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Tag: Zhylar Basics

  • Search and Filter

    The Search and Filter feature in Zhylar helps users quickly find the exact information they need. It eliminates the need to scroll through endless records. With global… Read more

  • Reporting

    Reporting in Zhylar gives users clear insights into sales, leads, and team performance. It helps track progress, identify gaps, and make better decisions, ensuring smarter strategies and… Read more

  • 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 Management

    What is User Management? User management is a system that controls access to software or platforms. It assigns role-based privileges such as Admin or Sales Rep. It… Read more

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  • Document Series

    What is a document series? A Document Series is a structured numbering system applied to documents like invoices, quotes, and sales orders (e.g., INV-2025-001) to ensure consistency,… Read more

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  • 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

  • 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

  • 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 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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