Knowledge base

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Agent CRM (1)

Collection of Articles about Agent CRM

Getting Started with Kizen (2)

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Custom Application Builder (6)

Domain & Tracking (2)

Privacy Settings (2)

Table Layout for Contacts (2)

Email Library & Builder (7)

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Forms & Surveys Builder (15)

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Activities Setup (6)

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Data Cloud (7)

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Custom Fields (11)

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Custom Objects (3)

Data Import (1)

How to upload data into Kizen CRM - Enrollments

Groups & Filters (11)

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Custom Objects and Entities (17)

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AI-Enhanced Automation Engine (1)

Automations (14)

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Dashboards & Reports (4)

Customize Homepage

Marketing Focused Dashboards & Dashlets (7)

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Sales Focused Dashboards & Dashlets (2)

Data Insights: Dashboards & Dashlets (8)

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Smart Connectors (2)

Native Integrations (3)

Third-Party Integrations (1)

Set up SSO with Okta

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Marketing Platform (2)

Deliver personalization with ease and accuracy.

Sending Marketing Emails (3)

Personalized Communication (8)

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User Access Management (2)

Team, Roles, & Permissions.

Team, Roles, & Permissions (2)

Settings & General (9)

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