Quick Action Updates Two updates have been added to Quick Actions. The settings on Quick Actions can be updated in Administration > Quick Actions. Add Tag – Tags can now be applied to a lead when a Quick Action is used. To add a tag to your Quick Action,...

Workflow On/Off Toggle Switch Administrators are now able to turn approved Workflows on or off from Administration > Workflows using a toggle switch. If a Workflow is still pending approval, the toggle switch will be disabled with a question mark icon that provides...

View the recorded webinar: Click here to access the recorded webinar Web Form Designer Additional options have been added to the Web Form setup, allowing you to now: Set a background color for the form Set the font size, type, and color Choose how the headers are...

Call Logic Dialer Enhancements Campaign Statistics On the Call Logic Campaign List page, a magnifying glass icon  has been added next to each dialing campaign that displays call result statistics. To ensure your stats are up to date, click the refresh icon before...

All Day Appointments A checkbox has been added to the Add/Edit Appointment screen to indicate an “All Day” appointment. This is useful for tasks or appointments that can be completed any time of the day. When “All Day” is checked, the...