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
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
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Items are the products or services your company offers, serving as the core components for quotes and sale. In Zhylar CPQ system, they include configurable options, with each item having a unique SKU and pricing.
All products are marked under two types- Products and Services.
Search and filter options
Add New Items
Click “+ New Item”
Fill required data
Add Primary UOM and Secondary UOM (refer section below).
Click “Save Item”
Unit of Measure (UOM)
Primary UOM: Main measurement unit (mandatory)
Secondary UOM: Alternative units (optional)
Click on the check box for “Add Secondary UOM”
E.g., a laptop could be sold by the piece (UOM- piece/pc) or in quantity if wholesale (UOM- box/bx)
Set conversion ratios (E.g., 1 box = x laptop pieces)
Remove when not needed
Import Items
To add items in bulk directly to Zhylar system, refer to the article on Import Items.
Export Items
To migrate items from Zhylar to your device;
Click ⋮ 3 dots
Select Export Items.
Items will be downloaded in excel format directly to your device
Item Status
An item can be marked active or inactive.
Active items are products or services available for sale or use in transactions like quotes and invoices. Inactive items are those no longer offered or temporarily unavailable.
To mark an item inactive, toggle to inactive status.
Ensure the item is not associated with any other module. If so, you will receive an error message.
Managing Items
View Items
To view the details of an item
Click ⋮ 3 dots
Select View.
A side sheet will open up with all the item details.
Update
To update an item
Click ⋮ 3 dots
Select Update.
Make required changes.
Click Save.
Delete
You must ensure an item is not associated with any modules. If so, item cannot be deleted.
To delete an item;
Click ⋮ 3 dots
Click on Delete.
Confirm deletion.
The item will be deleted from the system.
If item is associated with some modules, you will receive an error message.
Make required changes to proceed.
Filter and Search
Use search bar for quick access
Filter by category/type or other fields
Clear filters to reset view
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Zhylar CRM is a sales enablement platform that helps businesses capture leads, manage deals, and automate their sales cycle. It offers tools like pipelines, Kanban views, document templates, and real-time dashboards to streamline operations. With role-based access and strong data security, it keeps teams focused and information organised.
Different users will be able to see different data based on the access given to them. The CEO will have access to all the data.
Each user will be able to view data on the dashboard based on how much data access they have.
In this example, Mr. Harsh is the CEO of the organization who has complete access to all data.
Left-Hand Navigation Panel
The left-hand navigation pane helps user to move from module to module easily.
Click on the name of the module to navigate to that module.
Left-Hand Pane Modules
Leads- Never lose a lead once you have stored it on Zhylar
Deals- View deals in List View or Kanban View to close deals quickly and successfully
Quotes- Create, send and revise Quotes to customers with ease
Sales Orders- Draw up Sales Orders to move ahead with your deals
Invoices- Customize documents and send out invoices for quick, efficient payments
Companies- Store data for companies you work with and contacts. Get a 360-degree overview of your interaction with each company.
Items- Maintain a catalogue of the products and services you offer
Activities- Log activities for smooth inter and intra organization communication
Reporting– Get insights and information about data processed in your system
Configuration– Customize your Zhylar as per your needs
Profile + Navigation Bar
On the top-right hand corner, user can click on the initials to view profile.
Here, user can check their:
Email ID
Profile
User ID
Organization ID
You can also switch accounts by clicking on this button.
+ Shortcut Sign
On the header, there is a + sign serving as a shortcut for quick access to some major modules.
By clicking on this button, you can add new data to your system without navigating to the module.
This shortcut is available on the header for all pages, not just the dashboard.
Notification Bell
Check the bell icon for important activity notifications.
Feedback Button
Provide feedback to Zhylar. We are committed to bringing the best CRM + CPQ solutions to you, customized just for you.
More Resources
To read about each module in-depth, visit our knowledge base. To better understand how you can ace digitally with Zhylar, watch the tutorial videos.
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The organization refers to the company or business that is using the Zhylar portal itself. This serves as the top-level account under which all users, modules, data, and customizations are managed. This setup ensures centralized control over user roles, data access, business settings, and operational workflows.
Under Profile section, select Organization Details
A new page will open for you.
View Organization details.
Update Organization
Click on the yellow button “Update Organization”.
Make your changes.
The following details cannot be changed:
Legal start date
Base Currency
Discount
Click Save.
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Recent transactions in Zhylar provide a quick view of an item’s latest activity. They show when, how, and at what price it was quoted or sold. They also show to whom it was sold. It tracks usage across quotes, sales orders, invoices, and even lost deals. This offers a 360-degree picture of the item’s sales history.
For new Quote, after adding item Click on Recent Transactions.
A side sheet will open.
The entire transaction history will be fetched.
Filter Search
Filter search to obtain best results:
Via company
Tick the box to view transactions against that organization only.
Via module
Via document status
Details
Recent transactions will show the following detail for each transaction.
Item Details
To simply view the item details,
Click on Details.
The details of the item will be visible to you.
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In a CRM product, organization onboarding is the process of setting up a new company to use the system effectively. It involves configuring features, training users, importing data, and integrating workflows.
At Zhylar, onboarding tailors the CRM to an organization’s needs, including custom fields, workflows, and dashboards aligned with their processes.
The user whose credentials are being used will be added as the Organization Admin or CEO.
