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 contain all the leads accessible by the user, which is not owned by the user.
- All Converted Leads - This list will include all the leads that were converted to a deal and which is also accessible by the user.
- Open Leads - This list will display all leads with their pipeline stage as open.
- Closed Won Leads - List of leads which were successfully closed/won by the selling organization.
- Closed Lost Leads - List of leads which were lost by the team.
- Closed Unqualified Leads - List of leads which were unqualified by the sales team.
- All Contacts - This list will consist of all contacts accessible by the user.
- Stakeholder Contacts - The stakeholders who are stakeholders of the company.
- IT Contacts - The contacts who belong to IT Department.
- Marketing Contacts - The contacts who belong to Marketing Department.
- Sales Contacts - The contacts who belong to Sales Department.
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