Knowledge Base
Getting Started
Articles related to Onboarding to Kylas CRM.
Kylas-Basics
Articles covering details about basic elements in Kylas CRM.
User Onboarding
Articles related to user management.
Customization
Articles related to customizing Kylas CRM.
Teams
Articles covering the Team Management capabilities offered by Kylas CRM.
Pipeline
Articles related lead and deal pipelines
Products & Services
This section covers articles related to creating and managing Products & Services that can be associated with Deals and Leads.
Data Import and Export
Articles related to import/export features.
Lead
This section covers articles related to Lead Management.
Contact
Articles related to contacts module.
Company
Articles related to Company module.
Deal
Articles related to creating and managing deals in Kylas CRM.
Lead Conversion
Articles related to conversion of a lead into deal, contact and company.
Tasks
Articles related to Task Management.
Meetings
Meeting Management
Reports
Articles about Reporting capabilities offered by Kylas CRM.
Email
Articles related to Email module in Kylas CRM.
Call
This section covers articles that will help you make the most of the Calls module in Kylas CRM.
Workflow
This section covers the feature related to Workflow module in Kylas CRM.
Billing
This section covers articles related to billing and plans.
Email Templates
Articles related to the Email Templates feature in Kylas CRM.
Dashboard
Articles related to managing Dashboards.
Notifications
Notification Center
Integration
Articles related to integrating other tools and websites with Kylas CRM.
MarketPlace
This section contains articles pertaining to Marketplace
Order Management
In this category, we shall be adding the article specific to the Quotation, Sales Order and Invoices
Goals
Goal in sales refers to a desired outcome or target that an individual or a sales team aims to achieve within a specific period.
Field Sales Management
This category consists of the help articles needed for managing field sales
API
Articles coverings details related to Kylas CRM API's.
Other Features
Other Features
Kylas Native Whatsapp
Articles covering details about Kylas Native Whatsapp features in Kylas CRM.
Popular Articles
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 ...
What is a Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
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 ...
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...