Getting Started 7 Why You Need Zhylar — Your Sales Assistant from Prospect to Payment Customer Portal Getting Started with Zhylar CRM and CPQ Essentials: Basic Terminologies Every Sales Team Should Know Search and Filter User Login Organization Onboarding Show Remaining Articles ( 4 ) Collapse Articles CPQ/Sales 6 Sales Order Quote Invoice Your CRM+CPQ Solution: Why You Should Choose Zhylar Quote Revision From inquiry to invoice: How automation streamlines your sales cycle Show Remaining Articles ( 3 ) Collapse Articles Masters 13 Companies Import Contacts Import Companies Import Items Items Recent Transactions Units of Measurement (UOM) Terms and Conditions Payment Terms Currencies Taxes Item Categories Understanding Zhylar Subscriptions, Renewals & Account Management Show Remaining Articles ( 10 ) Collapse Articles Analytics 1 Reporting CRM 8 Pipeline Management- Deals Import Leads Leads Tasks Deals Managing Pipeline - Leads Web Forms Activities Show Remaining Articles ( 5 ) Collapse Articles Configuration 1 Safety Protocols in the Workplace Customization 3 General Settings 5 Integrations 2 Profile 2 Partner 1 Zhylar Partner Guide: Managing Subscriptions & Billing
