by | May 1, 2026 | Uncategorized
Following the initial labs release of contact page customization—which introduced up to five custom views per sub-account—we are now expanding its capabilities with snapshot support. Admins can seamlessly copy and reuse custom views across multiple sub-accounts...
by | May 1, 2026 | Uncategorized
Details: We've introduced an intelligent, automated email sending ramp-up system for new agencies using AIOTB Shared or Agency Shared domains. What's New New sub-accounts no longer start with an uncapped daily sending limit from day one. Instead, they begin...
by | May 1, 2026 | Uncategorized
Your business numbers at your fingertips, wherever you are Every dashboard you've built on the web is now on your mobile app – the full set, not a slimmed-down version. Pipeline, deals, conversions, campaigns, team activity, and everything in between, live...
by | Apr 30, 2026 | Uncategorized
What’s new? Workflows now support the Add Note action for custom objects, so you can automatically save notes directly to custom object records. How it works When a workflow runs for a custom object, the Add Note action can create a note on that custom object record....
by | Apr 30, 2026 | Uncategorized
What’s new? The Add Notes workflow action now supports the latest contact note enhancements: note title and note color. How it works For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to...
by | Apr 30, 2026 | Uncategorized
What’s new? The Add Notes workflow action now supports the latest contact note enhancements: note title and note color. How it works For contact notes, workflows can now create richer notes with an optional title and selected note color. Existing workflows continue to...
