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McKenzie Clark

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Activity overview

Latest activity by McKenzie Clark
  • McKenzie Clark created an article,

    Sales Pipeline Groups

    A Group allows you to filter records based on what they have in common. Sales Pipeline Groups Overview Entity Record Groups can be created with 12 different filter types.  A common group is deals ...

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  • McKenzie Clark created an article,

    Personalize Your Emails with Merge Fields

    Merge Field Overview Merge fields are custom fields tracked on your contact and custom object entity records. Add these to your email templates to easily personalize your emails to contacts or othe...

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  • McKenzie Clark created an article,

    Custom Objects: Operations Custom Fields

    In order to add Custom Fields you must setup an Operations Custom Object first. For more information on creating Standard Custom Objects and Workflow/Pipeline Custom Objects please review the assoc...

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  • McKenzie Clark created an article,

    Setup Your Gmail Integration

    First you will need administrator access to your GSuite admin panel, located at Admin.Google.com. If you do not have such authorization, please have your administrator do the following tasks. Once ...

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  • McKenzie Clark created an article,

    CSV Upload - Unicode Characters

    When you are uploading data via CSV file, you will sometimes need to upload data that contain unicode characters. A good example of this would be uploading records that contain the Cyrillic alphabe...

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  • McKenzie Clark created an article,

    Add a Lead Source

    Lead Sources allow you to track all lead sources. Kizen can track where a lead came from the first time, last time, and anytime in between when the lead visits a specific page/website.   Add a Lea...

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  • McKenzie Clark created an article,

    Add a Transaction

    Transactions allow you to track the cost associated with lead generation. The transactions in Kizen can be tied to a Lead Source and an Expense Category.  The Expense Categories include: Adverti...

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  • McKenzie Clark created an article,

    Marketing Costs Overview

    The marketing costs section of Kizen allows you to track additional data for costs analysis. Transactions can be added to track the costs of lead generation activities. These transactions combined ...

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  • McKenzie Clark created an article,

    Email a Sales Form

    Kizen Forms that you've built can be emailed directly to contacts to gather data.  Email a Form Select Platform from the top menu bar Click Forms Search for the form you would like to email. Cli...

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  • McKenzie Clark created an article,

    Add a Sales Form to Your Website

    You can use Kizen forms to capture leads or collect customer data. Forms can be easily be embedded into your website Add a Form Select Platform from the top menu bar Click Forms Search for the f...

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    • 1 follower
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