Latest Release Notes

Release Notes | May 2019

Enhancements Automations To improve deliverability, we’ve changed what appears in the “From” information that displays when a recipient receives your email. Now, when you send Marketing, Automations, and Forms emails,

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Release Notes | April 2019

This update contains a new report and some fixes for various issues. Enhancement Report Center We added a new report called the “Lead Timeline Report” in response to Member requests.

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Release Notes | April 2019

As we continue improving the usability of Service Autopilot, the focus of this release is primarily updates to correct system issues and optimization for Email and Automations. Enjoy! Enhancements Automations

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March 2019 Release Notes

Release Notes | March 2019

As we continue improving the look and usability of Service Autopilot, the focus of this release is primarily bug fixes and optimization for Email and Automations. Enjoy! Enhancements Automations In

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February 2019 Release Notes

Release Notes | February 2019

We’ve made minor changes throughout the system to help you in your workday. Watch the video to find out more.   Enhancements Service Autopilot Document Editor: Document Templates Available You now

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Release Notes Part 1

Release Notes | January 2019

This release includes a host of exciting additions that were announced at the November SA5 conference. Watch the video below to find out more! Enhancements New Look You’ll see a

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