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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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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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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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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Terms and Conditions in Zhylar govern’s terms of business transactions between customers and the business. These terms are applied to key sales documents such as quotes, sales orders, and invoices. They outline essential policies related to payment, delivery, and service, ensuring clarity and compliance in all business transactions.
Here, check a list of the Terms and Conditions added to the system.
Add New
Click “+ New Terms & Conditions”
Give the T&C a name.
Add description for details of the term. This description entails the conditions of the terms that you want to levy.
Select document type (Quote/SO/Invoice)
Enable “Is Default” for auto-application in documents (Quotes / SO / Invoice) .
Auto-applied T&C can be edited on the document.
Click Save.
Update
Click ⋮ 3 dots on the end
Make changes
Click Save
Make your changes.
Is Default: Toggle Yes or No to change
Status: If T&C is not in use it can be marked inactive.
A default T&C cannot be marked inactive. Remove default status to continue.
All fields can be updated except T&C Type.
Click Save.
Document Types
Type
Purpose
Quote T&Cs
Proposal-specific terms
Sales Order T&Cs
Binding order terms
Invoice T&Cs
Payment/delivery policies
Key Feature: Default T&Cs auto-apply to relevant documents.
Delete Term and Conditions
Click ⋮ 3 dots > Delete → Type “DELETE” to provide confirmation.
Provide confirmation to proceed.
The T&C will be deleted.
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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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Item categories are an organizational tool used to group related products or services within a CRM system. They simplify catalog management, improve navigation, and are essential for efficient Configure, Price, Quote (CPQ) setups. Categorizing items logically enhances the sales process and ensures a better user experience for both teams and customers.
Sub-Category: If it is a category within a bigger category. If yes, a parent category must be tagged. (Refer section below).
Description: A brief description of the category
Status: Whether category is in use or not
Click “Save”
Sub-Category
A sub-category is a category within a bigger category.
To check a category as a sub-category, a parent category must be marked.
E.g., Parent Category: Laptops -> Sub-category: HP
Update Existing
Click ⋮ 3 dots >Update→ Make changes
Click Save
Status
Toggle active/inactive status
To mark inactive, category must not be associated with any item. Or you will receive an error message.
Make required changes to proceed.
Delete Category
Click ⋮ 3 dots > Select Delete
Type “DELETE” to provide confirmation.
The Category will be deleted.
If category is associated with some Items, you will receive an error message.
Make requisite changes to proceed.
Please note: If a parent category is deleted before deleting sub-categories, the sub-categories will be automatically updated. They will be updated to become parent categories themselves.
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In CRM, a deal is a sales opportunity — a chance to sell your product or service and earn revenue. A deal record stores key details like:
Deal value (how much it’s worth)
Expected close date (when you aim to win it)
Linked contacts (people you’re selling to)
Products or services offered
Tracking deals in the CRM helps sales teams stay organized. It ensures they follow up on time. It also moves opportunities forward until they’re won or lost.
What is a Deal Pipeline?
In Zhylar, a deal pipeline is a visual framework. It maps each stage of your sales process, from opportunity creation to closure. Pipeline management empowers you to track progress, identify stalled deals, and forecast revenue accurately.
Deals View
When viewing the deals added to the system, the list will show deals in one particular pipeline at a time.
Switch between pipelines to check deals.
Click on Filters
Select Pipeline
Select the required pipeline
Kanban View
Visual Pipeline Tracking – See deal stages at a glance with color-coded cards
Drag-and-Drop Simplicity – Move deals between stages instantly
Quick Status Checks – Identify bottlenecks or stalled deals visually
List View
Switch to list view if required.
Detailed Data Overview – View all deal info (value, dates, contacts) in one table
Sorting & Filtering – Organize by amount, close date, or custom fields
Add New Deal
There are three ways to add a new deal to Zhylar.
Shortcut
Click + New Deal (top-right)
Fill details
Click Add Deal
Deals Module
Go to Dashboard
From the left-hand panel, go to Deals
Click + New Deal
Fill details.
Save.
From Companies
From the left-hand panel, go to Companies
Go to Company Details
Click on the Deals tab
Select + New Deal
Deal Details
Deal Actions
When you click open a deal, you can;
View deal details
Edit deal– Make required changes
Email deal– The deal can be mailed to client
View Company– Get a wholistic view of the company linked to this deal with one click.
