Help Library

Colour-Code Your Whole Tag List in One Action

Colour-Code Your Whole Tag List in One Action

Recolour up to 100 tags at once, and create a new category without leaving the screen. ...more

CRM & Contacts

September 20, 2026

Contacts Now Sort Themselves Into the Right Company

Contacts Now Sort Themselves Into the Right Company

New contacts are matched to the right company automatically, using their email domain. ...more

CRM & Contacts

September 17, 2026

Give Every Tag a Colour and a Category

Give Every Tag a Colour and a Category

Group related tags into categories and colour them so you can spot the right one instantly. ...more

CRM & Contacts

August 17, 2026

Open a Contact Without Losing Your Place

Open a Contact Without Losing Your Place

Contact details now open over your opportunities or appointments list instead of navigating away. ...more

CRM & Contacts

August 13, 2026

Files You Attach to a Note Are Now Private by Default

Files You Attach to a Note Are Now Private by Default

New note attachments stay private, with four ways to share them safely. ...more

CRM & Contacts

August 11, 2026

Your Contacts Are Faster to Work With on Your Phone

Your Contacts Are Faster to Work With on Your Phone

Swipe to call or message, edit in one tap, and find any field fast on mobile. ...more

CRM & Contacts

June 30, 2026

Decide Who on Your Team Can Create a New Pipeline

Decide Who on Your Team Can Create a New Pipeline

A new permission controls which staff can create, clone or duplicate pipelines. ...more

CRM & Contacts

June 12, 2026

Run Your Follow-Ups From Your Phone Without Retyping Them

Run Your Follow-Ups From Your Phone Without Retyping Them

Mobile tasks now repeat on a schedule and link to a deal and several contacts at once. ...more

CRM & Contacts

June 11, 2026

Put Your Busiest Pipeline at the Top of the List

Put Your Busiest Pipeline at the Top of the List

Drag your pipelines into the order your team actually works in, and it stays put. ...more

CRM & Contacts

June 11, 2026

See Every Open Deal in One List, Not One Pipeline at a Time

See Every Open Deal in One List, Not One Pipeline at a Time

A new All Pipelines option shows opportunities from every pipeline in a single list. ...more

CRM & Contacts

June 11, 2026

Save the Company Views You Keep Rebuilding Every Week

Save the Company Views You Keep Rebuilding Every Week

Company Smart Lists save your filters, sorting and columns so you can reuse them. ...more

CRM & Contacts

May 23, 2026

Use Company Details in Every Email You Send

Use Company Details in Every Email You Send

Company fields are now available in the custom value picker across Ignite Funnels. ...more

CRM & Contacts

May 22, 2026

Stop Facebook Lead Forms Creating Duplicate Contacts

Stop Facebook Lead Forms Creating Duplicate Contacts

Merge lead form contacts by name so repeat enquiries stop creating duplicate records. ...more

CRM & Contacts

May 20, 2026

Stop Rebuilding the Same Deal View Every Morning

Stop Rebuilding the Same Deal View Every Morning

Save your filters, sorting and columns in Opportunities as a reusable Smart List. ...more

CRM & Contacts

April 22, 2026

Know Which Deals Will Close, and When, Without a Spreadsheet

Know Which Deals Will Close, and When, Without a Spreadsheet

Forecast your pipeline revenue and catch slipping deals from a new Forecast tab. ...more

CRM & Contacts

April 14, 2026

Build a Contact Page That Suits How Your Team Works

Build a Contact Page That Suits How Your Team Works

Create up to five contact page layouts and give each person the one they need. ...more

CRM & Contacts

April 09, 2026

Merging Duplicate Contacts No Longer Loses Their Files

Merging Duplicate Contacts No Longer Loses Their Files

Documents on the duplicate record now move across automatically when you merge contacts. ...more

CRM & Contacts

April 02, 2026

Find the Deals That Need You This Week

Find the Deals That Need You This Week

Rebuilt opportunity filters with relative dates, grouped fields and nested conditions. ...more

CRM & Contacts

March 27, 2026

Colour-Code Your Pipeline So You Can Read It at a Glance

Colour-Code Your Pipeline So You Can Read It at a Glance

Create and edit pipelines from the dropdown, and give every stage its own colour. ...more

