Search and Filter

by with No Comment BlogGetting Started

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 search, you can look up leads, deals, customers, or items in seconds. Filters allow you to narrow results by conditions like deal stage, lead source, industry, date, or owner.

This saves time, reduces errors, and ensures sales teams always focus on the most relevant records. For example, a manager can filter leads generated “this month” or leads by “owner.” Adding more than one filter helps you quickly narrow down to the exact records you need without wasting time.

Use Cases

  • Find hot leads – A sales rep filters leads marked “High Priority” created in the last 7 days.
  • Check pending invoices – The finance team searches for invoices that are still pending or overdue.
  • See campaign results – A marketing manager filters leads from an email campaign to check how many converted.

Getting Started

  • Log in to Zhylar
  • The Filter option is available in the following modules:
    • Leads
    • Deals
    • Quotes
    • Sales Orders
    • Invoices
    • Companies
    • Items
    • Tasks (Under Activities)

For each module, you can find the Filter button on the top right-hand corner of the page.

The Filters differ from module to module based on the module itself.

Leads

  • From the left-hand navigation panel, click on Leads.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Deals

  • From the left-hand navigation panel, click on Deals.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Quotes

  1. From the left-hand navigation panel, click on Quotes.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Sales Order

  • From the left-hand navigation panel, click on Sales Order.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Invoices

  • From the left-hand navigation panel, click on Invoices.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and the entire List View will show again.

Companies

  • From the left-hand navigation panel, click on Companies.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and all the results will show again.

Items

  • From the left-hand navigation panel, click on Items.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and all the results will show again.

Activities > Tasks

  • From the left-hand navigation panel, click on Activities
  • Go to Tasks.
  • On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.
  • Select all required Filters.
  • Click Apply Filters.
  • Once done, or to make a new search, click Clear All to see all results.
  • All Filters will be cleared and all the results will show again.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

User Management

Currencies

Quote

by with No Comment BlogCPQ/Sales

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 total value. With Zhylar, you can generate, revise, and send quotes directly from deals. This helps you respond quickly to customers and manage negotiations. It also allows you to move smoothly towards order confirmation.

Getting Started

View All Quotes

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Quotes
  • Check the list of quotes in the system

Add New Quote

A Quote can be added to the system in several ways.

Quotes Module

  • Click + New Quote
  • Fill required details
  • Fill out the required details
    • Company: Select or add a company to whom this quote is being sent
    • Contact: Add contact from that company
    • Owner: Owner is the person who created the document or to whom it is assigned
    • Quotation Date: Date on which quote was created.
    • Payment Terms: Select or add payment terms
    • Expiry Date: The date on which the quote will expire (client must respond before expiry date)
    • Subject: Optional field
    • Exchange Rate: Based on company selection, the exchange rate will be calculated automatically. You can also manually adjust the exchange rate at the document level itself.
    • Quote Items: Add items to the quotation with a single click, selecting items from the product catalogue
    • Modify quantity and unit price
      • Zhylar supports the primary & secondary UOM concept. You can specify quantity in any of the primary or secondary UOM. The unit price can also be specified in any of the primary or secondary UOM.
  • Where Secondary UOM has been added, you can click on the downward facing arrow. Select which UOM you want to use for this Quote.
  • Discount: This field is visible only if line discounts are enabled for your organization. You can specify the discount either as a percentage or as a fixed amount
  • Tax Rate: The tax will be pre-loaded based on the item selected. It is defined during the creation of the item. However, you still have the option to change the tax that is applied to the item selected.
  • Amount: Amount will be calculated based on Quantity * Unit Price – Discount
  • Terms & Conditions: You can select T&C from the defined T&C templates. Alternatively, you can type them manually as per your need.
  • Notes: Any notes about the document to displayed to customer.
  • File Upload: This is to upload related files along with documents.
  • Save as Draft (edit later)
  • Save & Send (send immediately)

Shortcut (Header)

A new quote can also be added by clicking the + sign next to the profile. All following steps remain the same.

