Data Management
Manage, import, and export your data.
- How to Add a Custom Object in Kizen
- Custom Object (Workflow/Pipelines)
- Related Workflows/Pipelines
- How to Edit and Delete a Custom Object
- Custom Objects: % Chance to Close
- Custom Objects: Change Stage Destination
- Object Relationships: Primary vs. Additional
- Edit Entity Records
- Archive Entity Records
- Getting Started: Timelines
- View Layout Options for Contacts / Custom Objects
- How to Use the Table View for Contacts / Custom Objects
- Column Templates in Table View for Contacts / Custom Objects
- How to Edit Default Columns in the Table View
- How to use the Chart View for Contacts / Custom Objects
- How to use the Board View for Custom Objects