How to Change Your Availability Status on Kylas CRM

How to Change Your Availability Status on Kylas CRM

In Kylas CRM, setting your availability status helps your team and managers understand whether you’re currently available to take up activities like lead assignments, calls, or tasks. This ensures streamlined workflow management and better team coordination.

This article will guide you through how to update your availability status in just a few clicks.

Prerequisites

Before you begin, ensure the following:

  • Product Plan: Available on all plans

  • Permissions Required: The user must have:

    • 'Create' and 'Update' permissions on Shifts

  • Activities to Complete Beforehand: None

Table of Contents

  1. What Is Availability Status?

  2. Where to Find Availability Settings

  3. How to Change Your Availability Status – Step-by-Step

  4. Availability Status Options Explained

  5. Best Practices

1. What Is Availability Status?

Availability Status in Kylas determines whether a user is marked as Available or Unavailable for CRM operations such as:

  • Receiving leads via automation or manual assignment

  • Being scheduled for activities

  • Appearing in availability-based filters

This feature is particularly useful for distributed or shift-based teams.

2. Where to Find Availability Settings

You can change your availability status from:

  • The Top Navigation Bar (quick access)

3. How to Change Your Availability Status – Step-by-Step

Quick Update from Top Bar

  1. Login to your Kylas CRM account.

  2. On the top-right corner, click on your profile icon.

  3. You will see your current status (e.g., ✅ Available or 🚫 Unavailable).

  4. Click on it and select the new status from the dropdown:

    • Available

    • Unavailable

  5. Your status will be updated instantly.


4. Availability Status Options Explained

Status
Description
✅ Available
You are online and ready to receive leads, tasks, and be included in round-robin assignments.
🚫Unavailable
You are offline or away, and will not be considered in auto-assignment processes.

5. Best Practices

  • Mark yourself Unavailable during breaks or personal time to avoid missed assignments.

  • Ensure you switch to Available at the start of your shift for smooth workflow continuity.

  • If you are using automated lead distribution, your status will impact routing logic—plan accordingly.

Conclusion

Your availability status plays a critical role in how you interact with leads and tasks within Kylas CRM. With the simple steps shared in this guide, you can easily manage your work presence and ensure smoother operations for yourself and your team.

Stay in control, stay visible—update your availability on time!



    • Related Articles

    • How to Create Shifts for Your Users in Kylas CRM

      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 ...

    • How to Add or Subtract Columns on Your Listing Page in Kylas CRM?

      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 ...

    • How is user verification done in Kylas Crm?

      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 ...

    • How to add a new user in Kylas CRM?

      You can add your team members to Kylas CRM and specify their roles. The article covers the steps to be followed for creating new users in Kylas CRM. Prerequisites Permissions:  Any user with access to Control Center along with the permission to ...

    • How to Clone a Shift in Kylas CRM

      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 ...