What's New: November 3rd, 2023

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Core Updates

  • Task Management Improvements
    • Tasks "Following" Section: Employees can easily keep track of updates to specific tasks by being added as a "follower" to the task.

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    • Tasks People Sidebar: A modal to view lead/client information

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  • Progression Tracking Improvements

    • "Manage Level" Sidebar: You can now manage progression levels from the homepage tab in a sidebar, rather than navigating to a separate page.

    • Client Profile Add Level: This new addition allows you to add progression levels directly from a client's profile.

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