Kizen Operations Cloud
Automate processes and ensure consistency.
Set Up: Kizen Operations Cloud
- Custom Objects: Operations Custom Fields
- Dashlets: Creating Operations Dashlets
- Operations Dashlets: Editing, Rearranging and Deleting
- Operations Custom Objects: Change Stage Destination
- Setup Checklist: Kizen Operations Cloud
- Add, Edit, and Delete Team Member Roles
Operations Contacts & Companies
- Add Operations Companies
- Archive Operations Companies
- Add Operations Contacts
- Edit Operations Contacts
- Archive Operations Contacts
- Operations Contact Groups