Data Import and Export
How to Import Deals in Bulk
When the team receives a large number of deals, manually adding the deal one after another will be a tedious task. So, Kylas CRM provides the option to upload the deals in Bulk using an .CSV file. This article covers the steps for uploading deals in ...
How to export records from Kylas?
This article will walk you through the steps to export different types of Records available on CRM Records can be of different types, as listed below Lead Deal Contact Company Call Meeting Task Prerequisites Permission: Any user having Create ...
How to Export Data with Notes
This article covers the steps to export data from CRM, this is bulk export action to capture data. Steps to export data for any Entity remains the same Prerequisites Permissions: Any user having Create access on Data export, Read access on required ...
How to Export Data
This article covers the steps to export data from CRM, this is bulk export action to capture data. Steps to export data for any Entity remains the same Prerequisites Permissions: Any user with having Create permission on Data export and Read ...
How to import Contacts in Bulk?
This article covers the steps to import Contacts in bulk. What is a contact? What is the difference between a lead and a contact?. Prerequisites Permissions: Any user with permission to Create contact Product Plans: Embark/Elevate Activities to be ...
How to import leads using an .CSV file?
When the sales team receives a large number of leads, manually adding the leads one after another will be a tedious task. So, Kylas CRM provides the option to upload the leads in Bulk using an .CSV file. This article covers the steps for uploading ...
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 ...