Call
How to make outbound call from Kylas web application via your mobile phone?
This article covers the steps to take in order to make outbound call through your mobile phone by clicking a button on the web application. Prerequisites: Product plan: All plans Permission: Read permission on Lead and Contacts Steps to be completed: ...
How to sync the mobile phone call logs with Kylas?
This article covers the steps to be followed to sync the calls made from your phone to your Kylas account. Prerequisites: Permission: Create permission on Calls Call permission on Leads, Contacts and Deals Product plans: All Device: Android device ...
Create Call Logs with Market Place on Mobile App
This article covers the steps for using the Kylas App to log calls via Marketplace related to the Leads and Deals in Kylas CRM, and create call log entries for the same. Prerequisites Permissions: Create call log & Special Access Permission for ...
How to create a Manual Call Logs on Mobile App?
This article covers the steps for using the Kylas App on the android phone to manually add call details related to the leads and contacts in Kylas CRM, and create call log entries for the same. Prerequisites Permissions: Create call log & Special ...
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. ...
How to Customize Call Logs Form Fields?
Prerequisites Permissions: Configuration Management > Custom Field > Basic Access: Toggle on "Create" & Administrative Access: "Update All" Product Plans: Elavate Activities to be Completed: None Steps Step 1: Navigate to CRM Settings > Dashboard > ...
Popular Articles
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 Lead?
Lead is an organisation or a person who can be a potential buyer of products and services offered by the selling organisation. For example, you meet a person from a organization in an event and exchange business cards. The person might not have shown ...
How to edit/update account details?
The article covers the steps to be followed for updating the account details in the Kylas CRM. In the context of this article, account refers to the organization using Kylas CRM. Prerequisites Permissions: Any role having access to Control Center, ...
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 ...
What is a pipeline?
A pipeline is sequential list of stages a lead/deal goes through until they are converted or lost. Each stage in a pipeline has a probability of winning associated with it, which makes it easier for sales professionals to prioritize their prospects ...