Keap Release Report – March 2021

We released some exciting new features and updates for Keap in March. Watch to learn about all the new features and how they can grow your business. Links to each feature and video timestamps can be found below.

We know automation is the great game-changer for small businesses. Sign up for one of our workshops on implementing automation that will help our customers succeed.

Sign up for the Automation Hours webinars here https://keap.com/product-updates/automation-webinars

Max Classic Updates:
1:05 Group selection in reports & search – https://help.infusionsoft.com/help/march-18-2021-max-classic
1:33 Reports & search navigation
1:53 Drag and drop columns in reports – https://help.infusionsoft.com/help/march-25-2021-max-classic#reports-update-drag-and-drop-to-reorder-columns
2:23 Tag categories as search criteria

Forms – https://help.keap.com/help/public-forms
2:48 New form templates
3:20 New form builder

Contact Record:
3:54 Improved companies list view – https://help.keap.com/help/companies-list#access-your-companies-list
4:09 Remove the contact type – https://help.keap.com/help/contact-type-field-associated-lists
4:32 Filter missing data – https://help.keap.com/help/creating-and-managing-contact-lists

4:52 Automation:
Task outcome goals – https://help.keap.com/help/create-an-automated-task-in-a-sequence

5:13 Keap Business Line:
Outbound calling for multiple users – https://help.keap.com/help/keap-business-line-outbound-calls#add-additional-lines-to-outbound-calling

5:50 Invoices:
Send a recurring invoice – https://help.keap.com/help/recurring-invoices

6:33 Rearrangeable Dashboard Widgets – https://help.keap.com/help/rearrange-dashboard-widgets

Check out all our monthly and yearly updates here – https://www.youtube.com/playlist?list=PLWib63KCH1dLfok4iNkheJEWC6Ioh6MN6

Keap is on a mission to simplify growth for millions of small businesses. For 20 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

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