McKenzie Clark
Activity overview
Latest activity by McKenzie Clark-
McKenzie Clark created an article, Website Interaction Tracking
With Kizen's Website Interaction Tracking you will be able to view your contacts’ website impressions. When a contact completes one of the following actions, their impressions will begin to appear ...
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McKenzie Clark created an article, Dashlets: Number of Activity Submissions
The Number of Activity Submissions dashlet allows you to how many times an activity has been submitted within the selected timeframe. Adding the Number of Activity Submissions Dashley From you...
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McKenzie Clark created an article, Dashlets: Sales Leaderboard
The Sales Leaderboard dashlet allows you to view team member's progress toward sales goals. Read the Sales Leaderboard Dashlet Green sections of the leaderboard indicate records that have are ...
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McKenzie Clark created an article, Manage Email Privacy Settings
Email privacy settings are available to control which integrated inbox emails display on contact timelines in Kizen. There are two types of settings available. Block Incoming Emails From: Block ...
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McKenzie Clark created an article, Manage Team Members' Integrated Inboxes
Add Integrated Email for a Team Member Team members can connect their own inboxes by following the steps in these articles (for Outlook or Gmail) or an Admin can setup the inboxes for them. When em...
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McKenzie Clark created an article, Setup Your Outlook Integration
Sync Your Outlook Inbox in Kizen In your Kizen account, complete the steps below to sync your Outlook Inbox with Kizen. When emails are sent to or from contacts in your Kizen account, the emails wi...
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McKenzie Clark created an article, Timelines
Timelines in Kizen are available on every contact and custom object entity. The timeline acts as an audit log of the various activities, updates, and automated actions that have taken place. Timel...
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McKenzie Clark created an article, Custom Field Types: Phone Numbers
In Kizen, phone number fields are formatted in the E.164 format. This format ensures that phone numbers are stored and correctly routed to individual phones in different countries. E.164 Format Nu...
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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...