How to Create a Deal in Kylas CRM

How to Create a Deal in Kylas CRM

How to Create a Deal in Kylas CRM

Creating deals efficiently is one of the most important activities for any sales team. Kylas CRM provides a simple and structured process to create, track, and manage deals throughout the sales pipeline. This article provides a complete step-by-step guide on how to create a deal in Kylas CRM.

Table of Contents

  1. Overview

  2. Prerequisites

  3. Step-by-Step Guide

    • Step 1: Log in to Kylas CRM

    • Step 2: Navigate to the Deals Module

    • Step 3: Click on the Add Button

    • Step 4: Fill in the Deal Information

    • Step 5: Save the Deal

  4. Use Cases

  5. Benefits

  6. Conclusion

Overview

In Kylas CRM, a Deal represents a potential business opportunity or sale. Sales teams use deals to track progress, estimate revenue, and manage the movement of opportunities across different stages of the sales pipeline.

Kylas CRM’s deal creation process is intuitive, allowing you to add all relevant details quickly so you can focus on closing more sales.

Prerequisites

  1. Before creating a deal, ensure that:

    • The user has permission to create deals
      (Deal → Create Access must be enabled in user roles & permissions.)

    Without this, the “Add” button in the Deals module will not be available.

Step-by-Step Guide to Create a Deal in Kylas CRM

Step 1: Log in to Kylas CRM

  • Enter your credentials and log in to your Kylas CRM account.

Step 2: Navigate to the Deals Module

  • On the left navigation panel, locate Deals.

  • Click on Deals to open the module.

Step 3: Click on the Add Button

  • On the top-right corner of the Deals screen, you will see a  Add button.

  • Click on Add to open the Create Deal layout.

This opens the deal creation form where all essential fields are displayed.

Step 4: Fill in the Required Deal Information

In the Create Deal form, fill out all necessary details such as:

  • Deal Name

  • Deal Value / Amount

  • Pipeline & Stage

  • Expected Close Date

  • Associated Contact or Lead

  • Associated Account (if required)

  • Owner

  • Source & Description

  • Any custom fields defined by your organization

Ensure that all mandatory fields marked with * are completed.

Step 5: Save the Deal

  • After reviewing the information, click Save.

  • The deal will now be successfully created and added to your CRM account.

Once saved, the deal becomes visible in the pipeline and can be updated, tracked, and progressed through various stages.


Use Cases

Use Case Description
New Sales Opportunity Create a deal when a customer expresses interest in buying.
Quotation or Proposal Tracking Use deals to track proposal-stage discussions.
Pipeline Management Organize multiple deals based on customer stage.
Revenue Forecasting Deals help predict upcoming revenue with accuracy.
Team Collaboration Assign deals to the right sales owner for follow-up.

Benefits

Benefit Explanation
Simple and Fast Deal Creation Quick add button makes the process frictionless.
Organized Pipeline View All deals stored in one place with clear stages.
Better Sales Tracking Monitor progress, status, and follow-ups easily.
Improved Collaboration Sales reps, managers, and teams stay aligned.
Accurate Forecasting Deal values contribute to sales projections.
Customizable Add custom fields to match your business needs.

Conclusion

Creating a deal in Kylas CRM is a straightforward process designed to help sales teams stay organized and productive. With the right permissions, users can easily add deals, input crucial information, and start tracking opportunities from the very first interaction.


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