Recent updates from the Kiflo team

   
New feature
5 years ago

Create private notes not visible to partners 🔒

Want to leave a note on a lead or a deal for your team only? You can create a note and make it invisible to partners.

When you create a note, just check/uncheck the "Is visible to partner" checkbox:



New feature
5 years ago

Move assets between folders 📁

You can now move multiple assets from one folder to another folder.

To move assets:

  • Go to the Assets page
  • Select the assets you want to move
  • Click the button
  • Select the target folder, that's it!


New feature
30 June 2021

Manage product catalog and discounts for resellers 🔖

Improve deal registration by asking your resellers to select products and their quantities!

Kiflo computes automatically the total deal amount based on the discounted prices defined by resellers.

More information here: https://docs.kiflo.com/article/89-resellers-select-products-deal-reg

New feature
11 June 2021

Channel Conflict Detection 💥

Are you looking for an easy way to Detect Channel Conflicts?

We just released a new feature to detect Channel Conflicts on Leads & Deals in Kiflo!


New feature
09 June 2021

Hide properties to partners

You don't want to disclose every piece of information to your partners? You can now change the visibility of each property on leads, deals, contacts, and customers to make them visible to partners or not!

Learn more

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