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.

A new trigger is available: whenever a metric is recomputed on a program, execute the workflow.

Example: Create a task and assign it to the channel manager responsible for the program, when the program does not fulfill the targets (ie: revenue generated, leads submitted, etc) for the past quarter. 

A new option is available when exporting partners, leads, or deals. We can choose whether you want to export only the filtered rows (visible rows), or everything:

You requested it and we listened, the native HubSpot integration is now live!

Enable the integration and choose between the following built-in workflows:

• Send new or accepted leads to HubSpot and sync all updates, both ways
• Send new registered deals to HubSpot and sync all updates, both ways
• Convert leads to deals in Kiflo when a lead is converted in HubSpot, and sync all updates on deals both ways

Enable the integration:

• Go to the Manage page
• Click on Integrations, then HubSpot
• Click on Add to Kiflo

Once connected, you can:

• Enable/disable each built-in workflow individually
• Configure deal stage mapping between Kiflo and HubSpot

Need to reassign a bunch of partners to a new channel manager? Or move all partners from one program to another?

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

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