Changelog

Date formatting

Placeholders

Create a placeholder with current month, current year, next month

Hyperlinks for videos, deep links etc that work on checklists and in other areas of the product

Ability to add multiple addresses in Engager

In-app help and guidance

A brand new way to get support, click 'Need help?' on the right side of your screen any time: We've also introduced a new checklist to get new practices get started: Plus guided tours to show you how to make the most of Engager:

Engager Pipline - Pospect Forms

With Prospect Forms, you can now create a form to capture new prospects within minutes. It's completely customisable, from the fields you collect and the services you offer, to your own branding and colours. Once published, share your form link anywhere: your website, social medi

Won vs Lost Deal report in the Deal Board

The ability to 'Copy' email addresses

New status - Awaiting Signature