Recent updates from the Kiflo team
You asked for it, we did it! It is now possible to bulk/mass edit deals.
Quickly navigate to leads and deals from your dashboard: KPIs widgets are clickable and open pre-filtered views.
This functionnality works on the following widgets:
Your time is precious; that's why you should only go to Kiflo when necessary. We've added more information to the New Partner Application notification so you can view all information provided by new partners without leaving your mailbox:
Partners can now schedule a meeting in your calendar during their onboarding. If you use Calendly or HubSpot to book meetings, your calendar is embedded into Kiflo to ensure a smooth partner experience.
Read: What are onboarding actions
This feature lets you specify which deal properties must be completed at each stage of your pipeline, ensuring data accuracy and consistency throughout the sales process.
