Quick introduction to Kylas
Setting Up your Account details
Managing your Users
Managing your Teams
Setting up Profile Permissions
Setting up data sharing rules
Importing your data into Kylas
Managing your Lead settings
Setting up your Products & Services
Managing your Pipelines
Setting up Workflows
Adding a Workflow
Setting Up Lead Capture Forms
Customizing Display Names & Uniqueness Strategy
Quick Introduction of Entities
Using the Activity Dashboard
Understanding Sales Pipelines
Getting organized and productive
Using Kylas Smart Lists & Filters
Using Reports for better Sales Conversions
Why You Will Love Kylas!
Easy to use
Kylas is easy to use, even for CRM beginners. Just sign up and get going!
Kylas comes with support that will set you up, help you make the most of the platform and address any issues you may have- all for free!
Kylas is built on a solid technology stack, so your data is in good hands - safe & available at all times!
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