Kyrios Systems

This update ensures that workflows continue running correctly when contacts are merged by automatically transferring or resolving workflow executions so no automation steps are dropped.

Contact Merge Improvements: No More Dropped Workflow Executions

Multi-object task associations allow a single task to be linked to multiple records across Contacts, Companies, Opportunities, and Custom Objects, ensuring tasks stay contextually visible without duplication.

Multi-Object Task Associations

The Content Library in Documents & Contracts lets users save reusable document blocks or full pages and quickly reuse or share them across templates and locations.

Documents & Contracts: Content Library for Faster Document Creation

The Update Contact Field action now supports dynamic custom values for additional field types, allowing workflows to set or compare values using live variables instead of manually entered text or…

Update Contact Field Action: Dynamic Custom Value Picker (Expanded Field Support)

The Contacts module in Kyrios is the central CRM workspace for creating, organizing, communicating with, and automating actions across all leads and customers.

Understanding and Managing Contacts in Kyrios

You can create and send estimates directly from a contact’s Payments tab, with customer details automatically pre-filled for faster quoting.

Accessing and Creating Estimates from the Contact Payments Tab

Kyrios allows admins to import and export contacts using a single CSV file, supporting bulk creation, updates, de-duplication, and progress tracking via Bulk Actions.

Importing and Exporting Contacts Using a CSV File

The Enhanced Contacts Import Experience provides a faster, clearer, and more controlled way to import contacts (and opportunities) with improved mapping, deduplication, and detailed post-import statistics.

Enhanced Contacts Import Experience

Contact-to-Contact Associations let you link contacts to each other using custom labels (single or paired) to track personal and professional relationships directly inside Kyrios.

Contact-to-Contact Associations

Opportunity Card Customization lets you control which fields, layout, and quick-action counters appear on opportunity cards in the pipeline view.

Opportunity Card Customization

Recurring Tasks let you automatically create repeating tasks on a defined schedule, with full control over frequency, end conditions, and overdue behavior.

Recurring Tasks

Company Notes let your team add, view, filter, sort, edit, and delete notes that are linked to contacts and visible within a company record.

Company Notes

The Document Management tab on a contact record automatically collects, organizes, and manages all files sent, received, or manually uploaded for that contact in one centralized location.

Contacts: Synchronize Attachments with the Document Management Tab

Kyrios allows you to bulk import and export contacts with multiple phone numbers using the Additional Phones field during CSV imports and exports.

Bulk Import and Export of Multiple Phone Numbers for Contacts

Use Bulk Actions to add, update, or remove company associations for multiple contacts at the same time.

Bulk Actions – Add or Remove Contacts from a Company

Use the WhatsApp Bulk Action to send a Meta-approved WhatsApp template message to multiple contacts at once and track delivery progress and errors.

Bulk Actions – Send WhatsApp Messages to Multiple Contacts

Email validation checks whether a contact’s email address can safely receive messages, helping reduce bounces and protect your sending reputation.

How to Validate a Contact’s Email

Kyrios Email Validation checks contact email addresses for deliverability to reduce bounces, protect sender reputation, and improve email performance.

Email Validation for Contacts in Kyrios

Learn how to create new contacts, edit existing contact details, delete contacts, and add custom fields to tailor your contact database in Kyrios.

Create, Edit, and Delete Contacts in Kyrios

Learn how to review bulk import errors, understand error codes, and fix CSV formatting issues when importing contacts into Kyrios.

Troublesbleshooting Bulk Imports via CSV

Smart Lists are dynamic contact lists that automatically update based on filters you define, keeping your contacts segmented in real time.

How to Create and Edit Smart Lists

Smart Lists let you apply and save filters in Contacts so the list automatically updates as contacts meet or stop meeting your criteria.

Creating Smart Lists

You can bulk import and export multiple email addresses per contact using the Additional Emails field in Contacts.

