Getting Started 7 Why You Need Zhylar — Your Sales Assistant from Prospect to Payment Customer Portal Getting Started with Zhylar Basic Terminologies Search and Filter User Login Organization Onboarding Show Remaining Articles ( 4 ) Collapse Articles CPQ/Sales 9 Why You Need Zhylar — Your Sales Assistant from Prospect to Payment Sales Order Quote Invoice Your CRM+CPQ Solution: Why You Should Choose Zhylar Transform Your Sales Cycle: Inquiry to Invoice Simplified Quote Revision From inquiry to invoice: How automation streamlines your sales cycle 7 Benefits of Implementing a CPQ Solution Show Remaining Articles ( 6 ) Collapse Articles Masters 13 Companies Import Contacts Import Companies Import Items Items Recent Transactions Units of Measurement (UOM) Terms & Conditions Payment Terms Currencies Taxes Item Categories Understanding Zhylar Subscriptions, Renewals & Account Management Show Remaining Articles ( 10 ) Collapse Articles Analytics 1 Reporting CRM 9 Why You Need Zhylar — Your Sales Assistant from Prospect to Payment Pipeline Management- Deals Import Leads Leads Tasks Deals Managing Pipeline - Leads Web Forms Activities Show Remaining Articles ( 6 ) Collapse Articles Configuration 24 Safety Protocols in the Workplace Data Sharing Document Templates Roles and Hierarchies User Management Document Series Email Configuration Email Templates Organization Details General Settings Bank Details Profiles Document Templates Document Series Email Templates Data Sharing Roles and Hierarchies User Management General Settings Profiles Email Configuration Organization Details Bank Details Configure Leads Generation Show Remaining Articles ( 21 ) Collapse Articles Customization 4 General Settings 5 Integrations 1 Profile 2 Partner 0 Articles coming soon
