{"id":18237,"date":"2023-08-03T15:50:22","date_gmt":"2023-08-03T10:20:22","guid":{"rendered":"https:\/\/kylas.io\/?p=18237"},"modified":"2024-06-19T10:06:47","modified_gmt":"2024-06-19T04:36:47","slug":"blog-feature-update-july-2023","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023","title":{"rendered":"What\u2019s New in Kylas Sales CRM- July 2023 Edition"},"content":{"rendered":"\n<p>Your favorite sales CRM Kylas is enhancing its feature set and we thought of sharing it with you. The July 2023 Edition of Kylas Sales CRM brings you the features you need to stay on top of your tasks and build better customer relationships. In this release, our features will help you:&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Manage your business operations.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Save time and enhance your productivity.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Satisfy your customers.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-features-in-this-release\">Features in this Release:<\/a><ul class=\"ht_toc_child_list\"><li class=\"\"><a href=\"#htoc-web\">Web:<\/a><\/li><li class=\"\"><a href=\"#htoc-1-shopify-integration\">1. Shopify Integration&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-2-zoho-books-integration\">2. Zoho Books Integration&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-3-currency-management\">3. Currency Management&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-4-email-listing-page\">4. Email Listing Page&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-5-custom-fields-on-quotation\">5. Custom Fields on Quotation&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-6-trigger-a-workflow-through-another-workflow\">6. Trigger a Workflow Through Another Workflow&nbsp;<\/a><ul class=\"ht_toc_child_list\"><li class=\"\"><a href=\"#htoc-call-log-workflow\">Call Log Workflow&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-task-workflow\">Task Workflow&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-meeting-workflow\">Meeting Workflow&nbsp;<\/a><\/li><\/ul><\/li><li class=\"\"><a href=\"#htoc-7-goal-dashlet-on-the-dashboard\">7. Goal Dashlet on the Dashboard&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-8-associated-entities-on-task-and-meeting-workflow\">8. Associated Entities on Task and Meeting Workflow&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-9-default-dial-code\">9. Default Dial Code&nbsp;&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-10-multi-value-picklist-on-deal\">10. Multi-Value Picklist on Deal&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-11-user-signature\">11. User Signature&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-12-clone-a-workflow\">12. Clone a Workflow&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-13-reshare-a-record\">13. Reshare a Record&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-14-associated-contact-in-deal-report\">14. Associated Contact in Deal Report&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-15-time-range-in-reports\">15. Time Range in Reports&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-16-download-report-with-applied-filter\">16. Download Report with Applied Filter&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-17-company-smart-list-on-dashboard\">17. Company Smart-List on Dashboard&nbsp;&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-mobile\">Mobile<\/a><\/li><li class=\"\"><a href=\"#htoc-1-auto-trigger-confetti-effect-when-a-lead-deal-is-won\">1. Auto Trigger Confetti Effect when a Lead\/Deal is Won&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-2-view-associated-contact-and-company\">2. View associated Contact and Company&nbsp;<\/a><\/li><\/ul><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-features-in-this-release\"><strong>Features in this Release:<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-web\"><span style=\"text-decoration: underline;\"><strong>Web<\/strong>:<\/span><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-shopify-integration\" style=\"font-size:22px\">1. <strong>Shopify Integration<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Shopify-Integration-1.gif\" alt=\"Shopify Integration\" class=\"wp-image-18262\" title=\"Shopify Integration\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now <a href=\"https:\/\/app.kylas.io\/marketplace\/all-apps\/app-details\/6e99af12-6e31-41da-ac21-1359f4f9eae5\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">integrate your Shopify store with Kylas<\/mark><\/span><\/a>. With this new integration, you can seamlessly connect your Shopify store with Kylas to streamline your business processes and customer management.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Let\u2019s understand how integration helps.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Whenever a new customer Sign-up or registers on your Shopify store to make a purchase, Kylas will automatically create a lead entry. This entry will include your customer&#8217;s contact details and other relevant information so that you can follow up with targeted marketing efforts and personalized messages.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Suppose a customer makes a purchase from your Shopify store, for a product say, X, Kylas will automatically create a contact for this customer and a deal for the product X.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This deal entry will contain information about the product- its specifications, price, and the deal&#8217;s status (e.g., pending, in progress, or completed). With these deals readily available to you against each contact you will be able to better understand your customers&#8217; purchase behavior and tailor your sales strategies accordingly.