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'How to' videos
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How to Videos

1

How Can a CRM Tool Help You Achieve Your Sales Goals

2

How to set up your Kylas Account?

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
- I
  Adding a Workflow
- II
  Using Webhooks
Setting Up Lead Capture Forms
Customizing Display Names & Uniqueness Strategy

3

Why use a CRM tool?

4

How to use Kylas

Quick Introduction of Entities
Using the Activity Dashboard
Understanding Sales Pipelines
Getting organized and productive
- I
  Notes
- II
  Tasks
- III
  Meetings
- IV
  Emails
- V
  Calls
Using Kylas Smart Lists & Filters
Using Reports for better Sales Conversions
Exporting Data from Kylas CRM
How to Attach Documents to Leads/Deals/Contacts
How to Customize Lead Layout Form
How to Use Delayed Action
How to Use Web Check-In and Check-Out
How to Send Bulk Emails via Gmail and Outlook?
How to Share Lead/Contact/Deal using @mention with Another User?
How to Set-Up Conversion Mapping
How to Send Automated WhatsApp Messages via Marketplace?

5

How to set up Integrations in Kylas Marketplace?

Interkart Integration
Facebook Lead Integration
IndiaMart Lead Integration
JustDial Lead Integration
Kylas Caller
Kylas SMS
Razorpay Integration
WATI Integration in Kylas
TradeIndia Integration in Kylas
QuickBooks Integration

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Kylas Technologies Pvt. Ltd.

3rd Floor, Sr. No. 9 H.No:1/2, Near Ramada Plaza,
Above Maruti Suzuki Suman Kirti Cars Pvt. Ltd,
Mahalunge, Pune, Maharashtra 411045.

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