Products & Services
How to add a units on your products?
Units in Kylas CRM represent the measurement or quantity of a product (e.g., Kg, Years ,Days ,Months). Assigning appropriate units helps your team maintain clarity in quotations, invoices, inventory, and overall product tracking. Prerequisites You ...
How to Edit Product Properties on Deal & Quotation in Real-Time in Kylas CRM
Overview Kylas CRM offers a flexible and dynamic way to manage sales, including the ability to associate products with Deals and Quotations. Often during a live conversation or negotiation, sales reps may need to adjust product properties—like ...
How to Enable Specific Product Properties to Be Shown on Deal and Quotation in Kylas CRM
When managing deals and sending quotations in Kylas CRM, businesses often need to show specific product properties such as size, weight, SKU, tax rate, or warranty. Kylas allows you to configure which product fields (custom or standard) should be ...
How to add HSN code, country of origin and category on products or services?
This Article covers the HSN codes that are used to classify goods to calculate GST. Prequisites Permissions: Any user with permission BASIC ACCESS (read,update) and ADMIN ACCESS (Read all and Update all) Product & Services. Product Plans: All ...
How to update Product/Service Details?
Product Details, especially price tends to change over time. Also, organizations may choose to pause the sales of certain products to respond to changing market conditions. Kylas CRM provides the leverage to its users to do the same, using the Edit ...
How to Filter Products & Services based on specific conditions?
Users can use the filter icon in the Products Listing page to view Products/Services that fall under a specific condition. For example, if a user wants to view a list of products whose value is greater than 1,00,000; then a filter based on the ...
How to Add Products/Services in Kylas CRM?
This article covers the steps for creating a Product & Services, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Product & Service. ...
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 ...