CRM & Contacts

March 27, 2026

Every Deal for a Customer, Right Beside Their Details

Every Deal for a Customer, Right Beside Their Details

Opportunities now sit in their own tab on the contact page right panel. ...more

CRM & Contacts

March 23, 2026

Link a Company to Any Deal or Record You Track

Link a Company to Any Deal or Record You Track

Connect companies to opportunities and custom objects so your CRM reflects how you really work. ...more

CRM & Contacts

March 19, 2026

Sort Your Pipeline by the Fields That Matter to You

Sort Your Pipeline by the Fields That Matter to You

Sort opportunities by your own custom fields, not just the built-in ones. ...more

CRM & Contacts

March 19, 2026

Find a Record's ID Without Hunting Through the System

Find a Record's ID Without Hunting Through the System

Show Record IDs as a column in list views and copy them from any record's detail panel. ...more

CRM & Contacts

February 25, 2026

Load Your Own Records In From a Spreadsheet

Load Your Own Records In From a Spreadsheet

Import Custom Object records in bulk from a CSV, creating and updating in one pass. ...more

CRM & Contacts

February 25, 2026

Sort Your Records by the Numbers That Matter

Sort Your Records by the Numbers That Matter

Custom Object lists can now be sorted by any custom field, not just the date created. ...more

CRM & Contacts

February 24, 2026

Download Your Whole Company List as a Spreadsheet

Download Your Whole Company List as a Spreadsheet

Export selected companies, or every company you have, to a CSV file in one click. ...more

CRM & Contacts

February 23, 2026

Stop Getting Task Emails on Days You Have No Tasks

Stop Getting Task Emails on Days You Have No Tasks

Skip the daily task summary when nothing is due or overdue. ...more

CRM & Contacts

February 03, 2026

Send Google Ads Leads Straight Into Your Contacts

Send Google Ads Leads Straight Into Your Contacts

Connect Google Ads lead forms so every submission creates a contact and can trigger a workflow. ...more

CRM & Contacts

December 16, 2025

Format Your Notes With Lists, Bold Text and Links

Format Your Notes With Lists, Bold Text and Links

Notes and task descriptions now have a formatting toolbar with lists, styling and links. ...more

CRM & Contacts

October 14, 2025

Stop the Same Record Being Entered Twice

Stop the Same Record Being Entered Twice

Mark a Custom Object field as unique so duplicate records are blocked before they save. ...more

CRM & Contacts

October 13, 2025

Link One Task to Several Contacts, Deals or Companies

Link One Task to Several Contacts, Deals or Companies

Attach a single task to up to 10 records per type instead of duplicating it for each one. ...more

CRM & Contacts

October 13, 2025

Tasks Now Work the Same Way on Contacts and Deals

Tasks Now Work the Same Way on Contacts and Deals

One task layout across contacts and opportunities, with recurring tasks and search everywhere. ...more

CRM & Contacts

June 15, 2025

See Every Task in One List You Can Filter and Sort

See Every Task in One List You Can Filter and Sort

The Tasks list gives you shortcuts, filters, custom columns and sorting in one screen. ...more

CRM & Contacts

January 17, 2025

Set a Task Once and Let It Repeat Itself

Set a Task Once and Let It Repeat Itself

Create tasks that repeat daily, weekly, monthly or yearly, and edit the series. ...more

CRM & Contacts

October 21, 2024

Get a Daily Reminder of Every Task Still Waiting

Get a Daily Reminder of Every Task Still Waiting

Choose a time each day to be reminded by push, SMS or email of pending and overdue tasks. ...more

CRM & Contacts

August 19, 2024

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You have the ability to schedule courses for specific publication dates and 'drip' valuable content to your customers gradually! For instance, on Day 1, they gain access to Module 1, and so forth. This empowers you to PRE-SELL your online course and orchestrate a highly anticipated release event when it becomes available, followed by a steady drip of fresh content as it's created!

Course Management at Your Fingertips

Every feature you currently have in the editor is now at your disposal within courses! These enhanced editing capabilities empower you to take control of user enrollment right from within your courses. Easily adjust their access, view a user's completed sessions, and, if needed, even mark a lesson as completed on their behalf. Your course management has never been this efficient and user-friendly!

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create vibrant community forums
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Encourage discussions, address queries, and build a sense of belonging, enhancing the overall learning experience. With our forum feature, you can foster a dynamic community of learners, making your courses truly interactive and enriching.

Social Media Management

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"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.


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Christina Nelson