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 the Kylas CRM.
Which all Tasks are displayed in the Tasks pool?
The tasks under the following categories will be displayed in the companies pool of the user: Tasks which are created by the user. Tasks which are shared with the user.
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 team?
Team is an entity in the the CRM under which a set of users are grouped. All the users in a team gets access to the tasks, leads, deals etc. shared with the team. Creation of teams makes it easy for the sales executives to work collaboratively on ...