Help Center | Kiflo PRM
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Deals

Learn how to manage and configure Deals (expiration, approval, conflicts, etc)

  • How to set up acknowledgment emails for Deals?
  • How to customize deal pipeline?
  • How to allow resellers to select products during deal reg?
  • How to customize the Deal Registration Form?
  • How to detect channel conflicts on deals?
  • How to export data?
  • What are line items?
  • How to prevent partners from updating deal stages?
  • How to set the owner as the deal validator?
  • How to use Views?
  • How to comment on a note?
  • How to mention?
  • How to manage deal expiration?
  • How partners can request quotes?
  • How to prevent my partners from registering deals?
  • How to write a note?
  • How to prevent my partners from updating deals?
  • How to copy values when converting a Lead to a Deal?
  • How to create a task?
  • How to change the source partner on a deal?
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Categories

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  • Deals
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  • Leads
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