Managing duplicates is now easier than ever with our new Contact Merge feature.

You can merge contacts from the same company, ensuring your contact list stays accurate and organized. Plus, you can select which data gets transferred during the merge to keep everything in order.

💡 This can be useful for scenarios such as:

• Cleaning Up Duplicate Entries: Merge contacts to keep your CRM free of duplicates.
  

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

We’ve made it easier to customize your system’s visual identity. You can now upload up to eight branded images, ensuring your CRM aligns with your company’s unique style.

💡 This can be useful for scenarios such as:

• Brand Consistency: Keep your system on-brand with custom images.

Want to learn more about Brand Center? Take a look at this Help Center article, contact us via the in-product chat, or reach out to us at support@membrain.com.

We’re thrilled to introduce a brand new Activity & Engagement Timeline that gives you a clearer, more insightful way to track and analyze engagement trends. This is a major update designed to make your CRM experience more intuitive and impactful.

What is it?

The new Activity & Engagement Timeline is a full-scale redesign, giving you an entirely new view of your engagement data. It offers a comprehensive overview of all interactions, whether you’re tracking engagement over weeks, months, quarters, or even years.

What does it do?

This timeline shows your engagement activities in an easy-to-read, visually engaging format. Hovering over key points gives you more detailed insights into transitions, helping you spot trends and identify where focus is needed. 

How does it help you?

With this new timeline, you'll be able to:

• Track engagement progress more clearly and intuitively.
• Identify patterns or gaps in your engagement efforts over time.
• Make better-informed decisions about how to prioritize and adjust your outreach strategies.

This is a major upgrade that will help you stay on top of your engagement metrics and ensure that you’re making the most of your CRM data.

💡 This can be useful for scenarios such as:

• Identifying Long-Term Trends: Spot patterns in engagement over longer periods.
• Adjusting Engagement Strategies: Make data-driven decisions to optimize your outreach efforts.
  

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

Organizing and presenting content should be a seamless experience, and with the latest update to Content Rooms, you now have even more flexibility to structure your content exactly how you want.

Multiple Sections -

You can now add and organize as many sections as you need, giving you full control over how content is presented. Sections can be named for better clarity, and you can choose between different display modes, including Hero, Gallery, or List.

Drag and Drop Management -

Rearranging content is easier than ever. Simply drag and drop items within or between sections. You can preview up to three items per section, with an option to view more content with a simple click.

Enhanced Editing Tools -

The new "Sort Sections" tool lets you quickly reorder your sections, while the "Delete" feature allows you to remove any section (except the last one) with a click.

These improvements make organizing and sharing content a breeze, offering you the flexibility to present it the way you see fit.

💡 This can be useful for scenarios such as

• Customizing Content Layouts: Present your content in a format that fits your needs, whether for a team, client, or broader audience.
• Effortless Content Management: Easily rearrange and update your content without hassle.
  

Need more help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

Setting up content for every activity can take time. 

To make things easier, we’re introducing two new features: Coaching Plan Templates and Default Content in Elevate Activities. 

Both features help you get a head start with pre-made templates, so you can dive straight into your coaching without starting from scratch.

💡 Use cases:

• Coaching Plan Templates: Lets you use ready-made templates for tasks and journals, speeding up the setup of your coaching plans.
• Default Content in Elevate Activities: Provides a pre-filled setup for each activity, saving you time on creating repetitive content.

What this means for you❓

• Quick Start: Both features give you a head start with pre-filled content, so you can jump into coaching right away.
• Flexibility to Customize: You can still adjust the content to fit your needs.

These updates are designed to make your coaching process smoother and save you time.

Admins now have more control over what Activity Types are available for specific activities. 

This means admins can choose to show only the relevant activity types (e.g., only show "Email" options when creating an email activity).

What this means for you❓

• Choose What You See: Select which score types (overall, category, or individual question scores) you want to display for clearer results.
• Better Insights: Tailor your list views to make it easier to analyze data and make decisions faster.

