Deals vs. leads
You can convert an accepted lead into a deal at any time. If your lead and contact properties share the same internal field names, Kiflo copies the values across automatically.
The deal lifecycle
Once you approve a deal you can set an optional expiration date. If the deal is not closed by that date, both you and the partner receive a reminder — and eventually an expiration notification — so nothing slips through.
Key features
Deal approval workflow
When a partner registers a deal, it lands in your queue as Pending. You (or the deal’s assigned owner) review the details and click Approve or Decline. Three validation strategies are available: anyone on your team can validate, only the deal owner can validate, or deals are auto-approved with no validation required.Channel conflict detection
Enable channel conflict detection in Account Settings to have Kiflo automatically flag any deal whose client email domain matches an existing deal, lead, or customer. This protects partners from competing with each other — or with your direct sales team — on the same account.Deal expiration
Grant partners time-limited exclusivity on their registered deals. Set a default expiration window and reminder period in Account Settings. When you approve a deal you can override the default dates. If a deal expires, you can postpone it directly from the deal detail page.Notes and tasks
Every deal has a full activity area where you and your team can write notes, @mention colleagues, comment on notes, and create tasks. Notes can be marked as visible to partners or kept internal.Line items
On the Scale plan, you can attach line items to deals — individual products with quantities and prices drawn from your product catalog. You can enable line items per partner program, allowing resellers to select products during deal registration while controlling whether they see prices.Next steps
Deal Registration
Customize the deal form, configure approval settings, and allow resellers to select products.
Deal Pipeline
Add and reorder pipeline stages, manage deal expiration, and detect channel conflicts.
Leads Overview
Understand how leads feed into your deal pipeline.
Lead Forms
Configure the lead submission form and convert leads to deals.