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>It hurts when a customer adds products to their cart, fills in the details but changes their mind at the last minute! If only there was a way to re-engage them with offer ads and emails to be on\u202fthe top of their heads. Well, there is! With Kylas you can keep track of your abandoned carts, identify products in which they showed interest, and target customers again with personalized communication across media!&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Not only this but you can set up workflows to automate after process with workflow automation.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-zoho-books-integration\" style=\"font-size:22px\">2. <strong>Zoho Books Integration<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Zoho-Integration.gif\" alt=\"Zoho Books Integration\" class=\"wp-image-18243\" title=\"Zoho Books Integration\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>As your business grows, it becomes difficult to manage your funds effectively using Excel or spreadsheets. You need accounting software that can create, send and track invoices as per your needs.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This is why Kylas came up with its <a href=\"https:\/\/app.kylas.io\/marketplace\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Zoho Books integration<\/mark><\/span><\/a> that will help you create invoices for your end customers and view and manage your financial transactions in one place.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Our new marketplace app helps you improve collaboration between finance and sales teams by synchronizing customer and financial data and reducing manual errors. That means, you won\u2019t have to switch between apps and can easily view customer invoices and financial details while interacting with customer records in Kylas.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You just have to download the Zoho Books app from Kylas Marketplace and connect your Kylas account with it and you are good to go.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-currency-management\" style=\"font-size:22px\">3. <strong>Currency Management<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Currency-Management.gif\" alt=\"Currency Management\" class=\"wp-image-18244\" title=\"Currency Management\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When your business is not limited by borders, you need to deal with customers from different parts of the world who use different currencies for making their transactions. To help you make your transactions easily across borders, Kylas has recently introduced <a href=\"https:\/\/app.kylas.io\/setup\/account-management\/currencies\/list\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">currency management<\/mark><\/span><\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This means that you can add multiple currencies to your account in which you deal and view only those currencies while creating a deal and reports.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, you have your business set up in India but deal with customers from the US, UAE, China, Bangladesh, Netherlands, etc. So, you can keep your base currency as the Indian Rupee and add several other currencies that you deal in. This way you can view only those currencies while creating a new record or updating an existing record.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-email-listing-page\" style=\"font-size:22px\">4. <strong>Email Listing Page<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Email-Listing-Page.gif\" alt=\"Email Listing Page\" class=\"wp-image-18245\" title=\"Email Listing Page\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Sometimes, it can become a big hassle when you can\u2019t find your emails on time just because they are scattered all over your system. But with Kylas\u2019s <a href=\"https:\/\/app.kylas.io\/sales\/emails\/list\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">email listing page<\/mark><\/span><\/a>, you can find all your emails in one single place. We have introduced a separate menu accessible at the left-hand side menu bar to help you find all your emails easily.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can also apply filters in accordance with what you are looking for. You can use all your email features in the same place without having to switch back and forth.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>While sending an email, you can decide if you want to send the email to a lead, deal, or contact. You can also choose to which entity you want to send your email. You can also choose a template in accordance with the entity that you have chosen.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You won\u2019t have to go to your leads or contacts to search for specific emails.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-custom-fields-on-quotation\" style=\"font-size:22px\">5. <strong>Custom Fields on Quotation<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Custom-Fields-on-Quotation.jpg\" alt=\"Custom Fields on Quotation\" class=\"wp-image-18246\" title=\"Custom Fields on Quotation\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Custom-Fields-on-Quotation.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Custom-Fields-on-Quotation-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Custom-Fields-on-Quotation-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Custom-Fields-on-Quotation-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Sometimes the available quotation fields are not sufficient to deliver every piece of information you want to share with your customers. This is why Kylas has recently introduced <a href=\"https:\/\/app.kylas.io\/setup\/fields\/quotations\/list\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">custom fields on quotations<\/mark><\/span><\/a> that will help you create more meaningful quotation forms that you can share with your customers as per the requirements.