Recent updates from the Kiflo team
Customize properties visible on deal cards to keep track of important information like MRR or expected close date.
We've added a new "Achieved %" property on business plans. It's updated automatically based on all objectives.
Use this property to filter business plans on achieved % or create a new view to identify partners with difficulties.
Keep track of certifications acquired by partners with the new business plan objective: Number of active certifications
Just add a new training objective in your business plans:
We've added a new trigger for workflows to help you automate deal management:
Create a task or send an email to the source partner when a deal enters a specific stage.
Have questions, or need more examples? Chat with us, we can help you!
Kiflo computes automatically the last activity date on leads and deals. The last activity date can be used to:
The last activity date is updated every time:
