ActiFi SuccessPro Support
SuccessPro Assessment Export
July 2022 - Hidden Empty Classes, Past Meetings Counts, Profile Field Tile, Assessment Tile Labels
August 2022 - Image Inserts
Mid-August 2022 - Notes - Standard, Coach
Late August 2022 - Assessment Modal in Tile
September 2022 - Coach Views w/ Filters, Administrator Sub Roles
Mid-September 2022 - Meeting/Metric Summary Views, Multiselect Filter on Goals Tile, Adjust Qtrly Metrics
October 2022 - Key Profile Tile – Default controls
November 2022 - Goal Notes, Tiles for Profile Boolean, Meeting Attendees
January 2023 - Notifications
Mid-January 2023 - User Notification Settings & Drag-and-Drop Meeting Attendees
February 2023 – Due Date Reminder Email
March 2023 – Teaming Tiles and Opportunity Screen Updates
April 2023 – New Layout for Roadmap Summary Details List and Roadmap Activity Summary Tiles Admin Config
May 2023 – Simple Advisor View, Customizable Opportunity Status Labels
Late May 2023 – New Content Report, “In Review” Opportunity Status
June 2023 – OnceHub Integration, Metrics Reports Access, Follow Assessment Button Has Moved
Mid-July 2023 – Tie Metrics to Goals
August 2023 – Tie Metrics and Opportunities to Meetings
August 2024
New Features
New Features