After step 2, click on the Save button at the bottom of the page. This will create a new user and a success message will be displayed on the screen.
After creating a new user, a confirmation mail will be sent to the new user's mail id. The new user will get activated in the system only if the user acknowledges the mail, by clicking on the link given in the mail and setting his password.
It is mandatory to assign a profile to each user in Kylas CRM. A profile defines what are the activities the user is permitted to perform in the CRM. This article covers the steps for creating new user profiles and defining the permissions for each ...
The article covers the steps to be followed by a user to complete his verification process. The user verification process will be initiated after the User Creation process. Once a user account is successfully created by the admin in the Kylas CRM, an ...
In Kylas CRM, the listing page (also called the list or table view) is where you see a grid of records—such as leads, deals, contacts, or companies. To make your day-to-day CRM experience more efficient, Kylas lets you customize the columns shown on ...
Managing your team's working hours efficiently is key to ensuring smooth operations and accountability. Kylas CRM allows you to define user shifts, which can help you streamline attendance tracking, productivity monitoring, and workflow planning. In ...
Creating shifts for different teams or time slots is essential for organizing workflows. But manually setting up each shift from scratch can be time-consuming—especially when many shifts share similar configurations. That’s where the Clone Shift ...