Setup Checklist: Kizen Sales CRM

Kizen Sales CRM works the way your team does to help close more deals faster. Built to save time and enhance collaboration, Kizen gives every team member useful insights and serves as an intelligent personal assistant for time-consuming tasks. Let Kizen keep your team organized and ensure nothing falls through the cracks.

Setup Checklist

Please review and complete the actions in these articles to get your account setup!

• Architect Your Data
  • Custom Objects Overview
    • Create a Sales Pipeline
  • Add Custom Fields
  • Add Contacts
  • Create Contact Groups
• Setup Kizen
  
  • Sales activities overview
    • Add Activities
  • Sales Automations overview
    • Create an Automation
  • Build a Form
  • Integrate your Gmail or Outlook Inbox
  • Setup Additional Integrations
• Communicate with Your Leads
  
  • Email your Contacts
• Utilize Data Insights
  • Add Dashboards and Sales Dashlets
• Setup Your Team
  • Setup Team Member Roles
  • Setup Team Member Permissions
  • Add, Edit, and Delete Team Members