How are leads and activities managed in KYLAS CRM during calls?
1. For Incoming Calls
- The lead will be created if no lead exists
- Activity will be created under the lead
2. For Outgoing Calls
- Activity will be created under the lead
- Call can be initiated directly from the kylas CRM. In every lead/activity besides a phone number click to call icon is available → click on it to initiate a call
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