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Tag: Top CRM solutions

  • 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 Login  

    To log in to your Zhylar account;   Forgot Password?  If you have forgotten your password;  Self-Password Reset  To reset your password;  Discover how Zhylar can streamline your… 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

  • 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

  • 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

  • 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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  • Email Templates

    Email templates in Zhylar offer pre-designed formats for quick communication, consistency and ensuring accuracy. These templates can be customized for brand alignment. Getting Started Add New Template… 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