Are you interested in tracking the activity within your group on KITE?
At the end of each month we can share a breakdown of activity within your group. You can choose what you'd like us to track and share each month. Breakdown of activity events below.
Please reach out to support@kitesrm.com if you would like to begin tracking monthly activity.
Companies:
- Add company ⭐
- Create field ⭐
- Set field value ⭐
- View company profile ⭐
Account:
- Send Invite
Connections:
- Click post attachment
- Create post
- Edit Post
- View Connections
Reports:
- Create report ⭐
- View report ⭐
Other:
- Create Company ⭐
- Update Field
- Any activity event ⭐
TIP: All events listed below. Ones marked with a ⭐ are popular events.
We would recommend keeping to 7 activity "events".