Companies Module

  • From the Companies module, click open the company to whom you want to send a Quote.
  • Go to Quotes tab.
  • Select +New Quote

From Deal

A Quote can also be created from a Deal.

  • Go to Deals module.
  • Click open the Deal for which you want to make a Quote.
  • Go to View Deal.
  • Click Create.
  • Select Create Quote.

Update Quote

  • Click on the ⋮ 3 dots
  • Select Update (or View)
  • Make changes
  • Save (draft) or Save & Send
  • A Quote can be updated at any stage except if it is marked as Rejected or Cancelled.

Delete Quote

  • Meaning: Permanent removal, irreversible
  • Steps:
    • Click Delete (document can be deleted at any time)
  • Confirm deletion prompt.
  • If Quote is linked with other modules, all interlinking will be deleted as well.

Quote Lifecycle (Stages & Actions)

Defines stages from creation to acceptance, rejection, invoicing, or deletion. Teams can thus streamline quotations and prevent manual errors.

Draft Stage (Unsent)

  • Meaning: Prepared quote has not been sent
  • Actions:
    • View: Check quote details
    • Update: Edit if needed
    • Clone: Make a copy (can be edited)
    • Download: Save as PDF to your device
    • Mark as Sent: Send to customer
    • Delete: Remove if not required

Sent (Awaiting Response)

  • Meaning: Sent to customer, pending reply
  • Actions:
    • View/Update/Clone/Download/Delete
    • Mark as Accepted: Customer has agreed
    • Mark as Rejected: Customer has declined
    • Mark as Cancelled: Offer withdrawn internally

Accepted (Customer Approved)

  • Meaning: Quote approved by customer
  • Actions:
    • View/Update/Clone/Download/Delete
    • Convert SO: Create sales order
    • Convert to Invoice: Bill directly > No SO created
    • Mark as Cancelled: Revoke post-approval

Ordered (Sales Order Created)

  • Meaning: Quote → Sales Order
  • Actions: View/Update/Clone/Delete/Download

Invoiced (Billed to Customer)

  • Meaning: Quote → Invoice directly
  • Actions: View/Update/Clone/Delete/Download

Rejected (Customer Declined)

  • Meaning: Quote refused, status cannot be changed
  • Actions: View/Update/Clone/Download/Delete

Cancelled (Withdrawn by Seller)

  • Meaning: Offer revoked internally, status cannot be changed
  • Actions: View/Update/Clone/Download/Delete

Quote Revision

On the Zhylar platform, you can make Quote Revisions. Read about how to make and maintain Quote Revisions in detail.

Clone a Quote

  • Click ⋮ 3 dots > Clone
  • Copy created instantly. You can edit it before saving/sending.
  • Clone can be edited and/or sent out immediately.
  • A clone can be created at any stage.

Print/Download Quote

  • Click on ⋮ 3 dots > Print/Download
  • Document saved to device in PDF format

Mark as Rejected/Final

  • Click ⋮ 3 dots > Mark as Rejected/Final
  • Final quotes → SO/Invoice
  • Rejected status is permanent

Sorting and Filter

  • Universal Search
    • Use search bar for quick searches
    • Finds matches across all fields
  • Sorting
    • Click column headers to sort by:
      • Date
      • Doc No
      • Company
      • Expiry Date
      • Sales Person
      • Amount
      • Status

Filter

For a more detailed search, use the Filter button to get precise results.

