How to update deal details in Kylas CRM?
When a deal is created by a user, there are chances that all the information pertaining to the deal is not captured. Along the sales cycle, the salesperson gets more visibility about the deal. Users can update the deal details using the Edit Deals feature. The article covers the steps to be followed for editing/updating details of a deal based on the latest received information.
Prerequisites
- Permissions: Any user with permission to update Deals.
- Product Plans: Embark/Elevate
- Activities to be Completed: Deal Creation
Steps
Step 1
Navigate to Deal Listing page. Find the deal to be edited from the list, either manually scrolling down or by using the filters. Click on the deal name to navigate to the Deal details page.
Step 2
Click on the 'Edit' button on the top right corner of the Deal Details pane to open the 'Edit Deal Form'.
Step 3
Fill in the new details of the deal/ update existing details in the 'Edit Deal' form.
Step 4
After filling in the deal details in step 3, click on the Save button. Then, a success message will be presented; after which the user will be directed to the page, where the updated details of the deal will be displayed.
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