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Tag: configure

  • Sales Order

    Sales orders are records created when a customer commits to a purchase. They outline product details, quantities, prices, and delivery timelines, helping teams track and manage fulfillment.… Read more

  • 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

  • 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 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

  • 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

  • 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

  • Email Configuration

    What is Email Configuration in a CRM system? Email configuration refers to the setup process that connects your business email account (IMAP or Outlook) with the CRM.… Read more

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  • 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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  • Organization Details

    What is an Organization in a CRM system? The organization refers to the company or business that is using the Zhylar portal itself. This serves as the… Read more

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