Recent updates from the Kiflo team

   
New feature
2 years ago

Workflows: Deal stage changed trigger

We've added a new trigger for workflows to help you automate deal management:

  • Deal enters stage

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!

New feature
2 years ago

New metrics: Last activity date

Kiflo computes automatically the last activity date on leads and deals. The last activity date can be used to:

  • Customize deal cards
  • Create views to find leads without activities
  • etc

The last activity date is updated every time:

  • A note is added or updated
  • A task is added or updated
  • A meeting is logged or updated
  • The status or stage changed
New feature
2 years ago

Display news per category

On the partner portal, split news per category (like product updates, blog posts, etc) to make sure partners pay attention to important information.

Add multiple "Latest news" widgets on the same dashboard and customize them to display only news from the selected categories.

Read more

Improvement
2 years ago

Share news to partners in groups

Sometimes you need to share news with some partners only. For instance, partners in a specific region. It's now possible to share news per group.

The news will be visible to all partners in the selected groups only!


Read more

Integrations
2 years ago

HubSpot sync logs

Understanding why your HubSpot integration is not working as expected can be challenging. We heard you and now provide full detailed logs! 

Save time troubleshooting issues by yourself and keep your systems in sync. But no worries! We are still here to help!

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