Kyrios Systems

The Contact Engagement Score is a numeric indicator that shows how actively a contact is interacting with your business, helping teams quickly assess and prioritize Opportunities based on real engagement.

Contact Engagement Score on Opportunities

Opportunity values have time-based, task-related, and appointment-related fields, enhanced sorting and exporting, and a UI update that improves visibility and control across the sales pipeline.

Expanded Opportunity Values and Metrics

Kyrios allows you to create, send, and view invoices and estimates directly within an Opportunity using the Payments tab, keeping all deal-related financial activity in one place.

Invoices and Estimates Available Inside Opportunities

The Unlabeled card layout for Opportunities provides a compact, single-line display for each field, allowing users to view more deal information at a glance without visual clutter.

Unlabeled Cards in Opportunity View

This article explains how to create or update Opportunities in Kyrios using a single CSV file by uploading, mapping, verifying, and monitoring a bulk import.

How to Import Opportunities Using a Single CSV File

Kyrios allows users to restore deleted opportunities within 60 days using the Opportunities restore menu and Audit Logs, ensuring sales data can be recovered without rebuilding deals manually.

How to Restore Deleted Opportunities in Kyrios

Kyrios allows administrators to export opportunities from pipelines using filters, including custom fields, with no limit on the number of records exported.

How to Export Opportunities in Kyrios

Custom Fields for Opportunities allow Kyrios administrators to create, organize, display, and control additional opportunity data fields, including how they appear on opportunity cards and pipelines.

Custom Fields for Opportunities in Kyrios

This article explains how to manage opportunities in Kyrios by updating statuses, adding lost reasons, using bulk actions, customizing opportunity cards, managing associations, and handling payments directly from an opportunity.

How to Manage Opportunities in Kyrios

The Opportunities tab in Kyrios is where all leads are managed, tracked through pipeline stages, filtered, exported, and updated, with full access to contact details, notes, tasks, appointments, and ownership…

Opportunities Overview: A 101 Guide

in Kyrios organize opportunities into clear stages so teams can track progress, automate actions, and control visibility throughout the sales or customer lifecycle.

How to Create and Edit Pipelines

The Contact Engagement Score is a numeric indicator that shows how actively a contact is interacting with your business, helping you prioritize Opportunities based on real engagement.

Contact Engagement Score

Track deals, opportunities, and progress through your pipelines or projects.

Pipelines & Opportunities

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