Mallory Palmer
Activity overview
Latest activity by Mallory Palmer-
Mallory Palmer 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...
-
Mallory Palmer 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...
-
Mallory Palmer 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...
-
Mallory Palmer 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...
-
Mallory Palmer 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...
-
Mallory Palmer 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...
-
Mallory Palmer 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...
-
Mallory Palmer created an article, Custom Field Types: File Fields
In Kizen, custom fields can be created to track files. The below file types are accepted: Type Extension PDF pdf Delimited Flat File csv, tsv Spreadsheet xlsx, xls, ods Presentation ppt,...
-
Mallory Palmer created an article, Dashlets: Creating Dashlets
The Dashboard allows users to create specific dashlets to visualize data and insights. Dashlets live within the dashboard and are small components that provide display-only snapshots of measurable ...
-
Mallory Palmer created an article, Dashlets: Creating Sales Dashlets
The Dashboard allows users to add custom dashlets to visualize data and insights. Dashlets live within the dashboard and are small components that provide display-only snapshots of measurable resul...