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  • Managing Pipeline – Leads

    What are Lead Pipelines? In Zhylar, lead pipelines are structured workflows that track your leads from initial contact to successful conversion. You can customize stages to match… Read more

  • Import Items

    In Zhylar, importing items lets you quickly add your complete product or service catalogue. This includes item names, descriptions, prices, tax details, and units of measurement. You… Read more

  • Import Leads

    Importing leads in a CRM system involves bringing lead data into the CRM. This data includes names, contact details, and company information. Sources of this data include… Read more

  • Web Forms

    Webforms in CRM are online forms that capture customer information directly into the CRM system. They accelerate lead generation by automating data entry. This reduces manual errors… Read more

  • Email Configuration

    What is Email Configuration in a CRM system? Email configuration refers to the setup process that connects your business email account (IMAP or Outlook) with the CRM.… Read more

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  • Email Templates

    Email templates in Zhylar offer pre-designed formats for quick communication, consistency and ensuring accuracy. These templates can be customized for brand alignment. Getting Started Add New Template… Read more

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  • Leads

    What is a Lead in a CRM system? A lead is a potential customer who has expressed interest but isn’t yet qualified as a sales opportunity. Leads… Read more

  • Activities

    What are activities in a CRM system? In a CRM system, activities refer to all scheduled or logged interactions with customers, including tasks, events, and calls. Managing… Read more

  • Items

    What are Items in a CRM system? Items are the products or services your company offers, serving as the core components for quotes and sale. In Zhylar… Read more

  • Getting Started with Zhylar

    Introduction to Zhylar Zhylar CRM is a sales enablement platform that helps businesses capture leads, manage deals, and automate their sales cycle. It offers tools like pipelines,… Read more