Contact
How to add tasks specific to a contact, on contact details page?
The sales team's interaction with contact will involve many activities like follow-up calls, reminder emails, product demo, etc. Users can record such activities and set reminders for the same using the Tasks feature in Kylas CRM. This article covers ...
How to add notes specific to a contact?
Notes help salespeople to record important information regarding a Contact. This article covers the steps to be followed for using the Notes feature to record important information pertaining to a Contact, in the Contact details page. Prerequisites ...
How to reassign a Contact to a other user?
By default, the ownership of a contact resides with the user who creates the contact. If the ownership of the contact has to be transferred to another user in the team, the Reassign option can be used. The article covers the steps to be followed for ...
How to share Contacts with other users/teams?
In Kylas CRM, there is a provision for users/teams to collaborate on a contact. The owner of contact can share the same with a user or a team. The article covers the steps to be followed for sharing a Contact with specific users or teams. What is the ...
How to update Contact Details?
When a contact is created by a user, there are chances that all the information pertaining to the contact is not captured. Along the sales cycle, the salesperson gets more information about the contact. Users can update the contact details using the ...
How to filter Contacts based on specific conditions?
Users can use the filter icon in the Contacts Listing page to view Contacts that fall under a specific condition. For example, if a user wants to view a list of contacts that are from the Education industry, then a filter based on the condition; ...
How to create Contacts in Kylas CRM?
This article covers the steps for creating a Contact, the dependencies and prerequisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Contact. What is a contact? What is the ...
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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 ...