Skip to main content
Logo

Knowledge Base

Submit a request Sign in
What can we help you with?
  1. Kizen
  2. Sales with Zoe

Sales with Zoe

Set Up: Sales with Zoe

  • Custom Objects: Sales Custom Fields
  • Sales Dashlets: Editing, Rearranging, and Deleting
  • Dashlets: Creating Sales Dashlets
  • Custom Objects: Change Stage Destination
  • Setup Your Gmail Integration
  • Setup Checklist: Sales with Zoe
See all 10 articles

Sales Contacts & Companies

  • Edit Sales Companies
  • Add Sales Companies
  • Archive Sales Companies
  • Add Sales Contacts
  • Edit Sales Contact
  • Archive Sales Contacts
See all 8 articles

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
See all 7 articles

Sales Automations

  • Automation: Sales
  • External HTTP Requests
  • Sales Automations Overview
  • Add a Sales Automation
  • Edit a Sales Automation
  • Pause a Sales Automation
See all 7 articles

Personalized Communication

  • Library Overview
  • Send Emails to Your Sales Contacts

Sales Forms

  • Add a Sales Form
  • Edit a Sales Form
  • Delete a Sales Form
  • Add a Sales Form to your Website
  • Email a Sales Form

Sales API and Integrations

  • Utilize Zapier
  • External HTTP Requests
  • Utilize Workato for Sales with Zoe
  • Utilize Zapier for Sales with Zoe
  • Kizen's API for Sales with Zoe

Can't find what you're looking for?

Let us help you!

Submit a request

© Kizen

Theme by Lotus Themes