Khanal Group

K-CRM

Send a won deal to K-Projects or request a site survey

K-CRM hands records to K-Projects and K-Survey. You check the details in the other app, and nothing is created there until you confirm it.

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What you need

  • The Sales executive, Sales manager or Organisation admin role
  • Your company also using K-Projects or K-Survey
  • Your K-CRM organisation linked to its Khanal organisation (for automatic matching)

Create a project from a won deal

  1. Open a deal you marked won.
  2. Click Create project in K-Projects.
  3. Check the details and click Prepare the hand-off to K-Projects.
  4. Click Open in K-Projects within 10 minutes.
  5. Confirm the project in K-Projects. The deal then shows Sent to K-Projects with an Open in K-Projects button.

Request a site survey

  1. Open the lead or deal.
  2. Click Request site survey.
  3. Check the details and click Prepare the hand-off to K-Survey.
  4. Click Open in K-Survey within 10 minutes and confirm the survey there.
  5. See the status in the Site survey in K-Survey card. In K-Survey, press "Show the status in K-CRM" to update it.

Keep files in your own Drive

  1. Open the user menu → Connected storage (Organisation admin).
  2. Click the Connect button for your Google Drive or OneDrive and finish the set-up in Drive Connect.
  3. New files go to your drive in the folder 07 - K-CRM.

Good to know

  • The buttons show only when your organisation uses the other app.
  • Sending a won deal again opens the same project. A contact who opted out is not sent.
  • Request site survey does not show on a lost deal, or on a merged lead or a lead marked Not a fit.
  • K-CRM does not send leads to K-Tender or quotations to K-Finance yet. Ask hello@khanals.in if you need this.

Common errors

I do not see Create project in K-Projects

The deal must be marked won, and your organisation must use K-Projects. Viewers cannot send records.

"Link your organisations in Khanal ID for automatic matching."

Your organisation is not linked to Khanal ID, so K-Projects or K-Survey asks you which organisation to use. Link it from Switch organisation.

"This confirmation from K-Projects could not be used"

The confirmation expired or was not signed. The project, if it was created, is in K-Projects. Open it there.

The Open in K-Survey button does not work any more

It works for 10 minutes. Go back to the lead or deal and click Request site survey again.

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Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.