| Feature Description/Details | | |
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Multi-Value picklist type Custom field on Contact | | | |
User’s Team as Filter on listing and reporting | Filtering email, call, quotations, and meetings listing pages by the user's team will enable you to manage your team's performance through saved smart lists and reports
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Automatic Whatsapp Message on Deal | | | |
PATCH request support on Deal update API | | | |
Bulk actions | With this feature, you now have the capability to abort, pause, and resume your bulk operation at any time
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Email Templates with full HTML support | This feature lets you send detailed emails using HTML in templates, unlocking possibilities for visually engaging and dynamic communication. HTML support enables you to include formatting, images, links, and other design elements beyond basic text
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Kylas Caller (New Vendor Integration) | | | |
Kylas Caller | | | |
Kanban View on Lead | Visualize your leads in a Kanban view for a comprehensive understanding of your sales funnel. Effortlessly transition leads between stages directly from the listing pages. Additionally, execute bulk actions, encompassing all the quick actions available in the list view—such as sending bulk emails, WhatsApp messages, and SMS
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Smartlist on Task | | | |
Field Sales and location tracking | The Field Sales addon enables live location tracking for selected Kylas users, particularly field sales executives. These executives can indicate their availability, mark themselves as unavailable, and perform check-ins and check-outs at specific geo-locations through the Kylas mobile app. Reporting managers of sales executives will have the ability to view the current whereabouts of their team members and access a complete history of their travel activities
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Workflows Automation on Emails | | | |
Layouts on companies | | | |
Click to call action via Workflow | | | |
Share Rule on meetings | Users who are neither the meeting's organiser nor an invitee will be able to share the meetings with other users. Even though he was not invited, reporting to managers will have access to all of his reportees' meetings and the notes they have added.
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Taxes on Products | | | |
Unit of Measurement on Products | Add units of measurement, such as kg, grams, boxes, hours, etc., to products and services to be reflected in deals and quotations.
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Notify immediate reporting manager via Workflow | | | |
