News & Updates
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Pipeline Stage Colors
April 15, 2026
Did you know that JourneyCARE lets you easily track sales opportunities, such as potential Conference Sponsors or Corporate Partnerships? You’ll find it under “Opportunities” in the left navigation. If you don’t see it, you may need to toggle the feature on in your User permissions in the Settings. It’s worth checking out!
The latest update to this feature is aimed at making it even more intuitive and visual. You can create new pipelines differently from a dropdown menu, and you can apply colors to the stages, making it even easier to see what’s happening at a glance.
If you’re using JourneyCARE’s built-in contracts feature, you can now collect and securely store card details as part of the document. Simply place the new “Card Details” field where you wish for the information to be captured. Once added, the card is securely saved and can be used later for issuing payments on invoices, subscriptions, or follow-up charges. This currently works with Stripe, Authorize.net, NMI, and Square. It will NOT work for PayPal or custom payment providers.
Occasionally, the team would get questions about whether “chat” could simply appear embedded on a web page instead of requiring a floating chat bubble in the corner. That wasn’t possible before, but it is now! This means you can now place chat alongside key moments such as calls-to-action, forms, or pricing sections, creating a more natural, integrated experience for your visitors. The embedded chat adapts to your layout and works seamlessly across desktop and mobile, so it feels like part of your site rather than an overlay. We made this change because we recognize that placement matters for engagement. By positioning chat exactly where your members or other website visitors are making decisions, you can increase conversations, reduce friction, and create a more intentional path to conversion.
