How to Create a Multi-value picklist in Deal Module?
Kylas CRM provides the user the option to add custom fields in Modules. With Multi-value Picklist, user can select multiple value at once from the preset dropdown.
Prerequisites:
- Permissions: Any user with permission to create/edit custom fields
- Product Plans: Elevate
- Activities to be Completed: None
Steps:
1. After logging into Kylas, Navigate to Settings
2. Go to Customization > Form Fields > Deal > Add Field
3. Now select the field type as Multi-value Picklist
4. Enter the display name and values. You can toggle on filterable as per your preference. By enabling the filterable toggle, you can directly filter leads in the deal listing Page.
5. Once done, click on "Submit".
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