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 which are shared/reassigned to him.
This type of access gives the user permissions to perform the specified action on all the entity records under the module on which the permission is granted.
For example, a user with permission to Read all Leads can access/read any leads available/created in the system.
Special access is applicable only in the following modules – Lead, Contact, Company and Deal. This access gives the user privileges to add tasks/notes specific to an entity like a lead, contact, deal etc.
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 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 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 ...
Which all Companies are displayed in the Companies pool?
The companies under the following categories will be displayed in the companies pool of the user: Companies which are created by the user Companies for which read access is granted to the user
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 ...