These new options help you get to the important details quicker, so you can make better decisions.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

We’ve added the option to customize which data points appear in your Scorecards. Now you can see key information, like overall scores, category scores, and individual question scores, directly in your workflow.

💡What's new

• Choose What You See: Select which score types (overall, category, or individual question scores) you want to display for clearer results.
• Better Insights: Tailor your list views to make it easier to analyze data and make decisions faster.

These new options help you get to the important details quicker, so you can make better decisions.

Other Improvements

Content Hub – New Cover Image Feature for Content Rooms

You can now add a customizable cover image and description to your Content Rooms. This small update makes your Content Rooms more personalized and easier to navigate, improving the overall user experience.

Permission Settings for Coaching Plans

We’re adding permission settings for Coaching Plans, so you can control who can view, edit, or create them. Admins can ensure that only authorized users can access sensitive coaching information, keeping things more secure.

Dashboards – Archive Option for Dashboards

We’ve added an archive option for dashboards. If you don’t need a dashboard for a while, you can now archive it instead of deleting it. When you need it again, you can easily unarchive it and restore it to your active dashboard list.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

Looking to make your content more visually appealing? We’re excited to announce that we’re adding thumbnail images for the Content Hub and Elevate, making it easier for you to enhance your projects.

Thumbnails in Content Hub

This update means you’ll have access to a selection of professional-looking thumbnails to choose from, so you can improve the visual presentation of your content without the hassle of designing your own images. You can choose from various options, including color combinations, abstract patterns, or example images. Of course, you can still upload your own thumbnails!

💡 What this means for you

Eye-Catching Presentation: You’ll be able to make your content look great with minimal effort, giving you quick access to visually appealing images.

Time Savings: By offering ready-made thumbnails, we aim to simplify your content creation process, allowing you to focus more on your messaging and less on design.

Other smaller updates

• Maximize Support in Edit Mode: You can now maximize Appointments, Notes, Tasks, Calls, and Elevate activities, making it easier to work with detailed information.
  
• Product Dialog Enhancements: You can now maximize and minimize the Product dialog, which helps you manage larger product lists more effectively.
  
• User Access Visibility: The User box now displays which products each user has access to, giving you clearer insight into access rights.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

Are you juggling different types of support tickets? We’ve got you covered!

With our latest update, you can now set up separate support email addresses for different ticket processes, making your communication clearer and more organized.

Support Emails

This new feature allows you to assign unique email addresses based on the type of ticket you’re handling. Whether it’s a quality control issue or supplier correspondence, each response can now come from the right email.

💡 What this means for you

Improved Clarity: By having separate email addresses, it will be easier for everyone to know where responses are coming from, helping to keep communication organized.

Better Organization: Streamlining your ticket responses will improve how you manage various ticket processes, making your workflow smoother and more efficient.

Other smaller updates

• Preview Dialog Updates: You can now change both Stage and Status directly from the Preview dialog, allowing for quicker adjustments.
• User Access Visibility: The User box now displays which products each user has access to, giving you clearer insight into access rights.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.

If you're an admin managing settings for your team, you know how essential it is to have quick access to everything you need.

With our latest update, we’ve completely revamped the "Settings" section in System Setup to make it more user-friendly and intuitive.

System Setup

We’ve reorganized the Settings section to help you find and manage your configurations with ease. Whether you’re updating user onboarding or adjusting sales project details, everything is now laid out more clearly.

💡 What this means for you

Quick and Easy Access: By improving navigation, you can quickly find key settings like ticket email configurations, prospect disqualify reasons, and details on sales project outcomes without frustration.

Logical Organization: Key configurations—like account owner and billing contact information—are now grouped more logically, making it simpler to manage everything in one place.

A Smoother Experience: We aim to create a more seamless experience for admins, allowing you to focus on what really matters—supporting your team and driving results.

For more information, please refer to this Help Center article, use our in-product chat, or email us at support@membrain.com.