Quote Templates

  • Quote templates are pre-designed formats. They auto-fill customer and other details. This enables fast, error-free quote generation. These templates save time and accelerate sales. (template document to be linked)

Quote Details

When you click open any quote, you will be provided with a wholistic inside-out-view of the quote in your system. This includes:

  1. PDF view– Final quote layout
  2. Activities: Add/Track activities like calls and meetings for this transaction
  3. Notes– Make/Update notes
  4. Emails– Show email history in reference to this quote.
  5. Items– All items added to this quote.
  6. Documents– SO/Invoice created from this quote
  7. Files- Check files attached to this quote.
  8. Quote Timeline– Track creation/update history

Please note

  • Quote can be deleted at any stage.
  • Deleted quotes cannot be restored
  • Cancelled ≠ Rejected (internal vs. customer action)

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

User Management

Currencies

Roles and Data Sharing

Roles and Hierarchies

by with No Comment BlogConfigurationGeneral Settings

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 data privacy and control by allowing only authorized team members to view, edit, or manage specific records. With hierarchy-based roles, managers can oversee their team’s activities. Individual users focus only on the data relevant to their responsibilities. This setup maintains data security while allowing appropriate visibility based on roles and responsibilities.- Roles (what is your role in your org/designation)

Key Components

Zhylar implements top-down hierarchical role structure. A role in Zhylar decides two important things:

  • Position in company hierarchy – It shows who reports to whom (like CEO → Manager → Sales Rep)
  • Data access control – It defines what each user can see or edit on the Zhylar platform.

Getting Started

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Configuration
  • Under General Settings tab, select Roles & Data Sharing
  • When you click on Roles and Data Sharing, you will be taken to a new page.
  • Here, you can see all the roles added to the system. The hierarchy of roles is illustrated like a flow chart.

Managing Roles

View Role

  • Click ⋮ 3 dots
  • Select View
  • Check details.
  • Click X on the top-right of the box to close.

Add New Role

  • To add a new role, click + New Role
  • Alternately, click on the ⋮ 3 dots of the Role name under whom you want to add a new Role.
  • Select +Add
  • A side sheet will open.
  • Fill out the details.
  • Click Save.
  • The new role will be added.

Data Access:

Data Visibility for Cross Roles: If two or more persons are at the same level of hierarchy, it determines if they can view each other’s data. This rule checks if they have visibility of each other’s information. It shows whether they can or cannot view each other’s data. For example, if the Sales Manager and Audit Manager both function at the same level of hierarchy, i.e., report to the COO, then they are considered cross roles. Enabling or Disabling this permission will permission will determine if they can view the data or not. (View access only)

Data Sharing for Peers: This determines if 2 or more persons are in the same role. They will be able to access each other’s data or not. For example, an organization may have 2 Sales Managers, they are considered peers. So, enabling or disabling this permission will determine if they can gain access (Read/Write/Update/Delete) to each other’s data or not.

Update Role

  • Click ⋮ 3 dots
  • Select Update
  • Make changes.
  • Click Save.

Delete Role

  • Click ⋮ 3 dots
  • Select Delete
  • You will be required to transfer all associated users under this role to another role.
  • Once you have done the needful, click Save.
  • The role will be deleted successfully.

Note: Hierarchy + Roles = Secure yet collaborative access control.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

User Management

User Management

by with No Comment BlogConfigurationGeneral Settings

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 ensures that users have appropriate permissions based on their roles. This approach enhances data security. It prevents unauthorized access. It also supports regulatory compliance by maintaining control over who can view or modify specific information within the system.

Key Features

  • Organization Admin has the full system control (configurations/user access). Organization Admin is the CEO.
  • User Status– Tracks invitation (Pending → Active)
  • Password Reset– credential updates

User Management

User List View

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Configuration
  • Under General Settings tab, select User Management.

User Actions

Add New User

  • Click +New User”
  • Fill details
  • Save User”
    • To define Profile, add a new Profile from “Profile” module first, if required.
    •  When a new user is added, the status will automatically be updated as “Invited”. 
    • Once the user accepts, the status will change to active.  

Other Actions

Update User

  • Click ⋮ 3 dots
  • Select Update
  • Click Save.

Change Password

  • Click ⋮ 3 dots
  • Select Change Password
  • “Set Password”

Note: Password can only be changed by the user or system administrator.

Resend Invite

This is only applicable for a User who has not yet accepted the invite email. The status will reflect Invited.

