Field Sales - Tracking

• Ability to alert the reporting managers of a field sales user when their is turned off.

15-May-2024

Field Sales - Add your Google Maps API key

• Ability to add your own Google Maps API key for a reduced cost on per user license cost of field sales user

15-May-2024

Field Sales - Export locations.

• Ability to export the field sales user data such as number of meetings attended, the distance traveled and time spent in travelling and meetings.

15-May-2024

Field Sales - Automated Notification.

• Ability to receive a reminder to checkout after 15 minutes of the meeting’s scheduled end time.

• Ability to receive a reminder to checkout when a user moves more than 500 meters from their check-in location.

31-May-2024

Layout effect on Lead listing page

• Ability to view the same fields on the Lead listing page that a user can view on the Lead details page as per their allocated details page layout.

31-May-2024

User Shift management

• Ability to create Shifts in Kylas and assign the shifts to users for effective availability for Calling, Messaging and Records assignment activities.

15-May-2024

User Shift management

• Ability to change the user’s Kylas status (e.g. - marking the user as Available/Unavailable for a while)

31-May-2024

User Management

• Ability to view the last logged in date time of a user on the user listing and Details page

31-May-2024

Goals Vs Achievements - Meetings

• Ability to create Goals on the Meeting entity such as 'Number of meetings conducted by users in a Month.

• Ability to create Goal Vs Achieved reports on Meetings

• Ability to receive Meeting Goal achievement related notifications.

• Enable the Goal owners to nudge the users who are supposed to work on the Goals.

31-May-2024

Meeting Management

• Ability to assign meeting ownership to another Kylas user within the CRM system.

• Automatically notify the meeting owner about any modifications in the scheduled meetings.

15-May-2024

Additional Fields in Meeting report dimensions and filters & meeting listing

• Ability to apply Group by and Filters on additional meeting fields such as associated lead, associated company, and invitees when preparing meeting reports.

30-April-2024

via Setu

• Ability to validate a customer’s or company’s PAN number from Kylas via .

15-May-2024

Record duplication

• Ability to view duplicate record warning right below the Email and Phone number field while adding a new Lead or Contact in Kylas.

31-May-2024

Workflow Automation

• Ability to copy the values from one field to another within the Kylas CRM system

31-May-2024

Workflow automation

• Ability to trigger workflows via a marketplace app event e.g. SETU is completed.

• Execute another marketplace app action e.g. Send WhatsApp message when a SETU KYC is completed.

15-May-2024

Call Logs

• Ability to show a pop up after every call hang up in order to enable user to add disposition or update any property in the call log.

15-May-2024

Click to call action via Workflow

• Set up automated actions through Workflows to initiate a call to a Lead based on specific conditions. For example, when an incoming lead is received, immediately call the lead via workflow to reduce turnaround time.

15-May-2024

Smart-List

• UI enhancements for the existing smart list view for Leads, Contacts, and Companies.

31-May-2024

Field Sales - Tracking

• Ability to alert the reporting managers of a field sales user when their GPS is turned off.

15-May-2024

Field Sales - Automated Notification.

• Ability to receive a reminder to checkout after 15 minutes of the meeting’s scheduled end time.

• Ability to receive a reminder to checkout when a user moves more than 500 meters from their check-in location.

31-May-2024

User shift Management

• Ability to change the user’s Kylas status (e.g. - marking the user as Available/Unavailable for a while).

15-May-2024

Goal Vs Achievements

• Ability to view the Goal vs Achieved reports on Mobile app for Meetings.

15-May-2024

Meeting Management

• Ability to assign meeting ownership to another Kylas user within the CRM system.

• Automatically notify the meeting owner about any modifications in the scheduled meetings.

15-May-2024

Record duplication

• Ability to view duplicate record warning right below the Email and Phone number field while adding a new Lead or Contact in Kylas.

15-May-2024