What is the difference between a lead and a contact?
The lead is a person who has not yet been qualified and might be interested in your product or service. When the lead becomes more qualified, you can convert it into a contact. A contact is your point of communication for an organization (account). ...
What is the difference between reassigning and sharing?
In reassigning the ownership of the lead/contact/deal is transferred to the new user. In sharing a lead/contact/deal the new user will be able to track all the information/updates pertaining to the lead/contact/deal and also he can perform ...
What is the difference between basic access, administrative access and special access?
Basic Access This type of access gives the user permission to perform specified actions on the entity records owned by the user or shared with the user. For example, a user with permission to Update Leads can update only the leads created by him or ...
What is a deal?
Deal can be defined as a potential sale agreement or business commitment between seller and the buyer organisation/individual, in which the seller will receive monetary reward in return for the products/services he gives to the buyer. For example if ...
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. ...