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Tag: Top CRM solutions
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Activities
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… Read more
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Getting Started with Zhylar
Introduction to Zhylar Zhylar CRM is a sales enablement platform that helps businesses capture leads, manage deals, and automate their sales cycle. It offers tools like pipelines,… Read more
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Organization Details
What is an Organization in a CRM system? The organization refers to the company or business that is using the Zhylar portal itself. This serves as the… Read more
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Recent Transactions
What are recent transactions? Recent transactions in Zhylar provide a quick view of an item’s latest activity. They show when, how, and at what price it was… Read more
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Units of Measurement (UOM)
What is UOM in a CRM system UOM or Units of Measurement refers to standardized units like kilograms, liters, or hours used to quantify products or services.… Read more
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Payment Terms
What are Payment Terms? Payment terms are the agreed-upon conditions between a buyer and a seller. These terms specify how and when payment should be made. They… Read more
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Terms & Conditions
What are Terms & Conditions? Terms and Conditions in Zhylar govern’s terms of business transactions between customers and the business. These terms are applied to key sales… Read more
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Currencies
What is Currency in a CRM system? Currency defines the monetary unit used for transactions within the CRM. Zhylar supports multi-currency operations, enabling businesses to handle global… Read more
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Item Categories
What are Item Categories in a CRM system? Item categories are an organizational tool used to group related products or services within a CRM system. They simplify… Read more
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