Setup Checklist: Kizen Operations Cloud

Kizen Operations Cloud is the fastest and easiest way to manage all your interactions in one place. Gain insights into experiences, pinpoint areas for improvement, and delight customers at every turn. Reduce churn and increase upsell to maximize customer value. Enhance productivity and deliver awesome experiences with Kizen Operations Cloud.

Setup Checklist

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

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