How to Add Notes to a Deal in Kylas CRM

How to Add Notes to a Deal in Kylas CRM

How to Add Notes to a Deal in Kylas CRM

Adding notes to a deal is an essential part of maintaining accurate and updated information related to customer interactions, follow-ups, and progress. Notes help teams stay aligned, track communication history, and ensure smooth deal movement throughout the pipeline.

This article provides a detailed guide on how to add notes to any deal in Kylas CRM along with prerequisites, steps, use cases, benefits, and conclusion.

Table of Contents

  1. Overview

  2. Prerequisites

  3. Step-by-Step Instructions

  4. Use Cases

  5. Benefits

  6. Conclusion

Overview

The Notes feature in Kylas CRM allows users to record important updates, reminders, conversation summaries, or any relevant information about a deal.
Notes are visible on the deal’s timeline, enabling teams to stay informed and collaborate effectively.

Whether you are tracking customer discussions, logging progress, or documenting internal updates—Notes ensure nothing is missed.

Prerequisites

Before adding notes to any deal, ensure the following conditions are met:

Permissions Required

  • Read Permission on Deals

  • Create Permission on Notes

If you cannot see the Notes option, contact your CRM administrator to update your permissions.

Step-by-Step: How to Add Notes to a Deal

Follow these steps to successfully add a note to a deal:

Step 1: Login to Kylas CRM

Go to https://app.kylas.io and login using your credentials.

Step 2: Navigate to the Deals Section

From the left sidebar menu:
➡️ Click on Deals
This opens your Deal Listing Page.

Step 3: Open the Required Deal

From the deal listing, click on the deal name that you want to update.
You will now be on the Deal Detail Page.

Step 4: Locate Productivity Tools

On the extreme right side of the Deal Detail Page, you will find the Productivity Tools section.

This panel includes tools like:

  • Notes

  • Tasks

  • Calls

  • Emails

  • WhatsApp

  • Attachments
    …and other quick-action utilities.

Step 5: Click on the Notes Tool

Within the Productivity Tools section:
➡️ Click on Notes

A notes panel will open, allowing you to enter information.

Step 6: Write Your Note

Enter the required information such as:

  • Follow-up update

  • Summary of a call or meeting

  • Internal comments

  • Customer requirements

  • Progress updates

  • Next steps

Step 7: Click “Add”

After typing your note:
➡️ Click Add

Your note will now be saved and visible in the deal timeline for reference.


Use Cases

Adding notes is useful in many real-life sales scenarios:

Use CaseDescription
Meeting SummaryLog key points from a meeting with the client.
Follow-Up NotesRecord follow-up conversations or actions.
Customer RequirementsDocument any special requests or changes.
Internal CommentsShare important internal communication with your team.
Deal Progress TrackingTrack movement, updates, next steps, or concerns.

Benefits

BenefitExplanation
Improves CollaborationTeams stay aligned with updated information.
Enhances TransparencyEvery detail is visible in the deal timeline.
Reduces ErrorsWritten notes minimize miscommunication.
Improves ProductivityQuick access to essential information improves response time.
Better Customer ExperienceSales teams stay informed, enabling smoother conversations.

Conclusion

Adding notes to deals in Kylas CRM is a simple yet powerful feature that helps maintain clarity, communication, and record-keeping throughout the sales process.
By using the Notes section under Productivity Tools, users can efficiently log and access deal-related updates—ensuring better coordination and faster deal closures.


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