A lead can be now be converted into a contact or company as well. Also, converting a lead into any combination of Deal, Contact and Company is also supported in the latest release. Please refer to the section Lead Conversion in the knowledge-base for more details about the Lead conversion capabilities offered by Kylas CRM.
Now, users can create deal reports in Kylas, to track the progress of their deals. Kylas CRM also provide users with some standard/default deal reports on top of this. Users can edit these standard reports to match their requirement or use them as it is.
Check out the Standard Deal Reports available in Kylas CRM, by clicking on the following link - Standard Deal Reports
Lead Capture Form
April 2021 Release
In this release, Kylas has made the following feature live - Email templates, Dashboards, Usage Statistics, Call Logs. The detailed description of changes in Kylas in this release is given below: Workflows In this release, we have extended the ...
January 2021 Release
In this release, Kylas team brings you the Workflows and Emails. Workflows will empower the Kylas users to automate standard repetitive tasks. The introduction of the Email module will enable users to connect their Gmail account with Kylas and send ...
October 2020 Release
In this release Kylas team brings you the Meeting Module. This will empower the Kylas users to schedule and manage meetings with their leads, contacts and internal users. The following capabilities are available in the meeting module Schedule ...