How to Create a Multi-Picklist Field in the Deal Section of Kylas CRM

How to Create a Multi-Picklist Field in the Deal Section of Kylas CRM

How to Create a Multi-Picklist Field in the Deal Section of Kylas CRM

Multi-picklist fields allow you to add a customizable dropdown where users can select multiple values simultaneously. This is useful when you want to capture multiple options related to a deal, such as multiple product interests, deal categories, or sales channels.

Table of Contents

  1. Overview

  2. Prerequisites

  3. Step-by-Step Instructions

    • Navigating to Customizations

    • Adding a New Multi-Picklist Field

    • Bulk Adding Values

    • Saving the Field

    • Adding the Field to Layouts

  4. Use Cases

  5. Benefits

  6. Conclusion

Overview :

In Kylas CRM, customizing your deal form fields allows you to tailor the CRM to your unique sales process. The Multi-Picklist field type lets users select multiple values from a predefined list in deal records, providing greater flexibility in data capture and reporting.

Prerequisites:

  1. You must have Admin or CRM customization permission.

  2. Basic familiarity with navigating Kylas CRM settings.

  3. Understanding of the values you want to add to your multi-picklist.

Steps:

Step 1: Navigate to CRM Settings → Customizations

  • Log in to your Kylas CRM account.

  • Click on the Settings gear icon at the bottom left corner.

  • Click Customizations.

Step 2: Open Form Fields for Deals

  • Inside Customizations, select Form Fields.

  • From the module , choose Deal.

Step 3: Add a New Field

  • Click on Add Field button to create a new custom field.

  • For Data Type, select Multi-Picklist from the dropdown menu.

Step 4: Bulk Add Values

  • Click the Bulk Add button next to the values input area.

  • Enter all the picklist options separated by commas (,).

    • For example: Product A, Product B, Product C, Product D

  • Click Add to load the options into the multi-picklist.

Step 5: Save the Field

  • After adding the values, click Save to create the field.

Step 6: Add the Field to Deal Layouts

  • Navigate to Layouts under Customizations.

  • Select the Create Deal Layout or Edit Deal Layout where you want the multi-picklist field to appear.

  • Drag and drop the newly created multi-picklist field into the layout section.

  • Save the layout.

Step 7: Verify the Field on Deals

  • Now, when you create or edit a deal, the multi-picklist field will be visible and allow multiple selections from your added options.


Use Cases:

Use Case Description
Selecting multiple product interests Capture several products or services a customer is interested in within a single deal record.
Tracking multiple sales channels Record all sales or marketing channels involved in closing the deal (e.g., email, referral, call).
Tagging deals with multiple categories Assign multiple labels such as “High Priority,” “Renewal,” or “Upsell” to a deal simultaneously.
Recording features or add-ons selected Track various optional features or add-ons a customer opts for in a deal.
Managing complex customer preferences Capture multiple preferences or requirements from customers that affect deal configuration.

 Benefits:

Benefit Explanation
Flexible Data Capture Allows capturing complex data points with multiple selections in one field.
Improved Reporting Enables better filtering and segmentation based on multiple criteria.
Enhanced User Experience Simplifies data entry with one field instead of multiple yes/no fields.
Customizable Tailor the options easily to your business needs by bulk adding or editing choices.

Conclusion:

Creating a multi-picklist field in the Deal section of Kylas CRM empowers your sales and operations teams with flexible, easy-to-use data entry points that reflect your business requirements precisely. This enhances the quality of data stored, improves reporting capabilities, and provides a seamless CRM experience.

By following the steps outlined above, you can quickly create and implement multi-picklist fields tailored to your sales processes — improving deal tracking and decision-making across your organization.


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