How to Add Multiple Products in a Deal in Kylas CRM

How to Add Multiple Products in a Deal in Kylas CRM

How to Add Multiple Products in a Deal in Kylas CRM

Adding multiple Products & Services to a deal helps sales teams track revenue accurately, calculate deal value properly, and maintain transparency in quoting and billing. Kylas CRM allows you to seamlessly add multiple products to any deal with quantity, tax, and pricing details.

This article explains the complete process, prerequisites, use cases, and benefits in detail.

 Table of Contents:

  1. Overview

  2. Prerequisites

  3. Step-by-Step Guide

    • Step 1: Navigate to the Deals Section

    • Step 2: Open and Edit the Deal

    • Step 3: Add Products & Services

    • Step 4: Set Quantity, Price, and Tax

    • Step 5: Save the Deal

  4. Use Cases

  5. Benefits

  6. Conclusion

 Overview:

In Kylas CRM, each deal can contain one or more products, allowing you to define the exact items or services being sold to the customer. This ensures accurate revenue forecasting and helps teams maintain clarity on what’s included in each deal.

You can add multiple products inside a deal using the Products & Services section in the deal edit mode.

Prerequisites:

Before adding products to a deal, ensure:

  • User must have "Create" and "Update" access on Deals

  • User must have "Read All" access on Products & Services

Without these permissions, users will not be able to view or add products to a deal.

Step-by-Step Guide to Add Multiple Products in a Deal

Step 1: Navigate to the Deals Section

  1. Log in to your Kylas CRM account

  2. Go to the Deals section from the left-side navigation panel

Step 2: Open and Edit the Deal

  1. Select the deal where you want to add products

  2. Click Edit on the top-right corner

This will open the editable deal form.

Step 3: Add Products & Services

Inside the Edit Deal form:

  1. Scroll to the Products & Services section

  2. You will see the Add New button beside the section

  3. Click Add New

  4. A new product row will appear

  5. Select the product from the dropdown list

 Every time you click Add New, a fresh row will appear allowing you to add multiple products one after another.

Step 4: Set Quantity, Price, and Tax

For each product row added, you can specify:

  • Quantity — number of units

  • Price — per-unit price

  • Tax — applicable tax percentage

Step 5: Save the Deal

Once all products are added:

  1. Review the items

  2. Click Save

Your deal will now display all selected products under the "Products & Services" section.


Use Cases:

Use Case Description
Creating a complete quotation Add multiple items being sold in a single deal.
Selling bundled services Add combinations like subscription + onboarding + support.
Tracking multi-item orders Useful when customers purchase multiple SKUs.
Accurate revenue forecasting Total deal value becomes precise with product-level entries.
Inventory or service management Know exactly what was committed to each client.

Benefits:

Benefit Description
Accurate Deal Pricing Ensures deal value reflects all included items.
Better Reporting Product-level insights help in analyzing best sellers.
Increased Sales Transparency Teams clearly see what is included in each deal.
Easier Billing & Invoicing All product details become available directly in the deal.
Supports Multi-Product Sales Ideal for businesses with packages, bundles, or multiple SKUs.

Conclusion:

Adding multiple products in a deal in Kylas CRM is simple and efficient. By using the Products & Services section within a deal, users can add multiple products along with quantity, pricing, and tax details. This not only enhances accuracy in deal management but also improves forecasting and transparency across the sales team.


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