1
2
Quick introduction to Kylas
Setting Up your Account details
Managing your Users
Managing your Teams
Setting up Profile Permissions
Basic Access
Administrative Access
Special Access
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
Using Webhooks
Setting Up Lead Capture Forms
Customizing Display Names & Uniqueness Strategy
3
4
Quick Introduction of Entities
Using the Activity Dashboard
Understanding Sales Pipelines
Getting organized and productive
Notes
Tasks
Meetings
Emails
Calls
Using Kylas Smart Lists & Filters
Using Reports for better Sales Conversions
Exporting Data from Kylas CRM
5
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
