Release Notes

Our developers are currently working on enhancements including improving the stability and architecture of the Infusionsoft platform, but we don't have any updates to share just yet.

Pipeline update: Stay on track with task notifications It takes focus and prioritization to get any new opportunity over the finish line. Now you can see which deals need your attention with task notifications. Any time you configure a Pipeline t...

Campaign Builder update: Create a Pipeline Deal Pipeline deals and Campaign Builder (CB) are now integrated with the new "Create a deal" sequence process. You can configure it to bring in the deal name, starting stage, amount, and assig...

Content Risk Updates (Broadcast email spam checking) Infusionsoft now displays any risky content issues in your emails prior to sending a broadcast. If our system deems your email too risky, you will not be able to send it until the offending con...

Make Appointments more flexible with locations Appointments just got more friendly with additional options for your contacts. You can set the location (online, phone, or in-person), or you can let your contact choose. Access this feature when you...

Keap product family feature comparison On June 18th, Keap launched a new product family including Keap Grow, Keap Pro, and Infusionsoft. This article includes a feature comparison table for each version of the application. Keap Grow ...

Plan for successful appointments with buffer time Get the additional space you need with Appointments buffer time. Travel to and from locations, and gain some much-needed planning and wrap-up time with 15-, 30-, and 45-minute increments. No more ...

Control user permissions with limited admin roles Deliver the same power available to admin users with greater control. Limited admin roles have access to everything except billing information. Find it in Settings. Learn more ...

CSV Upload Improvements Easily import your contacts with several new features, including automatic data matching, as well as custom field additions right from the import screen. You also have greater account threshold control with real-time vi...

Notification Center Track the status of your recent actions in your Notification Center. For more information,  click here Toggle on/off credit cards option on invoice Choose which invoices can be paid by credit card. Simply flip the...