Getting Started
How to setup Lead Re-engagement flow in kylas
The article covers the steps to be followed for creating the lead re-engagement flow in the Kylas. Prerequisites: Permissions: 1. Any user with access to Control Center along with the permission to Create/Update Leads and contacts 2. User must have ...
Support SLA and Escalation Matrix for Kylas
Support SLA Our response time is within 2 to 4 working hours and resolution time will depend on the query or task at hand. Our working hours are from Monday to Friday 10 AM to 7 PM. Escalation Matrix For any escalations you can use this escalation ...
How To add a User by Admin?
To get your coworkers into action with CRM, you can add the users with their defined roles. The steps below will walk you through the whole process to get started. Prerequisites. Permissions: Any user with access to Control Center along with the ...
How to Add a User by Admin?
To get your coworkers into action with the CRM, you can add the users with their defined roles. The instructions below will walk you through the process of adding a user. STEP BY STEP PROCESS. 1) Once logged in, click on ''CRM settings'' present on ...
How to signup for a new Kylas CRM account?
This article covers the steps for creating a new account in the Kylas CRM, and getting started with it. Prerequisites Permissions: None Product Plans: N.A Activities to be Completed: None Steps Step 1 Navigate to the signup page of the CRM. Step 2 ...
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, ...
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 ...