| Lead Gen & CRM regularly makes changes to the platform. These changes are meant to be for the benefit of all Lead Gen & CRM users. Lead Gen & CRM also publishes help documentation to assist users with the many features of the platform. This article will detail published documentation and the changes, fixes, and updates made to Lead Gen & CRM over the course of 2022.
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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | ✓ | ||||
| Jr. Salespersons | ✓ | ||||
Release Notes and Changelog
The following table contains all releases and updates to Lead Gen & CRM over the course of 2022, beginning with the most recent:
| Feature | Type | Description | ||||
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December 1, 2022: Usernames and Logging In for New Users |
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Welcome emails now include a new user's username. When a Lead Gen & CRM admin creates a new user, their welcome email contains their username and a link to create their account. |
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| December 1, 2022: WebEx Depreciation |  |
WebEx Integration was deprecated. Current integrations no longer work. Please update or remove integrated workflows. |
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| November 17th, 2022: 3D Secure Payment Authentication Update | |
You may now authenticate a charge within the Lead Gen & CRM platform if required by your bank or credit card. If necessary, we will notify you by email. Navigate to the Billing Overview or Monthly Plan Overview. |
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| November 7, 2022: Account Automation |  |
Account automation is now available. You can create account-based actions for your existing triggers to automate ownership, assigned contacts, custom fields, and more. |
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| October 18, 2022: CSV Exports Update | |
Lead Gen & CRM has improved the stability and speed of CSV exports. Exporting accounts, opportunities, and leads in CSV format is now 2-5 times faster than before. |
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| October 14, 2022: Instagram Content Calendar Synchronization | |
Lead Gen & CRM has fixed the problem with delayed or inaccurate Instagram posts in the Content Calendar. Posts made in Lead Gen & CRM accurately appear on the associated Instagram account, as well as within the Lead Gen & CRM platform. |
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| July 6, 2022: Platform UI and Navigation changes | |
Lead Gen & CRM has made some changes to the application’s navigation. The new version of Lead Gen & CRM includes a vertical toolbar on the left side of the page. |
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| May 31, 2022: GoToWebinar Depreciation | |
GoToWebinar Integration was deprecated. Current integrations no longer work. Please update or remove integrated workflows. |
Published Help Center Articles
The following is a list of Help Center articles published by Lead Gen & CRM over the course of 2022, beginning with the most recent month:
| Month | Articles |
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November |
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October |
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August |
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July |
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June |
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February |