Scoring Rule
How to Use Custom Email Conditions to Increase/Decrease Lead Score in Kylas CRM
Overview Emails are a strong indicator of engagement—whether a lead opens, replies, clicks, or ignores your emails tells a lot about their interest level. Using custom email conditions in Kylas Lead Scoring helps sales teams automate prioritization ...
How to Set Up Lead Scoring Using WhatsApp Events and Custom Conditions in Kylas CRM
Lead scoring allows businesses to measure how engaged a lead is based on their interactions. In Kylas CRM, you can automate this process by assigning scores to leads based on WhatsApp-related activities—such as message sent, read, delivered, or ...
Using Custom Call Conditions to Increase or Decrease Lead Score in Kylas CRM
Overview Lead Scoring in Kylas CRM is a powerful feature that helps businesses prioritize their leads based on engagement, behavior, and quality. One of the most underutilized yet impactful tools in lead scoring is leveraging Custom Conditions on ...
How to setup a lead scoring on Email related events?
This Article covers how to setup a lead scoring on email related events and lead scoring on email-related events is important because it helps prioritize and qualify leads based on their engagement levels and helps sales teams focus on high-value ...
How to setup a lead scoring on Call log related events?
This Article covers how to setup a lead scoring on call log related events and lead scoring on call-related events is important because it helps prioritize and qualify leads based on their engagement levels and helps sales teams focus on high-value ...
How to set the color code for the scoring?
This article covers how set the color code for scoring and setting a color code for scores means using different colors for different score ranges to make it easier to understand the data quickly (Leads). Permissions: Read all \Update all permission ...
How to Create Scoring Rule ?
This Article covers how to create scoring rule in Kylas. Scoring rules in CRM help prioritize and segment leads, customers, or opportunities based on predefined criteria such as behavior, engagement levels. Prerequisites Permissions: Create\Update ...
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 ...