Overview (1)
General Overview
Email Services (9)
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Dedicated Domain for Email Services
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Ensuring Compliance: Adapting to Google and Yahoo's 2024 Email Sending Standards
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Comprehensive Evaluation of Email Campaign Risk
Phone Numbers (20)
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Phone Call Monitoring Setup
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Maximizing Customer Engagement with Call Monitoring and Analytics
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Activating Automatic Call Transcriptions
Integrations (19)
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Linking Your Social Media Profiles
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Preparing Facebook and Instagram Integration with Your CRM
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Seamless Integration of Google with Your CRM
Labs (6)
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Establishing a Secure Custom Integration
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Creating and Applying Custom Fields
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Password Reset Guide for Profile and Staff Accounts
Audit Logs (6)
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Setting Up a Two-Step Email Confirmation System
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Connecting Your TikTok Ads to CRM
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Setting Up Google Meet for Virtual Sessions in Your CRM
Appointments (6)
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Appointments Overview in the Calendar Section
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Appointments Overview in the Calendar Section
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How to Include Additional Participants in an Appointment
Calendar Settings (32)
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Calendar Integrations Overview
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System Activity Tracking & Calendar Oversight
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Enabling Payment Collection for Appointments
Bulk Actions (21)
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Adding a New Contact
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Comprehensive Guide to Managing Bulk Actions
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Managing Company Contacts Efficiently with Bulk Action
Contact Details (13)
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Adding Multiple Email Addresses to a Contact
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Retrieving Images and Files from Forms and Surveys
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Contact Insights - Detailed Information Panel
Invoices (15)
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Automating Invoice Payments
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Invoice Creation Automation
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Creating Invoice Templates And Automating Invoice Distribution Within A Workflow Using These Templates
Products (7)
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Adding Products to Your Funnel & Website
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How to Add New Products in Your CRM
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Bringing in Stripe Products
Payment Integrations (10)
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Secured Payment Solution with Authorize.Net
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How to Set Up PayPal Integration
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How To Set Up Razorpay Integration
Documents & Contracts (12)
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Selecting the Optimal Currency for Proposals and Estimates
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How To Create Proposal Templates And Sending Proposals Automatically Inside A Workflow
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How to Customize Subject Lines For Documents & Contracts
Payment Settings (5)
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Tailoring Payment Receipts for Better Client Communication
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Guide: Adding and Managing Taxes
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Overview: Payment Receipt
Funnels (24)
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Managing and Customizing Sales Funnels
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Adding Products to Your Funnel
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Setting Up Subdomains for Funnels
Stores (8)
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Overview of E-Commerce Stores
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Building Your E-commerce Platform
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Integrating a Search Bar for Your E-commerce Site
Blogs (14)
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Integrating a Blog Post into Your Funnel Website
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Integrating Blog Lists Into Websites And Funnels
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Introduction To Blog Builder
Client Portal (5)
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Welcome to the Client Portal
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Comparison Between Client Portals and Memberships
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Notifications System in the Client Portal
Forms (13)
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Step-by-Step Guide to Using the Form Builder
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How to Access Form Submissions
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Using Conditional Logic in Forms
Surveys (9)
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Locating and Reviewing Survey Responses
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Terms and Conditions Feature Overview
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Survey Creation Tool Overview
Form & Survey Builder (18)
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Version Control for Forms and Surveys
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Streamline Your Forms and Surveys with Folder Organization
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Guide: Incorporating Custom Opportunity Fields in Forms & Surveys
Social Planner (36)
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Overview of Social Planner
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Social Planner Integration for Facebook Pages
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Google My Business (GMB) & Location Integration
Emails (15)
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Email Campaign Overview and Management
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Testing Email Campaigns with A/B Methodology
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Crafting and Applying Email Signatures in the CRM
Campaigns (18)
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Email Campaigns & Templates Overview
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How to Send or Schedule an Email Campaign
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Guide: Timed Batch Delivery in Email Marketing
Templates (9)
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How to Create an SMS Template
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Optimizing Emails for Mobile and Desktop: A Guide to Hiding Elements
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Guide: Optimizing Emails for Mobile Devices
Dashboard Overview (9)
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Custom Dashboard Management
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How to Configure Your Default Dashboard
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How to Set Up Multiple Dashboards
Custom Widgets (17)
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New and Improved Task Widget: Features & Advantages
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Integrating the Call Widget into Your CRM Dashboard
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Adjusting Widget Dimensions
Elements (4)
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How to Customize Your Dashboard with Titles
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Adding Custom Text Boxes to Your Dashboard
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How to Integrate Images into Your Dashboard
General (7)
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Enhanced Email Verification for Campaigns!
