There is a new feature to define an owner (from your team) on partners, leads and deals.

If an owner is defined on a lead or deal, notifications are sent to the owner only, not the whole team anymore!

Examples:

1. New lead from partner: the owner of the partner is notified of the new lead
2. New note on deal: the owner of the deal is notified of the new note
3. Shared lead accepted by partner: the owner of the lead is notified

Need to do some cleanup amoung your data?

You can now delete leads and deals directly from their details page:

• Open the lead/deal you want to delete
• Click on actions link, next to its name
• Choose Delete

3 Triggers were added on Zapier to automate advanced scenarios regarding your Partner Applications management

The 3 triggers are:

1. Partner Application Added: For sending a friendly message on every new partner sign up 😊
2. Partner Application Accepted: To send the partner activation link so they can discover their portal ❤️
3. Partner Application Rejected: When this happens 😓

Don't forget that from Kiflo, you can already send text format emails to your partners when they sign up for your Partner Program!

Many of you have asked to send emails like notifications from your own domain.
It is now possible and takes just 1 minute to setup! 

Go to "Manage" from the main menu, click on "Email setup" and follow the 2 steps 😄