Company
How to add meetings on company
In this article we will cover how to add meeting from company as a entity, below is steps to cover the topic Which all Companies are displayed on the Companies list page of a user? Prerequisites Permissions: Any User with Basic access to create ...
How to add New / Customize Company Form Fields
This article covers the steps for creating custom company form fields as per the use case. System generated default fields are added by default, however to rename existing or adding new custom fields is also possible using below steps. What is a ...
How to Edit/Update Company Details?
Companies play a critical role in the case of B2B sales. certain information pertaining to a company may change over time. A number of employees, the products which the organization is interested in, the address, etc. are some examples of the same. ...
How to filter Companies based on specific conditions?
Users can use the filter icon in the Companies Listing page to view Companies that fall under a specific condition. For example, if a user wants to view a list of companies that are based in Pune, then a filter based on the condition; City equals ...
How to create a Company in Kylas CRM?
This article covers the steps for creating a Company, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Company. What is a company in Kylas CRM? ...
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 ...