{"id":19492,"date":"2023-11-07T14:40:37","date_gmt":"2023-11-07T09:10:37","guid":{"rendered":"https:\/\/kylas.io\/?p=19421"},"modified":"2024-06-26T12:05:25","modified_gmt":"2024-06-26T06:35:25","slug":"blog-feature-update-october-2023","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/blog\/feature-update-october-2023","title":{"rendered":"What\u2019s New in Kylas Sales CRM- October 2023 Edition"},"content":{"rendered":"\n<p>Kylas, your favorite CRM, just got better! The October 2023 Edition of Kylas Sales CRM introduces features designed to enhance your business operations. In this release, our features will help you:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Keep track of your operations.<\/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>Retain data effectively.<\/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>Improve communication.<\/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-1-lead-and-contact-scoring\">1. Lead and Contact Scoring<\/a><\/li><li class=\"\"><a href=\"#htoc-2-add-historical-or-future-exchange-rate-forex\">2. Add Historical or Future Exchange Rate | Forex<\/a><\/li><li class=\"\"><a href=\"#htoc-3-lead-patch-api-support\">3. Lead Patch API Support<\/a><\/li><li class=\"\"><a href=\"#htoc-4-goal-vs-achievement-report-on-dashboard\">4. Goal VS Achievement Report on Dashboard<\/a><\/li><li class=\"\"><a href=\"#htoc-5-smart-list-on-email\">5. Smart-List on Email<\/a><\/li><li class=\"\"><a href=\"#htoc-6-abort-import-operation\">6. Abort Import Operation<\/a><\/li><li class=\"\"><a href=\"#htoc-7-message-enhancement\">7. Message Enhancement<\/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-1-lead-and-contact-scoring\" style=\"font-size:22px\">1. <strong>Lead and Contact Scoring<\/strong><\/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\/11\/Lead-and-Contact-Scoring.gif\" alt=\"Lead and Contact Scoring\" class=\"wp-image-19425\" title=\"Lead and Contact Scoring\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas now allows you to automatically <a href=\"https:\/\/app.kylas.io\/setup\/fields\/leads\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">rank\/score your leads<\/mark><\/span><\/a> and contacts. You need to set up a formula for lead or contact scoring in the Kylas Field Calculator or workflows, and the entities will receive their score accordingly.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Simply configure a workflow with your desired conditions for scoring. Whenever the workflow triggers, the score will be assigned.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This feature is designed to help you strategically prioritize your records and quickly assess the likelihood of winning these records on both the web and mobile app&#8217;s details and listing pages.<\/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 set up a workflow to add 10 points to the lead score every time a lead is updated.<\/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-add-historical-or-future-exchange-rate-forex\" style=\"font-size:22px\">2. <strong>Add Historical or Future Exchange Rate | Forex<\/strong><\/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\" src=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/11\/Add-Historical-or-Future-Exchange-Rate-Forex.gif\" alt=\"Add Historical or Future Exchange Rate | Forex\" class=\"wp-image-19426\" title=\"Add Historical or Future Exchange Rate | Forex\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With Kylas&#8217;s new feature, you can now <a href=\"https:\/\/app.kylas.io\/setup\/account-management\/exchange-rates\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">add exchange rates<\/mark><\/span><\/a> for both past and future records. No manual conversions are required. You can easily upload exchange rates to access more intelligent information in the user interface (UI) and reports.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You have the flexibility to add various exchange rates for different currencies, depending on your specific needs.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For example, exchange rates for the United States dollar change every other month. To ensure clarity in your deals, you can simply choose to import exchange rates with their effective dates.<\/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-lead-patch-api-support\" style=\"font-size:22px\">3. <strong>Lead Patch API Support<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You no longer need to <a href=\"https:\/\/app.kylas.io\/setup\/fields\/leads\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">pass all the lead details<\/mark><\/span><\/a> along with the value you want to change. With Kylas&#8217;s Patch support, you can now simply pass the single value.<\/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 you want to change the lead&#8217;s owner, you can just pass the new owner&#8217;s ID instead of providing all the details again.<\/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-goal-vs-achievement-report-on-dashboard\" style=\"font-size:22px\">4. <strong>Goal VS Achievement Report on Dashboard<\/strong><\/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\" src=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/11\/Goal-VS-Achievement-Report-on-Dashboard.gif\" alt=\"Goal VS Achievement Report on Dashboard\" class=\"wp-image-19427\" title=\"Goal VS Achievement Report on Dashboard\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Creating reports every time you need to check your team&#8217;s goal progress can be a hassle. However, Kylas now allows you to easily <a href=\"https:\/\/app.kylas.io\/setup\/fields\/leads\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">add goal vs achievement reports to your dashboard<\/mark><\/span><\/a> on both the web and mobile app.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can choose to add a single widget or the entire goal, depending on your requirements. Please note that this feature is currently available for deals only.<\/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 you want a quick overview of your team&#8217;s performance during their appraisals, you can add their reports to your dashboard.<\/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-smart-list-on-email\" style=\"font-size:22px\">5. <strong>Smart-List on Email<\/strong><\/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\/11\/Smart-List-on-Email.gif\" alt=\"Smart-List on Email\" class=\"wp-image-19428\" title=\"Smart-List on Email\"\/><\/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 now <a href=\"https:\/\/app.kylas.io\/sales\/emails\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">view your emails in a smart list<\/mark><\/span><\/a> and create custom lists based on your preferences.<\/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 create a smart list for today&#8217;s emails, showing only the emails you received today.<\/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-abort-import-operation\" style=\"font-size:22px\">6. <strong>Abort Import Operation<\/strong><\/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\/11\/Abort-Import-Operation.gif\" alt=\"Abort Import Operation\" class=\"wp-image-19429\" title=\"Abort Import Operation\"\/><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas enables you to <a href=\"https:\/\/app.kylas.io\/setup\/data-management\/imports\/list\"><span style=\"text-decoration: underline;\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">abort your import operation<\/mark><\/span><\/a> at any point during its progress. You can also track the operation&#8217;s status, including when and who aborted it.<\/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 you realize that the data being imported is not what you need, you can simply abort the operation.<\/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-message-enhancement\" style=\"font-size:22px\">7. <strong>Message Enhancement<\/strong><\/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\/11\/Message-Enhancement.jpg\" alt=\"Message Enhancement\" class=\"wp-image-19430\" title=\"Message Enhancement\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/11\/Message-Enhancement.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/11\/Message-Enhancement-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/11\/Message-Enhancement-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/11\/Message-Enhancement-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>The new feature allows you to track your messages and <a href=\"https:\/\/app.kylas.io\/sales\/leads\/list\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">distinguish the mode of communication<\/mark><\/a>.<\/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 easily differentiate between a text message and a WhatsApp message.<\/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?<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Start your 7-day free trial and <a href=\"https:\/\/kylas.io\/?ref=demo\"><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<p><a href=\"https:\/\/kylas.io\/blog\/feature-update-september-2023\"><em>Features Released in September 2023<\/em><\/a><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><a href=\"https:\/\/kylas.io\/blog\/feature-update-august-2023\"><em>Features Released in August 2023<\/em><\/a><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><a href=\"https:\/\/kylas.io\/blog\/feature-update-july-2023\"><em>Features Released in July 2023<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kylas, your favorite CRM, just got better! The October 2023 Edition of Kylas Sales CRM introduces features designed to enhance your business operations. In this release, our features will help you: Features in this Release: 1. Lead and Contact Scoring Kylas now allows you to automatically rank\/score your leads and contacts. You need to set &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/blog\/feature-update-october-2023\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;What\u2019s New in Kylas Sales CRM- October 2023 Edition&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":19424,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[1],"tags":[354,355,369,394],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2023\/11\/Whats-New-in-Kylas-Sales-CRM-October-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>Latest Features in Kylas Sales CRM- October 2023 Edition<\/title>\n<meta name=\"description\" content=\"The October 2023 Edition of Kylas Sales CRM introduces features designed to enhance your business operations.\" \/>\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-october-2023\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Latest Features in Kylas Sales CRM- October 2023 Edition\" \/>\n<meta property=\"og:description\" content=\"The October 2023 Edition of Kylas Sales CRM introduces features designed to enhance your business operations.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/en\/blog\/feature-update-october-2023\" \/>\n<meta property=\"og:site_name\" content=\"Kylas Growth Engine | Sales CRM Software for Small businesses\" \/>\n<meta property=\"og:image\" 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