Recent updates from the Kiflo team

   
New feature
23 November 2023

Metrics: Filter partners by metrics

It's now possible to filter partners on all metrics and all periods!

Example: Do you want to find all partners who did not submit leads for the last quarter? Filter on metric "Submitted leads" for the period "Last quarter" as follows:


Improvement
23 November 2023

Metrics: New partner metrics on deals

We've added 3 new metrics, automatically computed, to help you track partners' performances on deals:

  • Assigned deals: The number of deals the partner was assigned to during the given time period
  • Open deals: The number of open deals (not closed) over the given time period
  • Open deal sum: The sum of all open deals during the given time period

New feature
23 November 2023

Metrics: Click on metrics to access data

Here is a new and intuitive way to navigate through pages: you can click on all metrics to quickly access filtered data!


New feature
23 November 2023

Invite multiple partners at once

Send invitations to access the partner portal to multiple partner team members at once. It also works if you'd like to do the inverse: removing access to the partner portal to many partner team members at once!

Read more

New feature
23 November 2023

Workflow Library

Access our library of pre-built workflows and create a new one in just one click! This library gives you examples and best practices on how to get the best out of workflows.

In order to acces the new Workflow Library:

  • Go to Manage
  • Click on Workflows
  • Click on the button "New from library"

Quicklinks