Email
How to Track Emails in Kylas - Read/Unread/Delivered
When we target our Audience through Emails, it becomes important to know the status of our emails. This article covers the steps to track emails in Kylas CRM- We can track if the Email Read/Unread/Delivered. Prerequisites: Permissions: Any user with ...
How to Delete an Email or Email conversation from Kylas?
This article covers the steps to delete the email conversation from Kylas. Prerequisites Permissions: Any user with Delete/Delete All on Emails and Read and special access of Emails on Required Entity Product Plans: All Steps: Step 1: Login to Kylas ...
How to connect you Outlook account with Kylas CRM?
This article covers the steps to be followed and the pre-requisites for connecting a Gmail account with a Kylas CRM account. Prerequisites Permissions: Any user. Product Plans: All Activities to be Completed: None Steps Step 1 Login to Kylas and ...
How to connect custom email servers with Kylas CRM to send and receive emails?
This article covers the steps to be followed and the pre-requisites for connecting custom email servers with Kylas CRM, to send and receive emails using Kylas CRM. Prerequisites Permissions: Any user. Product Plans: Embark/Elavate Activities to be ...
How to disconnect gmail account from Kylas CRM?
This article covers the steps to be followed to disconnect your Gmail account from Kylas CRM. Prerequisites Permissions: Any user Product Plans: Embark/Elavate Activities to be Completed: Connect Gmail Account Steps Step 1 Login to Kylas and Navigate ...
How to view email conversations associated with leads/contacts/deals in Kylas CRM?
This article covers the steps to be followed and the pre-requisites for viewing emails associated with leads/contact/deals in Kylas CRM. Prerequisites Permissions: Any user with special access (email) to Leads/Contacts/Deals. Product Plans: ...
How to send emails to leads/contacts from Kylas CRM?
This article covers the steps to be followed and the pre-requisites for sending emails using Gmail from Kylas CRM. Prerequisites Permissions: Any user with special access (email) to Leads/Contacts/Deals. Product Plans: Embark/Elavate Activities to be ...
How to connect a gmail account with Kylas CRM?
This article covers the steps to be followed and the pre-requisites for connecting a Gmail account with a Kylas CRM account. Prerequisites Permissions: Any user. Product Plans: All Activities to be Completed: None Steps Step 1 Login to Kylas and ...
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 ...