Other Features
How Reporting Managers Can Nudge a Goal in Kylas CRM
In sales management, setting goals is just the beginning—the real challenge lies in ensuring they are achieved. In Kylas CRM, reporting managers have the powerful capability to “nudge” assigned goals. Nudging acts as a soft reminder or encouragement ...
Get Help Using Sherpa – Your Kylas Virtual Assistant
Sherpa is Kylas' built-in virtual assistant designed to guide you through CRM usage, answer queries, and help you navigate features with ease. Whether you're new to Kylas or looking for quick assistance, Sherpa is your go-to companion—right inside ...
How Forex Works in Kylas CRM
In today’s global marketplace, businesses often deal with customers, vendors, and partners across different countries and currencies. To support this, Kylas CRM offers a built-in Forex (Foreign Exchange) feature that enables you to manage ...
How to setup phone number masking in Kylas?
Phone number masking is a privacy-focused feature that hides or partially masks contact numbers of leads or customers. It helps protect sensitive data while allowing your team to perform their CRM tasks securely. Kylas CRM supports phone number ...
How to setup IP restriction in Kylas?
This article covers how to set up IP restrictions in kylas. Setting up IP restrictions can help enhance the security of your system or application by ensuring that only users or devices from approved IP addresses can access it. Prerequisites ...
How to setup two factor authentication in Kylas?
This article covers how to setup 2 factor authentication in kylas. With help of two factor authentication Protects your account even if your password is compromised by requiring a second verification factor. Prerequisites Permissions: Any user with ...
How to delete the notes in bulk?
Managing your CRM data includes regularly cleaning up irrelevant or outdated Notes. With Kylas CRM, users can now delete Notes in bulk without manually removing them one by one. This saves time and ensures cleaner data management across your system. ...
How to assign leads to users in round-robin mode, in Kylas CRM?
This article covers the steps to be followed and the pre-requisites for assigning leads to users in a round-robin fashion, using the webhooks feature of the workflows. Prerequisites Permissions: Any user with create permission on Workflow Module. ...
How to set data sharing rules in Kylas?
Kylas CRM provides its users with the option to collaborate on leads, contacts, deals, and tasks. Using the Sharing Rules feature in Kylas CRM, a team lead/manager can set rules to automatically share the entities created by him with a specific ...
How to create Smart Lists?
This article covers the steps for creating a smart list in Kylas CRM. This feature is currently available for Leads and Contacts. What is a Smart List? Prerequisites Permissions: Any user with permission to Edit/View Leads and Contacts. Product ...
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 ...