Recent updates from the Kiflo team

   
New feature
3 years ago

Zapier Release: New Trigger called "Partner Added"


With this new trigger on Zapier called "Partner Added," you will be able to build workflows when a partner is added. A great example is putting your partners into an email sequence when they are added into Kiflo to enable them or push content! 


New feature
3 years ago

Zapier Release: New Actions to Accept or Refuse Deals

 You now have the ability to accept or refuse deals through Zapier as part of a Workflow!   

New feature
3 years ago

What's New: Task Management

Introducing Tasks! 

You can now assign yourself, a coworker, or a partner a task! Associate leads or deals with these tasks and make sure your partners and your team are on top of their responsibilities. 


Improvement
3 years ago

New Status on Partners: Inactive

We have added a new status on partners which will allow you to mark partners that are inactive by changing their status!


Improvement
3 years ago

Create Partner Portal Dashboards at a Program Level

You can now create a dedicated Partner Portal dashboard/home for specific program levels. Customize what specific levels see on their portal!