Recent updates from the Kiflo team

   
UX
28 July 2024

Customize partner cards

Customize properties visible on cards in the prospection and onboarding boards to keep track of important information like the last activity date or owner:

Read more:

Improvement
28 July 2024

Update asset files without deleting assets

You can now update the file attached to an asset without deleting the assets! Here's how to do it.

New feature
28 July 2024

Duplicate business plans in bulk

Save time when you define annual objectives by creating one template business plan with common objectives and duplicating it for all partners in the same group or program level!

Read more

New feature
28 July 2024

Bulk complete/update tasks

Need to re-assign a bunch of tasks to a new channel manager? You can now bulk update tasks:

  • Select many tasks
  • Click the Update contextual button
  • Select the property you want to update (ex: Assigned to)
  • Set a new value and click Update!

You can also mark multiple tasks as complete or not complete at once:

  • Select many tasks
  • Click the Mark as complete or Mark as not complete contextual buttons
New feature
28 July 2024

💰 Track MDF using business plans

Business plans can be used to track MDF thanks to two improvements:

  • Define objective expressed in amount of currency
  • Force partners to upload files (ie: proof of expenses)

Read more

Quicklinks