Releases
- September 2023 – Mark Links and Goals as “NEW”
- August 2023 – Tie Metrics and Opportunities to Meetings
- Mid-July 2023 – Tie Metrics to Goals
- June 2023 – OnceHub Integration, Metrics Reports Access, Follow Assessment Button Has Moved
- Late May 2023 – New Content Report, “In Review” Opportunity Status
- May 2023 – Simple Advisor View, Customizable Opportunity Status Labels