Tasks
How to Enter Custom Time Interval for Task
This article covers the steps to be followed for editing/updating details of a Task related to time change in interval. Prerequisites Permissions: Any user with permission to Create/Update permission on a Task. Product Plans: Embark/Elevate ...
How to Reschedule Task
You can create tasks and schedule reminders for your sales users to perform any activity. Prerequisites Step By Step Process Prerequisites Permissions: Any user with update permission on Task and special permission of task on required entity. Product ...
How to cancel the task
Prerequisites Permissions: Any user with a permission to Create/Update the Task Product Plans: Embark/Elevate Activities to be Completed: None Step By Step Process 1.) Select Kylas Sales option shown in the topmost corner and click on the task shown ...
How to Filter Tasks based on specific conditions?
Users can use the filter icon in the Tasks Listing page to view Tasks that fall under a specific condition. For example, if a user wants to view a list of tasks that have to be completed within a specified date; then a filter based on the condition; ...
How to Share Tasks with other users/teams?
In Kylas CRM, there is a provision for users/teams to collaborate on sales activities like calls, in-person meetings, etc by adopting the Share Tasks feature. The owner of a task can share the same with a user or a team present in Kylas CRM. This ...
How to Update Task Details?
The information pertaining to a task such as priority, status, the outcome is prone to change over time, after the creation of the Task. Users can update the task details using the Edit Tasks feature. This article covers the steps to be followed for ...
How to create a Task in Kylas CRM?
This article covers the steps for creating a Task, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Task. What is a task in Kylas CRM? ...
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 ...