February 27

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Lost Reason in Opportunity Automations

By David Holland

February 27, 2024


New filters now available to sort opportunities by lost reasons in various triggers and actions, aiding in targeted follow-up, precise problem-solving, and resource allocation for strategic growth.

**TLDR**: New release enhances community platform with 14 email preferences, including membership updates, tagging previews, and independent PayPal

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Communities – Enhancements for email preferences

Edit Affiliate Code now allowed 90 days post-application, providing flexibility. Calculation based on affiliateCodeAppliedAt or defaults to Jan

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Edit AI Employee Affiliate Code

Facebook multi-page feature launched for all sub-accounts. **New Features:** – Leads Sync: Automatic lead sync from Facebook Lead

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Facebook multi page support for sub-accounts

– Users can configure up to 3 payment retries for subscriptions, with gaps of 1/3/5/7 days. – Default

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Subscription Settings – Failed Payment Retries

Text overflow in mobile Navigation menu fixed; now supports text wrapping.

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Navigation menu text wrap for mobile view

**TLDR:** New ‘Find Contact’ action allows branching in workflows based on contact discovery, improving customization. Existing actions can

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Branching in Find Contact Action

Direct Your Visitors to a Clear Action at the Bottom of the Page

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