Set Up: Experience with Zoe
Setting up a new Kizen account? Taking over for another Admin? This section is for you! Learn about the basics of Kizen to get your account set up or make updates.
- Custom Objects: Success Custom Fields
- Dashlets: Creating Dashlets
- Dashlets: Editing, rearranging & deleting
- Custom Objects: Change Stage Destination
- Setup Checklist: Experience with Zoe
- Add, Edit, and Delete Team Member Roles
- Add, Edit, and Delete Team Member Permissions
- Add, Edit, and Delete Team Members
- Send Emails from your Custom Domain