| Feature Description/Details | | |
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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 | | | |
Export Quotations | | | |
Hierarchy based View | | | |
Hierarchy based report | The Organogram chart will help understand different business KPIs, such as revenue, the number of deals, and the number of meetings, in a tree view. As a sales leader, you will be able to see individual or manager-level performance aggregating toward the top of the hierarchy.
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Setu (E-kyc App) | Connect your setu account to kylas to determine whether or not your customer's pancard is linked and validated. Also, according to the pancard, update the customer's correct name. You may use this application to execute adhaar card-based kyc on customers and update the right information on the record after the kyc procedure is completed. also upload the kyc document to the lead/contact in kylas as well.
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Additional Fields in Meeting report dimensions and filters & meeting listing | There will be more dimensions and filters available, such as associated lead, associated company, and invitees, when preparing meeting reports.
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View the associated/Related record details in a Popup | On the deal and company listings, as well as their details pages, you will see the phone number and email address of the contact linked with that record, making it easier to communicate with your consumer.
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User Availability in Kylas | | | |
Automation with Additional Information | | | |
Listing Pages Enhancement | Even if the user returns to the listing page after opening a record and going to its details page, the entered search criteria will remain unchanged. On entity listing pages, the user will be able to freeze the columns he wants while scrolling to the right. If the user returns to the listing page, the previously opened records will be highlighted so that he knows which records were previously opened. Any record can be opened in a new tab with a single click.
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Additional Listing page Filter for Phone Number & Email | | | |
Improve Record journey with Pipeline updates | | | |
Automation for escalation for no action on any record | If there is no activity on any record for a given period of time, then any action on such records, such as escalation mail to manager, reassign that record to another user, and so on, will be available.
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Tata Tele integration for bulk calling ( kylas caller) | | | |
Microsoft Teams Connector | | | |
Marketplace Apps triggers in Automation | eg. If you are using any Marketplace payment app, then when any payment link is generated, share that link in an email or over WhatsApp automatically. | | |
