Recent updates from the Kiflo team
Yes, mistakes happen. Sometimes you accepted a lead that should have been refused or the other way around.
For a lead submitted by a partner, you can now:
In short: you'll never be blocked!
You now have the opportunity to give your partners permission to manage their own teams. When this permission is enabled in the partner settings, the Main Contact listed for that particular partner will be able to add and remove as many team members as they’d like by simply sending unique links.
You can now create tasks and attach files to a Customer. Assign yourself, a coworker, or a partner to a task! Make sure your partners and your team are on top of their responsibilities.
Partners used to receive daily emails when vendors added new Assets or News articles to the Kiflo platform. Now, Partners have control to enable and disable Daily Digest email notifications for new Assets and News. This feature is especially important for GDPR, an ever-evolving set of data security and marketing regulations that Kiflo works diligently to be in compliance with.
You can now change referral codes on referral links. If a partner is renamed, you may want to also change the referral code to keep the consistency or if you already have a referral code for a partner, tracked in Google Analytics or other marketing tools, you can use it to keep your existing tracking.
