All product updates

Updates to CRM templates and more for smoother navigation ⛵️

  • Improvements to CRM templates to make creating and managing them easier

Here's what's been changed:

  • New Tokens icon
  • Instantly create CRM templates — first choose your CRM and object, then click to convert. You'll no longer need to tag your templates for them to work.
  • Quickly add tokens to your pages by dragging and dropping them from the menu. No more typing tokens or worrying about formatting.
  • Easily change your template from one CRM object to another. By changing the object, you'll also change your options for tokens.
  • Existing templates will still work normally with your original tokens, but you may choose to update them for the sake of convenience.

Learn more →

Other updates this month:

  • Holding command/control and clicking will now open a page from the dashboard in a new tab
  • Cloning a page from the dashboard now keeps you in the dashboard instead of opening the cloned page