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:

• Validate recent changes in the partner portal configuration
• Do business reviews with partners and avoid disclosing other partners' data

In order to access this feature:

• Open a partner's page
• Go to the Team tab
• Click on the user you want to impersonate
• Click on "Open partner portal"

Keep track of meetings done with partners or leads in Kiflo to better track partner activities.

Here are some examples:

• A channel manager logs a quarterly review meeting on a partner
• A partner logs meetings done with a potential client on a deal

 You can log manually log meetings on: Partners, Leads, and Deals.

Coming soon: Native integration with Google Calendar to automatically pull meetings!