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Tag: CRM for small business

  • Search and Filter

    The Search and Filter feature in Zhylar helps users quickly find the exact information they need. It eliminates the need to scroll through endless records. With global… Read more

  • Quote

    Quotes are formal price proposals you create and share with customers based on their requirements. A quote includes details like products or services, quantities, discounts, taxes, and… Read more

  • Roles and Hierarchies

    What is Role Hierarchy? In a CRM system like Zhylar, roles determine user data access levels. They assign permissions to each user within the organization. Roles ensure… Read more

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  • User Management

    What is User Management? User management is a system that controls access to software or platforms. It assigns role-based privileges such as Admin or Sales Rep. It… Read more

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  • 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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  • 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

  • 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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  • 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