Meetings
How to connect your Google / Outlook Calendar to create online Meetings?
This article will cover points to connect your Google / Outlook Calendar to create online Meetings, Once a meeting is scheduled using Kylas CRM, then an invite email is sent to all the invitees (Kylas users/ contacts/ leads) of the meeting. Below are ...
Change the status of the Meeting
This article will help understand step wise process to update / change the status of meeting. Prerequisites Permission: Any User with Update permission on Meetings Product Plan: Embark/Elevate Activities to be completed: None Steps Step 1: Updating ...
How to know the meeting Location (conducted)
This article will help understand step wise process to fetch meeting locations real time. Prerequisites Permission: Any user with Read permission on meeting and Special Meeting permission on Required Entity. Product Plan: Embark/Elevate Activities to ...
Meeting Check In / Out
This article will help understand step wise process to add meetings. Please note that meeting can be created from Web browser as well as Kylas CRM Application. With help of app, it allow to check in & out at the meeting with actual on-site location. ...
How to add New / Customize Meetings Form Fields?
This article covers the steps to be followed for updating the details of an existing meeting form fields or add new field Prerequisites Permissions: Configuration Management > Custom Field > Basic Access: Toggle on "Create" & Administrative Access: ...
Which all meetings are shown by default on the Meeting Listing page?
By default your meeting listing page will show only those meeting which are scheduled on or after the current date (any meeting scheduled after 12:00 am of the current day in user's timezome), and in which user is a participant or organiser. The ...
How will invitees respond to my meeting invite, for the meeting scheduled using Kylas CRM?
Once a meeting is scheduled using Kylas CRM, then an invite email is sent to all the invitees (Kylas users/ contacts/ leads) of the meeting. The meeting invite email will look as shown below. All the invitees can respond to the meeting by clicking on ...
How to cancel a scheduled meeting in Kylas CRM?
This article covers the steps to be followed for canceling a meeting scheduled using Kylas CRM. Prerequisites Permissions: Need to be the meeting organizer , special permission to create/Update a meeting on Lead/ Deal/ Contact/Company Product Plans: ...
How to add an external email id as a contact and add it to invitees list while creating a meeting?
Any email-id which is not present in the meeting organizer's Kylas account is treated as an external e-mail id. This article describes the steps to be followed to quickly add an external email-id as a contact in the system while scheduling a meeting. ...
How to edit an existing meeting created using Kylas CRM?
This article covers the steps to be followed for updating the details of an existing meeting scheduled using Kylas CRM. The scope of this update procedure will include the following: Add or remove invitees to the meeting Reschedule the meeting Change ...
How to schedule a meeting using Kylas CRM?
This article covers the steps to be followed to schedule a meeting with your leads, contacts, and other Kylas users Prerequisites Permissions: Create meeting permission and special meeting permission on required entity Product Plans: Embark/Elevate ...
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, ...
How to Send automated SMS via Kylas Workflows?
This article covers the steps to be performed to send automated SMS to Leads or Contacts. Prerequisites: Product Plans: Elevate Activities to be completed: Kylas SMS app installed and configured to send manual SMS. Please refer the following ...
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 ...