How to take your workflow to the next level

Do you want to learn some tips on how to take your workflow in Kople to the next level? Let us introduce you to three lesser-known functions that will support your daily tasks:

  1. Match history: Quickly access a user’s past, current, and temporary matches in the right-hand corner of their profile to increase the future matching quality
  2. Timeline filters: Easily search and find what you are looking for by filtering the timeline by event type
  3. Custom reminders: For all tasks outside the flow, you can easily create reminders by right-clicking on notes, calls, sms and emails in the timeline

 

If you are interested in discovering more features of Kople, follow us on Linkedin or get in touch to book a demo session!