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Category: CRM

  • Why You Need Zhylar — Your Sales Assistant from Prospect to Payment 

    Why You Need Zhylar — Your Sales Assistant from Prospect to Payment 

    In every growing business, sales teams often face the same challenges. They deal with scattered leads and disconnected systems. Missed follow-ups and endless manual work are also… Read more

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  • Tasks

    In a CRM system like Zhylar, tasks are activities or to-dos. They are linked to leads, deals, or contacts. These tasks help teams stay on top of… Read more

  • Pipeline Management- Deals

    What is a Deal Pipeline? A deal pipeline (or sales pipeline) is a visual way to track where each deal is in your sales process.It’s divided into… Read more

  • 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 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

  • 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

  • Deals

    What is a Deal? In CRM, a deal is a sales opportunity — a chance to sell your product or service and earn revenue.A deal record stores… Read more