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Get paid more quickly by creating and sending an invoice to your contact within a text message conversation using Keap Business Line. Send an invoice through KBL Navigate to Comms > Business Line Click on a contact Click the Send ...
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Created on: 09/22/2022
in Contacts Work more efficiently by creating a deal while viewing a contact. You can also view and edit the deal on the contact record instead of moving back to the Sales Pipeline page. Create a new deal While viewing the contact record, click the More&n...
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Created on: 09/22/2022
in Release Notes Use KBL to send invoices and bug fixes for internal forms and text messages
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Created on: 09/15/2022
in Contacts To help you work more efficiently, you can sort your contacts and companies by "Last updated." You can find this option when viewing a list of contacts, or when viewing contacts within your companies. In either case, the contacts will be s...
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Created on: 09/13/2022
in Release Notes Improvements to how you can sort your contacts and working with Deals
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Published on: 09/07/2022
in Bulletin As your business grows and your total contact count increases, you may find that you need to increase your contact limit or delete contacts in order to stay under your current threshold. Keap will inform you when you are getting close to your contac...
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Created on: 09/07/2022
in Getting Started In order to troubleshoot certain complex issues, our support team may ask for you to provide us with a HAR file. This is a browser log which can contain error data that will allow us to continue to troubleshoot the issue. Typically, a HAR file is ne...
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Created on: 09/06/2022
in Release Notes In-app messaging to improve contact limits and overages as well as bug fixes for invoices.
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Created on: 08/29/2022
in Release Notes The addition of campaign merge fields in advanced automations, pre-fill a public form from an email, and improvements to right click access for companies.
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Created on: 08/23/2022
in Release Notes Bug fixes and general improvements