Kizen Account Setup & Features
Set up your account with Kizen and explore the platform functionality.
Getting Started with Kizen
Settings & General
- Add, Edit, and Delete Team Members
- Add, Edit, and Delete Team Member Roles
- Add, Edit, and Delete Team Member Permissions
- Timeline Filters
- Kizen Maintenance Windows
- My Toolbar: View and Edit Your Toolbar
Custom Fields
- Last Modified Date Field
- Custom Fields Overview
- Add Custom Fields
- Edit a Custom Field
- Reorder Custom Fields
- Hide a Custom Field
Contacts & Companies
- Contact Filters: Filter by Interactions
- Unarchive Companies
- Unarchive Contacts
- Add Contacts
- Edit Contacts
- Archive Contacts
Custom Objects and Entities
- Custom Objects Overview
- Related Workflows/Pipelines
- Timeline: Team Collaboration
- Custom Objects: Record Owner
- Add a Custom Object (Standard Object)
- Edit a Custom Object (Standard Object)
Groups & Filters
- Contact Filters: Filter by Messages
- Custom Objects Filter Types
- Contacts Group Filter Types
- Filters: Filter by Team Interaction
- Contact Groups
- Entity Record Groups
Activities
Automations
- Automations Overview
- Add an Automation
- Edit an Automation
- Pause an Automation
- Cancel an Automation
- Automation Steps: Conditions
Forms & Surveys Builder
Email Library & Builder
- Email Builder: Dynamic images rules and settings
- Add a Form
- Form Builder: Image Styling
- Email Builder: Background Images
- Email Builder: Column Resizing in Email Builder
- Fonts in Email Builder
Personalized Communication
- Add an Email Signature
- Send Emails to Your Contacts
- Send Texts to Your Contacts
- Setup Your Gmail Integration
- Setup Your Outlook Integration
- Manage Team Members' Integrated Inboxes
Data Insights: Dashboards & Dashlets
- Dashboard: Add Dashboards
- Dashboard: Edit Dashboards
- Dashboards: Share Dashboards
- Dashlets: Creating Dashlets
- Dashlets: Editing, Rearranging and Deleting
- Dashlets: Number of Activity Submissions