Bulk Import and Export of Multiple Emails for Contacts

Kyrios lets you add, label, and manage multiple phone numbers for a single contact, including setting one primary number.

Additional Phone Numbers per Contact

Kyrios allows you to add, manage, and select a primary email from multiple email addresses on a single contact record.

Additional Emails per Contact

The Do Not Disturb (DND) feature controls whether a contact can send or receive communications across email, SMS, calls, and other channels in Kyrios.

Using the Do Not Disturb (DND) Feature

Bulk Actions let you send messages or apply actions to multiple contacts at once, with flexible delivery options that control timing, batching, and throughput.

Bulk Action Delivery Options for Contacts

Kyrios allows you to restore deleted contacts within 60 days, either individually from the Restore tab or through Bulk Actions.

How to Restore Deleted Contacts

Bulk Actions let you perform the same action on multiple contacts at once, such as sending messages, adding tags, exporting data, or deleting contacts.

Using Bulk Actions in Contacts

Tags let you label and organize contacts so you can segment audiences, trigger automations, and manage contacts more effectively across Kyrios.

Settings: Tags

Engagement Scoring in Kyrios assigns dynamic scores to contacts based on their actions, helping you measure interest, prioritize outreach, and identify churn risk.

Engagement Scoring in Kyrios

You can add tags to contacts during import either by including a Tags column in your CSV or by applying tags to the entire import during the import setup.

How to Add Tags When Importing Contacts

You can control whether Kyrios allows duplicate contacts and define how duplicates are detected using email and/or phone number.

How to Allow or Prevent Duplicate Contacts

SMS and Email templates (Snippets) let you save reusable messages and insert them quickly into workflows, conversations, and bulk actions.

How to Create and Use SMS and Email Templates in Kyrios

The Tasks Tab allows you to create, organize, filter, and track tasks across your account, including recurring tasks and tasks associated with multiple records.

Managing the Tasks Tab in Kyrios

Kyrios contact records provide a complete, centralized view of every person, including their details, activity, opportunities, payments, and relationships.

How to Navigate Contact Records in Kyrios

Use Bulk Actions in Contacts or Smart Lists to add or remove tags from multiple contacts at once.

Bulk Actions: Add or Remove Tags on Contacts

Use Bulk Actions in Contacts or Smart Lists to permanently delete multiple contacts at once.

Bulk Actions: Deleting Contacts

Use Bulk Actions in Contacts or Smart Lists to send a one-time email to multiple contacts, immediately or on a schedule.

Bulk Actions: Send Email

Use Bulk Actions to merge up to 10 duplicate contacts into a single master contact while preserving selected data, payments, and communication preferences.

Bulk Actions: Merge Multiple Contacts

Use Bulk Actions to add or update opportunities for multiple contacts at once by changing pipelines, stages, values, and statuses.

Bulk Actions: Pipeline Change (Manage Opportunities)

Use Bulk Actions to send SMS, email, or WhatsApp review requests to multiple contacts at once, immediately or on a schedule.

Bulk Actions: Sending Review Requests

The Companies tab lets you create, manage, and organize company records, associate contacts, add tasks and notes, and use advanced filtering and automation to keep company data structured and actionable.

The Companies Tab in Contacts

This article explains how to add, manage, search, communicate with, and take quick actions on contacts using the Kyrios Mobile App.

Using the Kyrios Mobile App: Contacts

This article explains how to identify, edit, and manage Bulk Actions that are queued or processing, including how batch (drip) settings can be adjusted safely after scheduling.

Editing Pending and Processing Bulk Actions

Email Verification in Kyrios checks whether contact email addresses are valid and deliverable, helping protect sender reputation and improve email deliverability.

Understanding Email Verification in Kyrios

Use the Valid WhatsApp field and advanced filters in Contacts to determine whether a contact can receive WhatsApp messages and to segment contacts for WhatsApp campaigns.

Checking If a Contact Can Receive WhatsApp Messages

Create, manage, and organize contact records.

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