How to Bulk Update Values in the Deal Section in Kylas CRM

How to Bulk Update Values in the Deal Section in Kylas CRM

How to Bulk Update Values in the Deal Section in Kylas CRM

Managing deals efficiently is a core part of any CRM system. Kylas CRM offers a powerful feature to bulk update values in the Deal module, saving time and ensuring data consistency across multiple deals. This article explains how to use this bulk update functionality with detailed steps, prerequisites, use cases, benefits, and conclusion.

Table of Contents:

  1. Introduction

  2. Prerequisites

  3. Step-by-Step Guide to Bulk Update Deals

  4. Use Cases

  5. Benefits of Bulk Updating Deals

  6. Conclusion

Introduction:

Bulk updating deals in Kylas CRM allows users to modify one or more fields for multiple deals simultaneously, instead of updating records one by one. This feature is especially helpful for sales managers and teams who want to quickly update pipeline stages, change deal owners, or modify custom fields values.

Prerequisites:

  1. You have appropriate permissions to access the Deals module and perform bulk updates.

  2. Deals you want to update are visible in your current view or search results.

Step-by-Step Guide to Bulk Update Deals:

Step 1: Login to Kylas CRM

  • Open your browser and log in to your Kylas CRM account using valid credentials.

Step 2: Navigate to the Deal Module

  • On the dashboard or side navigation menu, click on Deals to open the Deals list view.

Step 3: Select Deals to Update

  • Use the checkboxes located beside each deal in the list to select the deals you want to update.

  • To select all deals visible on the current page, use the checkbox at the top beside the first column header.

  • Adjust the results per page setting (usually at the bottom) to show more deals per page, making bulk selection easier.

Step 4: Click on the Bulk Update Option

  • Once the desired deals are selected, look for the Update button or option, usually appearing at the top of the list page.

Step 5: Choose the Field(s) to Update

  • From the bulk update interface, select the entity (field) you want to update. This could be:

    • Pipeline stage

    • Deal owner

    • Custom or system number fields

    • Date fields

    • Other relevant fields

Step 6: Enter the New Value

  • Enter the value you want to apply across all selected deals for the chosen field.

Step 7: Trigger Workflow Actions (Optional)

  • If workflows are set up on the field(s) you are updating, enable the toggle for Trigger Workflow Actions to ensure these workflows run for the updated deals.

Step 8: Save the Changes

  • Click Save to apply the changes.

  • The system will update the selected field for all the selected deals in bulk.

Notes

1. Max 10000 records can be updated or deleted in one go
2. Only 1 bulk job can be performed at a time from tenant id


Use Cases:

Use Case Description
Updating Pipeline Stages Move multiple deals to the next or specific pipeline stage after a sales event or review.
Changing Deal Owners Reassign a batch of deals to a different sales representative for better management.
Modifying Custom Fields Update numerical values or dates related to deals like expected close dates or deal value.
Triggering Workflows Bulk update fields to trigger automated workflows like notifications or task creations.
Data Correction or Cleanup Quickly correct or standardize data across multiple deals in one go.

Benefits :

Benefit Description
Saves Time Allows updating multiple deals at once instead of editing each record manually.
Improves Data Accuracy Ensures uniform updates across all selected deals, reducing the chances of human error.
Supports Automation Automatically triggers workflows when related fields are updated in bulk.
Enhances Flexibility Works with various field types including pipeline stage, owner, number fields, and date fields.

Conclusion:

The bulk update feature in Kylas CRM's Deal module empowers sales teams to manage their deal data more effectively and efficiently. By allowing updates to multiple deals at once and triggering related workflows, it reduces manual work, improves data accuracy, and accelerates the sales process. Whether you need to change deal owners, update pipeline stages, or modify custom fields, this feature is an essential tool for any sales team using Kylas CRM.


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