Lead
How to Re-share a record in Kylas.
This allow users to re-share a record that is shared with them on Web and Mobile by allowing the re-share permission on the respective user's profile. Prerequisites Permissions: User with Re-share permission on Lead, Deal, Contact and Company ...
Assign Layout as per User Profile
This article covers the steps for creating custom layout & assign it to specific user profile. Prerequisites Permissions: Configuration Management > Layout > Basic Access: Toggle on "Create" & Administrative Access: "Update All" Product Plans: ...
How to update Leads in Bulk?
When a lead is created by a user, there are chances that for some valid reason bulk action update would be required. This article covers the steps to be followed for updating / deleting leads in bulk based on the clients current requirement. Which ...
How to customize Lead Form Layout?
This article covers the steps for creating custom layout for lead form. Prerequisites Permissions: Configuration Management > Layout > Basic Access: Toggle on "Create" & Administrative Access: "Update All" and read access on required Entity Product ...
How to add New / Customize Lead Form Fields?
Prerequisites Permissions: Any user with permission to create custom form fields Product Plans: All Activities to be Completed: None Step 1: Navigate to My Profile > CRM Settings dashboard > Customization > Lead form fields Step 1(a): Click on Lead ...
How to bulk Update leads in Kylas CRM?
This article covers the steps for bulk updating the leads, the dependencies and pre-requisites for executing the feature, glossary/definition of domain specific entities associated with the process of creating a lead. What is a lead? Prerequisites ...
How to bulk reassign leads in Kylas CRM?
This article covers the steps for reassigning the leads in bulk, the dependencies and pre-requisites for executing the feature, glossary/definition of domain specific entities associated with the process of creating a lead. What is a lead? ...
How to add notes in specific to a lead in Lead Details page?
Notes help salespeople to record important information regarding a Lead. This article covers the steps to be followed for adding notes specific to a lead, on the Lead details page. Prerequisites Permissions: Any profile with special access on lead & ...
How to reassign a lead to a new user?
By default, the ownership of a lead resides with the user who creates the lead. If the ownership of the lead 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 create a task specific to a Lead, on Lead Details page?
The nurturing of a lead will involve many activities like follow-up calls, reminder emails, product demo, etc. This article covers the steps to be followed for creating a task-specific to a lead, in the Lead details page. Prerequisites Permissions: ...
How to share Leads with other users/teams?
In Kylas CRM, there is a provision for users/teams to collaborate on a lead. The owner of a lead can share the same with a user or a team. The article covers the steps to be followed for sharing a lead with specific users or teams. What is the ...
How to update lead details?
When a lead is created by a user, there are chances that all the information pertaining to the lead is not captured. Along the lead nurturing process, the salesperson gets more information about the lead. Users can update the lead details using the ...
How to filter leads based on specific conditions?
Users can use the filter icon in the Leads Listing page to view leads that fall under a specific condition. For example, if a user wants to view a list of leads that are from the Education industry, then a filter based on the condition; Industry ...
How to create a lead in Kylas CRM?
This article covers the steps for creating a lead, the dependencies and pre-requisites for executing the feature, glossary/definition of domain specific entities associated with the process of creating a lead. What is a lead? Prerequisites ...
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 ...