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Move over from renaming existing fields and send as much information about your products and services as you want. You can create custom fields on both the web and mobile apps and they can be utilized on your quotation templates as well.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, you want to add your GST number to your quotations. So, you can simply choose a text field, name it and it will get added to your quotation templates.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-6-trigger-a-workflow-through-another-workflow\" style=\"font-size:22px\">6. <strong>Trigger a Workflow Through Another Workflow<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Trigger-a-Workflow-Through-Another-Workflow-.jpg\" alt=\"Trigger a Workflow Through Another Workflow\u00a0\" class=\"wp-image-18248\" title=\"Trigger a Workflow Through Another Workflow\u00a0\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Trigger-a-Workflow-Through-Another-Workflow-.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Trigger-a-Workflow-Through-Another-Workflow--300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Trigger-a-Workflow-Through-Another-Workflow--768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Trigger-a-Workflow-Through-Another-Workflow--150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas workflows just got better! Now a <a href=\"https:\/\/app.kylas.io\/setup\/workflow-automation\/workflows\/create\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">workflow trigger can activate another flow<\/span><\/a> and prevent you from creating recursive workflow runs. What does this mean?&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If one of your workflows triggers, it can activate another workflow. This means that if you create a workflow on tasks, meetings, or call logs, you can trigger another workflow on the associated lead, deal, and contact also.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-medium-font-size\" id=\"htoc-call-log-workflow\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Call Log Workflow<\/mark><\/strong>&nbsp;<\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can set up a Call log workflow to trigger another Lead, Deal, and Contact workflow to perform certain actions.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, if you miss a call, you can send an email to the associated lead or reassign the lead to another rep for follow-up.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-medium-font-size\" id=\"htoc-task-workflow\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Task Workflow<\/mark><\/strong>&nbsp;<\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can set up a Task workflow to perform a certain action such as editing a field, webhook, sending an email, reassigning a Task, and executing another Lead, Deal, and Contact type workflow to perform certain actions.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, if a member of your team misses sending a follow-up email to your new lead, you can reassign the lead to another team member.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-medium-font-size\" id=\"htoc-meeting-workflow\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Meeting Workflow<\/mark><\/strong>&nbsp;<\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can set up a Meeting workflow to trigger another Lead, Deal, and Contact type workflow to perform certain actions.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, if your lead doesn\u2019t show up in a planned meeting, you can send them an email to ask the reason and if they want to reschedule the meeting.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-7-goal-dashlet-on-the-dashboard\" style=\"font-size:22px\">7. <strong>Goal Dashlet on the Dashboard<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Goal-Dashlet-on-Dashboard.gif\" alt=\"Goal Dashlet on Dashboard\" class=\"wp-image-18249\" title=\"Goal Dashlet on Dashboard\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now you can get a quick glimpse of your Goal by bringing a <a href=\"https:\/\/app.kylas.io\/sales\/home\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Goal dashlet<\/mark><\/span><\/a> on the Web and the mobile app dashboards.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, if you want to track the progress of your target but don\u2019t want to waste time switching between pages, you just add the goal dashlet on your dashboard.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-8-associated-entities-on-task-and-meeting-workflow\" style=\"font-size:22px\">8. <strong>Associated Entities on Task and Meeting Workflow<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Associated-Entities-on-Task-and-Meeting-Workflow.gif\" alt=\"\" class=\"wp-image-18250\"\/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now you can send the associated entity details to a target destination with the webhook on your <a href=\"https:\/\/app.kylas.io\/setup\/workflow-automation\/workflows\/create\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">task and meeting workflows<\/mark><\/a>. You just have to choose the associated lead, deal, or contact in the parameter type and choose the parameter value as per your requirements. You can add as many parameters as you want as per your requirements.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, if you want to obtain all the information for a task or meeting related to the entities associated, you can get that using webhook.