Need to reassign a bunch of leads to a new channel manager? 

Use the new bulk update feature on leads to update many leads at once:

• Go to the Leads page
• Check the leads you want to edit
• Click the Update button
• Choose the property to edit and set the new value

Keeping track of potential partners you are actively prospecting on a new dedicated Kanban board:

Access the new page from the Partners top menu, then click on Prospection.

New action available on workflows: Update partner.

Example: Update the program the partner is in based on the number of deals registered last year

A new metric is added on partners and programs: 

• Meetings done: Number of meetings done for the partner or program

And 2 new properties are added on partners, which are automatically filled in by Kiflo:

• Last meeting date: Date of the last meeting done with the partner (excluding meetings with status canceled, rescheduled, or no show)
• Next meeting date: Date of the next meeting (in the future) scheduled with the partner

Notes are automatically saved as drafts, without clicking on Save button.

Whether you refreshed the page, closed your browser, or restarted your computer, you'll never lose notes again! Just open the page again, and restart where you left off.