User Management
How to Activate or Deactivate a User in Kylas CRM
Kylas CRM allows Admins and Super Admins to manage user activity status with ease. Activating or deactivating a user helps manage access control and ensures only authorized personnel can interact with CRM data at a given time. Prerequisites You are ...
How to Share an Entity in Kylas CRM
Kylas CRM allows users to share specific records (entities) like Leads, Deals, Contacts, and Companies, Contacts, Tasks, Meetings with other users or teams. This facilitates collaboration while maintaining control and Quotations can be sent through ...
How Shift Works in Kylas CRM
The Shift feature in Kylas CRM enables organizations to define and manage user working hours. This helps improve task planning, lead routing, assignment rules, and overall productivity tracking. Shifts can be configured for different teams working ...
How to Create Different Page Layouts for Leads in Kylas CRM
Page layouts allow businesses to customize the fields and structure of the Lead creation and detail views to suit various teams or processes. For example, you can create a dedicated layout for inbound leads and another for channel partner referrals. ...
How to Use Global Search in Kylas CRM
Global Search in Kylas CRM allows users to search across multiple modules—like Leads, Contacts, Companies, and Deals—using a single keyword. It supports searches via phone numbers, emails, names, or Details (using quotes for precision) and displays ...
How to View the Latest Notes on the Listing Page in Kylas CRM
The “Latest Note” column in Kylas CRM lets you view the most recent internal note added to a record—right from the listing page. It helps teams stay updated on meetings, follow-ups, or key action points without opening each record, improving speed ...
How to Freeze Any Column on the Listing Page in Kylas CRM?
Freezing columns in Kylas CRM enables users to keep important information visible whenever needed while navigating through wide tables. This feature is particularly useful for sales, operations, or support teams who need to retain visibility of key ...
How to Set Up an Organization Hierarchy in Kylas CRM?
Kylas CRM enables you to organize your internal team hierarchy by defining roles, setting up profile permissions, and aligning reporting structures. A well-structured hierarchy guarantees proper data access, accountability, and efficient management ...
How Hierarchy works in Kylas?
This article shows how Hierarchy works in Kylas platform in User management and Team management as well as reports. Prerequisites: To install and maintain hierarchy in Kylas, the following prerequisites must be fulfilled: You have logged in as a ...
How to Add or Subtract Columns on Your Listing Page in Kylas CRM?
In Kylas CRM, the listing page (also called the list or table view) is where you see a grid of records—such as leads, deals, contacts, or companies. To make your day-to-day CRM experience more efficient, Kylas lets you customize the columns shown on ...
How to Clone a Shift in Kylas CRM
Creating shifts for different teams or time slots is essential for organizing workflows. But manually setting up each shift from scratch can be time-consuming—especially when many shifts share similar configurations. That’s where the Clone Shift ...
How to Change Your Availability Status on Kylas CRM
In Kylas CRM, setting your availability status helps your team and managers understand whether you’re currently available to take up activities like lead assignments, calls, or tasks. This ensures streamlined workflow management and better team ...
How to Create Shifts for Your Users in Kylas CRM
Managing your team's working hours efficiently is key to ensuring smooth operations and accountability. Kylas CRM allows you to define user shifts, which can help you streamline attendance tracking, productivity monitoring, and workflow planning. In ...
How to create shifts in Kylas and assign the shifts to users?
Shifts in Kylas are a way to track the availability of users for various activities like Record assignment, Calling and Messaging. Users can create and assign shifts and external marketplace apps can consume the user shift timing and their ...
How To Bulk Update Users
This article covers the steps for Bulk Updating the Users, this helps the admins to make the changes in the Users at Once Prerequisites Permissions: Any user with access to CRM Setting along with the permission to Create/Edit Users. Product Plans : ...
How To Clone a User Profile
It is mandatory to assign a profile to each user in Kylas CRM. A profile defines what are the activities the user is permitted to perform in the CRM. This article covers the steps to be followed for cloning/duplicate the already created user-profile ...
How to manage users and profile permissions
The article covers the steps to be followed for assigning/removing members to a team; and deactivating/activating a team. Prerequisites Permissions: Any user with access to Control Center along with the permission to Create/Edit Teams. Product Plans ...
How to give access to your Records to specific Users?
Need to share your record with your colleagues or teammates? We got you all sorted. Follow the steps below to get started. Prerequisites Any user with admin access. Product Plans - All Activities to be completed- None Step by step Process 1.) On the ...
How to give access to your Records to specific Users with Sharing Rule
With Kylas CRM you have an edge to unite and promote efficiency within your team. Data Sharing rule helps the manager/team lead to automatically share the entities with a specific user/team. Following steps would walk you through the entire ...
How is user verification done in Kylas Crm?
The article covers the steps to be followed by a user to complete his verification process. The user verification process will be initiated after the User Creation process. Once a user account is successfully created by the admin in the Kylas CRM, an ...
How to activate/deactivate an existing user?
When a team member/employee opts for a long leave/sabbatical, the organization can keep them temporarily out of the Sales process by exploiting the User Deactivation feature available in Kylas CRM. The article covers the steps to be followed for ...
How to add a new user in Kylas CRM?
You can add your team members to Kylas CRM and specify their roles. The article covers the steps to be followed for creating new users in Kylas CRM. Prerequisites Permissions: Any user with access to Control Center along with the permission to ...
How to create new user profiles?
It is mandatory to assign a profile to each user in Kylas CRM. A profile defines what are the activities the user is permitted to perform in the CRM. This article covers the steps for creating new user profiles and defining the permissions for each ...