Kizen Support
Activity overview
Latest activity by Kizen Support-
Kizen Support created an article, Automation Action: Modify Related Entity
The Kizen Automation engine has an Action step allowing you to modify a related record tied to a relationship field on Contact or on Custom Object records. This functionality is an efficient way to...
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Kizen Support created an article, Automation Actions: Create Related Entity
The Kizen Automation engine has an Action step allowing you to create a new record tied to a relationship field on Contact or on Custom Object records. This functionality is an efficient first step...
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Kizen Support created an article, Related Workflows/Pipelines
Kizen allows you to easily add and/or view an entity's related custom object workflow/pipeline records from the entity record's page in the Related Workflows/Pipelines section. Note: This section d...
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Kizen Support created an article, Object Relationships: Primary vs. Additional
Object Relationships Overview Records in Kizen can be tied together via relationship fields. These fields can be set up at the object level from the Object Settings page or at the custom field leve...
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Kizen Support created an article, Dashboards: Share Dashboards
Dashboard Overview Dashboards are a powerful tool used to consolidate Kizen data insights. Dashlets can be organized into a separate dashboards for specific roles or reporting purposes. Create your...
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Kizen Support created an article, Filters: Filter by Form Submissions
Forms are a powerful tool that allow you to collect information from customers. Once a form is submitted, the customer's record or contact will be created or edited (if it already exists) on the re...
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Kizen Support created an article, Pipeline Filter: % Chance to Close
If you opted to include the % Chance to Close when adding a pipeline, you can use this field to search by or create filter groups for a specified value or range of values. Additional information o...
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Kizen Support created an article, Automation Action: Modify Related Automations
Modify a related automation via the Automation engine by selecting a related object and entity to modify, then selecting an automation to action upon. Start an Automation on a Related Object Add a...
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Kizen Support created an article, Dashlet Filters
Dashlet Filters Overview Dashlets allow you to display specific information on activities and pipelines in one place. Dashlet filters can be applied globally to all dashlets on a dashboard or indiv...
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Kizen Support created an article, Custom Objects: % Chance to Close
Pipelines, often called workflows, make it easy to track and measure sales opportunities, client projects, and other internal funnels with fully-customizable pipelines. % Chance to Close Overview I...