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-9-default-dial-code\" style=\"font-size:22px\">9. <strong>Default Dial Code&nbsp;<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Default-Dial-Code.gif\" alt=\"Default Dial Code\u00a0\" class=\"wp-image-18251\" title=\"Default Dial Code\u00a0\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With Kylas, you can get a <a href=\"https:\/\/app.kylas.io\/sales\/home\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">default country code<\/mark><\/span><\/a> for the phone number based on the users dealing\/working in\/for a different country and improve your user experience.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, if your user works from Canada, the default dial code will be +1 and for a user in India, the default dial code will be +91.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-10-multi-value-picklist-on-deal\" style=\"font-size:22px\">10. <strong>Multi-Value Picklist on Deal<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Multi-Value-Picklist-on-Deal.gif\" alt=\"Multi-Value Picklist on Deal\" class=\"wp-image-18252\" title=\"Multi-Value Picklist on Deal\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now you can add more information to the deal records with a <a href=\"https:\/\/app.kylas.io\/setup\/fields\/deals\/create\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">multi-value picklist<\/mark><\/span><\/a> type of field on your deals as well. You can also use the same field at different places to perform various operations such as Email templates, Automation, and Reports. The feature is available on both the web and mobile apps.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, you want to add multiple location preferences for a particular deal. So, you can add a multi-value picklist for the same.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-11-user-signature\" style=\"font-size:22px\">11. <strong>User Signature<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/User-Signature.gif\" alt=\"User Signature\" class=\"wp-image-18253\" title=\"User Signature\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now brand and market yourself with a rich text signature available on the Web and mobile app. Kylas\u2019s new feature lets you customize <a href=\"https:\/\/app.kylas.io\/setup\/users\/list\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">user signatures<\/mark><\/span><\/a> in accordance with their requirements.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, you can now add your company\u2019s logo and website URL to your signature with Kylas.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-12-clone-a-workflow\" style=\"font-size:22px\">12. <strong>Clone a Workflow<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Clone-a-Workflow.gif\" alt=\"Clone a Workflow\" class=\"wp-image-18254\" title=\"Clone a Workflow\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With Kylas\u2019s new cloning option, you don\u2019t have to create similar workflows over and over again. You can simply <a href=\"https:\/\/app.kylas.io\/setup\/workflow-automation\/workflows\/list\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">clone a workflow<\/mark><\/span><\/a> and copy an existing workflow from your system. You can make changes to the workflow as per your needs.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, you have created a workflow for reassigning tasks to your teams when a customer doesn\u2019t answer your call. If you want a similar workflow for the users who don\u2019t respond to the call received, you can just clone your existing workflow and make the necessary changes.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-13-reshare-a-record\" style=\"font-size:22px\">13. <strong>Reshare a Record<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Reshare-a-Record.gif\" alt=\"Reshare a Record\u00a0\" class=\"wp-image-18255\" title=\"Reshare a Record\u00a0\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When working in a team, effective collaboration with your team members is crucial. From discussing your tasks to helping each other out to sharing records with one another is quite normal. It\u2019s common that different team members to work on different records. But it happens that they need to share their records with one another to complete their tasks.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With this feature, record owners can grant reshare permission to specific users on their profiles. This allows the user receiving the shared record to further share it with a third person if needed.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Users can easily <a href=\"https:\/\/app.kylas.io\/setup\/profiles\/list\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">reshare a record<\/mark><\/span><\/a> by obtaining reshare permission from the owner during the initial sharing process.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, a user wants another team member to take care of his leads in his absence, So, he will simply give the reshare permission to the user\u2019s profile and the user will now be able to reshare the record with a third user.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-14-associated-contact-in-deal-report\" style=\"font-size:22px\">14. <strong>Associated Contact in Deal Report<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Associated-Contact-in-Deal-Report-.jpg\" alt=\"Associated Contact in Deal Report\" class=\"wp-image-18256\" title=\"Associated Contact in Deal Report\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Associated-Contact-in-Deal-Report-.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Associated-Contact-in-Deal-Report--300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Associated-Contact-in-Deal-Report--768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Associated-Contact-in-Deal-Report--150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas has recently introduced contact as a report dimension in the <a href=\"https:\/\/app.kylas.io\/sales\/reports\/list\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">deal report<\/mark><\/span><\/a>. This will help you understand with which contact you have the maximum number of deals.