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Bot Detection Preventing Statistics Increment and Automation Execution
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Filter Contacts by Email Stats and Enhanced Filtering Options
Deliverability (8)
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An Introduction To Email Deliverability
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Step by Step guide to Creating Custom Unsubscribe Links
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Workflow Action based on Email Event Clicked/Opened
Mailgun (10)
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Mailgun Setup - Namecheap Domain Setup
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Mailgun Setup - CloudFlare Domain Setup
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Mailgun Setup - Google Domain Setup
LC Phone System (9)
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Why is your account suspended
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Regulatory Bundle and Address Creation for Your Account
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What is LC - Phone System?
Messaging (20)
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SMS Not Sending / Delivering to Contacts
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SMS still coming from old Twilio number when I got a new one?
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Incoming SMS only shows up in Conversation / not forwarding to the forwarding number
Campaigns (5)
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How to create an Affiliate Campaign
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How to Set Up Multi-Tier Commissions
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How to track leads from an Affiliate Campaign
Payouts (5)
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How to Manage Affiliate Payouts and Commissions Pri
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What Payment Gateways supported in Affiliate manager for Product Sales?
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How to pay your Affiliates
Affiliates (8)
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How to Add Affiliates in the Affiliate Manager
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How to Add Sub-Affiliates in the Affiliate Manager
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How to Navigate the Affiliate Profile Page for Efficient Management
Getting Started (9)
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Introduction to Workflows and Automations
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Workflow Notes, Action Notes & Sticky Notes
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Workflows Starter Plus Plan - Pricing
Workflow Triggers (59)
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Workflow Trigger - Contact Changed
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Workflow Trigger - Contact Tag
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Workflow Trigger - Contact Created
Calendar Settings & Preferences (9)
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Calendar Availability Settings
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Setting Up Linked Calendars & Conflict Calendars
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Email & In-App Appointment Notifications
Calendar Integrations (10)
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Calendly - How to Integrate Calendly with Calendars
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How to Integrate Google with Calendars
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How to connect iCloud?
TROUBLESHOOTING CALENDARS (6)
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Google Calendar Writer Access Error
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How to fully re-integrate Google calendar for a User
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When {{appointment.start_time}} or any other appointment custom values are not showing up
New Releases (300)
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Rearrange Elements and Layouts with Arrow Controls
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Enhanced Calendar Integrations: Connect Multiple Accounts per Integration Type
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Documents & Contracts: Cloning of Documents
July New Releases (69)
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Rolled-Up Reporting: Fresh Look & Powerful Controls
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Improved Signup Flow in the Platform
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Business Card QR Code is Here
August New Releases (87)
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New Testimonial Element - Funnels & Websites!
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Contact Changed Trigger: Address Fields Added
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Dedicated IP Availability Restored
September New Releases (99)
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Customize, Act, Close Faster :rocket: Opportunities V2 - Mobile App! Lead Management Reimagined for You!
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Unified Domains & URL Redirects!
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Redesigned Pipelines Page
October new releases (98)
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Editable BAAs & Automatic HIPAA Compliance
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Introducing Traffic Source Analytics
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Introducing Geographic Analytics (State & City Drilldown)
November New Releases (63)
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New Courses Dashboard — Faster, Smarter & ClickHouse-Powered
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Kollab Mobile App (Beta v2)
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Community Users Now Load by Default in Social Planner
December New Releases (71)
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Workflow AI Builder Now Available Across Accounts
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Course Assessment & Comment Emails
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Workflow Update: GPT Action Enhancement
January 2026 New Releases (54)
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Renamed SaaS Product Labels
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Add Multiple Date-Specific Hours for Services (v2)
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Phone Number Sync for Calendly Appointments
February New Releases (2026) (60)
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Bulk Delete & Restore Opportunities
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Required fields in Chat Widget contact form
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Workflows: New fields in Custom Values & If/Else - Medium ID, Task ID, Note Created by, Contact Engagement Score
March New Releases (2026) (74)
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Record IDs – Improved Visibility in Lists & Record Details
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Reselling Reporting on Account Dashboard
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AI Builder: 52% Faster Workflow Generation
April New Releases (2026) (105)
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Invoices: Auto-payment Now Enabled by Default
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Blogs- Domain Management, Custom Tags & Sitemap Improvements
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Reputation - Find Review Requests Instantly with New Search & Filters
May New Releases (2026) (140)
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Support for Assigned User Custom Value Across Funnels & Calendar Confirmation Page
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Company Associations Now Included in Snapshots
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Apify Actions and Triggers in Workflows
June New Releases (2026) (96)
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Introducing New Templates
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Grey Label API Documentation Now Available on LeadConnector
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Expanded Quiz Results Page Default Value Enhancements
July New Releases (2026) (63)
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Prospecting: Smarter CRM Contact Creation & Contact Enrichment
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WhatsApp Notifications Are Here for Rentals
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SMS Notifications Now Available for Rentals