To get your coworkers into action with the CRM, you can add the users with their defined roles. The instructions below will walk you through the process of adding a user.
STEP BY STEP PROCESS.
1) Once logged in, click on ''CRM settings'' present on the left hand side black panel.
To get your coworkers into action with CRM, you can add the users with their defined roles. The steps below will walk you through the whole process to get started. Prerequisites. Permissions: Any user with access to Control Center along with the ...
The article covers the steps to be followed for creating the lead re-engagement flow in the Kylas. Prerequisites: Permissions: 1. Any user with access to Control Center along with the permission to Create/Update Leads and contacts 2. User must have ...
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, ...
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 ...