March 2021 Product Recap

This article applies to:

This past month Keap released a new customizable form builder, form templates, the ability for additional users to make calls from your Keap Business Line, and much more. Check out our recap video to see it all.

Group selection in reports & search (Max Classic, Max, Pro)
Drag and drop columns in reports (Max Classic, Max, Pro)
Form templates (Max, Pro, Lite)
New form builder (Max, Pro, Lite)
Improved companies list view (Max, Pro, Lite)
Remove the contact type (Max, Pro, Lite)
Filter to find missing data (Max, Pro, Lite)
Automation: Task outcome goals (Max, Pro)
Keap Business Line: Outbound calling for multiple users (Max, Pro, Lite)
Invoices: Send a recurring invoice (Max, Pro)
Rearrangeable Dashboard Widgets (Max, Pro, Lite)