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, you can now determine with which contact you have the maximum number of business deals and with whom you have the least to make future business decisions.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-15-time-range-in-reports\" style=\"font-size:22px\">15. <strong>Time Range in Reports<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Time-Range-in-Reports.jpg\" alt=\"Time Range in Reports\" class=\"wp-image-18257\" title=\"Time Range in Reports\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Time-Range-in-Reports.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Time-Range-in-Reports-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Time-Range-in-Reports-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Time-Range-in-Reports-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>It should not be a hassle for you even if your users are from different time zones. With Kylas\u2019s new feature, you can easily generate a more accurate report and <a href=\"https:\/\/app.kylas.io\/sales\/reports\/create\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">select the time range<\/mark><\/span><\/a> as per your user. The feature is available both on web and mobile apps.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, while creating the report for a particular user, you just choose the time range, select the time you prefer and the report will be created in accordance with that time range chosen.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-16-download-report-with-applied-filter\" style=\"font-size:22px\">16. <strong>Download Report with Applied Filter<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Download-the-Report-with-Applied-Filter-.jpg\" alt=\"Download the Report with Applied Filter\" class=\"wp-image-18258\" title=\"Download the Report with Applied Filter\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Download-the-Report-with-Applied-Filter-.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Download-the-Report-with-Applied-Filter--300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Download-the-Report-with-Applied-Filter--768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Download-the-Report-with-Applied-Filter--150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now you can <a href=\"https:\/\/app.kylas.io\/sales\/reports\/create\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">download a report<\/mark><\/span><\/a> with a currently applied filter without having to save the filter.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, to download a report for the last month\u2019s record, you just have to choose the date and time and download the report.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-17-company-smart-list-on-dashboard\" style=\"font-size:22px\">17. <strong>Company Smart-List on Dashboard&nbsp;<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"Company-Smart-List-on-Dashboard\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Company-Smart-List-on-Dashboard.gif\" alt=\"Company Smart-List on Dashboard\" class=\"wp-image-18259\"\/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can now get a quick glimpse of your company data by adding a <a href=\"https:\/\/app.kylas.io\/sales\/home\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">smart list on the dashboard<\/mark><\/span><\/a> of your Web and Mobile apps.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, you want to view the data of the companies you are dealing with currently. So, you can simply create a smart list for them and add them to your dashboard.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-mobile\" style=\"font-size:22px\"><strong><span style=\"text-decoration: underline;\">Mobile<\/span><\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-auto-trigger-confetti-effect-when-a-lead-deal-is-won\" style=\"font-size:22px\">1. <strong>Auto Trigger Confetti Effect when a Lead\/Deal is Won<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/Auto-Trigger-Confetti-Effect-when-a-LeadDeal-is-Won.jpg\" alt=\"Auto Trigger Confetti Effect when a Lead\/Deal is Won\" class=\"wp-image-18260\" title=\"Auto Trigger Confetti Effect when a Lead\/Deal is Won\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Auto-Trigger-Confetti-Effect-when-a-LeadDeal-is-Won.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Auto-Trigger-Confetti-Effect-when-a-LeadDeal-is-Won-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Auto-Trigger-Confetti-Effect-when-a-LeadDeal-is-Won-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Auto-Trigger-Confetti-Effect-when-a-LeadDeal-is-Won-150x84.jpg 150w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now you can appreciate and encourage your employees for every lead or deal that converts. Whenever your employees close a lead or deal, a confetti effect will be triggered on the mobile app.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, when an employee closes an important lead that has been stuck in the pipeline for a long time, the confetti effect will fill them with enthusiasm and motivation, knowing they have done something important for their company\u2019s business.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-view-associated-contact-and-company\" style=\"font-size:22px\">2. <strong>View associated Contact and Company<\/strong>&nbsp;<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"800\" height=\"450\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2023\/08\/View-associated-Contact-and-Company.gif\" alt=\"View associated Contact and Company\" class=\"wp-image-18261\" title=\"View associated Contact and Company\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You won\u2019t have to scroll through your contacts to find the associated contacts for a specific company. Kylas\u2019s new feature allows for the bifurcation of contacts and companies. When you select a company or a contact, the associated contacts or company respectively will be displayed at the top, making it easy to add them to the deal.