| Feature Description/Details | | |
---|
Email Tracking | | | |
User Hierarchy Management | | | |
Marketplace - Zoho Books | | | |
Marketplace - Apollo Enrichment | | | |
Logo | | | |
Call Automation (Webhook) | | | |
Interakt - Automated WhatsApp (Deal) | | | |
Lead Capture Form (Hidden Field) | | | |
Lead Capture Form (UTM Fields) | | | |
Meeting Automation | | | |
Task Customization | | | |
Enhanced Company Module | | | |
User Management | | | |
Goal Vs. Achivement | You can create a deal goal for your users and track all the achievements done by them. Get to know whether your sales users are on track to achieve their individual goals as well as, track the total goal achievement Set goal for Closing a number of Deals, Achieving the sum of actual revenue per user and tracking their achievements in Kylas itself.
| 15-May-2023 | Live on Production |
Lead Capture Form | | | |
Contact Layout Customization | | | |
Import Deal | | | |
Enhanced Reporting | | | |
Custom Fields on Quotation | | 31-May-2023 | |
Motivational Ecosystem | | 31-May-2023 | |
Goal Vs Achivement Notifications | | | |
Call Automation | | | |
Meeting Automation | Create automation to perform a certain action on the related entity such as sending an email to your records or creating a task. Include the associated entity fields in the meeting workflow condition and webhook to perform an action. Set Meeting automation with the inclusion of the associated entity fields to perform certain actions automatically.
| | |
Task Automation | | | Moved to 3.4 |
Facebook Retargeting | | | |
Kylas Marketplace - Shopify | | | |
User Management | | | |
Kylas Marketplace - PowerBI | | | Moved to 3.4 |