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Tag: sales configuration tool

  • Invoice

    Invoices are official documents generated after a sale is completed, detailing the products or services delivered along with payment terms. They help businesses track receivables, manage cash… 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

  • 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

  • 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

  • Import Companies

    In Zhylar, importing customers allows you to bring all your existing customer data into one secure, centralised database. You can include names, contact details, purchase history, and… 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

  • 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