Click on “Add Organization”.
The status will show as draft initially. The user must be invited via email.
To send invitation, click on the 3 dots at the of the row.
Select “Send Invitation”
The user needs to go to their email to set up the account through the confirmation email sent. This email will be sent on the email ID provided by the user.
The link will redirect user to a password reset page. Reset your password proceed.
Add Organization
The organization onboarding can be done in 3 steps. The user must add the following:
Personal details- details of the Organization Admin himself/herself
Company details- details of your organization
Invite users- add your teammates and employees to join your organization on the Zhylar platform.
Under company details, please note the following:
Critical Setup (Immutable Fields)
Field
Importance
Base Currency
All transactions recorded in this currency
Legal Start Date
Contractual reference point
Item Discount
Line/total/none
These cannot be changed post-setup.
Add user details
Insert email ID
Click “Send Invite”
Tracking:
Status: “Invited” → “Active”
Monitor via: Configuration > User Management
Post-Setup
Admin completes company/user profiles
Configure workflows/dashboards
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UOM or Units of Measurement refers to standardized units like kilograms, liters, or hours used to quantify products or services. It ensures accurate pricing, quoting, and inventory tracking across the CRM. UOMs are customizable to match specific business needs, making transactions more precise and consistent.
Duplicate UOM names or codes are not allowed. In case you enter a duplicate name or code, you will receive an error.
Click Save
Update UOM
Click ⋮ 3 dots > Update → Edit → Save
Status
Toggle UOM status from active to inactive.
To do so, you must ensure UOM is not associated with any item.
Click Save
Delete UOM
Click ⋮ 3 dots > select Delete
Type “DELETE” to provide confirmation.
The UOM will be deleted.
If the UOM is associated with any items, you will receive an error message
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In the “Masters” column, click on “General Settings”.
A new page will open for you.
Here, you can turn on or turn off the “recent selling price” option.
View Recent Selling Price
When turned on, recent selling price is reflected under “Item Details” wherever an item is added in the following modules:
Deal
Quote
Sales Order
Invoice
Under the added item, select Item Details
The details will open.
The recent selling price reflects the price at which the item was sold the last time only. In comparison, the recent transaction reflects the entire transaction history of the product in the Zhylar system.
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Payment terms are the agreed-upon conditions between a buyer and a seller. These terms specify how and when payment should be made. They define due dates, applicable discounts, penalties for late payments, or instalment plans.
In a CRM system, these terms are integrated into quotes, sales orders, and invoices. This integration helps streamline and standardize the payment process.
Check the list of Payment Terms added to the system.
Add New Payment Term
Click + New Payment Term
Enter details
Name- Name of payment term.
Days- The number of days within which payment term must be satisfied.
Toggle “Make Default” if needed.
Default payment terms are auto-applied to documents.
Click Save
Update Payment Term
Click ⋮ > Update
Make changes
Save
Please note
Default Terms: Auto-applies to all documents. However, a user can still edit or change it as per the requirement in that particular document.
For SO and invoice, the “payment days” refers to the due date within which the payment should be received. E.g., the invoice must be cleared/paid in X number of days.
For quotes, payment terms is for reference purpose only. The expiry date has no implication on payment terms.
Global Use: Consistent payment policies
Delete Payment Term
Click ⋮ > Select Delete
Type “DELETE” to provide confirmation.
Payment term will be deleted.
If Payment Term is associated with some other modules, e.g., Quotes, then it cannot be deleted.
You will receive an error message.
Delete relevant document first to proceed with deleting the payment term.
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Currency defines the monetary unit used for transactions within the CRM. Zhylar supports multi-currency operations, enabling businesses to handle global deals efficiently. This feature is essential for accurate pricing, reporting, and financial consistency across international markets.
All currencies added to the system will be listed.
Organization Base Currency
The base currency is the default monetary unit used for all financial records, reports, and conversions in a CRM system. It serves as the reference point for converting other currencies.
It ensures consistency in revenue tracking.
Aids in financial analysis across multi-currency operations.
Base Currency is selected at the time of organization onboarding.
Base currency marked in purple.
This currency cannot be changed/deleted.
It cannot be marked inactive.
Add New Currency
Click + New Currency
A side sheet will open.
Fill out the details
Name: Select currency name, e.g., United States Dollar
Currency code and symbol will be auto-selected, e.g., USD-$
Fetch Live Rate– The system API will generate the current exchange rate. This rate is between the organization’s base currency and the selected currency.
Decimals– Determines how many decimal points to be taken when writing amount. E.g., USD 300.25
Click Save
Note: Each currency must carry a unique name/code. Duplicates are not permissible in the system.
This means, one currency can only be added to the system only once.
Fetch Live Rate
Conversion rate of the currency added vis-a-vis the base currency.
If Fetch Live Rate is on, system API will do the calculations for exchange rate automatically.
If Fetch Live Rate is off, an exchange rate can be entered manually.
Update
Click ⋮ 3 dots >
Select Update
Make changes
Toggle active/inactive status.
To mark inactive, currency must not be in use with any companies.
If marked inactive, fetch live rate is automatically turned off.
Click Save.
Delete Currency
Click ⋮ 3 dots > Delete
Type “DELETE” to provide confirmation.
The currency will be deleted.
If currency is associated with some Companies, you will receive an error message.
Make requisite changes to proceed.
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