to automatically send lead owners a notification of when their leads visit their websites. Lead owners can configure these settings to determine the types of leads they will automatically receive notifications for. Auto-notify settings can be set and configured to do this for all leads, or for specific leads. Last Updated 10/31/24
