You can now include a when adding or updating contacts in your CRM via our .

Gain instant visibility into potential value leads, enabling more targeted and effective follow-ups.

By automating lead value input, your team can prioritize high-value leads more efficiently and make data-driven decisions faster.

Now you can easily track the potential value of each lead and prioritize them like a pro!

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We’re excited to announce a brand-new feature that will elevate your learning experience – !

A is a specially curated package of multiple courses grouped together at a discounted rate. It’s designed to provide students with a comprehensive learning experience on a specific subject or theme by offering related topics in one purchase. This approach is perfect for learners wanting to dive deep into their field without having to individually select courses.

For businesses, bundles not only provide added value but also increase sales, making the decision process simpler for customers. All essential materials are included in one deal, offering both convenience and savings.

We’re excited to announce a new feature in our that will enhance your course organization! You can now create sections to structure your course content and videos effectively.

Sections help you break down your course material into manageable parts, making it easier for learners to navigate and engage with the content.

These features are designed to improve the overall learning experience and help learners find courses that suit their interests.

The in Sales-Finance allows you to automate crucial follow-up actions when an invoice becomes overdue. This feature helps businesses stay on top of unpaid invoices and ensures timely communication with customers, streamlining the collections process while maintaining customer relationships.

By selecting the product and automating the workflow for overdue invoices, you can streamline the collections process, improve cash flow, and maintain strong customer relationships.

The in Sales-Finance is a powerful tool for automating processes when a payment fails for a specific product subscription. This automation allows businesses to proactively handle failed payments, ensuring that issues are addressed quickly and efficiently to maintain smooth operations and positive customer experiences.

By choosing the right product and setting up automated actions, you can improve payment recovery, enhance the customer experience and reduce the impact of payment failures on your business.

The in Sales-Finance is a powerful tool designed to automate processes when invoices remain unpaid. This workflow ensures that follow-ups and actions related to outstanding invoices are carried out smoothly and efficiently, helping businesses maintain cash flow and reduce administrative effort.

By choosing the right product and automating the outstanding invoice workflow, you can ensure smooth financial operations, reduce payment delays and improve overall customer communication.

The in sales finance enables businesses to automate key processes when an installment payment plan for a specific product is cancelled. This feature helps you manage cancellations efficiently by automating communication, record updates and follow-up actions, ensuring a seamless experience for both business and customer.

### How it works:

- : Automatically send an email to the customer informing them that their installment plan has been cancelled. This may include details such as balance due, cancellation conditions and next steps.

- : Automatically update customer payment and installment records in your system to reflect cancellations. This ensures that your financial records are always accurate.

- : Set up automated re-engagement campaigns offering solutions, such as extending payment periods or restructuring installment plans to prevent further cancellations.

### Advantages of Automation Workflow:

By choosing the right product and automating the installment cancellation process, you can streamline operations, reduce errors, and increase customer satisfaction while staying on top of financial records.

The in Sales Finance enables you to automate key tasks and workflows when a new installment is created for a product. This automation ensures that all related processes are handled efficiently, providing a seamless experience for both your team and your customers.

By setting up the appropriate product and automating the installment workflow, you can streamline your processes, improve operational efficiency, and enhance customer satisfaction.

The in Sales Finance is designed to help you automate processes and effectively manage actions when a subscription is cancelled. This automation ensures that all necessary follow-ups and updates are handled easily, minimizing disruption and maintaining good customer relations.

: Facilitates re-engagement efforts, provides an opportunity to address customer concerns and potentially win them back.

By choosing the right product and automating the cancellation workflow, you can handle cancellations more efficiently, maintain customer satisfaction, and optimize your efficiency.

Introducing automated —leads will now be instantly based on availability and expertise.

We're excited to announce a new automation feature! From now on, whenever a new lead is added, the system will automatically member based on their availability and expertise. This ensures faster responses and more efficient handling of leads.

Whenever a new lead is added to the system, it automatically triggers this process.

Leads are intelligently assigned to staff members based on their availability and specific areas of expertise.

This automation reduces manual tasks, speeds up response times, and ensures leads are matched with the most suitable team members.

This feature will help us streamline the lead management process, ensuring faster and more personalized responses to clients. It's another step toward maximizing productivity and enhancing our customer service experience.