Setting up the same pipeline across multiple client accounts used to take time. Not anymore.

You can now duplicate pipelines instantly or copy them across multiple sub-accounts in just a few clicks keeping your sales processes consistent across clients.

👀 What’s New?

• Duplicate pipelines within the same sub-account
• Copy pipelines to multiple sub-accounts at once
• Pipeline stages and reporting visibility settings are preserved
• Select multiple destination accounts in one action
• Available directly from the pipeline actions menu

👷 How It Works

1. Navigate to Opportunities → Pipelines.
2. Click the three-dot menu next to the pipeline you want to copy.

3. Choose one of the following options:

• Duplicate : Creates a copy of the pipeline inside the same sub-account.

• Copy to Sub-Accounts : Select one or more sub-accounts where the pipeline should be replicated.

Once copied, the pipeline appears in the selected accounts with the same stage setup.

⭐ Why It Matters

• Launch new client accounts faster with ready-to-use pipelines
• Maintain consistent sales processes across all accounts
• Reduce manual setup and repetitive configuration
• Scale agency operations more efficiently

📝 Notes

• Copy to sub-accounts is available to all agency admins
• Ability to duplicate pipelines is available to all users who have edit access to the selected pipeline

⭐ What’s new

1. Automatic Facebook Post Sync

• You can now sync your existing Facebook posts directly into Social Planner.
• Syncs posts from the last 30 days
• Includes posts up to the current day (UTC)
• Extended historical fetch supported during initial sync (where available)
• Runs automatically in the background once enabled

This allows past content to appear alongside scheduled and published posts.

2. Daily Sync Refresh

• Post insights refresh automatically every 24 hours, ensuring analytics remain up to date while staying compliant with platform API limits.

3. Media & Content Sync

• Synced posts automatically include:
• Post text
• Images
• Videos

💡 Why it matters

Facebook Post Sync helps users:

• Centralize Facebook content inside Social Planner
• Access past posts without manually recreating them
• Analyze historical performance alongside scheduled content
• Improve reporting accuracy for social analytics
• Save time when onboarding new accounts

🛠️ How it works

• Go to Marketing → Social Planner → Settings

• Ensure your Facebook account is connected
• Ensure you have enabled Post Sync from Labs

• Background sync will begin automatically
• View synced posts inside Planner and Statistics
• If the connection expires, follow the reconnect prompt to resume syncing.

🧭 Overview:

We’re excited to introduce a new Payments Tab inside the Rental Booking View Modal, along with thoughtful enhancements to the Create and Edit Booking experience.

The Payments Tab gives you a complete, centralized view of all payment-related activity for each rental booking — while the updated booking flow improves clarity and usability when managing bookings.

🚀 What’s New

💳 Payments Tab in Rental Booking

You can now manage payments directly inside the booking view.

With the new Payments Tab, you can:

• View total amount, paid amount, remaining balance and payment breakdown
• Review all transactions tied to the booking
• Access related invoices
• Collect remaining payments directly from the booking
• Collect or manage security deposits (when enabled)

This creates a dedicated space for handling all financial actions without mixing them into operational booking details.

🧾 Improved Payment Summary & Invoice Generation

The Payment Summary section within the create and edit modal has been refined to:

• Present rental charges, deposits (when enabled), totals, and balances more clearly
• Emphasize key financial values
• Dynamically reflect booking edits (date changes, quantity updates, listing additions, etc.)

We’ve also improved how invoices behave when bookings are updated.

When you edit a booking — even after it has been fully paid — the same invoice is updated automatically to reflect the latest changes.

This ensures:

• One booking → one invoice
• Simpler reconciliation
• A smoother editing experience

Note: A booking still cannot be modified in a way that reduces the total below the amount already paid.

📝 Cleaner Booking Layout & Better Note Accessibility

We’ve also improved the overall booking experience:

• A sleeker, more scannable Booking Summary section
• More accessible Internal Notes for smoother team collaboration

These refinements make reviewing and updating bookings faster and more intuitive.

