How to signup for a new Kylas CRM account?
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
Step 2
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.
Related Articles
How to edit/update account details?
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, ...How to Create the Quotation in Kylas CRM?
This article will walk you through the steps to create the quote and execute the features. Prerequisites Permission: 1) Any user with Create and/or Update permission for Quotation under the Order Management. 2) Any user with the Deal read permission. ...How to Transfer data from Kylas to Google Sheets?
Step by Step Process 1. Open the google sheet with the records you want to export. Navigate to Extensions> click on Apps Script. 2. You'll attain a quick platform to enter the script with functions. Note - User needs to get "functions" written from ...Integration with Third Party Lead ( Just Dial) Generation
This article covers the steps to follow in order to check the Leads to sync in Kylas from Facebook Lead generation, Indiamart, Just Dial, Facebook, Trade India Lead Generation. Perquisites Permissions: Any user with access to the Kylas account ...How To add a User by Admin?
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 ...