Show all form fields in tabular form
Custom Fields on Quotation
Multi-Value picklist type custom field on a deal
This type of custom field on the form will let users enter multiple values.
The field will be accessible through deal forms, email templates, export, workflows, and reports, among other places.
Allow the users to reshare a Lead, Deal, Contact, and Company record that is already been shared with them by allowing reshare profile permission.
Call Log workflow
Users can add conditions based on associated records to execute the action on the respective meeting
Users can now set up automation over the meetings to perform particular actions on the lead or contact associated with them.
Users can now send Kylas meeting data and the details of the associated record to their database via a webhook URL.
User Profile - Signature
Users can add rich text, images, and logos to their signature, and the same will be sent in an email template.
Company Smartlist on Dashboard
Netcore WA integration
Big V (IVR integration)
To make outbound calls from Kylas, the user might connect their Big V accounts.
If there is no record of an incoming call in Kylas, a lead/contact will be generated along with a call log.
In Kylas, you will be able to see a different inbox and have access to all the emails pertaining to leads, contacts, and deals in one location.
Goal vs Achievement
When creating a Goal vs Achievement report, users can easily add goals without having to go to the goals page.
Users can access a list of deals from the goals vs achievement report to give managers a complete rundown of their team’s performance.
Every user who has goal-related permissions or is involved in any of the deal goals will be able to add a "goal vs. achievement" dashlet to their dashboard. This will allow them to see their progress towards the goals assigned to them whenever they log into their Kylas account
Shopify (Marketplace App)
Append marketplace app URL in I-frame
Campaign Information in the Interkat marketplace app
The user will be able to map all campaign, source, and product information in the interakt app, so that whenever a new lead or contact is produced in the kylas, this information will be available.
Bulk Email Delete action
Product Fields on the Deal
While creating and closing the deal or quotation, enter your exchange rate that can be calculated against your base currency.
Regardless of the currency the deals are in, the user will be able to see the report in his currency, and Kylas will show this report in the currency that you want to see the report in.
Kylas will have a Kanban view for deals.
Users will be able to see their deals in a Kanban view and track how many leads are in each pipeline stage (eventually, leads will be added).
Change the deal's status in Kanban View.
Power BI (Marketplace App)
Users could instal this marketplace app on their Kylas account and get all the data into Power BI to generate reports on the records available in Kylas.
This app will help users generate complex reports like cross-entity reports or reports that have limitations in Kylas.
Import with Historical Data
Users can import leads, contacts, deals, companies and meetings in Kylas with historical data- created and updated dates- so there is no discrepancy in the database.
Goal Vs achievement Notifications
Users who have been assigned a target by their managers will receive timely reminders based on their percentage of achievement. This will help users stay on track of their goals
Managers will receive notifications when their reportees reach key milestones toward the goal they have set. This will allow managers to keep track of their reportees' progress towards the defined goals.
Users will receive prorated notifications based on their accomplishments, and these notifications will be activated with each user's incremental achievement by modifying their long-term or short-term goals into the altered time frame.
Goal vs Achievement
Kylas Other variables, such as state, city, and source, might be used by users to construct a deal for themselves. For example, on a deal, I might set a target of "I will close the deals worth 5 lakhs, coming from each source such as Facebook, WhatsApp, and website," and that would be my aim. So, while defining a deal goal, I may add dimension as a source.
Users with management or Super Admin privileges can create goals and assign a goal owner to complete the task within a specified period.