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Tag: Cloud CRM

  • User Login  

    To log in to your Zhylar account;   Forgot Password?  If you have forgotten your password;  Self-Password Reset  To reset your password;  Discover how Zhylar can streamline your… Read more

  • Document Series

    What is a document series? A Document Series is a structured numbering system applied to documents like invoices, quotes, and sales orders (e.g., INV-2025-001) to ensure consistency,… Read more

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  • 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

  • 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

  • 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

  • Organization Onboarding

    What is Organization Onboarding in a CRM system? In a CRM product, organization onboarding is the process of setting up a new company to use the system… 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