Table of Contents
Changelog
Enterprise Custom Reports & Bulk SMS Sending For Leads
Enterprise Custom Reports & Bulk SMS Sending For Leads
Published
Mobile Version
601
In This Update
2 Releases
6 Improvements
2 Fixes
Mobile Version
601
2 Releases
6 Improvements
2 Fixes
Marketing & CRM
Bulk SMS sending has been introduced, making it faster to send texts to large groups of leads at once.
Embedded CRM forms now support advanced branding controls, including custom themes, colors, and fonts for a more tailored public experience.

CRM meeting reminders now support reusable email and SMS templates, improving consistency and saving setup time.
CRM SMS reminders now support merge fields, allowing teams to send more personalized messages automatically based on lead and center properties.
Fixed an issue where lead list pagination could show repeated or incorrect results.
Fixed issues with the SMS notification sidebar related to lead conversion and deletion.
Billing & Finances
A monthly subsidies report has been added to improve recurring subsidy tracking and financial review.
Enrollment & Paperwork
A program enrollment details report has been added, giving teams deeper visibility into enrollment composition and trends.
Reporting & Insights
Custom Reports are now available at the enterprise level, expanding reporting access for multi-program organizations.
Forecast enrollment reporting now includes unique student counts, improving long-range planning accuracy.
Marketing & CRM
Bulk SMS sending has been introduced, making it faster to send texts to large groups of leads at once.
Embedded CRM forms now support advanced branding controls, including custom themes, colors, and fonts for a more tailored public experience.

CRM meeting reminders now support reusable email and SMS templates, improving consistency and saving setup time.
CRM SMS reminders now support merge fields, allowing teams to send more personalized messages automatically based on lead and center properties.
Fixed an issue where lead list pagination could show repeated or incorrect results.
Fixed issues with the SMS notification sidebar related to lead conversion and deletion.
Billing & Finances
A monthly subsidies report has been added to improve recurring subsidy tracking and financial review.
Enrollment & Paperwork
A program enrollment details report has been added, giving teams deeper visibility into enrollment composition and trends.
Reporting & Insights
Custom Reports are now available at the enterprise level, expanding reporting access for multi-program organizations.
Forecast enrollment reporting now includes unique student counts, improving long-range planning accuracy.
Previous releases

Enterprise Lesson Plans, Book Meetings Through API, Communication History
Enterprise Custom Reports & Bulk SMS Sending For Leads

Call Support for API, Coming Due Paperwork Report, & Bulk Photo Downloads
Enterprise Custom Reports & Bulk SMS Sending For Leads

Multiple Overage Fees & Ability to Disable Enterprise Accounts
Enterprise Custom Reports & Bulk SMS Sending For Leads

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