How to add a partner type?
With Kiflo, we have predefined partner types, and you may want to change these. Find out how you can do that!
Adding a Partner Type
The process of adding a different partner type is hassle-free. Follow these steps to get started:
- Click on your Name in the top right corner
- Go to Account
Click on the Partners link on the left menu
From there you can manage partner type:
- Add
- Rename
- Remove
- Re-order
Once you're done with the modifications, click the Save button.