On July 13th we rolled out the first phase of a new look and feel for Elevate!
Here are the answers to some common questions. For more info, sign up here for an upcoming FAQ webinar, or check out our video walkthrough here (you'll need to register)!
Q: What changed?
A: As part of our first phase, we rolled out new designs for:
- Your dashboard
- Your left-hand navigation menu
- Your client records
- The quick email, call, and text screens
- Your client table and search
This will be followed quickly by more rollouts
Q: Why are you rolling this out in phases?
A: We want to give you time to get used to some of the bigger changes instead of a wholesale switchover
Q: How will I know when more changes are coming?
A: We will run announcements right in your Elevate account, as well as send an email campaign with dates and a countdown
Q: Will I lose any of the information in my account?
A: Nope!
Q: Will my clients be affected?
A: Nope! Your clients will not be affected. Their accounts on your website or search portal will stay exactly the same
Q: Will my website be affected?
A: Nope! Your website will not change
Q: Will any features go away, or any new features be introduced?
A: Not as part of these design updates! It’s just the look and feel that we’re improving. However, Elevate is always looking out for your best interests and we’ll be bringing you more features and improvements in the months to come!