How to Log Calls in Kylas CRM?
Logging calls is considered as one of the best practices in every rep's sales journey. This not only tracks the daily productivity but also ensures the progression of Leads. Following are the steps to help you log your calls,
Permissions - Any user with the the access to create Calls on the specific entity required in action. ( Lead, Contact and Deal)
Product Plans - All
Activities to be completed - None
Step by Step Process.
1.) Navigate to the "Call Logs" tab on the sales panel in the left.
2.) Click on Log a Call.
3. It will open up a Call Log form.
4. Proceed with selecting an entity and the associated record related to that entity. Fill in the basic details - phone no, call type and the outcome.
5. Add all the details related to the call and enter the Call notes if any.
6. Click on add and once done save the record.
What are the standard roles in the Kylas CRM?
The standard roles available in Kylas CRM are:- - Admin : This role has access to entire application and has the rights to change administration settings and create more users/roles. - Restricted User : This user has only access to the Sales section ...
What are the Smart lists readily available in Kylas CRM?
The smart lists which are readily available in Kylas CRM are listed below: All Leads - This list will consist of all leads accessible by the user. All My Leads - This list will contain all the leads owned by the user. Shared With Me - This list will ...
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 meant by metrics in Kylas report?
Metrics are standards for measurement that are used to assess, compare and track the performance of the sales team. Number of leads, number of contacts, number of deals etc. are typical example for metrics in Kylas CRM.
What is a Product/Service in Kylas CRM?
Product/service will include the list of sell-able inventory of the selling organization. A user can create products and services in the system along with its price. Also, user can link these products/services with deals.