Kizen Sales CRM
Save time, unify teams, and close more deals.
Set Up: Kizen Sales CRM
- Dashlet Filters
- Dashlet Filters: All Time
- Custom Objects: % Chance to Close
- Custom Objects: Sales Custom Fields
- Sales Dashlets: Editing, Rearranging, and Deleting
- Dashlets: Creating Sales Dashlets
Sales Contacts & Companies
- Sales Pipeline Groups
- Custom Object Filters: Related Objects
- Edit Sales Companies
- Add Sales Companies
- Archive Sales Companies
- Add Sales Contacts
Sales Activities
- Schedule a Sales Activity
- Complete a Sales Activity
- Sales Activities Overview
- Add a Sales Activity
- Edit a Sales Activity
- Delete a Sales Activity
Sales Automations
- Automation: Sales
- External HTTP Requests
- Sales Automations Overview
- Add a Sales Automation
- Edit a Sales Automation
- Pause a Sales Automation