- Analytics (1)
- Configuration (11)
- Customization (3)
- General Settings (5)
- Integrations (1)
- Profile (2)
- CPQ/Sales (9)
- CRM (9)
- Getting Started (7)
- Masters (12)
- Uncategorized (4)
Category: General Settings
-
Data Sharing
What is Data Sharing? In Zhylar CRM, data sharing means sharing records you own with another user. This allows users who cannot access those records to collaborate.… Read more
-
Roles and Hierarchies
What is Role Hierarchy? In a CRM system like Zhylar, roles determine user data access levels. They assign permissions to each user within the organization. Roles ensure… Read more
-
User Management
What is User Management? User management is a system that controls access to software or platforms. It assigns role-based privileges such as Admin or Sales Rep. It… Read more
-
General Settings
View Recent Selling Price When turned on, recent selling price is reflected under “Item Details” wherever an item is added in the following modules: Under the added… Read more
