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Category: Masters

  • Companies

    What is a Company? A company is a business or organization you engage with. Companies can be clients, partners, or prospects, forming the backbone of your CRM.… Read more

  • Import Contacts

    Contacts in a CRM system are individual people your business interacts with, such as customers, prospects, or partners. They store key details like name, phone number, email,… Read more

  • Import Companies

    In Zhylar, importing customers allows you to bring all your existing customer data into one secure, centralised database. You can include names, contact details, purchase history, and… 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

  • 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

  • Recent Transactions

    What are recent transactions? Recent transactions in Zhylar provide a quick view of an item’s latest activity. They show when, how, and at what price it was… Read more

  • Units of Measurement (UOM)

    What is UOM in a CRM system UOM or Units of Measurement refers to standardized units like kilograms, liters, or hours used to quantify products or services.… Read more

  • Payment Terms

    What are Payment Terms? Payment terms are the agreed-upon conditions between a buyer and a seller. These terms specify how and when payment should be made. They… Read more

  • Terms & Conditions

    What are Terms & Conditions? Terms and Conditions in Zhylar govern’s terms of business transactions between customers and the business. These terms are applied to key sales… Read more

  • Currencies

    What is Currency in a CRM system? Currency defines the monetary unit used for transactions within the CRM. Zhylar supports multi-currency operations, enabling businesses to handle global… Read more