Request a demo

Tag: CRM System

  • 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

  • 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

  • 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

    ,

  • 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

    ,

  • 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

  • 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

  • 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

  • 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

  • Import Leads

    Importing leads in a CRM system involves bringing lead data into the CRM. This data includes names, contact details, and company information. Sources of this data include… 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

    ,