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Mallory Palmer

  • Total activity 52
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Activity overview

Latest activity by Mallory Palmer
  • Mallory Palmer created an article,

    Edit Sales Companies

    Companies are the businesses you interact with. Companies can be associated with Contacts as well as other Custom Objects.    Companies can be edited in three ways: Manually Edit a Company Quick E...

    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Add Experience Companies

    Companies are the businesses you interact with. Companies can be associated with Contacts as well as other Custom Objects.    Companies can be added to Kizen in three ways: Add a company manually ...

    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Add Marketing Companies

    Companies are the businesses you interact with. Companies can be associated with Contacts as well as other Custom Objects.    Companies can be added to Kizen in three ways: Add a company manually ...

    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Add Sales Companies

    Companies are the businesses you interact with. Companies can be associated with Contacts as well as other Custom Objects.    Companies can be added to Kizen in three ways: Add a company manually ...

    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Files Type Fields: File Upload Size

    When using a Files type Custom Field, the file size is not to exceed 50MB.   To Add a Files Type Field Click Settings Click Customize Fields Click + ADD NEW FIELD Name your Custom Field Select a...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Utilize Zapier

    Zapier is a third party tool that allows you to integrate Kizen with any applications you currently use. Commonly used integrations include Dialpad, Google Sheets, Gmail, Calendly, Facebook, Shopif...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Utilize Zapier

    Zapier is a third party tool that allows you to integrate Kizen with any applications you currently use. Commonly used integrations include Dialpad, Google Sheets, Gmail, Calendly, Facebook, Shopif...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Utilize Zapier

    Zapier is a third party tool that allows you to integrate Kizen with any applications you currently use. Commonly used integrations include Dialpad, Google Sheets, Gmail, Calendly, Facebook, Shopif...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Dashlets: Editing, rearranging & deleting

    Editing Dashlets: Dashlets can easily be edited to display specific information users want to view.   To Edit: 1. Click the ellipsis (...) on the dashlet 2. Select “Edit”   3. Make the necessary c...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Mallory Palmer created an article,

    Dashlets: Editing, rearranging & deleting

    Editing Dashlets: Dashlets can easily be edited to display specific information users want to view.   To Edit: 1. Click the ellipsis (...) on the dashlet 2. Select “Edit”   3. Make the necessary c...

    • 1 follower
    • 0 comments
    • 0 votes