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 of the application.
What are user roles/profiles?
User Roles or profiles are user-types with predefined set of permissions over the product. A new user added to the system will be assigned a role. The new user will have permissions and access to all the forms available to that specific role. It is ...
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 ...
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, Prerequisites. ...
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.