Meetings
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 Product Plans: All Activities to be Completed: Schedule a meeting How to schedule a new ...
How to add an external email id 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: Creating a meeting does not require any special permissions. Product Plans: All Activities to be ...
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 ...
How to fetch call details related to calls with leads/contacts, automatically from phone to Kylas CRM?
This article covers the steps for installing the Kylas Call Tracker App on the android phone to automatically fetch call details related to the leads and contacts in Kylas CRM, and create call log entries for the same. Prerequisites Permissions: None ...
October 2020 Release
In this release Kylas team brings you the Meeting Module. This will empower the Kylas users to schedule and manage meetings with their leads, contacts and internal users. The following capabilities are available in the meeting module Schedule ...
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 ...
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, ...