Configure whether leads & deals registered by partners must be validated on Kiflo and define who is in charge of the validation:

• Anyone: anyone in your team can accept/refuse leads & deals
• No validation: leads or deals will be automatically accepted
• Owner only: only the channel manager assigned to the partner will be in charge of validating leads & deals registered by this partner

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Need to send follow-up emails to newly invited partners or create tasks automatically? Build your own automation using Workflows and automate repetitive tasks to save time!

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Get an overview of all rewards you own to all partners from the new Rewards page.

Access it via:

• Payouts
• Rewards

Communication with partners is key. That's why we've improved notes to a whole new level:

• Add comments under notes to create conversation threads
• Tag/mention people on notes and comments and let them know you've replied

It's now possible to automate the payout process using the API or Zapier.

We've added all necessary endpoints on the API to create, update, validate, accept, and pay payouts: endpoints

Also, you'll find 2 new triggers on Zapier:

• Payout status changed
• Payout created