  • Click ⋮ 3 dots
  • Select “Resend Invitation” to invite user again (password reset email)

Notes

  • Organization Admin is the CEO.
  • Only users with specific permissions Can Create, Add, Update, Delete or Resend the Invitation to any user. 
  • One email ID can be used to register one user only.
  • Permissions required for user modifications
  • Admins customize workflows/access per role.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Currencies

Roles and Data Sharing

Document Series

by with No Comment BlogConfigurationCustomization

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, efficient tracking, and easy communication.

Benefits of document series in CRM

  • Automatic sequential numbering
  • Professional document presentation
  • Easy organization and retrieval
  • Audit trails for all transactions
  • Ease of Continuity in case of Data Migration

Getting Started

Viewing Existing Series

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Go to Configuration
  • Under Customization, click on Document Series

Lists the document series for following modules:

  • Quote
  • Sales Order
  • Invoice
  • Transaction

Document Series Format

Basic Structure

  • Prefix: Constant identifier (e.g., “INV”, “QT”)
  • Suffix: Auto-incremented number (e.g., “00001”)
  • Final Format: [Prefix]-[Suffix]
    Example: INV-0001
  • Automatic ascending order:
    • Example of successive sales orders: `INV-0001` → `INV-0002 → INV-0003
    • No duplicate numbers allowed
    • Suffix cannot carry any alphabets.

 How this works:

  • System applies prefix automatically
  • Number increments with each successive document

Update Series

  • Click on any series to edit format by clicking on the yellow pencil:
  • Make changes.
  • Click Save.

> Note: Changes only affect new documents – existing records maintain original numberings

Important Notes on Editing

  • Suffix Updates:
    • If changing current suffix (e.g., 0002 → 0012):
    • All future documents use new sequence (0013, 0014 etc.)
    • The numbers that have been skipped cannot be used in the future (0003-0011 in this example)
    • System will show an error if attempting to use skipped number
  • Prefix Updates:
    • Affects only new documents
    • Existing documents keep original prefix

How this works

  • Prefix auto-applies to new documents.
  • Suffix auto-increments.
  • Skipped numbers cannot be recovered – plan edits carefully.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Web Forms

General Settings

Basic Terminologies

Tasks

by with No Comment BlogCRM

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 their sales process. Tasks can include follow-up calls, meetings, sending proposals, or reminders for payment collection. They ensure accountability. They prevent missed opportunities. They keep every team member aligned by clearly defining what needs to be done, by whom, and by when.

Getting Started

  • Move to Task
  • Here, you can find a list of all Tasks added to the system.

Add New Task

  • A task can be added by moving to the Tasks panel.
  • Click on +New Task
  • Fill details.
  • You must give the task a name, assign an owner and set a due date. These fields are mandatory.
  • Set to repeat if required.
  • Set reminder if required.
  • Click Save.

Filter Tasks

You can filter tasks for easy search by clicking on the Filters button.

  • For example, owner filter is selected. Under which, user Jaccob Blue is selected.
  • Now, you will only see tasks whose owner Jaccob Blue is.

Managing Tasks

View Task

  • To check the details of any activity, click ⋮ 3 dots
  • Select View.
  • The details will be visible to you.

Update Task

  • Click ⋮ 3 dots
  • Select Update
  • Make changes.
  • Click Save.

Delete Task

  • Click ⋮ 3 dots
  • Select Delete
  • Provide confirmation.
  • Your task will be deleted successfully.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Web Forms

General Settings

Basic Terminologies

Web Forms

by with No Comment BlogCRM

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 and ensures leads or inquiries are instantly recorded. Follow-up occurs immediately.

To create a Web Form

  • Go to Configuration from the left-hand panel
  • Click on Leads
  • Select Web forms
  • Click on + New Web Form
  • Add fields (name, email, custom questions)
  • Click Save.
  • To publish, open the form again. Click Publish.
  • Add expiry day for the form to become inactive. Or, keep the form published forever.
  • A published form cannot be deleted. It should be marked as “Archive” first.

