What is Kylas?
Kylas is a saas based CRM which is developed, maintained and owned by K2V2 TECHNOLOGIES PRIVATE LIMITED. A CRM is primarily a centralized database for recording, organizing and processing data related to a company's sales activities. The major ...
How to edit/update account details?
The article covers the steps to be followed for updating the account details in the Kylas CRM. In the context of this article, account refers to the organization using Kylas CRM. Prerequisites Permissions: Any role having access to Control Center, ...
What is a team?
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...
October 2020 Release
In this release Kylas team brings you the Meeting Module. This will empower the Kylas users to schedule and manage meetings with their leads, contacts and internal users. The following capabilities are available in the meeting module Schedule ...
How to signup for a new Kylas CRM account?
This article covers the steps for creating a new account in the Kylas CRM, and getting started with it. Prerequisites Permissions: None Product Plans: N.A Activities to be Completed: None Steps Step 1 Navigate to the signup page of the CRM. Step 2 ...