Recent updates from the Kiflo team
A new trigger is available for workflows: whenever properties are updated on a pattern, trigger the workflow.
Example: When a partner enters a new partner program, create a task for the person in charge of this partner program.
A new trigger is available for workflows: whenever a metric is recomputed on a partner, trigger the workflow.
Example: When the number of registered deals for the last quarter is below the requirements defined in the program, create a task for the channel manager to follow up on the partner.
You can now create tasks automatically within workflows!
Example: When a partner enters a new partner program, create a task for the channel manager in charge of this partner program.
Defining your own custom views is great for quickly accessing the data you need. But it's even better if you can customize the columns, per view!
This is now possible, we save the chosen columns and keep their order within each view.
Impersonate any partner user and connect on their partner portal. It's especially useful if you need to:
In order to access this feature:
