{"id":20865,"date":"2024-04-08T15:36:58","date_gmt":"2024-04-08T10:06:58","guid":{"rendered":"https:\/\/kylas.io\/?p=20865"},"modified":"2024-06-26T12:10:06","modified_gmt":"2024-06-26T06:40:06","slug":"blog-feature-update-march-2024","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/blog\/feature-update-march-2024","title":{"rendered":"What\u2019s New in Kylas Sales CRM- March 2024 Edition"},"content":{"rendered":"\n<p>Every day brings new advancements to Kylas as we introduce new features that you don\u2019t want to miss. The March 2024 edition of Kylas Sales CRM brings you the features you have been waiting for to enhance your team&#8217;s productivity. In this release, our features will:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li>Boost team productivity<\/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>Enhance user experience<\/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 customer experience<\/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-1-features-in-this-release\">1. Features in this Release:<\/a><ul class=\"ht_toc_child_list\"><li class=\"\"><a href=\"#htoc-1-1-field-sales-management\">1.1. Field Sales Management<\/a><\/li><li class=\"\"><a href=\"#htoc-1-2-share-meeting-access\">1.2. Share Meeting Access<\/a><\/li><li class=\"\"><a href=\"#htoc-1-3-share-meeting-information-with-the-reporting-manager\">1.3. Share Meeting Information with the Reporting Manager<\/a><\/li><li class=\"\"><a href=\"#htoc-1-4-bulk-actions-on-company-and-meeting\">1.4. Bulk Actions on \u201cCompany\u201d and \u201cMeeting\u201d<\/a><\/li><li class=\"\"><a href=\"#htoc-1-5-internal-meta-fields-in-workflow\">1.5. Internal Meta Fields in Workflow<\/a><\/li><li class=\"\"><a href=\"#htoc-1-6-advanced-listing-page-enhancements\">1.6. Advanced Listing Page Enhancements<\/a><\/li><li class=\"\"><a href=\"#htoc-1-7-hover-to-see-record-information\">1.7. Hover to See Record Information<\/a><\/li><li class=\"\"><a href=\"#htoc-1-8-multiple-user-check-in-on-meetings\">1.8. Multiple User Check-in on Meetings<\/a><\/li><li class=\"\"><a href=\"#htoc-1-9-view-user-hierarchy-structure\">1.9. View User Hierarchy Structure<\/a><\/li><li class=\"\"><a href=\"#htoc-1-10-reorder-and-rename-pipeline-stages\">1.10. Reorder and Rename Pipeline Stages<\/a><\/li><li class=\"\"><a href=\"#htoc-1-11-product-units-on-deals-and-quotations\">1.11. Product Units On Deals and Quotations<\/a><\/li><li class=\"\"><a href=\"#htoc-1-12-new-filter-options-on-records\">1.12. New Filter Options on Records<\/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-1-features-in-this-release\">1. <strong><span style=\"text-decoration: underline;\">Features in this Release:<\/span><\/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-1-1-field-sales-management\" style=\"font-size:22px\">1.1. <strong>Field Sales Management<\/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-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2024\/04\/Field-Sales-Management-1024x576.gif\" alt=\"Field Sales Management\" class=\"wp-image-20875\" title=\"Field Sales Management\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Field-Sales-Management-1024x576.gif 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Field-Sales-Management-300x169.gif 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Field-Sales-Management-768x432.gif 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Field-Sales-Management-1536x864.gif 1536w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Field-Sales-Management-150x84.gif 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>Managing your field sales team just got easier and more efficient with Kylas. With this new feature update, you can keep your field sales team more coordinated, accountable, and productive.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With <a href=\"https:\/\/app.kylas.io\/setup\/field-sales\/executives\/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\">Kylas field sales management<\/mark><\/span><\/a>, your field executives can easily mark themselves as \u2018Available\u2019 or \u2018Unavailable\u2019 at the start and end of the day from anywhere.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>As a reporting manager, you can easily track your team\u2019s live location and get an overview of their entire day on a map. Also, you can get information about your team&#8217;s activities, from the total distance traveled and areas covered to the number of meetings attended.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas lets you easily obtain all the details you need about each meeting- how long it lasted, where it happened, and what to do next- all without having to call your team. Furthermore, you can use this info to help your sales team plan the next steps and close more deals.<\/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 it\u2019s pre-decided that all your field sales agents have to be available for 8 hours a day and attend at least 4 client meetings each day, you can check it in Kylas and track their activities.<\/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-1-2-share-meeting-access\" style=\"font-size:22px\">1.2. <strong>Share Meeting Access<\/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-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2024\/04\/Share-Meeting-Access-1024x576.gif\" alt=\"Share Meeting Access\" class=\"wp-image-20876\" title=\"Share Meeting Access\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Share-Meeting-Access-1024x576.gif 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Share-Meeting-Access-300x169.gif 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Share-Meeting-Access-768x432.gif 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Share-Meeting-Access-1536x864.gif 1536w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Share-Meeting-Access-150x84.gif 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 happens many times that when you create a meeting, you forget to invite all the people who are needed for the meeting. But thanks to Kylas\u2019s new feature update, you can invite any user to the meeting even after it was created some time again. And not just you, but all the <a href=\"https:\/\/app.kylas.io\/sales\/meetings\/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\">meeting invitees can share<\/mark><\/span><\/a> the meeting with other users.<\/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 one of the meeting invitees realizes that a sales rep from another team should also attend a meeting about improving their sales, he can share that meeting with him.<\/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-1-3-share-meeting-information-with-the-reporting-manager\" style=\"font-size:22px\">1.3. <strong>Share Meeting Information with the Reporting Manager<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Previously in Kylas, only the reporting manager of the meeting organizer could see that his reportee was organizing a meeting. The reporting managers of other meeting attendees had no information about the meetings that were not organized by their reportees.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>But with the new Kylas feature, the reporting managers of all the attendees will also know that their reportees are invited to a meeting organized by someone else.<\/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 your rep to attend a meeting with a client, you can check if he has organized or is supposed to attend a meeting and plan your meeting accordingly.<\/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-1-4-bulk-actions-on-company-and-meeting\" style=\"font-size:22px\">1.4. <strong>Bulk Actions on \u201cCompany\u201d and \u201cMeeting\u201d<\/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-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2024\/04\/Bulk-Actions-on-Company-and-Meeting-1024x576.gif\" alt=\"Bulk Actions on \u201cCompany\u201d and \u201cMeeting\u201d\" class=\"wp-image-20877\" title=\"Bulk Actions on \u201cCompany\u201d and \u201cMeeting\u201d\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Bulk-Actions-on-Company-and-Meeting-1024x576.gif 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Bulk-Actions-on-Company-and-Meeting-300x169.gif 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Bulk-Actions-on-Company-and-Meeting-768x432.gif 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Bulk-Actions-on-Company-and-Meeting-1536x864.gif 1536w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Bulk-Actions-on-Company-and-Meeting-150x84.gif 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 don\u2019t have to export or delete meetings and companies one by one. The new Kylas feature update lets you export or delete your meetings and <a href=\"https:\/\/app.kylas.io\/sales\/companies\/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\">companies in bulk<\/mark><\/span><\/a>. You just have to select all the records and choose an action to be performed.<\/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 need to delete multiple companies that were created for demo purposes only, you can select all of them, all you need to do is click on the delete button.<\/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-1-5-internal-meta-fields-in-workflow\" style=\"font-size:22px\">1.5. <strong>Internal Meta Fields in Workflow<\/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\/2024\/04\/Internal-Meta-Fields-in-Workflow.jpg\" alt=\"Internal Meta Fields in Workflow\" class=\"wp-image-20878\" title=\"Internal Meta Fields in Workflow\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Internal-Meta-Fields-in-Workflow.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Internal-Meta-Fields-in-Workflow-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Internal-Meta-Fields-in-Workflow-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Internal-Meta-Fields-in-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>It happens that some leads keep sitting in your system for days and weeks with no one bothering about them. Sometimes, it also happens that you want to edit some fields of the leads that were created on a particular date.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Such entities are stored in your system and have certain fields by default such as task due on, meeting scheduled on, latest activity on, etc. With Kylas, you can take actions on these entities based on such <a href=\"https:\/\/app.kylas.io\/setup\/workflow-automation\/workflows\/list\" target=\"_blank\" rel=\"noreferrer noopener\">i<\/a><a href=\"https:\/\/app.kylas.io\/setup\/workflow-automation\/workflows\/list\">nternal meta fields in the workflow<\/a>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>All you have to do is set up an escalation type of workflow and set conditions as per your requirements.<\/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 the last activity on some leads was 2 days ago, you can set up workflows to ask your team members to take action on these leads.<\/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-1-6-advanced-listing-page-enhancements\" style=\"font-size:22px\">1.6. <strong>Advanced Listing Page Enhancements<\/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-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2024\/04\/Advanced-Listing-Page-Enhancements-1024x576.gif\" alt=\"Advanced Listing Page Enhancements\" class=\"wp-image-20879\" title=\"Advanced Listing Page Enhancements\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Advanced-Listing-Page-Enhancements-1024x576.gif 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Advanced-Listing-Page-Enhancements-300x169.gif 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Advanced-Listing-Page-Enhancements-768x432.gif 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Advanced-Listing-Page-Enhancements-1536x864.gif 1536w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Advanced-Listing-Page-Enhancements-150x84.gif 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>To improve your user experience, Kylas has introduced some <a href=\"https:\/\/app.kylas.io\/sales\/leads\/list\" target=\"_blank\" rel=\"noreferrer noopener\">l<\/a><a href=\"https:\/\/app.kylas.io\/sales\/leads\/list\">isting page enhancements<\/a> that you have been waiting for.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>It\u2019s bothersome to scroll back and forth to cross-check if you are checking the details of the right record or not. The results can be bad if you use the wrong information. But now, you can freeze any number of columns on the deal, company, lead, and contact listings pages.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>This will help you scroll to the right and be sure that you are on the right record.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Also, you don\u2019t have to worry about finding a record in the list all over again after you have opened it. The record that you have opened earlier will automatically be highlighted when you come back to the listing page.<\/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-1-7-hover-to-see-record-information\" style=\"font-size:22px\">1.7. <strong>Hover to See Record Information<\/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\/en\/wp-content\/uploads\/2024\/04\/Hover-to-See-Record-Information-1.jpg\" alt=\"Hover to See Record Information\" class=\"wp-image-20880\" title=\"Hover to See Record Information\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Hover-to-See-Record-Information-1.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Hover-to-See-Record-Information-1-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Hover-to-See-Record-Information-1-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Hover-to-See-Record-Information-1-150x84.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>When you are working on a deal or a company, you want to get an overview of the associated contact. But instead of going back to the <a href=\"https:\/\/app.kylas.io\/sales\/deals\/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\">contact listing page<\/mark><\/span><\/a>, you can now simply hover over it and obtain all the information about the record.<\/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 you are checking a deal and suddenly release that you were supposed to call the contact. You can hover over the contact and click to call that contact directly.<\/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-1-8-multiple-user-check-in-on-meetings\" style=\"font-size:22px\">1.8. <strong>Multiple User Check-in on Meetings<\/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\/en\/wp-content\/uploads\/2024\/04\/Multiple-User-Check-in-on-Meetings.jpg\" alt=\"Multiple User Check-in on Meetings\" class=\"wp-image-20881\" title=\"Multiple User Check-in on Meetings\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Multiple-User-Check-in-on-Meetings.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Multiple-User-Check-in-on-Meetings-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Multiple-User-Check-in-on-Meetings-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Multiple-User-Check-in-on-Meetings-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 happens many times that sales reps are in a meeting, but their reporting managers schedule another meeting for them at the same time. To avoid this, Kylas now lets the reporting managers know that their reportees are <a href=\"https:\/\/app.kylas.io\/sales\/meetings\/list\" target=\"_blank\" rel=\"noreferrer noopener\">attending<\/a><a href=\"https:\/\/app.kylas.io\/sales\/meetings\/list\"> another meeting<\/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, whenever a sales rep joins a meeting, his reporting manager will get the information that this particular sales rep is in a meeting. So, if he wants his rep to be present in some other meeting, he can schedule it when the rep is available or let someone else attend it.<\/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-1-9-view-user-hierarchy-structure\" style=\"font-size:22px\">1.9. <strong>View User Hierarchy Structure<\/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\/2024\/04\/View-User-Hierarchy-Structure.jpg\" alt=\"View User Hierarchy Structure\" class=\"wp-image-20882\" title=\"View User Hierarchy Structure\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/View-User-Hierarchy-Structure.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/View-User-Hierarchy-Structure-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/View-User-Hierarchy-Structure-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/View-User-Hierarchy-Structure-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 set up a hierarchy view on users to get the right data at the right time. With the new feature, you can <a href=\"https:\/\/app.kylas.io\/setup\/users\/hierarchy\" target=\"_blank\" rel=\"noreferrer noopener\">check the hierarchy of each user<\/a> and assign them tasks accordingly.<\/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 assign a task to a rep in another team, you can check the hierarchy structure to see who his\/her reporting manager is to take the permission and assign the task as per the requirement and availability.<\/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-1-10-reorder-and-rename-pipeline-stages\" style=\"font-size:22px\">1.10. <strong>Reorder and Rename Pipeline Stages<\/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\/en\/wp-content\/uploads\/2024\/04\/Reorder-and-Rename-Pipeline-Stages.jpg\" alt=\"Reorder and Rename Pipeline Stages\" class=\"wp-image-20883\" title=\"Reorder and Rename Pipeline Stages\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Reorder-and-Rename-Pipeline-Stages.jpg 800w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Reorder-and-Rename-Pipeline-Stages-300x169.jpg 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Reorder-and-Rename-Pipeline-Stages-768x432.jpg 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Reorder-and-Rename-Pipeline-Stages-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>If you feel the need to <a href=\"https:\/\/app.kylas.io\/setup\/leads\/pipelines\/list\" target=\"_blank\" rel=\"noreferrer noopener\">r<\/a><a href=\"https:\/\/app.kylas.io\/setup\/leads\/pipelines\/list\">eorder or rename your pipeline stages<\/a>, you can do that easily with Kylas. Don\u2019t worry about the data because it will be safe in the pipeline stage as it was.<\/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 have a pipeline stage named \u201ccontacted\u201d but you want to change it to \u201cconnected\u201d, you can do that easily.<\/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-1-11-product-units-on-deals-and-quotations\" style=\"font-size:22px\">1.11. <strong>Product Units On Deals and Quotations<\/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-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Product-Units-On-Deals-and-Quotations-1024x576.gif\" alt=\"Product Units On Deals and Quotations\" class=\"wp-image-20884\" title=\"Product Units On Deals and Quotations\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Product-Units-On-Deals-and-Quotations-1024x576.gif 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Product-Units-On-Deals-and-Quotations-300x169.gif 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Product-Units-On-Deals-and-Quotations-768x432.gif 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Product-Units-On-Deals-and-Quotations-1536x864.gif 1536w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/Product-Units-On-Deals-and-Quotations-150x84.gif 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>For detailed information about a product, you can now <a href=\"https:\/\/app.kylas.io\/setup\/products-services\/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\">use the &#8216;unit&#8217; field<\/mark><\/span><\/a>. You can select the appropriate product unit (such as kilogram, liter, etc.) and add it to the product details. Whenever someone selects that product while creating a deal or quotation, they will also see the unit. This way, users will understand that the mentioned price is per a specific unit.<\/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 sell raw materials to other companies and the price is set per kilogram, you can choose &#8216;kilogram&#8217; as the unit when sending the quotation to your customers.<\/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-1-12-new-filter-options-on-records\" style=\"font-size:22px\">1.12. <strong>New Filter Options on Records<\/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-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2024\/04\/New-Filter-Options-on-Records-1024x576.gif\" alt=\"New Filter Options on Records\" class=\"wp-image-20885\" title=\"New Filter Options on Records\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/New-Filter-Options-on-Records-1024x576.gif 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/New-Filter-Options-on-Records-300x169.gif 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/New-Filter-Options-on-Records-768x432.gif 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/New-Filter-Options-on-Records-1536x864.gif 1536w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2024\/04\/New-Filter-Options-on-Records-150x84.gif 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\u2019s true that all records are not created the same. Sometimes, there is a missing phone number in a lead. Sometimes, there is a missing email from a company. Filtering these records was once a problem but not anymore.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Kylas\u2019s new feature lets you <a href=\"https:\/\/app.kylas.io\/sales\/leads\/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\">filter your leads<\/mark><\/span><\/a>, contacts, and companies even if they don\u2019t have certain details.<\/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 know how many leads don\u2019t have a phone number, you can simply apply the filter and find out.<\/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\" 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><strong><em><span style=\"text-decoration: underline;\">More Sources:<\/span><\/em><\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><em><a href=\"https:\/\/kylas.io\/blog\/feature-update-february-2024\" target=\"_blank\" rel=\"noreferrer noopener\">F<\/a><\/em><a href=\"https:\/\/kylas.io\/blog\/feature-update-february-2024\" target=\"_blank\" rel=\"noreferrer noopener\"><em>eatures Released in February 2024<\/em><\/a><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><em><a href=\"https:\/\/kylas.io\/blog\/feature-update-december-2023\" target=\"_blank\" rel=\"noreferrer noopener\">F<\/a><\/em><a href=\"https:\/\/kylas.io\/blog\/feature-update-december-2023\" target=\"_blank\" rel=\"noreferrer noopener\"><em>eatures Released in December 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><em><a href=\"https:\/\/kylas.io\/blog\/feature-update-november-2023\" target=\"_blank\" rel=\"noreferrer noopener\">Fea<\/a><\/em><a href=\"https:\/\/kylas.io\/blog\/feature-update-november-2023\" target=\"_blank\" rel=\"noreferrer noopener\"><em>tures Released in November 2023<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Every day brings new advancements to Kylas as we introduce new features that you don\u2019t want to miss. The March 2024 edition of Kylas Sales CRM brings you the features you have been waiting for to enhance your team&#8217;s productivity. In this release, our features will: 1. Features in this Release: 1.1. Field Sales Management &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/blog\/feature-update-march-2024\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;What\u2019s New in Kylas Sales CRM- March 2024 Edition&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":20869,"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\/2024\/04\/Whats-New-in-Kylas-Sales-CRM-March-2024-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>Kylas Sales CRM Features Update - March 2024<\/title>\n<meta name=\"description\" content=\"The March 2024 edition of Kylas Sales CRM brings you the features you have been waiting for to enhance your team productivity.\" \/>\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-march-2024\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Kylas Sales CRM Features Update - March 2024\" \/>\n<meta property=\"og:description\" content=\"The March 2024 edition of Kylas Sales CRM brings you the features you have been waiting for to enhance your team productivity.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/en\/blog\/feature-update-march-2024\" \/>\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\/2024\/04\/Whats-New-in-Kylas-Sales-CRM-March-2024-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=\"9 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Kylas Sales CRM Features Update - March 2024","description":"The March 2024 edition of Kylas Sales CRM brings you the features you have been waiting for to enhance your team productivity.","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-march-2024","og_locale":"en_US","og_type":"article","og_title":"Kylas Sales CRM Features Update - March 2024","og_description":"The March 2024 edition of Kylas Sales CRM brings you the features you have been waiting for to enhance your team productivity.","og_url":"https:\/\/kylas.io\/en\/blog\/feature-update-march-2024","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\/2024\/04\/Whats-New-in-Kylas-Sales-CRM-March-2024-Edition.jpg","type":"image\/jpeg"}],"author":"Shagun Sharma","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shagun Sharma","Est. reading time":"9 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/blog\/feature-update-march-2024","url":"https:\/\/kylas.io\/en\/blog\/feature-update-march-2024","name":"Kylas Sales CRM Features Update - 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