Contact
How to send bulk emails to your contacts?
When managing customer relationships, timely and targeted communication is key. With Kylas CRM’s Bulk Email to Contacts feature, you can send emails to multiple contacts in a single click—eliminating the need for repetitive manual actions. This guide ...
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 ...