❓ How to Use

• Open any Rental Booking
• Go to the Payments Tab inside the booking view
• Review transactions, invoices, and balances
• Use available actions to collect payments or manage deposits as needed
• Click on the Edit icon to edit the booking

📈 Why This Matters

• Manage payment activity without leaving the booking view
• Collect outstanding balances in fewer clicks
• Handle security deposits more seamlessly
• Reduce confusion during booking edits

🧭 Overview:

We’re excited to introduce a new Payments Tab inside the Rental Booking View Modal, along with thoughtful enhancements to the Create and Edit Booking experience.

The Payments Tab gives you a complete, centralized view of all payment-related activity for each rental booking — while the updated booking flow improves clarity and usability when managing bookings.

🚀 What’s New

💳 Payments Tab in Rental Booking

You can now manage payments directly inside the booking view.

With the new Payments Tab, you can:

• View total amount, paid amount, remaining balance and payment breakdown
• Review all transactions tied to the booking
• Access related invoices
• Collect remaining payments directly from the booking
• Collect or manage security deposits (when enabled)

This creates a dedicated space for handling all financial actions without mixing them into operational booking details.

🧾 Improved Payment Summary & Invoice Generation

The Payment Summary section within the create and edit modal has been refined to:

• Present rental charges, deposits (when enabled), totals, and balances more clearly
• Emphasize key financial values
• Dynamically reflect booking edits (date changes, quantity updates, listing additions, etc.)

We’ve also improved how invoices behave when bookings are updated.

When you edit a booking — even after it has been fully paid — the same invoice is updated automatically to reflect the latest changes.

This ensures:

• One booking → one invoice
• Simpler reconciliation
• A smoother editing experience

Note: A booking still cannot be modified in a way that reduces the total below the amount already paid.

📝 Cleaner Booking Layout & Better Note Accessibility

We’ve also improved the overall booking experience:

• A sleeker, more scannable Booking Summary section
• More accessible Internal Notes for smoother team collaboration

These refinements make reviewing and updating bookings faster and more intuitive.

❓ How to Use

• Open any Rental Booking
• Go to the Payments Tab inside the booking view
• Review transactions, invoices, and balances
• Use available actions to collect payments or manage deposits as needed
• Click on the Edit icon to edit the booking

📈 Why This Matters

• Manage payment activity without leaving the booking view
• Collect outstanding balances in fewer clicks
• Handle security deposits more seamlessly
• Reduce confusion during booking edits

🧭 Overview:

We’re excited to introduce a new Payments Tab inside the Rental Booking View Modal, along with thoughtful enhancements to the Create and Edit Booking experience.

The Payments Tab gives you a complete, centralized view of all payment-related activity for each rental booking — while the updated booking flow improves clarity and usability when managing bookings.

🚀 What’s New

💳 Payments Tab in Rental Booking

You can now manage payments directly inside the booking view.

With the new Payments Tab, you can:

• View total amount, paid amount, remaining balance and payment breakdown
• Review all transactions tied to the booking
• Access related invoices
• Collect remaining payments directly from the booking
• Collect or manage security deposits (when enabled)

This creates a dedicated space for handling all financial actions without mixing them into operational booking details.

🧾 Improved Payment Summary & Invoice Generation

The Payment Summary section within the create and edit modal has been refined to:

• Present rental charges, deposits (when enabled), totals, and balances more clearly
• Emphasize key financial values
• Dynamically reflect booking edits (date changes, quantity updates, listing additions, etc.)

We’ve also improved how invoices behave when bookings are updated.

When you edit a booking — even after it has been fully paid — the same invoice is updated automatically to reflect the latest changes.

This ensures:

• One booking → one invoice
• Simpler reconciliation
• A smoother editing experience

Note: A booking still cannot be modified in a way that reduces the total below the amount already paid.

📝 Cleaner Booking Layout & Better Note Accessibility

We’ve also improved the overall booking experience:

• A sleeker, more scannable Booking Summary section
• More accessible Internal Notes for smoother team collaboration

These refinements make reviewing and updating bookings faster and more intuitive.

❓ How to Use

• Open any Rental Booking
• Go to the Payments Tab inside the booking view
• Review transactions, invoices, and balances
• Use available actions to collect payments or manage deposits as needed
• Click on the Edit icon to edit the booking

📈 Why This Matters

• Manage payment activity without leaving the booking view
• Collect outstanding balances in fewer clicks
• Handle security deposits more seamlessly
• Reduce confusion during booking edits