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For instance, when adding a new deal and selecting an ABC company, all the company\u2019s associated contacts will be listed at the top, simplifying the process of adding them to the deal. The same happens if you select a contact.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Are you ready to use these exciting features on Kylas CRM? Start your 7-day free trial and <a href=\"https:\/\/kylas.io\/?ref=demo\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Schedule a Demo<\/mark><\/span><\/a> with us to make the right decision!<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><em><strong>More Sources:<\/strong><\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><em><a href=\"https:\/\/kylas.io\/blog\/new-kylas-sales-crm-june-features\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Features Released in June 2023<\/mark><\/span><\/a><\/em><\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><em><a href=\"https:\/\/kylas.io\/blog\/new-kylas-sales-crm-may-features\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Features Released in May 2023<\/mark><\/span><\/a><\/em><\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><em><a href=\"https:\/\/kylas.io\/blog\/new-kylas-sales-crm-april\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Features Released in April 2023<\/mark><\/span><\/a><\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Your favorite sales CRM Kylas is enhancing its feature set and we thought of sharing it with you. The July 2023 Edition of Kylas Sales CRM brings you the features you need to stay on top of your tasks and build better customer relationships. In this release, our features will help you:&nbsp; Features in this &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;What\u2019s New in Kylas Sales CRM- July 2023 Edition&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":18238,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[159],"tags":[354,355,394],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Whats-New-in-Kylas-Sales-CRM-July-2023-Edition.jpg","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What\u2019s New in Kylas Sales CRM- July 2023 Edition<\/title>\n<meta name=\"description\" content=\"The July 2023 Edition of Kylas Sales CRM brings you the features you need to stay on top of your tasks &amp; build better customer relationships.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What\u2019s New in Kylas Sales CRM- July 2023 Edition\" \/>\n<meta property=\"og:description\" content=\"The July 2023 Edition of Kylas Sales CRM brings you the features you need to stay on top of your tasks &amp; build better customer relationships.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023\" \/>\n<meta property=\"og:site_name\" content=\"Kylas Growth Engine | Sales CRM Software for Small businesses\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Whats-New-in-Kylas-Sales-CRM-July-2023-Edition.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"450\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Shagun Sharma\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shagun Sharma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"14 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"What\u2019s New in Kylas Sales CRM- July 2023 Edition","description":"The July 2023 Edition of Kylas Sales CRM brings you the features you need to stay on top of your tasks & build better customer relationships.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023","og_locale":"en_US","og_type":"article","og_title":"What\u2019s New in Kylas Sales CRM- July 2023 Edition","og_description":"The July 2023 Edition of Kylas Sales CRM brings you the features you need to stay on top of your tasks & build better customer relationships.","og_url":"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023","og_site_name":"Kylas Growth Engine | Sales CRM Software for Small businesses","og_image":[{"width":800,"height":450,"url":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/08\/Whats-New-in-Kylas-Sales-CRM-July-2023-Edition.jpg","type":"image\/jpeg"}],"author":"Shagun Sharma","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shagun Sharma","Est. reading time":"14 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023","url":"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023","name":"What\u2019s New in Kylas Sales CRM- July 2023 Edition","isPartOf":{"@id":"https:\/\/kylas.io\/en\/#website"},"datePublished":"2023-08-03T10:20:22+00:00","dateModified":"2024-06-19T04:36:47+00:00","author":{"@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3"},"description":"The July 2023 Edition of Kylas Sales CRM brings you the features you need to stay on top of your tasks & build better customer relationships.","breadcrumb":{"@id":"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/kylas.io\/en\/blog\/feature-update-july-2023"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/kylas.io\/en\/blog\/feature-update-july-2023#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/kylas.io\/en\/"},{"@type":"ListItem","position":2,"name":"What\u2019s New in Kylas Sales CRM- July 2023 Edition"}]},{"@type":"WebSite","@id":"https:\/\/kylas.io\/en\/#website","url":"https:\/\/kylas.io\/en\/","name":"Kylas Growth Engine | Sales CRM Software for Small businesses","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/kylas.io\/en\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3","name":"Shagun Sharma","description":"Shagun is a content marketer at Kylas, extremely well-versed in all things Marketing. 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