Webform Status

Each webform will reflect a status:

  • Draft– Form not published yet.
  • Publish– Form published and active.
  • Expired– Form has reached expiry date selected by user.
  • Archive– Form moved to archive status. (irreversible action).

Track Leads Generated from Web Forms

  • To track leads generated from a certain web form, click open the form.
  • Click on View Leads
  • You will be taken to a new page.
  • The leads generated from this form will be visible to you.

Managing Web Forms

The actions related to web form and how to conduct them are as following:

  1. Edit– Click ⋮ 3 dots > Update (only if draft)
  2. Form Leads- Click ⋮ 3 dots > Check leads received from particular web form
  3. Clone– Click ⋮ 3 dots > Clone > Rename form title & Save
  4. Copy Link– Click ⋮ 3 dots > Copy Link (Embed on website or share)
  5. Archive– Click ⋮ 3 dots > Archive > Confirm (Form can be deleted)

Delete Webform

  • To delete a webform, you must first ensure that a form is either in Draft/Archived/Expired status.
  • A form presently in Publish status cannot be deleted.
  • Click ⋮ 3 dots > Mark as Archived first.
  • Once done, click ⋮ 3 dots
  • Select Delete (Irreversible action/ published forms cannot be deleted)
  • Provide confirmation
  • Your web form will be deleted.

Expired

  • Once a form has reached its expiry date, the status will reflect Expired.
  • This form can now be deleted, if required.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

General Settings

Currencies

Email Configuration

by with No Comment BlogConfigurationIntegrations

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. This enables users to send, receive, track, and manage emails directly within the CRM. It ensures centralized communication, improves customer engagement, and supports features like templates, automation, and activity logging.

Configure Email

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Configuration
  • Under Integrations tab, select Configure Email
  • A new page will open.
  • Click on “Connect email account” to proceed.
  • Select one of the following email providers to continue.
  • You will be taken to a sign-in page. Fill in your email ID that you want to configure.
  • Select an existing account or add new account.

For Outlook / Microsoft 365 

  1. Click Connect with Outlook. 
  1. A Microsoft sign-in prompt appears. 
  1. Authenticate with your Microsoft credentials. 
  2. Your email has been configured.

Note: One user can configure one email ID only.

Custom IMAP/SMTP setup

Use this option when connecting a non-OAuth email provider (for example, a company-managed mail server).

Step-by-step instructions

  • Open the email integration settings in Zhylar.
  • Select Custom IMAP/SMTP as the connection method.
  • Enter the required email server details:
    • Email address: Enter your full company email address.
    • IMAP host / port: Enter the IMAP server address (e.g., imap.example.com)
    • SMTP host / port: Enter the SMTP server address (e.g., smtp.example.com)
  • Username and password: Enter your company email login credentials.
  • Review the entered server details for accuracy.
  • Click Save to submit the configuration.
  • Once the user completes authentication or enters credentials, Zhylar sends the details to Email Engine for validation. 
  • Email Engine will attempt to authenticate and establish IMAP/SMTP or API session. 
  • A success or error toast message will be displayed.
  • Once a Success message is received that means you are connected. If an error message is received then user will have to check the details provided above or contact zhylar support team for the same.

Configure sending and receiving preferences

After the email account is connected, configure how emails are sent and received within Zhylar.

Sending preferences

  1. Select the default From address (typically the user’s primary email).
  2. Optionally configure an email signature that Zhylar will automatically append to all outgoing messages.

Receiving preferences

  1. Select the email folder to monitor (Inbox is selected by default).
  2. Enable auto-fetch or webhook notifications for incoming emails.

Enable email workflows

Once the email connection is active:

  1. Inbound emails received via EmailEngine APIs or webhooks flow directly into the Zhylar inbox or configured ticketing workflows.
  2. Outbound emails are sent using EmailEngine’s Submit API, with the process fully managed and abstracted by Zhylar.

This ensures seamless email communication and automation across your CRM workflows.

