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PRODUCT UPDATES

Product Updates and Tutorials

Announcements of new features, improvements, and detailed how-to guides for maximizing the use of your platform.

Product Updates and Tutorials

Easily Link Email Templates to Document Templates and Individual Documents

Discover how to link email templates to document templates and contracts. Personalize emails for specific workflows and contracts with this…
Product Updates and Tutorials

Easily Move Posts to the Right Channel in Communities

Learn how to use the new Move to Channel feature in Communities. Relocate posts to the right channel effortlessly and…
Product Updates and Tutorials

How to Save Time with the New Widget Duplication Feature

Discover the new widget duplication feature on the Sub Account Dashboard. Quickly duplicate widgets, save time, and simplify customization with…
Product Updates and Tutorials

How to Import Your QuickBooks Invoices Seamlessly

Discover a simple way to import your QuickBooks invoices into your system. Centralize your invoicing, automate data imports, and streamline…
Product Updates and Tutorials

Effortlessly Manage AI Bots with the New “Update Conversation AI Bot and Status” Action

FirstDirect360 introduces the “Update Conversation AI Bot and Status” action, a game-changer for AI bot management. Automate bot assignments and…
Product Updates and Tutorials

Custom URL Redirection Now Available for Payment Links

Unlock the potential of payment links with custom URL redirection. Easily guide customers to any webpage after payment while choosing…
Product Updates and Tutorials

Drive Results and Save Time with Automated Email Campaign Tagging

Discover how automated email campaign tagging can drive results and save time. Tag contacts effortlessly based on interactions to boost…
Product Updates and Tutorials

Seamlessly Import Funnels with the New ClickFunnels 2.0 Importer

FirstDirect360 introduces the ClickFunnels 2.0 Importer! Migrate your funnels effortlessly, with support for essential elements like text, media, and buttons….
Product Updates and Tutorials

Streamline Your Review Management with FirstDirect360’s New Workflow Triggers for Facebook and Google Reviews

Automate your review responses with FirstDirect360’s Workflow Triggers. Effortlessly manage reviews from Facebook and Google to protect your online reputation….
Product Updates and Tutorials

Now You Decide When QuickBooks Review Requests Go Out with FirstDirect360’s New Feature

Take charge of your review requests with FirstDirect360’s new QuickBooks feature. Now you decide when to send feedback, improving customer…

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