Knowledge base

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Agent CRM (3)

Collection of Articles about Agent CRM

Getting Started with Kizen (7)

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Customize Homepage in Agent CRM

Activities Setup (6)

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Custom Application Builder (4)

Domain & Tracking (2)

Privacy Settings (2)

Email Library & Builder (8)

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Forms & Surveys Builder (13)

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Data Management (6)

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Custom Objects & Fields (12)

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Custom Objects and Entities (14)

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Data Import & Export (3)

Groups & Filters (10)

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View Layout (5)

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AI-Enhanced Automation Engine (1)

Automations (13)

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Dashboards & Reports (3)

Marketing Focused Dashboards & Dashlets (7)

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Sales Focused Dashboards & Dashlets (1)

Dashlets: Sales Leaderboard

Data Insights: Dashboards & Dashlets (8)

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Smart Connectors (2)

Native Integrations (2)

Third-Party Integrations (1)

Set up SSO with Okta

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Marketing Platform (3)

Deliver personalization with ease and accuracy.

Marketing Automations (1)

Schedule Automations From Broadcast Calendar

Sending Marketing Emails (4)

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Personalized Communication (6)

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User Access Management (2)

Team, Roles, & Permissions.

Team, Roles, & Permissions (5)

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Settings & General (5)

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General Settings (1)

Business Information (1)

Adding a Business Logo