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.
Related Articles
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 ...
What is a Product/Service in Kylas CRM?
Product/service will include the list of sell-able inventory of the selling organization. A user can create products and services in the system along with its price. Also, user can link these products/services with deals.
What is a Task?
Task is any activity to be performed on the existing lead/deal by the sales professional. Follow-up call, reminder mail etc. are typical examples for tasks. User can login and set reminders for various sales activities by using the 'Tasks' feature in ...