Fill in the details (name, e-mail, company name etc.) in the Sign-up form that opens after step 1.
Step 3
After filling the details in step 2, click on the Signup button. Then, user will be navigated to the login page. Enter the credentials (email-id and password) to login to the system.
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, ...
Support SLA Our response time is within 2 to 4 working hours and resolution time will depend on the query or task at hand. Our working hours are from Monday to Friday 10 AM to 7 PM. Escalation Matrix For any escalations you can use this escalation ...
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 ...
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 ...