Disconnect Email

To disconnect your email ID,

  • Click on Disconnect
  • Provide confirmation.
  • Your email account will be disconnect.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

General Settings

Currencies

Leads

by with No Comment BlogCRM

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 are the starting point of the sales cycle. They must be carefully evaluated. This evaluation determines their likelihood of converting into deals. Through leads, teams can prioritize high-value prospects.

Viewing Leads in Zhylar

Kanban View (Default)

  • Visual drag-and-drop interface
  • Leads grouped by status (e.g., New, Contacted, Qualified)
  • Quick actions (hover over a lead card).
  • Move leads from one status to another.

List View

Here, you can find a list of all the leads entered in the system.

  • Table format with all lead details
  • Sort & filter (e.g., by date, name, status)

Viewing Leads from Company Module

The leads of a specific company can be viewed from their own profile.

  • From the left-hand panel, select Company
  • Click on Leads tab
  • The leads against this company will be listed for you.

Customizing the Lead Pipeline

You can customize Lead Pipelines in 2 ways:

  • From the Leads Module Click ⚙️. Or,
  • Go to Configuration and click on Lead Pipeline
  • User can Add or Rename the stages here.
  • Users can also change the order of the stages by clicking on the stage name.
  • Update the stage name or click on the two-way faced arrows to shuffle stage positioning.

New Leads

There are two ways to manually add new leads in the system

Option 1: From Leads Module

  • Click “+ New Lead”
  • Fill in required data
  • Save

Option 2 : Shortcut (+) Icon from header

  • A new lead can also be added by clicking the + sign next to the profile.
  • All following steps remain the same.

Managing Existing Leads

Updating Lead Details

  • Find lead (search or filter)
  • Only open leads can be updated. Leads marked “converted” cannot be edited.
  • Click ⋮ 3 dots
  • Select Update
  • Make changes
  • Click Save

Convert Lead

To change a lead’s status to “convert“

  • Click ⋮ 3 dots > View
  • Select Convert
  • One or more of the following actions must be done:
    • The Lead must be linked to a company (existing company or create new) with the data provided.
  • Add Deal Revenue and Deal Closing Date.
  • The Lead will then be converted to a Deal.
  • Once done, the lead will not be visible in all open leads view.
  • This will also help in sorting/searching leads.

Cloning a Lead

  • Click ⋮ 3 dots
  • Select Clone
  • A side sheet will open.
  • Add/Update details or Save Lead
  • A lead can be cloned at any stage.

Deleting a Lead

  • Click ⋮ 3 dots
  • Select Delete
  • Lead can be deleted at any stage
  • Confirm (action cannot be undone)

Leads Activities

  • To view Activities to a Lead, click on View.
  • A new page will open.
  • Here, there are several activity tabs.

Details

Here, you can find the details of the lead.

Activities

  • You will find a list of Activities related to the lead.
  • You can also add Activities and Calls from here directly.

Notes

  • You will find a list of Notes related to the lead.
  • You can also add Notes from here directly.

Emails

  • All E-mails sent vis-a-vis this Lead will be visible here.
  • You can also send new E-mails from here directly.

Files

  • All Files attached to this Lead will be visible here.
  • You can also attach new Files from here directly.

History

  • Check the timeline of the Lead under the History tab.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

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Units of Measurement

General Settings

Currencies

Activities

by with No Comment BlogCRM

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 these activities helps teams stay organized. It enables them to follow up efficiently. It also ensures strong, timely communication with prospects and customers throughout the sales cycle.

Key Features

  • Centralized Tracking: All interactions in one place
  • Reminder System: Never miss follow-ups
  • Progress Monitoring: Track deal-related activities, e.g., demo meetings, follow-up calls.

Getting Started

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • From the left-hand navigation panel, click on Activities

Calendar View

  • By default, the page will take you to the Monthly overview of all activities. Some events and calls have been added for the 9th and 10th of June 2025.
  • Switch to Week or Day view to check/add weekly or daily activities from the left hand corner.

Weekly

Daily

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

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Web Forms

General Settings

Basic Terminologies